Phase 2 · Evaluate Business Central · Dynamics 365 CE · ISV

MembershipFlow 365

Members, subscriptions and engagement for member organisations.

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What it does

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.

Highlights
Member records, categories and status
Subscriptions, renewals and receipting
Events and communications in CE
Member portal and self-service
Screens
Screenshot — Role centre / workspace
Role centre / workspace
Screenshot — Main transaction form
Main transaction form
Screenshot — Approval workflow
Approval workflow
Screenshot — Report or dashboard
Report or dashboard
Feature table
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
Licensing & release
Licence model Per tenant, annual
Trial 30-day sandbox on request
Current release Release notes in Client Portal
AppSource Listing link pending

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.

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Hello. What are you trying to solve? Pick one and we will route you to the right person. I want to see a demo I am an existing client and need support Tell me about electronic invoicing