Microsoft Dynamics 365 for Credit Unions


CRM software for credit unions needs to be more than a contact management system because a credit unions business is built on using multiple data systems.

CRM Dynamics understands that you may need or want to maintain certain other banking systems. However, we are experienced in integrating data from other systems. Whether you chose to implement a single system or maintain multiple systems we have the experience and know-how to deliver a Microsoft solution that drives your Credit Union forward.

With more than 70 financial services implementations, CRM Dynamics is uniquely positioned to serve Credit Unions in implementing Microsoft Dynamics 365. As Canada’s largest Microsoft Gold certified CRM partner,  CRM Dynamics can provide you with a tailored solution that will get your firm up and running quickly.

Operational Efficiency

Real-Time Data & Analytics 

Customer Success

How can CRM Dynamics help your Credit Union?

Gain a 360 Degree View in Dashboards

Credit Unions are a fast-paced and competitive industry. It is vital that you react in real-time to changes in your customer’s needs. This is especially the case in the Credit Union world where institutions need to find ways to distinguish themselves from the larger, legacy banks that serve the same region.

Dynamics 365 gives you a 360-degree view of all your customer’s data. This allows you to better predict a customer’s needs and to inform them of products and services that they would benefit from.

Better customer service

One of the most useful benefits of a CRM for Credit Unions is that it will allow you to anticipate your customer’s needs ahead of time. You can create email reminders that are tied into the specific needs of each customer.

Do you have a couple that are snowbirds?  Set up an email reminder that is triggered every time the currency exchange rate is favourable for them. Similarly, customers who have bought a large amount of foreign currency in a previous year can have alerts sent out to inquire into whether they are interested in travel-specific savings plans. If you know a client has school aged children you can send helpful reminders to assist in their RESP planning.

Rather than reacting to customer requests, anticipate them and stand out from the crowd.

Anticipate customers’ needs

One way that a Credit Union can distinguish themselves from a large bank is in providing a responsive customer service. Many people find “The bank” as big and impersonal. A Credit Union is more relatable. It’s part of the community.

By effectively tracking the many ways that customers interact with you you’ll have the opportunity to better address the questions and concerns that your customers have. When they feel valued, you earn their loyalty.   That is the Credit Union advantage and Microsoft Dynamics 365 provides you with the ability to provide that service. 

Manage your members 

We aren’t just Credit Union specialists. We also are experts in the Membership Association field. Since we understand that lifeblood of Credit Unions are their members, we will bring the same expertise in membership management to our Credit Union solutions that we do with our Membership Association product, Dynamics Association Blueprint.  

Grow your client base

The marketing functionality of Dynamics 365 will allow Credit Unions to create dynamic and creative campaigns that can help reach goals that may not seem possible.  

But, don’t take our word. Instead, look at the award winning results that Credit Union DUCA had by implementing a Microsoft CRM solution with CRM Dynamics in 2017.  


Our Track Record with Credit Unions

We have a history of successfully implementing Microsoft Dynamics 365. As a result, we continue to tailor functional CRM systems for financial services across the globe.

In addition to a basic implementation, our services have included multi-point data mapping, aggregating data, implementing custom workflows, reporting, dashboards and much more. Our clients work in investment management, credit unions, insurance and banking. While our solutions may differ from client to client, our main focus is to configure a functional system that works for you.

As the largest Microsoft Gold certified partner in Canada, CRM Dynamics utilizes an “assembly line” approach when customizing D365. That allows us to develop the software faster and less expensively than our competitors. Our strength is in the talent, creativity and experience of our team. We have the confidence and know-how to find the right CRM solution for our clients.

Needing to drastically increase the amount of savings deposited?  Read about how a Credit Union turned to CRMD and D365 to find a way to hit their goals. Read more below...

Transform How You Manage Your Operation With CRM For Credit Unions?


The marketing functionality of Dynamics 365 will allow Credit Unions to create dynamic and creative campaigns that can help reach goals that may not seem possible.  But, don’t take our word. Instead, look at our award winning results that a Credit Union client had by implementing a Microsoft CRM solution with CRM Dynamics in 2017.