Membership App for Microsoft Dynamics 365

CantarusCRM’s Membership App for Microsoft Dynamics 365 makes it easier for organisations to manage and grow their membership base and empowers users to provide an excellent customer experience whilst utilising the latest technologies.

FlexRM’s membership app offers the flexibility to manage both organisational and contact level memberships, with the ability to configure membership types to your organisation’s specific needs.

Microsoft Dynamics 365 with CantarusCRM’s Membership App will transform your membership organisation. The app makes data more accessible to your members whilst simplifying processes for your employees, freeing them to provide the customer experience your members require and empowering them to grow your organisation to the next level.

CASE STUDY

Association of Higher Education Professionals

Dynamics 365 Online implemented for AHEP to manage Memberships, Events, and CRM, replacing their previous system.

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Configuration Options

All Major Membership Scenarios Supported

CantarusCRM have extended the standard product catalogue to support the majority of membership type scenarios, whilst maintaining the powerful out of the box functionality provided by Dynamics 365. This means you have the ability to configure your membership structure and pricing to your exact requirements.

Efficient Enrolment, Renewals and Upgrades

With support for multiple payment methods and discounts, users can easily enrol, renew or upgrade memberships either individually or in groups, with the ability to take payment from within the app itself using a payment provider of your choice.

Scheduled tasks such as automatic membership renewals and lapsing of expired memberships are also handled out-of-the-box, with the ability to add more automated tasks should your organisation need it.

Automated Communication

CantarusCRM’s Membership App provides a number of automated communications out-of-the-box, such as welcome packs, renewal reminders and upgrade confirmations, each with user configurable content, all of which can be changed easily to match your organisation’s brand.

Membership Portal

By utilising the included Dynamics 365 connected portal, members can manage their memberships online, engage in online discussions and access frequently asked questions and articles. If you already have your own membership portal, CantarusCRM’s Membership App can be configured to connect to your existing solution in order to provide your members with the information they need, when they need it.

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CantarusCRM Membership App

Association of Higher Education Professionals

Configuration Options