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.
Manage all aspects of your members. Dynamics Association Blueprint is PCI compliant so you can automatically apply pre-authorized payments. Streamline new member applications through the easy-to-use portal and automate the sending of renewals and invoices.
Provide your members the opportunity to purchase relevant professional material directly through your online store. Tax and shipping charges will be calculated automatically.
Finance and performance reporting
Customize accounting reports and track tax, shipping and other costs. Dynamics Association Blueprint gives you greater insight into your associations’ operation so you can then better identify inefficiencies and fix them.
Fully integrated with Dynamics 365 and Microsoft Marketing, utilize key marketing tools like email marketing, campaign automation, web intelligence, surveys, web forms and landing pages, social marketing and more. Identify potential new members and reach out to them in a cost effective and time efficient manner.
Create multi-layered secured sign-in pages based on membership levels. If your association is dealing with confidential information, we can ensure that only those with clearance to see it have access.
CRM Dynamics will work with your association to create a self-serve portal that works with your existing web design. The portal will allow your members to easily manage their own profiles with little to no assistance from your staff.
As a North American company, our design is fully functional in English, French and Spanish.
Whether you’re managing a small executive retreat or a giant annual convention, Dynamics Association Blueprint will allow you to seamlessly accept event registrations, track attendance numbers, implement a wait list and accept payments.
Easily track your members' continuing education requirements. Check to see if members meet the pre-requisite requirements for registration and make registration simple.
fundraising and donor management
Track and manage multiple campaigns and identify potential new donors. Dynamics Association Blueprint will allow you to see a donors giving history enabling you to send out targeted donation campaigns.
Members can easily sign up to various newsletters or mailing lists. With Dynamics Association Blueprint you can gather valuable information from those subscription lists that can help you maintain and attract new members.
Where appropriate, Dynamics Association Blueprint can provide searchable directories and individual membership profiles. These can be searchable contingent on membership status, or open to the public.
Powered by Dynamics 365, Dynamics Association Blueprint benefits from being integrated with the Office 365 family of software.