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Microsoft Dynamics 365 Membership Solutions

CRM for Membership

Increasing the value of member relationships

Are you looking for the last membership system you'll ever buy?

Many organisations in the membership and NFP sector approach us after having fallen into a cycle of going out to tender for a new membership system every 2-5 years, as legacy systems prove inflexible or aren't maintained to keep up with changing needs. An investment that affects your whole organisation only needs to be made once, if you choose the future-proof, extensible Microsoft Dynamics 365 product, which benefits from continuous investment, a clear roadmap and the ability to be configured and customised to adapt to your developing requirements long-term.

Core has configured Microsoft Dynamics 365​ specifically for use by membership organisations, to accelerate CRM project delivery based on the best practice we have learned from working from membership organisations for the best part of a decade. The result is the familiar Microsoft interface centred around the member journey. 

This includes membership management processes such as new member acquisition, renewals, management of on-going member benefits, events, training, compliance, CPD, pricing, merchandise and finance, as well as a unique Reporting Module, which provides the insight from having that elusive single view of a member. 

As well as offering the accelerator, we work with our clients to configure the platform to their specific needs. Our team of experts, led by David Jennaway, the UK's first Microsoft Most Valuable Professional for CRM, work closely to support our clients, which include Royal Colleges, Institutes, Trade Associations and Professional Bodies. As the UK's longest standing Microsoft Gold Partner for CRM, we are technical experts with unrivalled experience and proven successes.

Core's Membership Platform gives you:

  • a single view of individual members including qualifications, attendance history, behaviour and financial information
  • ability to tailor time or segment-based offers to manage renewals and new member acquisition
  • increased efficiency in management of events, education and publications
  • resource management through SharePoint for publications, literature and materials management
  • increased visibility of bookings, cancellations and delegate preferences for event management
  • personalised communications which perpetuate member loyalty
  • segmented campaigns to engage and upsell preference driven membership

Our membership platform, sector expertise and affordable licensing options means your project can be delivered quickly and within budget. We have robust data migration tools, proven methodologies and project management services which all contribute to our 100% go-live rate on projects.

According to the Professional Association Research Network, professional bodies alone support 13 million UK professionals. So how do you engage one-to-one with members on such a large scale?

Your members want to be communicated with as individuals, with tailored offers, value statements and information relevant to their member level, qualification or status. A central platform that can hold this data and make it easy to utilise is essential.

How does CRM fit in with our existing systems, website and finance package?

Microsoft technology is easy to integrate with. Most technology vendors design their packages to work seemlessly with Microsoft productivity tools. Core is a systems integrator with wide experience in this sector. Microsoft Dynamics 365 can be integrated with your website via web services and/or a portal, your finance systems, marketing automation tools, social media and call centre tools, not to mention the suite of Microsoft products you may use already such as Microsoft Office, Outlook, SharePoint, Lync and Exchange.

How else can we help?

We also tailor our full range of IT services to the not for profit sector, from collaborative working using SharePoint, to managed services with 24/7 support.


  • Gain the 360-degree view of a memberopen/close
    Many membership organisations who come to us for help are suffering from issues caused by data in silos, often in spreadsheets maintained by individuals. Information is not always kept up to date, shared or even known about by other teams. Microsoft Dynamics CRM consolidates the information you hold on your members to give the true picture.
  • Insights to feed the right business decisions open/close
    Consolidating this data in a platform which boasts user-friendly instant reporting tools means you can drive growth whilst mitigating risk, as you are able to see the bigger picture. Data can reveal patterns and insights when centralised and we can help you find those diamonds in the Big Data.
  • A future-proof, extensible investment open/close
    Your IT spend needs to account for how your organisation’s objectives might change. We often help clients who are caught in a cycle of going out to tender every 2-3 years because their current system does not allow for continuous improvement. Microsoft Dynamics CRM is customisable to your needs and we can even train power users to add their own fields and automated workflows.
  • Flexible access to data across your organisationopen/close
    Your teams need a platform that is familiar and easy to work with on a daily basis. Office (including Outlook) integration proves a huge boost to user adoption. Not only that, but mobile and tablet applications let your staff work from anywhere, securely. Permissions can be set for information you want to restrict by job role.
  • Recruit and retain members open/close
    In today’s world, where your members find information online and network on social media, how can your organisation offer value? How can you communicate different kinds of value to different kinds of members? Microsoft Dynamics CRM offers a suite of tools which facilitate member profiling and engagement.

​Core’s own unique modules

We have developed our own solutions to enhance the out of the box system. 

  • Core Membership Platform
  • Core Events Management Module
  • Core Education and Training Module
  • Core Merchandise Module
  • Core Finance Module
  • Core CPD Module
  • Core Reporting Module