Dynamics Association Blueprint
Powered by Microsoft Dynamics 365
Dynamics Association Blueprint (DAB) is a CRM system built on the Microsoft Dynamics platform and integrated with many accounting systems. With this system, you can see all your members in one place along with being able to track Sales, Service, Membership, and more.
Membership Associations need effective CRM systems. And, that’s why we have developed Dynamics Association Blueprint, an out-of-the-box CRM solution powered by the Microsoft Dynamics 365 engine.
By migrating to CRM software you will facilitate better relationships, which is the cornerstone of growth in any organization, including Membership Associations. We know that the most cost-effective way to increase profitability is retention. Even a small increase in retention can increase profitability by upwards of 75%. Imagine having the ability to not just know who is attending your conferences and who your members are, but to also understand them and their needs so you can better serve them moving forward.
Connect to social media supporters to track trends and build campaigns
Gain insight through Reporting and Dashboards
Manage Donation, Volunteers and Grants
Sort members by type or level and accommodate staggered or irregular fees, dues, or renewal periods
Seamlessly accept registrations, track attendance numbers and accept payments
You can provide your members the opportunity to purchase relevant professional material directly through your online store
Fundraising and Donor Management
Manage and track multiple campaigns and identify potential new donors. Additionally, Dynamics Association Blueprint can allow you to see a donor’s giving history and can send out automatic, targeted appeals with suggested donation amounts
Easily track your members’ continuing education requirements. You can check if meet the pre-requisite requirements for registration and make registration simple for the members
As a North American company, our design is fully functional in English, French and Spanish. By utilizing our pre-designed bilingual templates, we will save valuable time and money in getting your system live
Schedule a Demo
For many associations the thought of migrating can be intimidating. The legacy system might not be doing the best job, but it is doing a job and as an Association leader you’re often accustomed to just getting by.
To learn more about the features and capabilities of the Blueprint, schedule a demo.
Wait! Don't leave without downloading our Dynamics Association Blueprint Report
Have you considered migrating to CRM from a legacy Association Management System (AMS)?
For many Membership Associations, the thought of migrating can be intimidating. The legacy system might not be doing the best job, but it is doing a job and as an Association leader you’re often accustomed to just getting by. It's with that in mind that we produced "An Associations Blueprint to Success" Report