Track membership information and communicate with members and prospects more effectively


non-profit case managmentFor non-profits, keeping the donor dollars coming in and volunteers, sponsors, and other constituents engaged, member management is key. Managing members is the ability to track basic membership information and communicate with members and prospects. Without effective member management, you are unable to see when a membership is about to expire, miss payments or membership renewals, struggle with lack of visibility into data due to silos, and lack a framework to support groups, categories, or whatever you need to support. All of this can lead to a loss of opportunities and reduce growth, impacting your overall mission.

In this short demonstration of Member Management, a key component of Fundraising and Engagement for Dynamics 365, you’ll see just a few of the benefits you can take advantage of, including:

  • Keeping and managing in-depth member profiles
  • A centralized and scalable database that reduces double data entry and allows you to quickly sort and pivot members to build key marketing lists
  • Flexibility to build member packages to support dynamic pricing
  • Set up, configure, and review transactions, including autopayments

At the conclusion of this demonstration, you’ll see just the tip of the iceberg of Fundraising and Engagement and how it can help you modernize your member management and positively impact your mission. Watch the demo now by filling out the form on the right.


This is part 1 of a 5 part Fundraising & Engagement Demo Series. You can view part 2 of the series here. You can view the demo series landing page here.

Contact Us

Go to Top