Membership Portals to Grow and Keep Your Members

Q: Our members are organisations. Can the portal handle that?

Yes. Each member company holds its membership as an account in Dynamics 365, with a primary contact who adds and removes colleagues up to the allowance their membership includes. Every person gets their own login, newsletter preferences and working group memberships, while your team sees the whole organisation on one record.

We are a UK Microsoft partner that builds portals connected to Dynamics 365 for associations, trade bodies, clubs and charities. Members can access your services, interact, book places, manage their accounts and contribute to your work in one hub.

Discuss Your Portal

Reducing membership admin

Administrative changes, member bookings and queries all land with the same team. Each consumes time you could better allocate to the work and programmes people joined for.

A portal connected to Dynamics 365 enables members to self-serve. When they request help, make changes or complete other actions, your CRM reflects it immediately, so nothing is entered twice. People can find information on demand, so teams starts their day with fewer requests waiting.

What a Membership Portal Changes

Engagement that
reduces churn



When members use your resources, book and connect, they have reasons to renew.

Time back
for your team



Routine requests move to self-service, freeing your team for work that needs attention.

Members who
feel heard



Polls, consultations and working groups give people a visible route to influence what you say and do.

Engagement you
can see



Portal actions are visible in Dynamics 365, so you know who is active or drifting before renewal.

Test drive example member portals

When you empower members with a self-service portal, you open the door to a new level of engagement.

Our solutions let people find what they need and complete routine actions that enhance satisfaction — while reducing the admin behind the scenes, so you can scale a vibrant community without scaling headcount.

Interactive Portal Examples

Functions we build into member portals

Every member organisation runs differently, so we will configure a portal to fit yours. Built by our developers and shaped with experienced consultants, these capabilities can include:

Joining and renewals

New members can apply and existing members renew online, with records created and updated in Dynamics 365.
Membership and account management

Members manage their contact details and preferences, and check their membership status and entitlements.
Events and bookings

Members can book and pay for places online, from club events to annual conferences.
Team access

A portal adapts to your membership structure, which can include multiple users per member account.
Consultations and working groups

Members can comment on drafts and provide evidence online, ready for policy teams to review.
Compliance and declarations

Certificates, consent forms and signed agreements are uploaded once and held against the record.
Member directory

Allow people to find and connect with fellow members, whether firms in the same sector or individuals.
Insights and publications

Briefings and reports sit behind a member login, with purchase options for gated premium resources.

Customer Success Story

“JOG, a UK yacht racing club, worked with us on a portal that gives competitors round-the-clock access to event information, online entry and payment through Stripe and PayPal. The club’s largest event participation followed its launch.

“We saw JOG Week as an opportunity to encourage young skippers and crew and introduce new people into our brand of racing. The results were impressive, with more participation in the 20-30 year old category.”

JOG Secretary

Read the case study

Why organisations choose The Portal Company

★ You see a working portal early. We get a first version into your hands quickly and shape the rest around how your members will use it.
★ We take on the bespoke and the connected. Custom builds and integration with the systems behind your membership, from finance to online payment gateways.
★ UK portal specialists. You work with consultants and developers who have 15+ years of experience across Dynamics 365 and portals.
★ We build for how membership runs. Renewals, member types and the collective voice shape the design, so our portal solution will fit the way you work.

We are trusted by...

Our Microsoft portals expertise

We use Microsoft technology to create secure, data-powered websites that modernise processes and delight end users. Our portals are built using products that include:

Power Pages

Customising adaptable templates to specific portal requirements while ensuring functionality and design finesse.

Azure Blazor Apps

Offering vast customisation options for sophisticated portals, ensuring scalability, security, and comprehensive integration.

Power Automate

Increasing scale and efficiency by triggering automated actions in response to portal interactions.

Dynamics 365

Seamlessly integrating business processes between portals and Dynamics CRM, including cases, leads, contracts, and more.

Power Apps

Connecting processes managed in other business apps with your portal, such as subscriptions, events, and registrations.

Power BI

Enhancing self-service portals with dynamic, interactive data visualisations that offer insightful analytics.

Website Integrations

We use Microsoft cloud technology to connect portals with CRM, ERP, and other systems and third-party services to integrate data, automate processes, and simplify operations. These examples include:

More About Our Integrations

Membership Portal FAQs

Will the portal work with our Dynamics 365 CRM?

Yes. We build on the Microsoft platform, which connects natively to Dynamics 365 and other model-driven apps, so the portal reads and writes to your records held in Dataverse. Where members need data from your other systems, we can integrate with these too.

Our members are organisations. Can the portal handle that?

Yes, we build portals for UK trade bodies and business associations. Each member company maintains its membership as an account in Dynamics 365, with a primary contact who can add and remove colleagues up to the allowance included in their membership. Every person gets their own login, newsletter preferences and working group memberships, while your team sees the whole organisation on one record.

Can members pay their subscription through the portal?

Most membership bodies invoice subscriptions, so the portal shows each member’s status, renewal date and billing history without taking payment. Transactional items such as event places and report purchases can be paid online through gateways like Stripe. We agree these boundaries with you during scoping.

Can it support different types of membership?

Individual, organisational and tiered memberships can each carry their own benefits, from event allowances to committee places, all visible to the member and applied by the portal. We map those types with you during scoping.

How does a portal help us represent our members?

Consultations and position papers can be published to members, who comment and contribute their organisation’s evidence online. Your policy team then drafts one response with every submission in view, and members can see how their input shaped it. For campaigning charities, the same tools gather supporter views and evidence for your cause.

How is a membership portal different from a community portal?

A membership portal centres on the relationship between each member and your organisation: joining, renewing, booking and contributing. A community portal focuses on the relationships between people, with discussion and networking at its heart. Many organisations want both, and we build the two to work together within a single hub.

Discuss your portal

Tell us what you want your member portal to achieve and we will show you a working prototype that demonstrates how these capabilities come together.

Contact us

Membership Portals to Grow and Keep Your Members

Reducing membership admin