60 k+

Members served

~ 1000 /day

Payments processed

06

Legal entities migrated

Platform

Member & vendor portals

The Business

One professional body, six legal entities, one finance platform

Membership Management

Full lifecycle coverage: registration, evaluation, allocation, renewal, penalties, disciplinary action and compliance tracking.

Finance & Invoicing

Automated invoicing for 60,000 members, with roughly 1,000 payment allocations processed daily after migrating from Dynamics GP to D365 F&SCM.

Training & Exams

A dedicated training and exam management system for trainee enablement, invigilator and marker assignments, and automated exam invoicing.

Vendor Management

Self-service vendor onboarding and amendments, multi-level approvals, and PO and invoice management in one portal.

The Solution

Power Pages membership portal, backed by real-time sync

A Power Pages membership portal gives both members and vendors self-service access, while bi-directional sync keeps the legacy membership system, D365 Customer Engagement and D365 F&SCM aligned in real time.

01

Member Invoicing & Payments

PayPal payment gateway integration captures member payments in D365 Finance with automated matching to financial records. Automated bank statement reconciliation eliminates manual cash position matching — ensuring accurate financial reporting for this global non-profit membership organization at high transaction volumes.

02

Bi-Directional Data Sync

The membership system and D365 Customer Engagement stay synchronized through Power Automate, with Fabric-enabled synchronization supporting reporting.

03

Vendor Onboarding & Approval

Role-based, multi-level approvals across Procurement, Finance and Legal, with real-time dual-write sync into D365 Finance & Operations.

04

PO and Invoice Handling

Purchase order visibility, with vendor invoices uploaded to Blob storage, processed through OCR, and posted automatically to Finance & Operations.

Technology Stack

Customer and dealer portal D365, built for members and vendors alike

A Dynamics GP to D365 finance migration underpins the platform, connected to member and vendor self-service through Power Pages and reporting through Power BI and Microsoft Fabric.

 

Application / Area

Purpose

Dynamics 365 F&SCM

Finance operations, vendor invoices and postings, migrated from Dynamics GP.

Dynamics 365 Customer Engagement

Membership CRM and portal configuration, with dual-write to F&O.

Power Pages (incl. mobile)

Member and vendor self-service portals, bookings and app-like experience.

Power Automate

Approvals, email notifications and reminders across membership and vendor workflows.

Power BI, Fabric & Synapse

Data synchronization, reconciliation and real-time enterprise reporting.

Azure Blob Storage

Storage for invoice PDFs and supporting documents.
D365 membership information management Customer and dealer portal D365 Dynamics GP to D365 finance migration Power Pages membership portal D365 for nonprofit associations
Where It Runs

Cloud-native on Microsoft Azure

The platform runs entirely on Microsoft's cloud, connecting portals, finance and reporting under one secure environment.

Cloud Platform

Fully hosted on Microsoft Azure, supporting the membership CRM, finance system and self-service portals.

Data Storage

Azure Blob Storage and Dataverse hold portal data, role management and document archives.

Payments & Compliance

PayU handles payment processing, with Refinitiv and E2Open providing vendor risk and compliance checks.

Governance

Role-based access controls across portals and D365, with a phased migration approach from Dynamics GP backed by training and managed services.

The Outcome

What the platform delivers today

Outcome Outcome_Image

Automated invoicing for 60,000-plus members, with roughly 1,000 payments allocated daily.

Outcome Outcome_Image

Six legal entities consolidated onto a single D365 F&SCM finance platform, migrated from Dynamics GP.

Outcome Outcome_Image

Self-service vendor onboarding, approvals and PO/invoice management through one portal.

Outcome Outcome_Image

Automated, OCR-driven invoice ingestion and posting for vendor invoices.

Outcome Outcome_Image

Real-time reconciliation and reporting across membership and finance data.

Project At a Glance

  • Industry

    Professional Association / Accounting

  • Headquarters

    South Africa

  • Membership base

    200k–300k valid member records

  • Platform

    D365 CE, F&SCM & Power Pages

Modernizing membership and finance for a professional body?

DynaTech delivers D365 membership information management, Power
Pages portals and Dynamics GP to D365 finance migrations for member-
based associations.

 

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