Dynamics 365 Membership Management

We provide Dynamics 365 and web portal solutions that enhance member engagement and improve service for communities.

Data-Driven Membership Management

Since the early 2000s, ServerSys have been supporting membership organisations, including non-profits, clubs, societies, and trade associations. We understand the challenges you face, such as fragmented data and workflow inefficiencies, and our team will work closely with you to overcome these obstacles.

Our Dynamics 365 membership solutions centralise information and modernise processes, helping you increase engagement and refine your service.

Benefits of Dynamics 365 for Membership Organisations

Unified Member Profiles

Consolidate your member data 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

Utilise centralised data to personalise interactions that  boost engagement and strengthen member 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 membership structure.

Scalable Platform

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

Revenue Generation

We design solutions to nurture members to increase renewal rates and uplift subscriptions.

Complex Subscription Options

Dynamics will adapt to manage your structure, 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 implementation of Dynamics 365 centralises member data for complete visibility into each relationship. We’ll customise Dynamics to match your membership structure and consolidate data across all systems to create unified profiles.

Online Member Assistance

We create custom web portals allowing members to manage their accounts independently through self-service tools. With Dynamics 365 integration, or member portals can include event registrations, support assistance, document access, and profile management, reducing administrative workloads.

Actionable Intelligence

Dynamics 365 turns data into insights to improve service quality. 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 performance 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 in Dynamics 365 for Membership

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

Dynamics 365 for Membership examples

What you can expect

Highly experienced consultants who will help you achieve in weeks what others may take months to accomplish.

Ongoing support to transfer knowledge.

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

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

Rapid timelines with the aim of delivering quick wins.

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

Enquire Now

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

Let’s discuss how Dynamics 365 can improve your membership management and efficiency. We offer three easy ways to get in touch.

Call us now on 0203 884 3804

Email hello@serversys.com

Complete the contact form below, and we’ll follow up shortly.