From Member to more Value with Dynamics 365
A membership solution built on Microsoft Dynamics 365 gives you a CRM platform that unifies all your key processes in one place: administration, fees, communication, events, and grants. When data and interactions are managed in a single system, your organization gains better visibility – and your members get a stronger, more seamless experience.
The Value of Membership Solutions
Membership organizations face complex demands: thousands of relationships, a wide range of activities, and increasing expectations around transparency and compliance. Dynamics 365 gives you a unified foundation for managing member data, finances, and communication – without losing time or oversight.
With AI-native capabilities, you can automate tasks, gain insights into member behavior, and ensure communication is always timely and targeted. The result is less admin, fewer errors, and more time to create real value for your members.
Getting Started with Membership Solutions
Spot the Potential
We begin by identifying where admin slows you down or where the member experience falls short. Are your data sources disconnected? Are payment flows still manual? Is communication spread across too many channels? This is where there is potential for improvement
Find the Right Fit
We design a Dynamics 365 solution tailored to your organization – from membership fees and grant tracking to integrated communications and GDPR-compliant data management. We extend it with Power Platform and Copilot to make the system even smarter and more efficient.
Start with Confidence
We build and deliver iteratively. With AI-driven delivery, you get fast feedback and high quality. We make sure your solution is robust, compliant, and scalable – so you can start small and grow as your organization evolves.
The Benefits of Membership Solutions
Efficient administration
Manage everything from member data to fees and payments in one place.
Stronger member experiences
Communicate in a way that’s personal, timely, and relevant.
AI-native insights
Automate the routine – and uncover trends, behaviors, and untapped potential.
Scalable and secure
Built on Microsoft Dynamics 365 with security and compliance baked in from day one.
Other CRM Sales services
Sales Management
AI-driven Sales
Your Context. Our Starting Point.
At Context&, we get your context before we build your solution. Whether you’ve got questions or just need a fresh perspective, we’re here to listen – and to help.
Get in touch. We’re ready when you are.
