Unified Membership, Certification & Event Management System on Dynamics 365

From fragmented processes to a single platform managing membership, certification, and events end to end.

Project Description

The customer is a forest management and certification agency responsible for issuing certifications globally. The objective of this engagement was to develop a new system to manage the customer's membership, certification, and event management processes on a single platform.

The scope covered end-to-end implementation, including requirement gathering, analysis, solution design, installation and configuration, customization, and SDK-based development covering custom workflows, plug-ins, and add-ons. It also included report development, data migration, user documentation, and training for both administrators and end users.

Customer Overview

The customer is an international certification agency operating in the responsible forestry and resource management sector, issuing certifications to organizations worldwide. Their work supports globally recognized standards for sustainable and responsibly sourced products.

Customer Requirement

The customer needed a single, purpose-built system to replace fragmented handling of membership, certification, and event management. Specifically, they required:

  • An end-to-end implementation covering requirements, solution design, configuration, customization, and SDK-based development (custom workflows, plug-ins, and add-ons).
  • Secure authentication and identity management across a range of custom applications.
  • Integration with the third-party systems used across their certification and communication processes, including digital signing and CRM data synchronization.
  • Automated communications and workflows to reduce manual effort across approvals and member interactions.
  • Report development, data migration, user documentation, and training for administrators and end users.

Our Solution

An end-to-end implementation on Microsoft Dynamics 365 and the Power Platform, integrated with a range of third-party and Azure services.

Authentication & identity

  • Implemented Azure AD B2C integration for secure login to the custom application.
  • Provided identity management support in Dynamics across 15 different custom applications.

Document & signing automation

  • Enabled DocuSign integration for digital signing of email templates, with automatic upload of signed documents back into Dynamics 365 via API.

Integrations & data synchronization

  • Implemented Azure Logic Apps to integrate Dynamics 365 with Customer Voice forms.
  • Implemented the Scribe tool for seamless data synchronization from Dynamics 365 to Salesforce.
  • Implemented Power Automate flows for seamless data synchronization between Dynamics 365 environments.

Communications

  • Implemented SendGrid integration for bulk email communication and customized email templates triggered from Dynamics 365.

Self-service & automation

  • Implemented Power Virtual Agent within the custom applications.

Benefits

  1. Centralized management of membership, certification, and event-related processes.
  2. Increased operational efficiency through automation and optimized workflows.
  3. Automated e-signature functionality to minimize manual effort and accelerate approvals.
  4. Single Sign-On (SSO) integration across multiple applications for a seamless user experience.
  5. Enhanced reporting and analytics to support informed decision-making.
  6. Reduced manual intervention, data redundancy, and duplication.