Integration

Microsoft Dynamics 365 -- your membership data where your team works

Bridge the gap between your association management platform and your organization's CRM, ERP, or business intelligence tools. Sync member records, payment data, and event registrations to Dynamics 365.

End the export-import cycle

Many associations operate with multiple business systems. Upside AMS handles membership, events, and payments. Microsoft Dynamics 365 handles CRM, financial reporting, or enterprise resource planning. Without an integration, staff end up exporting data from one system and importing it into the other -- a manual process that wastes time, introduces errors, and creates stale records the moment someone updates their information.

Automatic data flow between systems

Our Microsoft Dynamics integration connects these two systems so data flows between them automatically. Member contact records, membership status, payment transactions, and event registrations can all sync to the appropriate Dynamics 365 entities. Your sales or relationship management team sees up-to-date member information in Dynamics without ever needing to log into the AMS. Your finance team gets transaction data in Business Central without waiting for a monthly export.

Configured to match your setup

Because every organization uses Dynamics differently, this integration is configured to match your specific setup. During implementation, our team maps Upside AMS data to your Dynamics entities and fields -- whether you use standard entities or custom ones. We define the sync direction, frequency, and conflict resolution rules that make sense for your workflow. The result is a connection that fits your business rather than forcing you to change how you work.

Built and maintained by our team

This is a custom integration built and maintained by the Upside AMS team. We handle the technical implementation, testing, and ongoing support. If your Dynamics environment changes or you need to add new data points to the sync, our team adjusts the integration accordingly. You get the benefits of a connected system without needing internal development resources to build or maintain the bridge yourself.

How it works

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    Member record sync -- Contact information, membership status, categories, and custom fields flow to Dynamics 365 contacts or custom entities.
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    Payment data sync -- Transaction history, amounts, dates, and payment methods transfer to your financial or CRM records.
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    Event registration sync -- Attendee data and registration details push to Dynamics for reporting and follow-up workflows.
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    Configurable field mapping -- Custom mapping between Upside AMS fields and Dynamics entities. Standard and custom entities supported.
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    Real-time or batched sync -- Choose immediate sync for time-sensitive data or scheduled batches for high-volume efficiency.
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    Custom implementation -- Built and maintained by our team. No third-party middleware or connectors to manage separately.

Why connect Dynamics 365

Single source of truth

Stop maintaining member data in two places. Upside AMS remains the system of record for membership, and Dynamics reflects that data automatically.

Better business intelligence

With membership and payment data in Dynamics, you can build reports that combine association data with other business metrics -- revenue forecasts, member lifetime value, engagement trends.

Empower your team

Sales, relationship managers, and finance staff work in Dynamics every day. Give them access to member data without training them on a separate system.

No internal dev required

Our team builds, tests, and maintains the integration. When your needs change, we adjust the configuration -- no internal developers needed.

Frequently asked questions

What data syncs to Dynamics 365? +
The integration can sync member records (contact information, membership status, categories), payment data (transaction history, amounts, dates), and event registrations. The exact data mapping is configured during implementation to match your Dynamics 365 entity structure and business requirements.
Is the integration real-time or batched? +
We support both models depending on your needs. Real-time sync pushes changes to Dynamics as they happen in Upside AMS, which is ideal for organizations that need up-to-the-minute data in their CRM. Batched sync processes changes on a schedule (hourly, daily, or custom), which can be more efficient for organizations with high transaction volumes or complex transformation rules.
Can I customize which fields sync? +
Yes. The field mapping between Upside AMS and Dynamics 365 is fully configurable. During implementation, our team works with you to define exactly which fields map to which Dynamics entities and attributes. If your organization uses custom entities or fields in Dynamics, we can accommodate those as well.
Do I need a specific Dynamics 365 plan? +
The integration works with Dynamics 365 Sales, Customer Service, and Business Central. The specific plan you need depends on how you intend to use the synced data. Most of our clients use Dynamics 365 Sales for CRM purposes or Business Central for ERP and financial reporting. Our team can advise on compatibility during the scoping process.
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