Membership organisations must respond efficiently to members’ requirements. If you work in this sector, you will also know it is essential to constantly track and promote subscriptions and renewals. Core offers a specially tailored Membership Management solution that’s built around a series of Microsoft Dynamics 365 modules.

The expert team delivering this solution is led by David Jennaway, the UK’s first Microsoft Most Valuable Professional for CRM. We would be delighted to add your membership organisation to the many we already support on this system, which includes Royal Colleges, trade associations and professional bodies.

Key Features

  • Individual and organisation membership
  • Configurable membership grades and statuses
  • Rolling and fixed-period memberships and facility for pro-rata rates
  • Configurable membership plans by grade, date and country-banding, with the facility for further customisation
  • Configurable processes for membership application, approval, renewal and lapsing


  • Flexible event model to support events from simple events to multi-day conferences
  • Events, and subdivision of events into sessions
  • Capacity management
  • Event pricing model based on configurable packages, and optional extras
    • Differential pricing for members / non-members
    • Early-bird discounts
    • Volume discounts (e.g. buy 2, get one half-price)
  • Event bookings can be made for individuals or multiple delegates
  • Facility to restrict bookings by grade, or have invitation-only events
    • Event sponsorship and exhibitors
    • Venue management
    • Record attendance
  • Integration with CPD module

  • Flexible structure of education that covers qualifications, modules and module components
  • Modules and module components can be compulsory or optional
  • Scoring mechanism to calculate scores and results for a range of configurable scoring mechanisms
  • Integration with CPD module
  • Manage courses, instructors and training providers
  • Manage exams, attendance and exam venues

  • Product and price management
  • Maintain VAT, nominal, cost and department codes across the products
  • Supports ad-hoc products with simple stock management
  • Integration with finance applications
  • Integration with SagePay to record card payments directly in CRM


  • Web service API to provide controlled access to CRM data and process from public-facing websites
  • Integration with ClickDimensions for marketing automation
  • Integration with address verification providers
  • Integration with VATLayer to verify EU VAT numbers
  • Experience integrating with a range of other systems, such as training management systems, exam providers, directory services