CRM Dynamics is Proud to Launch a New Microsoft CRM Solution for Credit Unions

Announcing the launch of CRM Dynamics specialized Credit Union CRM solution.

Mississauga, Canada, June 21, 2019 --( CRM Dynamics, Canada’s largest Microsoft Dynamics 365 Certified Gold partner, is pleased to announce the launch of Credit Union Blueprint (CUB). This CRM system is targeted towards Credit Unions as a specialized CRM solution utilizing the full power of Microsoft Dynamics 365.

The CRMD development team has configured the Dynamics 365 platform to better meet the unique needs of Credit Unions. Whether your goals are to grow your market share, better serve your current members, or to increase profits by more effectively engaging with members, CUB is designed to provide you with more efficient work processes.

Built within the Microsoft Dynamics 365 platform and integrated with the family of Microsoft business software, CUB provides you with a 360-degree view of each member, as well as operational control over, sales, service, marketing and social engagement insights. This industry specific solution has been developed to seamlessly integrate into your Credit Union’s existing workflows.

CUB provides insights and advantages, including:

System Unification - Unified all departments into one confidentially segregated system

Exceptional Sales and Marketing Tools - Campaign management, up-selling and cross-selling products between branch nationwide.

Comprehensive customer insights - 360-degree view of clients provides you with understanding of customer experience

With CUB, you have access to the powerful Dynamics 365 Dashboards. They provide your Credit Union with quick-view insights that show key performance indicators and other important data. The ability to instantly see how you are performing will allow you to make quick changes to how things are getting done, before it becomes a problem. Although customizable, CUB is designed to allow for a fast and easy implementation, thus saving important resources that can be passed on to members. For detailed information, please visit CRM Dynamics website at:

About CRM Dynamics: Founded by partners, Bill Gardner and Dirk Schrader, CRM Dynamics offers more than two decades of experience in the CRM field. Based in the Toronto-area, CRMD serves a diverse client base in Canada and around the world. By utilizing the power of the Microsoft Dynamics 365 platform, CRMD works with companies to ensure that they meet their business goals.

As the largest Microsoft Gold certified CRM partner in Canada, CRM Dynamics utilizes an “assembly line” approach when customizing D365. That allows us to develop the software faster and less expensively than our competitors. Our strength is in the talent, creativity and experience of our team. We have the confidence and know-how to find the right CRM solution for our clients -- we take the guesswork out of implementing Microsoft Dynamics 365.

For more information on the launch of Credit Union Blueprint, or CRM Dynamics, please contact,, or by calling +1 866-740-2424.
CRM Dynamics
Duane Rollins