Microsoft Dynamics 365 Sales (CRM) &
Dynamics 365 Business Central
The ultimate management and operational solution for Membership Organisations
Membership Organisations require seamless financial management and powerful member engagement tools to operate efficiently and effectively. Microsoft Dynamics 365 Sales (CRM) and Microsoft Dynamics 365 Business Central work together flawlessly, eliminating the need for costly integrations and ensuring a fully optimised system that simplifies financial processes while strengthening member relationships and retentions.
Why CRM alone isn’t enough for financial management
CRM systems like Microsoft Dynamics 365 are invaluable for managing members - tracking engagement, personalising communications, and automating renewals. However, they are not built for financial management and often struggle with tasks like:
- Handling complex subscription models - renewals, discounts, and instalment plans;
- Accurate financial tracking - CRM lacks cost codes and advanced reporting required for compliance;
- Managing direct debits effectively - especially when dealing with late renewals or varying payment schedules.
Business Central
The answer to financial management challenges
Microsoft Dynamics 365 Business Central complements CRM by providing full financial control with features including:
- Automated reporting & reconciliation - ensuring financial accuracy across the organisation;
- Seamless direct debit management - simplifying payments and budgeting for members;
- Subscription flexibility - handling annual membership price adjustments and custom instalment options;
- HMRC-compliant VAT submissions - aligning with Making Tax Digital (MTD) regulations and connecting directly to HMRC;
- Intercompany transactions - essential for organisations operating multiple legal entities.
End-to-End integration
Minimising technical overheads
Unlike standalone CRM and financial platforms that require costly development, Microsoft Dynamics 365 Sales (CRM) and
Business Central work together from day one:
- Automated data flow - from member purchases to financial reconciliation;
- Reduced errors - eliminating manual data entry and improving reporting accuracy;
- Effortless integration - both solutions designed to work together, reducing technical complexities and
associated costs for implementation.
Additional Benefits
Investment that delivers long-term value
Tailored licensing for non-profits
Data hosting & security
Transform your Membership Organisation today
Membership Organisations need both engagement and financial stability. Microsoft Dynamics 365 Sales (CRM) and Business Central provide a complete, comprehensive and scalable solution that streamlines workflows, automates processes, and ensures financial accuracy without the technical hassle.
What makes us different?
We are a leading Microsoft Dynamics partner with more than 30 years of ERP, CRM, financial management, and data solutions experience. Specifically, we have extensive expertise of working with and supporting membership organisations, helping them address pain points that are common in this sector.
Ready to transform your operations? Let’s talk about how Microsoft Dynamics 365 Sales (CRM) and Business Central can transform your organisation!
Case study
Learn how we helped the Chartered Institute of Marketing benefit from a combined Microsoft Dynamics 365 Sales (CRM) and Business Central solution.
