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DYNAMICS 365 

Microsoft Dynamics 365 CRM is your intelligent membership management engine - and the most popular CRM system for membership organisations. 

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The powerful CRM engine behind membership

 Looking for a CRM with unrivalled association and member management automation capabilities?

Wattle harnesses the power of Microsoft Dynamics 365 to deliver seamless, intelligent membership management tailored for professional bodies and trade associations. Our certified Dynamics 365 consultants, and Power Platform developers, ensure your CRM platform is configured to membership sector best practice standards, whilst helping you unlock the full potential of your data to drive meaningful member engagement.
Why Dynamics 365 CRM?

 With almost a third of all membership organisations using Dynamics 365, its position as the go-to CRM stems from its familiar Microsoft look and feel, its flexibility to automate complex membership processes, and its ability to centralise, and gain insights from, member data - unifying your approach to member and association management.

Here's why it's the top choice:
Unified Member Management - Centralise all member data, providing a single, up-to-date source of truth for contact details, engagement history, membership status, and more. eliminate data silos and enable your team to access accurate information quickly, improving service and operational efficiency.

Automated Workflows & Renewals - Automation capabilities, streamline repetitive processes like onboarding and renewals. This saves time, reduces your admin burden, and ensures no critical tasks are missed - supporting higher retention rates.

Personalised Member Engagement - With comprehensive member profiles and segmentation tools you can deliver tailored communications and targeted campaigns. Personalisation boosts engagement, strengthens relationships, and helps nurture members throughout their journey.

Real-Time Insights & Reporting - Custom dashboards and analytics provide actionable insights into member behaviour, retention, event participation, and revenue streams. These data-driven insights help you make informed decisions, identify trends, and address members at risk of lapsing.

Seamless Integration & Familiarity - Dynamics 365 integrates effortlessly with widely used tools like Outlook, Excel, Teams, and SharePoint. This familiarity reduces training time and increases adoption among your team.

Scalability & Flexibility - Dynamics 365 is cloud-based and highly scalable, making it suitable for both small and large membership organisations. It can be customised to support complex membership structures, multiple subscription levels, and evolving organisational needs as you grow.

Microsoft Partners

 Wattle is a trusted membership technology partner for many professional bodies and trade associations. Our deep sector expertise means we understand your unique challenges - whether it’s automating key processes, gaining insights from data, or helping you personalise member engagement.

As Microsoft Dynamics 365 CRM specialists, we deliver tailored membership management CRM solutions, advanced automation, and powerful analytics, all supported by seamless data migration, ongoing support, and comprehensive training. With Wattle, your CRM is secure, accessible, and GDPR compliant - empowering your organisation to manage members efficiently.
Want a Dynamics 365 head start?

 Then check out MemEx CRM - part of our wider Membership Experience Platform, MemEx.

MemEx CRM utilises Dynamics 365, and the Microsoft Power Platform, as its foundation. It provides you with all the CRM capabilities needed to manage both your association and its members, and significantly accelerates your CRM build journey with Wattle by leveraging pre-built CRM accelerators designed specifically for membership organisations.

Clients

Boost member engagement rates with personalised communications based on solid member data.

It's time to join our way of thinking.


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