A member portal and CRM for a global certification body

The challenge

Enquiries, course registrations and certificate requests came through several disconnected channels, making follow-up slow and reporting unreliable.

What we built

1. 1Dynamics 365 configured for enquiries, registrations and service cases
2. 2Self-service portal for learners and members
3. 3Automated emails and status updates at every stage

Outcomes

• Enquiries, registrations and service cases managed in one CRM
• Learners and members check their status online instead of emailing
• Managers see every open request and its owner at a glance