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Dynamics 365 Support for Membership Organisations

A transparent, experienced, and capable Microsoft Partner with significant expertise in implementing, supporting, and maintaining Dynamics 365 CRM systems for membership organisations. 

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Looking for a new D365 partner?
Welcome to Wattle.


As Microsoft partners, and membership sector experts, you'll struggle to find a safer pair of hands for your existing Dynamics 365 CRM system. 

With many membership organisations joining us with an existing D365 CRM in tow, we've become experts in assuming responsibility for their ongoing support and development. From our proven 4-step D365 onboarding process, that transfers you safely from your current partner, to our Managed Service Subscription (MSS), that enables the swift resolution of your support backlogs and the timely delivery of essential CRM improvements - we're here for you.
Start your Journey

Regardless of why you're leaving your existing partner - do it comfortably and with minimal stress or business as usual interruptions.

Our proven 4-step onboarding process comprehensively familiarises us with you and your D365 implementation. We begin with an initial orientation phase, to review your current implementation, CRM strategies, and business objectives, followed by a full technical and architectural D365 systems audit. As part of the process, Wattle will handle all contact with your existing D365 partner to ensure a smooth transition.

  • Orientation - Organisational and digital objectives review.
  • System Audit - Technical analysis of your existing D365 CRM.
  • Inflight Review - Detailed review of your current support backlogs, known bugs, and any in-flight or planned projects. 
  • Acclimatisation - Period of joint team acclimatisation and support systems and processes onboarding. 
A new lease of 'D365' life

With onboarding complete we now move into your new, more flexible, and delivery driven world - a Managed Service Subscription (MSS).

Designed specifically for membership organisations joining us with existing D365 CRM systems, the MSS provides a bespoke blend of services, delivered on-demand and cost effectively, to ensure your CRM system continues to adapt and improve as your organisation evolves.

The MSS, which operates via a framework of pre-agreed days on a monthly basis for the term of a year, gives you total flexibility and a guarantee of access to resources every month - no more waiting. Access any Wattle D365 service ranging from support and maintenance, through to business analysis, CRM configuration, and Power Platform consulting.
Stop Waiting, Start Delivering

Working closely with your dedicated Wattle Delivery Manager, within the MSS framework, you can now move forward at pace and with the confidence of knowing you can deliver.

  • Resolve those persistent CRM bugs that have been annoying your team for months - everyone has them!
  • Swiftly address your existing support backlogs and show positive forward momentum to stakeholders.
  • Accelerate the delivery of existing D365 projects, or new developments, to deliver major benefits to your organisation quickly.
  • Take back control and plan, with your Wattle Delivery Manager, exactly what is going to be delivered month by month.
  • Plan your long-term D365 roadmap, including any Wave release plans, with a team of D365 Experts.
  • Understand what's coming next from Microsoft and learn how the Power Platform and AI solutions like Copilot can be leveraged.


Monthly Allotment


Allotment of pre-agreed days for guaranteed delivery on a monthly basis that can roll to the next month if unused.


Dedicated Delivery


Dedicated Delivery Manager to manage your partnership with Wattle and ensure delivery month on month into the future.


Comprehensive Services


Total flexibility and access to any Wattle D365 service ranging from support and maintenance through to business analysis and configuration.



Roadmap Development


Plan for your short, medium, and long-term D365 future with D365 experts with advanced knowledge of Microsoft release plan Waves.


Dedicated Helpdesk


Fully manned helpdesk providing telephone, online, and remote access support from 9am-5pm from Monday to Friday.


Strict SLAs


Strict and closely monitored Service Level Agreements (SLA) for support requests categorised by critical, medium, and general priority levels.


ITIL Best Practice


All support requests are logged via our Dynamics 365 helpdesk, following ITIL service desk and incident management best practice.



System Monitoring


Microsoft Azure for continuous, powerful, and enterprise grade end-to-end system monitoring.
Proven Dynamics 365 track record in Membership
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"Our Umbraco CMS website and Dynamics 365 CRM, originally built by Trillium, provides services to our members and its functionality continues to grow as we extend our member offering. We selected Wattle as our digital partner due to both their extensive membership experience and strong technical abilities - especially in their approach to continuous deployment and quality assurance, to ensure new features are delivered quickly and smoothly."

Jason Pittock, Associate Director of Digital Strategy, Institute of Practitioners in Advertising

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“We are very excited to be partnering with Wattle and looking forward to working with them on onboarding our existing Dynamics 365 CRM. We have chosen to work with Wattle, based on their proven knowledge of Microsoft Dynamics and with their experience of working with many different types and sizes of trade associations.  We are very confident and look forward to working closely with Wattle, incorporating their guidance and expertise into how we develop our systems to make our internal processes more efficient and to optimise the benefits for our membership over the coming years.” 

Dawn Howard, Chief Executive Officer, National Office of Animal Health

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“The Wattle team brought their ideas and experiences to the project helping us shape certain aspects of the implementation in ways which would improve our operation and services. We continue to work with Wattle for major enhancements, as funds become available, and weekly minor updates and changes as we learn more about how we can use the solution to our best advantage. The service support has been well managed and continues to meet our needs.”

Andy Watts, Managing Director, Institute of Asset Management

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"The decision to work with Wattle has, without doubt, been fundamental to the success of our global transformation programme. We have collaborated in a genuine partnership together and they are fully invested in the success of our organisation. Communications between our respective project teams has been continual which has enabled Wattle to deliver swift outcomes. Their D365, Umbraco, and membership sector expertise has also ensured they challenge us where appropriate."

Mital Bulsara, Head of IT & Business Transformation, Chartered Institute of Arbitrators

Experience total Transparency

We're an open book. Our Service Portal gives you full access to every detail of your Managed Service Subscription with Wattle.

Remain fully informed, at all times, about your support and service requests with us.

  • Login anytime, anywhere for complete transparency.
  • Track the monthly consumption of your MSS allotment in real-time.
  • Submit and track your support requests across resolution stages and clearly understand what happens next and when.
  • Monitor your support requests against formal SLAs. 
  • Submit and track service requests for CRM development tasks and watch the burndown as they are delivered. 
  • Review all active and historical support and service requests to spot trends.


Next Steps?


Keep your Dynamics 365 CRM system running smoothly with a flexible Managed Service Subscription from a Microsoft Partner with comprehensive membership sector expertise. 


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