Membership

Dynamics 365 is a set of cloud-based business apps that brings together both ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) functions. It offers different modules for various needs, like Sales, Customer Service, Project Management, Customer Insights (Marketing), and Business Central for Finance. You can use these modules on their own or combine them to boost teamwork and create a smooth member experience across your organisation. Plus, they all link up with the familiar M365 tools, making it easy for everyone to get on board. 

Dynamics 365 is a real game-changer for your membership organisation. It helps you keep track of member details, manage renewals, and handle events all in one place. You can personalise your communications and improve the member engagement. With real-time insights and data, you can make better decisions and tailor your membership levels and services to what your members really need. You can even connect with websites and Portals to offer self-service and enhanced online member experiences. Plus, it takes care of the admin stuff, so you can stay organised and focus on growing and supporting your community. 

Yes, the Dynamics 365 Sales module lets you keep track of all member interactions, subscriptions, renewals, and order history. It also helps you spot chances to cross-sell and upsell, so you can make the most of every opportunity..

Yes, Dynamics 365 can really up your member engagement game. It helps you personalise your interactions, track what members like, and send targeted messages. You can also manage events and activities more easily, keeping members involved and interested. Plus, with insights into their behaviour, you can tailor your approach to what they need and keep them engaged. 

Yes, Dynamics 365 is highly scalable, allowing you to manage a growing member base efficiently while adding features and functionalities as your organization evolves.

Dynamics 365 makes managing both online and in-person events. It helps you organise everything from start to finish, including planning, registration, and tracking attendees. You can handle event schedules, send out invites, and keep track of responses all in one place. You can even manage tickets, capacity and check-ins to see if your members actually came along!

Yes, Dynamics 365 will handle membership fees, track payments and renewals, and manages budgets. You can connect with Payment gateways to take card payments and link with Direct Debit facilitator to ensure your subscriptions are collected.

As a Microsoft product, Dynamics 365 seamlessly fits in to your Microsoft 365 stack. Safe in the knowledge that Dynamics 365 utilises the same login and security rules as Microsoft 365, you’ll also enhance collaboration through native connections with: 

• Outlook: Dynamics 365 integrates with Outlook to synchronise emails and appointments, allowing you to manage customer interactions directly from your inbox or manage emails from Dynamics 365 – whichever your users prefer, because hey – we’re all different!  

• SharePoint: Integration with SharePoint enables easy document management and sharing, meaning no more digging around for documents as they sit nicely alongside the related Dynamics 365 record. 

• Teams: Integration with Teams provides linked chats and channels helping your team work more closely together on projects and deals without leaving the Dynamics 365 environment. 

• Word/Excel: The old favourites connect too with the ability to import and export data to excel, pivot tables and workbooks with ease. Furthermore, document templates are managed using Word. 

Most certainly, one of Dynamics 365 USP is its flexibility and ease of configuration. Whether it’s a profile field, workflows, processes or reports, Dynamics 365 will provide you a tailored experience to your role and needs. Membership organisations also often have niche processes such as CPD, training and regulatory due diligence. Dynamics 365 can create custom record types to manage these processes with ease. 

Yes, as your organisation grows, Dynamics 365 can easily keep up. You can add more modules and features as you expand, all without impacting your current operations

AI fits into Dynamics 365 in a big way with Co-Pilot products across all the modules. It helps by providing smart insights and automating tasks, so you can make better decisions and save time. For example, AI can analyse customer data to predict trends, automate routine tasks like data entry, and help you personalise your marketing efforts. It’s all about making your operations smoother and giving you a clearer picture of what’s going on in your business.

Yes, being a cloud-based platform means Dynamics 365 can be accessed from anywhere. This makes it easy for remote teams to stay connected, get hold of important data, and work together effectively, no matter where they are. 

Dynamics 365 offers powerful reporting and analytics tools that provide real-time insights into key business metrics, such as member satisfaction, renewal data, event attendance and financial performance. This helps you make informed decisions based on accurate data and trends.

• Cloud9 have a trusted methodology to implement Dynamics 365 solutions, we call this the 6 E’s: 

• Explore – our expert pre-sales consultant present relevant solutions,  experience and transparent cost estimates to ensure you’re confident Dynamics 365 is the right solution and Cloud9 are the right partner for your business. 

• Envision – the first part of the project are requirements gathering workshops. These sessions interrogate your processes and needs, offering best practice advise throughout. The output is our detailed requirements document with 15 tabs outlining your business processes, data model, reporting needs and user story based requirements presented for your approval before we start any build. 

• Embark – The early stages of the build confirms the data model and presents you fortnightly build reviews so you can see the progress and provide us feedback as we go. You’ll have a dedicated Project Manager, supporting the project team to ensure we deliver the agreed scope on time and budget. 

• Enable – You can spend a million pounds on a new CRM/ERP but if your users don’t use it, then you won’t get the ROI. Training and change management is the essential part of the project and to support this, our user-story based scope means all users are clear on the acceptance criteria and our three training options mean they are empowered to test and go-live with the solution.  

• Embed – Post project, our Client Success Care Package offers unlimited support and unlimited ad-hoc training. This means all your users can call us as many times as they need to ask “How do I do this?” Also included in the package is ongoing configuration tweaks and included discounted consultancy hours to continuously optimise your solution to align with changing or enhancing business processes.  

• Expand – CRM/ERP should be seen as a journey. What you build on day 1, will certainly need maturing and enhancing as your business grows. Included in our Client Success Care Package is an annual optimisation review to ensure your solution aligns to current business needs and that new features and upgrades are rolled out without impact, but drive further productivity and usability enhancements.  

Yes, Dynamics 365 comes with enterprise-level security features and follows global data protection rules, so you can be sure your business data is safe and secure. 

Cloud9 have experience of migrating from more than 50 third-party applications. The easiest way to import data is using the excel wizard and Cloud9 will provide you with templates to copy and paste your data with ease. Should there be more complex data structures, we use a market leading data migration and transformation tool to ensure no data that you need is left behind.  

Cloud9 have an award-winning Client Success team, with an average NPS score of >9/10. Our employed, UK based team offer unlimited break-fix support, ongoing configuration tweaks and unlimited ad-hoc training for all of your users “how do I?” questions. 

While Dynamics 365 is user-friendly, training is recommended to ensure your team fully understands how the platform is designed to work for your business. Cloud9 offer end-user, system-admin and train-the-trainer options during the project implementation, all of which are tailored to your needs and delivered on your solution. As it’s inevitable your users won’t remember everything, you have forever access to the recordings and better still, unlimited access to our Client Sucess team, for the unlimited ad-hoc training.