Microsoft Dynamics for Associations: A Brief Introduction

If you’re immersed in the world of associations and grappling with the chaos of managing memberships, events, and growth strategies, it’s time for a tech upgrade. Microsoft Dynamics 365 for associations is an all-in-one customer relationship management (CRM) software and asset management platform for tracking finances, memberships, and more.

Here’s everything you need to know about Microsoft Dynamics for associations. 

What Is Dynamics 365 for Associations?

Microsoft Dynamics 365 is an enterprise resource planning (ERP) platform equipped with association management software and other valuable tools. Make running your association a breeze with everything from financial management functionality to customer self-service tools. Dynamics 365 is cloud-based, meaning it can keep up with the growth of your organization no matter how many new members you accumulate.

Imagine having a digital assistant that keeps track of your members and assists in planning and executing events. Free your team from disorganization with a do-it-all platform that supports your organizational success.

4 Benefits of Dynamics 365 for Associations and Organizations

Your team can use Dynamics 365 for associations to accomplish a variety of tasks and improve upon existing workflows.

1. Unify Your Systems

Associations often find themselves tangled in a web of disconnected systems: membership databases here, event planning tools there, and communication platforms tacked on as an afterthought. 

The result is a cobbled-together mess of tech, none of which shares information all that well. Cut through the noise and bring all of your core applications under one umbrella with Dynamics 365. 

With this comprehensive platform, your team won’t have to waste time toggling between a dozen different applications. They can access data, send messages, collaborate, and generate reports from one dashboard. 

Your team can also see event details, membership data, and communication channels within Dynamics 365. This saves time and reduces the chances of errors being made.

Put those days of frantically searching for information in the rearview mirror and embrace Dynamics 365. 

2. Track Upcoming Events

Regardless of what niche you operate within, events are the lifeblood of your associations. Conferences, workshops, networking sessions, and the like give you a chance to connect with existing members and attract new ones. 

You can become an event manager extraordinaire with the help of Dynamics 365. Track who is attending, what’s on the agenda, and more, all within the Dynamics platform. 

With Dynamics 365, you can manage everything from invites to planning deadlines. As the event draws near, you can focus on perfecting it rather than scrambling to make sure the right people are invited. Stop subjecting yourself to panic-inducing event planning and turn this process into a frictionless affair. 

3. Grow Your Membership

Every association dreams of a thriving, ever-growing membership base. But how do you achieve that when you are drowning in paperwork and administrative limitations? Dynamics 365 streamlines membership sign-ups and management so you can focus on growth, not that giant pile of files on your desk. 

The suite provides powerful tools for member recruitment and engagement. Nurture relationships with members, attract new ones, and build your association at unprecedented speed. 

4. Keep Costs Down

Dynamics 365 for associations is also a great cost-saving tool. With this platform, you can consolidate your software licenses and make managing your IT stack a breeze.

You’ll also enjoy back-end cost savings. For instance, your team won’t have to toil away performing manual tasks. Instead, they can automate many redundant processes, including member onboarding. Once you start racking up the savings, you can pour those resources back into your association and accelerate your growth trajectory. 

Get More out of Dynamics 365 with Cavallo

Dynamics 365 can be the perfect tool for membership-based associations like yours. However, to get the most bang for your buck, you need to upgrade its functionality with third-party solutions like Cavallo.

With Cavallo, you can access data-based insights, provide better customer service, and grow your membership. Connect with our team to learn more about what you can achieve with Dynamics 365 and our dynamic solutions