Dynamics Association Blueprint

Dynamics Association Blueprint

Powered by Microsoft Dynamics 365

Dynamics Association Blueprint is an Association Management CRM system that is built within the Microsoft Dynamics platform and integrates with many popular accounting systems. This provides a 360 degree view of each member as well as operational control over, Sales, Service, Marketing and Social Engagement Insights. 

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

Dynamics Association Blueprint

Member Management 

Sort members by type or level and accommodate staggered or irregular fees, dues or renewal periods

Event Management 

Seamlessly accept registrations, track attendance numbers and accept payments

Store Front

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

Continuing Education

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

Multilingual Ready

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