Data-Driven Member Management

Since the early 2000s, we have been supporting membership organisations, including non-profits, clubs, societies, and trade associations.

We understand the challenges they face, such as fragmented data and workflow inefficiencies, and work closely with them to overcome these obstacles.

Our Dynamics 365 solutions help centralise information and modernise processes so you can increase member engagement and continually refine your service.

Audience using mobile phones at a membership event managed by Dynamics 365

Benefits of Dynamics 365 for Membership Organisations

Unified Member Profiles

Consolidate data from all systems in Dynamics to create complete and accurate member profiles.


Automated Workflows

Use trigger-activations to efficiently handle member onboarding, renewals and other repeatable workflows.

Increase Engagement

Leverage unified data to personalise interactions that empower everyone to boost engagement and reinforce retention.

CRM Integration

Integrate back-office systems, payment gateways and other third-party services to streamline your processes.


We’ll tailor Dynamics 365 to reflect the information that’s relevant to your unique membership structure.

Scalable Platform

Our solutions are built on the Microsoft Cloud ensuring capacities will seamlessly adapt as your requirements change.

Revenue Generation

We deliver solutions to nurture members that encourage renewals, and uplift subscriptions using integrated marketing automation.

Complex Subscription Options

Dynamics will adapt to manage your membership structure, however complex, such as managing family and multi-level subscriptions.

Proudly Serving Membership Organisations including…

royal ocean racing club
royal ocean racing club
Junior Offshore Group
Cycling UK
royal ocean racing club

How our Solutions Deliver for Membership Organisations

Member Management
Our implementations of Dynamics 365 aim to centralise member data to provide complete visibility into relationships. We can customise Dynamics to match your membership structure and consolidate data across all systems to create unified profiles.

By having access to real-time relationship details from a centralised source, your teams will be empowered to drive personalised, journey-based engagements.

Intuitive Member Assistance
We create custom web portals that allow members to manage their accounts independently with powerful search features and intelligent chatbots.

Our portals are user-friendly, intuitive, and feature native Dynamics 365 integration. They include capabilities such as event registration, support assistance, document access, and profile management, reducing administrative workloads and allowing teams to focus on higher-value projects.

Actionable Intelligence
Our solutions turn data into insights to improve service quality. With Dynamics 365 and Power BI, membership data transforms into interactive dashboards.

Staff can access these visualisations at every level to identify opportunities for service improvement, like enhancing rewards, communication strategies, or digital experiences.

Proactive Guidance
We provide continuous support and consultation to help you maximise the potential of Dynamics 365 and the Microsoft Cloud Platform.

Our team will offer guidance, share expertise, and provide regular check-ins to advise you on enhancing the functionality of your system.

Cycling UK: New CRM and portal empower expansion and engagement.

By implementing Dynamics 365 CRM and a custom member portal, Cycling UK unified its systems into a single hub to flexibly manage subscriptions, send personalised communications enabling tighter event coordination to drive increased participation.

“From the offset, the quality of ServerSys’ work has been impressive, and they have delivered value for money. From the functional specifications to the user journey and page content layout, they’ve created a web portal that will power exciting new opportunities for Cycling UK and its members into the future.”

Ian Taylor, IT Manager at Cycling UK

Cycling UK Customer Story - Membership

Examples of Processes We Can Help You Manage

We can help you implement Dynamics 365 to manage any membership relationship and workflow relevant to your organisation. Frequent examples include renewal workflows, member subscriptions, donations, grant applications and more shown in the visual below.

Visualisation of membership features ServerSys deliver with Dynamics 365

What you can expect

Experienced consultants focused on listening first and explaining in simple language.

Transparent communications and a collaborative approach with a commitment to building long-lasting partnerships.

Customised solutions to fit your unique needs, developed through a consultative, customer-centric approach.

Rapid timelines with the aim of delivering quick wins.

Ongoing support to transfer knowledge.

Proficient problem solvers committed to helping organisations maximise Dynamics 365 and Power Platform capabilities.

Enquire Now

Do you want technology that empowers members and increases your efficiency?

Please complete the form below, and let’s discuss how Dynamics 365 and integrated Microsoft Cloud solutions can help you improve performance.