Case Study

Modernizing Member Management and Grievance Tracking with Microsoft Cloud

A Microsoft Dynamics 365 Success Story for Nonprofits and Unions

Digital Transformation Case Study for Nonprofits and Unions with Microsoft Dynamics 365

Like many unions, this large teacher’s union handles all the challenges of managing member benefits, dues, events, activities, and much more. Not having the right system in place created an administrative burden on the association—and a lack of visibility on the status of the individual member. In addition, the grievance department had to manage many cases, but manual process and independent silos of information led to slow response times and inaccurate information.

360 Degree View of Member Information

To meet these challenges, the client deployed Microsoft Dynamics for automated planning, system integration, 360-degree views of member information, and flexibility —at a predictable and affordable price—at all levels of the association. The Microsoft solution empowered each individual to be more efficient and effective in their daily work.

Automated Workflow and Regulatory Requirements

In addition, Dynamics 365 provided an automated workflow process, definable by department leaders and regulatory requirements, to ensure proper checks and balances. Individual user profiles can be set up around particular roles and key information can be easily accessed via on-demand queries and reports. Users can also have information automatically flow to their individual dashboards or be alerted when action needs to be taken.

Improving the Member Experience with Collaboration and Agility in the Cloud

Finally, they experienced the power of the Microsoft platform, tightly integrating with Office 365 to create the documents required within the Grievance process. Documents are deployed using Word Templates and are stored securely in the cloud. Documents are easily accessible by agency staff based on tight security.
With Microsoft Dynamics, they finally had the system and infrastructure to take a problem area and turn it into a measurable and sustainable plus for the organization.

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Region: United States
Industry: Associations, Education


This organization is a union of academic professionals representing over 45,000 public school teachers and health and human services professionals.

Business Challenge

Improve association management, grievance tracking and visibility while keeping maintenance costs low


Microsoft Dynamics 365