Membership-Application-Process-Banner

Processing Membership Applications with Subscribe 360

Back to Blog Listing


Subscribe 360 powered by Dynamics 365, provides the advanced tools required to manage all aspects of your membership application process. In this blog, we demonstrate how to create a membership application, and when approved, how this becomes a new membership record.

Benefits to C2’s Membership Application Process

A key advantage of the membership application process is the use of Dynamics 365’s out of the box opportunity management features, making this entirely configurable to the needs of your organisation. This reduces the amount of staff training as they may already be familiar with the Dynamics 365 platform, and the supporting sales processes.

Membership levels and pricing are completely configurable. The membership products (levels), price lists and discounts are created and managed with the standard product catalogue feature from Dynamics 365. This makes it easier to keep pricing up to date and price changes can be easily updated.

You can attach supporting documents e.g. application forms and certificates, to membership records by using the standard SharePoint Online integration. The use of SharePoint Online also centralises the location of all your documents in the cloud.

Subscribe 360 also offers configurable dashboards which can be used to highlight open membership applications by process stage and any pending activities related to applications.

The following video tutorial demonstrates the process of creating a membership application and when approved, how this becomes a new membership record in Subscribe 360:

Contact Us today for more details; we offer private webinars on request that are tailored to your requirements to assist you in transforming your membership solution with Subscribe 360.


16 Mar 2018

About the Author

James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.

comments powered by Disqus

Our White Papers

Discover the content that matters to you on business transformation. Explore how you can drive customer engagement, empower your team, optimise your businesses and revolutionise your products with the next digital revolution. For more information visit our white paper library.

Library

C2 Newsletter

Our newsletter is sent on a quarterly basis, offering detailed insights into all aspects of business transformation with Microsoft cloud technologies. We also promote upcoming events and special offers throughout the year. Sign up to get involved today.

Dynamics 365 Office 365 Power BI Silver Partner