Credit Union Blueprint


Credit Union Blueprint sets a Credit Union apart from a big bank by addressing the everyday challenges and pain points of running a Credit Union business. Built within the Microsoft Dynamics platform, the solution is designed to provide your business with a 360 degree view of each member as well as operational control over, Sales, Service, Marketing and Social Engagement Insights.

CRM Dynamics has immense experience 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.


How to reach younger members with Credit Union Blueprint?

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How Credit Union Blueprint can help you increase profits? 

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How Credit Union Blueprint can help your members stay loyal?

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WHY DYNAMICS 365 FOR CREDIT UNIONS?

360 Degree Contact View

  • One stop to understand your member’s financial portfolio and pick up right where they left off
  • Promote rewards and up-sell through product recommendations while growing your member relationships
  • Get interdepartmental data at your finger tips to provide the best customer experience possible

Member Management

  • Never let leads fall through the cracks with integrated online application forms and live chat
  • Seamlessly follow up on incomplete applications and renewals, while recommending alternatives to rejected applications
  • Automate customer on-boarding and other customer journeys

Engagement Tracking

  • Track activities in-branch and engagements through web pages, emails and forms
  • Send communications for new promotions, products, rewards redemption and upcoming changes to targeted customers
  • Use Microsoft's Voice of the Customer to conduct surveys

Event Management

  • Plan and coordinate upcoming event venues, sponsors, sessions and locations
  • Seamlessly accept registrations, track attendees and attended sessions
  • Score leads based on event registration criteria
  • Save event templates to reuse them for recurring events

Pipeline Management

  • Generate visibility into potential renewals, customer retention and lost business
  • Forecast renewals, new and net revenue
  • Increase your wallet share by gaining insights through lost opportunities
  • Empower users to identify high probability opportunities through Sales AI

Reporting & Analytics

  • Generate complex reports within minutes using  ‘Ask a Question’
  • Identify next-gen products based on customer reviews, renewals and sales
  • Reduce the effort of monthly manual report creation
  • Get insights into your data through AI, in specific category outliers, change points, correlation, trends, seasonality, time etc.

Marketing Automation

  • Increase digital presence and brand awareness
  • Easily perform targeted marketing and send personalized offers and messages
  • Track ROI using key metrics and implement referral programs to encourage more business
  • Manage subscription lists for CASL and GDPR compliance

Goals Tracking

  • Manage goals by product category, Branch Managers and Representatives
  • Track progress, trends and outliers through our reporting
  • Reward high performing staff and coach those who aren’t able to meet their targets

  Read about how a Credit Union turned to CRMD & D365 to find a way to hit their goals. 

Transform How You Manage Your Operation With Credit Union Blueprint?


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.