Membership organisations require efficient member engagement and robust financial management to operate effectively. Microsoft Dynamics 365 Sales (CRM) and Microsoft Dynamics 365 Business Central work together flawlessly, providing an end-to-end solution that streamlines operations, improves financial accuracy, and reduces technical overheads—without the need for costly systems integration.
These two platforms complement each other perfectly, ensuring organisations can manage members effectively while maintaining financial stability and scalability.
CRM: a vital tool for membership organisations
For membership organisations, engagement is everything. Microsoft Dynamics 365 Sales (CRM) is designed to centralise member data, tracking contact details, engagement history, and preferences, making personalised communication more effective. The ability to segment members based on their interaction history allows organisations to send tailored messages across various channels, including email, social media, and dedicated website sections. This targeted communication strategy fosters stronger relationships and improves retention.
Beyond engagement, automation plays a crucial role in streamlining operations. Microsoft Dynamics 365 Sales (CRM) allows organisations to automate membership renewals, event registrations, and fundraising activities, eliminating inefficiencies and freeing up staff to focus on delivering value to members.
These capabilities are vital for organisations aiming to create meaningful connections while ensuring operational efficiency. However, while CRM provides an excellent foundation for engagement, it is not designed for financial management. This gap presents challenges when organisations rely solely on CRM for subscription models, payments, and reporting.
Where CRM software falls short in financial management
Generally speaking, CRM systems lack built-in financial management tools necessary for handling complex financial operations. One of the primary limitations is the absence of cost codes and detailed financial tracking, making it difficult to conduct accurate financial reconciliation.
Subscription models, particularly those involving discounts, late renewals, and varied instalment plans, require manual intervention when managed within CRM. This leads to inefficiencies, increased technical overheads, and a suboptimal experience for both the organisation and its members. Additionally, managing direct debits directly within CRM is cumbersome and prone to errors, making financial processes more complicated than they need to be.
Microsoft Dynamics 365 Business Central: optimising financial processes
Microsoft Dynamics 365 Business Central bridges the gap between CRM and financial management by offering a full-scale financial planning system. Its automation capabilities improve efficiency across financial reporting, direct debit management, and subscription pricing. One of its standout features is automated reconciliation, which ensures transactions are accurately matched, eliminating human errors and improving financial reporting accuracy.
The platform simplifies direct debit management, allowing organisations to automate recurring payments and adjust instalment structures as needed. This is particularly useful for membership organisations that need to process regular payments while ensuring predictable budgeting for member renewals. Microsoft Dynamics 365 Business Central also supports flexible subscription pricing, handling annual membership price adjustments automatically and providing instalment options, even when total fees do not divide evenly.
Inter-company transaction capabilities further enhance Business Central’s value, particularly for organisations that operate multiple legal entities. By seamlessly managing transactions across different branches, the platform ensures financial consistency and simplifies multi-entity accounting. Additionally, Business Central is fully compliant with HMRC’s Making Tax Digital (MTD) regulations, enabling organisations to submit VAT returns electronically while maintaining financial compliance.
Seamless integration: the power of combining Microsoft Dynamics 365 CRM & Business Central
Unlike standalone financial systems that require extensive customisation to work with CRM, Business Central integrates directly with Microsoft Dynamics 365 Sales (CRM) out-of-the-box, to ensure a seamless experience. This integration enables automated data flow between membership purchases, renewals, and financial reconciliation, reducing errors and ensuring consistency across financial records.
A unified system significantly enhances financial accuracy. Automated processes replace manual data entry, reducing discrepancies and improving financial reporting. Organisations no longer need to transfer data manually between systems or rely on patchwork solutions. With Microsoft Dynamics 365 Sales (CRM) and Business Central working together, membership organisations gain an optimised and scalable solution that grows alongside their operational needs.
Maximising investment value for organisations already using CRM
For organisations already leveraging Microsoft Dynamics 365 CRM, adding Business Central is a cost-effective decision. Rather than investing in a separate financial management system or developing custom integrations, organisations can expand their capabilities with a fully-fledged financial planning solution that works within their existing Microsoft infrastructure.
The ability to scale financial processes seamlessly ensures long-term cost efficiency, making Microsoft Dynamics 365 Business Central a smart investment for organisations seeking comprehensive financial control.
Licensing flexibility for nonprofits
Nonprofit membership organisations can access tailored Microsoft licensing options that reduce costs while providing full access to Dynamics 365 Sales (CRM) and Business Central. ‘Attached licenses’ allow organisations to pay for one full base license and obtain additional discounted licenses, making financial management even more accessible and scalable for membership organisations operating within budget constraints.
If you’re an NFP, we can help you navigate the licensing options and find a plan that is right for you.
Secure data hosting with Microsoft’s global infrastructure
Business Central provides flexible data hosting options, allowing organisations to choose secure storage locations within UK, European, or American data centres. Microsoft’s ISO 27001-compliant infrastructure ensures data security, reliability, and compliance with relevant regulations. Organisations that require strict data protection measures can benefit from Microsoft’s globally trusted hosting environments, providing peace of mind that financial records and sensitive member information remain secure.
Transform your membership operations today
Microsoft Dynamics 365 Sales (CRM) and Business Central offer membership organisations a seamless, fully integrated solution designed to optimise operations, automate financial processes, and improve overall efficiency. CRM strengthens engagement and communication, while Business Central ensures accurate financial reporting, streamlined subscription management, and direct debit automation. Together, these platforms provide a future-proof system that removes technical complexity and enhances process control and financial management.
If your organisation is looking to take membership management and financial operations to the next level, let’s discuss how Microsoft Dynamics 365 Sales (CRM) and Microsoft Dynamics 365 Business Central can help you achieve that goal.
We understand your challenges and we can help
At Unify Technologies we are specialists in all the above. In short, we implement tailored, industry leading Dynamics 365 for Sales (CRM) and Microsoft Dynamics 365 Business Central solutions to deliver transformation and enhanced member engagement for member organisations.
Let’s talk Better still, we’d be delighted to talk face-to-face with you about what we can achieve together. Contact us today to get the discussion started. Call James Cosford on 0204 570 1439 or email [email protected]
D365 Sales (CRM) & Business Central: seamless integration for membership organisations
Membership organisations require efficient member engagement and robust financial management to operate effectively. Microsoft Dynamics 365 Sales (CRM) and Microsoft Dynamics 365 Business Central work together flawlessly, providing an end-to-end solution that streamlines operations, improves financial accuracy, and reduces technical overheads—without the need for costly systems integration.
These two platforms complement each other perfectly, ensuring organisations can manage members effectively while maintaining financial stability and scalability.
CRM: a vital tool for membership organisations
For membership organisations, engagement is everything. Microsoft Dynamics 365 Sales (CRM) is designed to centralise member data, tracking contact details, engagement history, and preferences, making personalised communication more effective. The ability to segment members based on their interaction history allows organisations to send tailored messages across various channels, including email, social media, and dedicated website sections. This targeted communication strategy fosters stronger relationships and improves retention.
Beyond engagement, automation plays a crucial role in streamlining operations. Microsoft Dynamics 365 Sales (CRM) allows organisations to automate membership renewals, event registrations, and fundraising activities, eliminating inefficiencies and freeing up staff to focus on delivering value to members.
These capabilities are vital for organisations aiming to create meaningful connections while ensuring operational efficiency. However, while CRM provides an excellent foundation for engagement, it is not designed for financial management. This gap presents challenges when organisations rely solely on CRM for subscription models, payments, and reporting.
Where CRM software falls short in financial management
Generally speaking, CRM systems lack built-in financial management tools necessary for handling complex financial operations. One of the primary limitations is the absence of cost codes and detailed financial tracking, making it difficult to conduct accurate financial reconciliation.
Subscription models, particularly those involving discounts, late renewals, and varied instalment plans, require manual intervention when managed within CRM. This leads to inefficiencies, increased technical overheads, and a suboptimal experience for both the organisation and its members. Additionally, managing direct debits directly within CRM is cumbersome and prone to errors, making financial processes more complicated than they need to be.
Microsoft Dynamics 365 Business Central: optimising financial processes
Microsoft Dynamics 365 Business Central bridges the gap between CRM and financial management by offering a full-scale financial planning system. Its automation capabilities improve efficiency across financial reporting, direct debit management, and subscription pricing. One of its standout features is automated reconciliation, which ensures transactions are accurately matched, eliminating human errors and improving financial reporting accuracy.
The platform simplifies direct debit management, allowing organisations to automate recurring payments and adjust instalment structures as needed. This is particularly useful for membership organisations that need to process regular payments while ensuring predictable budgeting for member renewals. Microsoft Dynamics 365 Business Central also supports flexible subscription pricing, handling annual membership price adjustments automatically and providing instalment options, even when total fees do not divide evenly.
Inter-company transaction capabilities further enhance Business Central’s value, particularly for organisations that operate multiple legal entities. By seamlessly managing transactions across different branches, the platform ensures financial consistency and simplifies multi-entity accounting. Additionally, Business Central is fully compliant with HMRC’s Making Tax Digital (MTD) regulations, enabling organisations to submit VAT returns electronically while maintaining financial compliance.
Seamless integration: the power of combining Microsoft Dynamics 365 CRM & Business Central
Unlike standalone financial systems that require extensive customisation to work with CRM, Business Central integrates directly with Microsoft Dynamics 365 Sales (CRM) out-of-the-box, to ensure a seamless experience. This integration enables automated data flow between membership purchases, renewals, and financial reconciliation, reducing errors and ensuring consistency across financial records.
A unified system significantly enhances financial accuracy. Automated processes replace manual data entry, reducing discrepancies and improving financial reporting. Organisations no longer need to transfer data manually between systems or rely on patchwork solutions. With Microsoft Dynamics 365 Sales (CRM) and Business Central working together, membership organisations gain an optimised and scalable solution that grows alongside their operational needs.
Maximising investment value for organisations already using CRM
For organisations already leveraging Microsoft Dynamics 365 CRM, adding Business Central is a cost-effective decision. Rather than investing in a separate financial management system or developing custom integrations, organisations can expand their capabilities with a fully-fledged financial planning solution that works within their existing Microsoft infrastructure.
The ability to scale financial processes seamlessly ensures long-term cost efficiency, making Microsoft Dynamics 365 Business Central a smart investment for organisations seeking comprehensive financial control.
Licensing flexibility for nonprofits
Nonprofit membership organisations can access tailored Microsoft licensing options that reduce costs while providing full access to Dynamics 365 Sales (CRM) and Business Central. ‘Attached licenses’ allow organisations to pay for one full base license and obtain additional discounted licenses, making financial management even more accessible and scalable for membership organisations operating within budget constraints.
If you’re an NFP, we can help you navigate the licensing options and find a plan that is right for you.
Secure data hosting with Microsoft’s global infrastructure
Business Central provides flexible data hosting options, allowing organisations to choose secure storage locations within UK, European, or American data centres. Microsoft’s ISO 27001-compliant infrastructure ensures data security, reliability, and compliance with relevant regulations. Organisations that require strict data protection measures can benefit from Microsoft’s globally trusted hosting environments, providing peace of mind that financial records and sensitive member information remain secure.
Transform your membership operations today
Microsoft Dynamics 365 Sales (CRM) and Business Central offer membership organisations a seamless, fully integrated solution designed to optimise operations, automate financial processes, and improve overall efficiency. CRM strengthens engagement and communication, while Business Central ensures accurate financial reporting, streamlined subscription management, and direct debit automation. Together, these platforms provide a future-proof system that removes technical complexity and enhances process control and financial management.
If your organisation is looking to take membership management and financial operations to the next level, let’s discuss how Microsoft Dynamics 365 Sales (CRM) and Microsoft Dynamics 365 Business Central can help you achieve that goal.
We understand your challenges and we can help
At Unify Technologies we are specialists in all the above. In short, we implement tailored, industry leading Dynamics 365 for Sales (CRM) and Microsoft Dynamics 365 Business Central solutions to deliver transformation and enhanced member engagement for member organisations.
You can find out more here:
Let’s talk Better still, we’d be delighted to talk face-to-face with you about what we can achieve together. Contact us today to get the discussion started. Call James Cosford on 0204 570 1439 or email [email protected]