9A Membership Management
The all-in-one solution for membership organizations
9A Membership ManagementFor the future-oriented member organization
9A Membership Management is developed in Microsoft Dynamics 365 as a all-in-one solution for membership organizations. From member portals, dues collection, events and courses, group collaboration on documents, registries and accreditation, marketing, member services, project management (e.g., grant reporting), reporting and more.
Overview functionality
Groups, committees and collaborations
Maintaining groups, committees and collaborations. Such as: boards, sections, departments, networks, etc. Keeping track of all participants with their roles and duration.
Persons with multiple roles and functions
Maintaining individuals with multiple roles and functions. Example: 1 person performs 3 different roles: manager at a company, owner of own company and lecturer at university.
Memberships and subscriptions
Registration of all types of memberships and subscriptions. For both individuals and companies. Includes all types of terms such as: calendar year vs broken year, pro rata calculation, split period, add free months for new joiners.
Bulk invoicing
Azure invoice batch engine for bulk creation of invoices for memberships and subscriptions by period (such as: monthly, quarterly, semi-annual and annual).
Accounts receivable management and finance
Arrange your entire accounts receivable management from Dynamics 365 including collections, bank payments, reminders and dunning. Accounting is also fully covered.
Registers and licenses
Maintain records and licenses for accreditation teaching points. Necessary for specific professions to meet quality standards. Professions such as: physical therapists, psychologists, real estate agents, physicians, etc.
Events and courses
Keeping track of events and courses. Register participants, speakers, lecturers, etc. Capture their attendance with a QR code scan. All types of billing settings are supported such as: In-company (create 1 invoice), 1-to-1 (create multiple invoices, 1 for each participant) and collect invoice (collect invoices from participants from the same company).
Member portal
Communicate with members through the portal. Give them access to their personal data and ability to change it (self-service). The powerful thing about Dynamics 365 Portals is that it uses the same database as Dynamics 365, no custom interface needs to be developed and maintained.
Dashboards, charts and views
Member dashboards, charts and views with 9A Smart Insights for Members. A fully out-of-the-box available Power BI dashboards with results such as: number of different types of members during periods (weeks, months, years), new members by period, cancelled members by period, members by age, member turnover by period etc.
Default Microsoft integrations
Outlook integration to synchronize emails, tasks and appointments. SharePoint integration for document management. Teams integration for collaborations (e.g. combined groups, committees and partnerships). Combine Word templates with Dynamics 365 data and send by email including PDF. There is much more.
Copilot (AI)
Copilot supports employees to be even more productive. It writes emails and makes suggestions (which you can still review and modify before sending). Copilot creates summaries of reports, member service tickets and so on. It makes suggestions for new member segments and can even create designs for the member portal. This is just the beginning.
Member service & chat
Fully omnichannel member service so members can submit questions, advice or complaints. For example, via email, portal, chat, Teams, WhatsApp, Facebook, etc. For member organizations with legal services, it is also possible to write time. Through the member portal, members can review historical questions and create new ones.
Often asked questions about the product
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9altitudes as your solutions partner
9altitudes is an international digital partner that automates, optimizes and continuously improves business processes end-to-end. We help manufacturing, supply and service companies reach new heights using Microsoft, PTC and Tulip software in combination with our own industry-specific solutions.
With employees from 9 different countries, our team consists of 750 exceptionally talented experts. Our digital advisors are tireless in their pursuit of innovation, dedicated to creating exceptional customer experiences and delivering impactful solutions for your better tomorrow.
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Whether you're looking for an assessment to see if Dynamics 365 Business Central is the right fit, need help with implementation, or are seeking a new partner for your existing solution, we're here to help. Reach out to us today to learn more about how we can support your business and help you reach new heights.