MembershipFlow 365
Members, subscriptions and engagement for member organisations.
For member organisations, associations and clubs: member records and categories, subscriptions and renewals, invoicing and receipting into Business Central, and engagement, events and communications in Dynamics 365 Customer Engagement.
How a membership flows through MembershipFlow 365
From joining to renewal, with finance in Business Central and engagement in Customer Engagement.
- Membership team Create the member record Records, categories and status are set up.
- MembershipFlow 365 Start the subscription Subscriptions are created for the member category.
- Dynamics 365 Invoice and receipt Invoicing and receipting post into Business Central.
- CRM Engage Events and communications run in Customer Engagement.
- Member Self-serve A member portal and self-service handle routine requests.
- Membership team Renew Renewals are generated and followed up.
| Capability | Standard Dynamics 365 | With this ISV |
|---|---|---|
| Member records, categories and status | Configuration or manual process | Included |
| Subscriptions, renewals and receipting | Configuration or manual process | Included |
| Events and communications in CE | Configuration or manual process | Included |
| Member portal and self-service | Configuration or manual process | Included |
Delivery and support
MembershipFlow 365 is implemented by Software Dynamics on Business Central · Dynamics 365 CE, alongside the standard product, and supported through the Client Portal under a support tier. Release timing is aligned to Microsoft's release waves so the product and the platform stay in step.
Frequently asked questions
Which platforms does MembershipFlow 365 run on?
Business Central · Dynamics 365 CE. The listing on this page shows the platform, status and licensing.
How is MembershipFlow 365 implemented?
As part of a Dynamics 365 programme or as an add-on to a system you already run. We scope it with you in a discovery workshop and configure it to your processes.
How do we start?
With a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed.