For associations and membership organizations, the first question at registration is always the same: is this person a member? Until now, answering it meant asking registrants for a membership number they rarely remember, or checking lists by hand after the fact.

Not anymore. With the upgraded Microsoft Dynamics integration, Swapcard checks with your CRM while someone registers. Members are recognized, priced and welcomed correctly from the very first click.

What’s new

• Membership Lookup: as someone registers, Swapcard checks your Dynamics 365 records to confirm whether they’re a member and what kind. Member rates, partner tiers and special offers then apply automatically.
• Profile Pre-fill: Swapcard can also bring in details you already hold about the person, like their name, job title or company. Members skip the typing and land on a form that already knows them.

How it works

1. A registrant starts signing up for your event.
2. Swapcard checks with your CRM to see who they are.
3. The right experience follows: member pricing, the right ticket options, and a form with their details already filled in.

Your team decides how members are recognized and what information comes back. Your membership rules stay in your CRM, exactly where they already live.

Key behaviors

• Your rules, your way: whether a member is identified by email, membership number or company, and whatever your tiers look like, the logic is yours to define.
• Renew or join: show expiring members a renewal offer and everyone else a membership offer, automatically.
• Personal data stays protected: profile details are only shared once the registrant has confirmed their identity, either by being signed in or with a quick code sent to their email.
• No disruption: events already using our current Dynamics membership check keep working as they do today. You choose when to switch each event over.

Why organizers will love it

Members expect to be recognized. Now they are: the right price on the first try, a form that fills itself in, and no “contact us for the member rate” detour. Your team stops cross-checking registrations against the CRM, your data stays clean, and membership becomes a smooth part of registration instead of an obstacle to it.

💡 Pro tip: Use membership expiry dates to your advantage. A registration that doubles as a renewal reminder is one of the easiest ways to keep members on board.