2019 Microsoft Dynamics ERP and CRM for Not-for-Profit & Member Associations

Dynamics ERP for AssociationsDynamics 365 Non ProfitNon-for-Profit organizations, Associations, Charities and Membership-based Associations come in all different shapes and sizes.  One thing however remains true, the need for a cost-effective yet feature rich ERP and CRM that requires minimal end-user training and is easy to use. Want to be sure that Microsoft Dynamics is the right fit for your organization and that the team at Endeavour Solutions is a good for your needs?

Contact our Advisory Services team to discuss your needs.

For those who rely on grant and fund management, Microsoft Dynamics GP or Dynamics 365 Business Central allow organizations to set up amounts, categories and details for donations to assist administrative staff in their entering and tracking of transactions from specific funding sources.  For those that rely on membership billing and renewals, key functions can be quickly extended to the web for customer self-service and online e-commerce. Microsoft Dynamics 365 for Customer Service (Microsoft CRM 2019) delivers accurate reporting for a 360 degree view of customers, members, stakeholders and transactions while upholding strict security and confidentiality requirements for sensitive information.

As a Self-governing Body, Medical College, Member Association, User Group, Charity, Centre for the Arts, or other Non Profit organization, with Microsoft Dynamics ERP GP, Microsoft Dynamics 365 for Service, Microsoft Azure and Microsoft Office 365 you are able to:

• Manage membership growth and marketing campaigns
• Automate member renewals, subscriptions, and tiered billing schedules
• Automate your Grant management and reporting
• Streamline compliance and regulatory reporting
• Manage operating budgets and Fund budgets
• Slice and dice reporting for different donors and grants
• Manage investigations for regulated members such as doctors, physicians and surgeons

• Actively manage your Encumbrance and Commitments

Dynamics 365 CRM for Member Management Software in Canada

Member Management SoftwareEndeavour's CRM for Member Management Software is based on our focus on creating custom xRM systems and portals for Regulatory and Non-profit Association clients over the past 6 years using Microsoft Dynamics CRM as the application platform.  

Visit our dedicated page on CRM for Member Management

Contact Management
Committee Management
Outbound Marketing & Communications
Financial System Integration
Self-Serve Portals
Analysis and Reporting

Client Testimonials for Microsoft Dynamics


About Endeavour and our Dynamics Consultants

Endeavour Solutions Canada is a Microsoft Gold ERP and Microsoft Gold Cloud and Silver CRM Partner focusing on consulting, development, implementation, upgrades, support and training for Microsoft Dynamics GP (Great Plains), Microsoft Dynamics NAV (Navision), Microsoft Dynamics 365 Business Central (Cloud-ERP), Dynamics 365 Sales (CRM), Azure Cloud and Office 365. We are one of the top Microsoft Dynamics partners in Canada and a repeat winner of Microsoft's President's Club.

When choosing an ERP or CRM partner Endeavour has the three traits that are critical to your success 1) Deep application knowledge, 2) Industry specific business process knowledge and 3) Accounting, IFRS, SOX, Tax and audit knowledge.  Without all three, you are introducing unnecessary risk into your operations. Choose Endeavour as your partner.

With over 550 active clients, Endeavour Solutions is in the top 5% of Microsoft Partners worldwide with consultants working from our offices in: Toronto, Halifax, Montréal, and London and remote support for the USA.  Our 30+ years of success is due to our focus on our customers, our people and our core values of integrity, trust, and accountability.  


If you are interested in learning more about the functionality within Microsoft Dynamics GP/NAV/BC, Microsoft Dynamics 365 CRM, Azure and Office 365, or about Endeavour’s advisory consulting services, please Contact our consulting team and reference your desire to work with a Microsoft partner with proved Microsoft Dynamics and deep industry specific expertise.

Microsoft Dynamics GP Toronto       Microsoft Dynamics GP Halifax, Montreal, Toronto

Microsoft Distribution ERP

Microsoft Dynamics Membership Non Profit

BI and KPIs for Not-for-Profit and Member Associations

Beyond the Sales (Fund Raising), Accounting & Finance KPI dashboards, Endeavour recommends looking at:

  • % Renewal Rate
  • Year over Year Donner Growth
  • Employee Utilization
  • CSAT and Survey Participation Rates
  • % Online Self-service
  • Website Conversion Rates
  • # Open Member Investigations
  • # FTE per 1,000 Members
  • 30-day Ave. # Clients Served


New to Dynamics GP ? View our videos and interactive product demontrations

Dynamics GP Tutorial
 Link - Dynamics GP Videos