01 M+

Members

30 %

Faster transfer processing

D 365 CRM

Core membership platform

Nationwide

Union branches

The Business

Membership at national scale, with tenure and transfers that never stop

This organization manages nationwide union memberships, covering applications, transfers, dues and benefits, alongside leadership development and training programs for over one million members. A Dynamics 365 nonprofit membership software solution streamlined member lifecycle, tenure tracking, payments, transfers, reporting and bulk imports at a scale legacy systems could no longer support.

Membership Lifecycle

Applications, transfers, terminations, reinstatements, backdated and sponsored memberships, plus blacklist management, all handled in one system.

Leadership Development & Training

Leader profiles, terms, awards, events, committees, certificates and attendance tracked alongside membership data.

Finance Processing

Dues collection, reconciliation and adjustments handled automatically during union transfers.

Reporting & Analytics

Union, membership and finance reporting, including recruiter commission tracking, with Excel and PDF export.

The Solution

D365 Sales for membership management, built for union rules

A D365 Sales membership management approach automated the parts of union administration that used to require the most manual effort: tenure calculation, split payments during transfers, and high-volume data loads.

01

Membership Transfer & Tenure

Automated tenure calculation with split payments between the sending and receiving union during a transfer.

02

Bulk Data Import

Parallel job processing replaced legacy web jobs, improving performance for large membership data loads.

03

Payment & Reconciliation

Adjustments and compliance with transfer rules handled through automated finance workflows.

04

Reporting Access

Union and finance reports, plus automated recruiter commission calculations, available on demand.

TECHNOLOGY STACK

BI for D365 CRM reporting, with banking and ecosystem integrations

The CRM connects to banking partners and third-party systems, with parallel job processing keeping large membership operations fast.

Application / Area

Purpose

Microsoft Dynamics 365 CRM

Membership lifecycle, leadership program management and workflow automation.

Azure Functions

Parallel job processing and sync between customer and marketing data.

Banking & Third-Party Integrations

Payments and ecosystem integrations with banking and partner systems.

Reporting & Export

Union, finance and commission reports with Excel and PDF export.
D365 membership information management Microsoft Dynamics 365 CRM for associations Dynamics 365 nonprofit membership software BI for D365 CRM reporting D365 Sales membership management
Where It Runs

Cloud-native on Microsoft Azure and Dataverse

The membership platform runs entirely on Microsoft's cloud, with Dataverse as the system of record for member data.

Cloud Platform

Microsoft Azure Functions and Dynamics 365 CRM Online power the platform, fully hosted in the cloud.

Data Storage

Dataverse holds membership, leadership and finance data as the single system of record.

Compliance

Platform access and processes are aligned to union compliance rules.

Environments

Development, Test/QA, UAT and Production environments support a requirements-to-go-live delivery model.

The Outcome

What the platform delivers today

Outcome Outcome_Image

30% faster membership transfer processing.

Outcome Outcome_Image

Improved accuracy in tenure and dues calculation.

Outcome Outcome_Image

Reduced case resolution time through automated workflows.

Outcome Outcome_Image

Better compliance with union transfer rules.

Project At a Glance

  • Industry

    Labor Union / Non-Profit Membership

  • Headquarters

    Singapore

  • Scale

    1M+ members, nationwide branches

  • Platform

    Microsoft Dynamics 365 CRM

Managing membership at scale for a union or association?

DynaTech builds Microsoft Dynamics 365 CRM for associations, covering
membership lifecycle, tenure, dues and BI reporting for organizations with
high-volume, high-stakes member operations.

 

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