Membership Associations

Financial Management

Revenue and Expense Deferrals
Automate the deferral process for accurate accounting period revenue and expense recognition.

Reconciliations
Save days of effort in mundane tasks of bank, general ledger, and credit card reconciliations with automated reconciliations processes.

CoPilot & AI
Speed through tasks, build momentum, and improve processes with Copilot, built on Microsoft cloud with enterprise security.

Key Financial Statements
Maintain transparency, ensure compliance, and build trust with members and stakeholders with built-in financial statements.

Budgeting and Forecasting
Leverage associations specific budget and forecast models to keep tabs on revenue and costs related to the association's activities.

Analytics
Don't rely on a hunch! Enable a data-driven culture with actionable data and insights that drive revenue and advance your association.

Data Analytics

Event Performance Metrics
Identify registration trends, monitor event profitability, and track your events’ performance against your goals.

LMS Engagement Analytics
Combine LMS data with membership data to gain valuable insights into the specific interests and learning preferences of different member segments, enabling you to optimise your marketing strategy accordingly.

Membership Analytics
Unlock actionable insights about new member acquisition, engagement, and retention trends from your membership data to help drive strategic growth and member retention.

AI

Microsoft Copilot (AI)
Embrace the AI-powered future of work. Leverage Microsoft’s next-generation AI-infused within the Microsoft cloud platform.

Copilot and Microsoft 365
Use AI assistance to draft emails and set up meetings in Outlook with data from your Dynamics 365 CRM platform. Generate meeting summaries in Outlook and Microsoft Teams and save them to your membership management platform.

Copilot and Dynamics 365
Get the most out of Copilot with predefined prompts in Microsoft CRM. Ask questions in natural language, receive quick summaries of sponsorship opportunities, track changes in member records, and prepare for meetings. These are only a few cases in which Copilot can help you improve productivity in your daily work.

Process Automation

The Microsoft platform provides a robust suite of fully integrated automation tools designed to help streamline processes, improve productivity, and enhance the member experience.

Automated Task and Workflow Management
With Power Automate, you can automate repetitive tasks across Dynamics 365 CRM and other applications in the Microsoft ecosystem. For example, you can send follow-up emails after a meeting, update member records based on external data, or alert team members when a task reaches a specific stage.

Automated Email Engagement Tracking and Follow-ups
Build automations to track email interactions (opens, clicks, replies) and schedule follow-ups based on engagement levels. Membership teams can better time their outreach and improve customer engagement by setting up automated follow-ups based on customer responses.

Marketing Automation
Dynamics 365 offers customer journeys, email marketing, lead scoring, marketing pages, and social posting, allowing you to connect your marketing and member processes seamlessly.

Copilot in marketing helps teams quickly build customer segments for email campaigns using natural language. Then, with the content ideas tool, they can generate tailored email content, adjusting the tone to suit their audience. This allows marketers to spend less time on segmentation and copywriting and more time on strategic marketing.