August 23, 2023

Dynamics 365 and the PowerApps portal is used to build a modern membership management and engagement platform. It includes a wealth of out of the box features to automate and streamline the membership management function within the societies.                                                                                                                                                                        

A CMO can use standard features in Dynamics 365 such as campaign management to generate digital marketing campaigns that include call to actions which will bring prospective members to the membership application form. 

Reduced Sales & Marketing costs

The wealth of out of the box features to automate and streamline the membership management function will help to greatly reduce Sales and Marketing costs. We configure a membership application form and associated workflow in Microsoft Dynamics 365 that can be submitted securely online though the PowerApps member portal along with supporting attachments etc. As part of the process the user will create an account on the portal so that they can check back in on the workflow status of their membership application etc. 

Furthermore, a CMO can use standard features in Dynamics 365 such as campaign management to generate digital marketing campaigns that include call to actions which will bring prospective members to a membership application form.  

Automating data input offers significant opportunities for CMOs to reduce costs. Our modern ingestion module allows for automatic ingestion, matching and posting of inbound work registrations in a variety of standard formats. This “straight through processing” is a key feature of the Matching Engine and is driven by our out-of-the-box integration and modern cloud technologies.