About the webinar
If you weren’t able to join us live, you can now watch the full recording of our recent webinar focused on CRM transformation for Trade Associations. Scroll down to view.
A short, focused webinar explaining how AI tools in Dynamics 365 and the Power Platform can help professional bodies, trade associations, trade unions, and societies to:
- Reduce manual processes and free up team capacity
- Deliver more personalised, responsive member experiences
- Improve data quality and confidence across your organisation
- Provide better support to staff and members, without increasing your headcount
Brought to life through three practical examples, focused on what you can do today, using tools already available in the Microsoft ecosystem.
- Streamlining processes such as applications, casework, and internal workflows using AI Builder
- Helping teams manage member data more quickly and accurately with Copilot in Dynamics 365
- Providing always-available support through intelligent assistants in Copilot Studio
View the webinar video recording
Continue the conversation…
If you’re thinking about how your CRM could better support your members and your organisation’s objectives, we’d be happy to share our experience. smartimpact works exclusively with membership organisations, helping Trade Associations modernise their platforms using Dynamics 365 and the Power Platform.