01 / 06
Automated Membership Discovery
Daily eligibility checks ensure every qualifying membership enters the renewal process automatically.
Case Study
Automating Membership Renewals for REC
Evangelist Apps built a custom Microsoft Power Automate solution that transformed REC's manual membership renewal process into an intelligent automated workflow. As part of our Power Automate consulting services, we streamlined renewal operations, improved pricing accuracy, reduced manual administration & created a scalable platform for future growth.
95%
Reduction in Manual Processing
Zero
Missed Renewals
Daily
Automated Renewal Processing
Microsoft
Power Platform Solution
Client Overview
Helping one of the UK's leading professional bodies modernise membership operations
The Recruitment & Employment Confederation (REC) is the UK's leading professional body supporting recruitment businesses through compliance, legal advice, professional standards, and business support. With thousands of Corporate and Individual Memberships to manage, maintaining an accurate and reliable renewal process is critical to protecting member relationships and organisational credibility.
REC partnered with us to replace a highly manual renewal process with a secure Microsoft Power Automate solution that automates membership renewals, validates business rules, and improves operational visibility across the organisation.
- Industry
- Professional Membership Organisation
- Country
- United Kingdom
- Platform
- Microsoft Power Automate
- Primary Users
- Membership Operations Team
The Challenge
Manual membership renewals were slowing operations
Managing Corporate and Individual Membership renewals involved multiple manual steps, from identifying expiring memberships and selecting the correct products to creating renewal orders and validating pricing.
As renewal models became more complex, manual processing increased the risk of missed renewals, pricing errors, operational delays, and reduced visibility into the overall renewal process.
Manual Renewal Processing
Every renewal required multiple manual actions before members could be renewed successfully.
Multiple Renewal Models
Different renewal phases required different business rules and pricing logic.
Pricing Complexity
Matching the correct products and price lists manually consumed valuable administrative time.
Operational Risk
Human error increased the likelihood of delayed or inaccurate renewals.
Limited Visibility
Stakeholders lacked consistent reporting into renewal progress and exceptions.
Growing Administrative Work
The renewal process consumed time that could have been spent supporting members.
The Solution
An intelligent Microsoft Power Automate renewal engine
Evangelist Apps designed and developed a fully automated renewal workflow using Microsoft Power Automate integrated directly with Microsoft Dataverse and Dynamics CRM.
The solution automatically identifies eligible memberships, applies business-specific renewal logic, creates new membership and order records, validates pricing, and notifies stakeholders through structured reporting — without manual intervention.
Automated Membership Discovery
Daily identification of memberships approaching renewal.
Smart Renewal Logic
Automatically applies different renewal pathways based on membership rules.
Automated Order Creation
Creates membership records and renewal orders within the same workflow.
Core Features
Six features that power the automation
02 / 06
Intelligent Product & Pricing Mapping
Automatically matches memberships with the correct products and pricing structures.
03 / 06
Phase-Based Renewal Logic
Supports pro-rated, annual, and phased renewal models without manual intervention.
04 / 06
Automatic Membership & Order Creation
Creates linked membership and order records inside Microsoft Dataverse.
05 / 06
Stakeholder Reporting
Delivers detailed execution summaries after every automation run.
06 / 06
Record-Level Error Handling
Ensures individual failures never interrupt the complete workflow.
User Workflow
From membership expiry to successful renewal
How we transformed a complex manual renewal process into a streamlined automated business workflow using Microsoft's enterprise automation platform.
- 1Scheduled automation begins every morning.
- 2Eligible memberships identified.
- 3Pricing and products validated.
- 4Renewal rules applied.
- 5Membership and order created.
- 6Stakeholders notified.
- 7Exceptions highlighted automatically.
Business Impact
Creating long-term operational value through automation
Instead of simply replacing manual work, the solution created a more reliable and scalable membership renewal process that improves operational efficiency, protects recurring revenue, and gives REC greater confidence in managing its growing membership base.
95%
Less Manual Processing
Staff now spend significantly less time on repetitive renewal administration and more time supporting members, improving compliance, and delivering higher-value services.
Business Impact
Zero
Missed Renewals
Daily automated renewal checks help protect recurring membership revenue while ensuring members experience uninterrupted service.
Business Impact
Higher
Renewal Accuracy
Automated pricing and renewal logic reduce manual errors, minimise corrections, and improve confidence in membership data.
Business Impact
Faster
Order Processing
Membership records and renewal orders are created within seconds, dramatically reducing administrative effort and speeding up business operations.
Business Impact
Better
Operational Visibility
Every automation run provides structured reporting, helping stakeholders monitor performance, resolve issues quickly, and make informed decisions.
Business Impact
Scalable
Built for Future Growth
The automated workflow provides a scalable foundation that supports increasing membership volumes without increasing administrative overhead.
Business Impact
Technology Stack
Built using Microsoft's enterprise automation platform
The solution combines Microsoft Power Platform technologies to deliver secure, scalable business process automation that integrates seamlessly with existing enterprise systems.
Core Microsoft platform
Microsoft Power AutomateMicrosoft DataverseMicrosoft Dynamics CRMMicrosoft Power Platform
Capabilities delivered
Cloud WorkflowsBusiness Rules EngineAutomated ReportingException Handling
Ready when you are
Looking to automate repetitive business processes?
Evangelist Apps designs Microsoft Power Platform solutions that streamline operations, reduce manual work, improve visibility, and help organisations operate more efficiently.
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Whether you're automating membership renewals, integrating Microsoft Dynamics, or streamlining complex workflows, our team builds practical Microsoft Power Platform solutions that reduce manual effort and help organisations scale with confidence.
FAQ
Frequently asked questions
What is Microsoft Power Automate?
Microsoft Power Automate is a workflow automation platform that connects applications, automates repetitive tasks, and improves business processes.
Why automate membership renewals?
Automation reduces manual work, improves accuracy, protects recurring revenue, and delivers a better member experience.
Can Power Automate integrate with Dynamics CRM?
Yes. It integrates directly with Microsoft Dataverse and Dynamics 365 to automate business workflows.
What business processes can Power Automate automate?
Membership renewals, approvals, notifications, CRM updates, reporting, finance workflows, onboarding, and many other operational processes.
Is Microsoft Power Automate suitable for enterprise organisations?
Yes. It is widely used for secure, scalable workflow automation across enterprise business operations.
Can Evangelist Apps build custom Microsoft Power Platform solutions?
Yes. We build Power Automate workflows, Power Apps, Dynamics 365 solutions, CRM integrations, and enterprise automation platforms.
How can workflow automation improve operational efficiency?
It reduces repetitive work, improves data accuracy, increases visibility, and allows teams to focus on higher-value activities.
What are Microsoft Power Automate consulting services?
Power Automate consulting services help organisations design, implement, optimise, and support automated workflows that reduce manual work, improve efficiency, and integrate with existing Microsoft systems.
Why automate membership renewals using Microsoft Power Automate?
Microsoft Power Automate automates repetitive renewal tasks, validates business rules, reduces manual errors, and provides consistent operational reporting across the entire renewal lifecycle.
Can Microsoft Power Automate integrate with Dynamics CRM and Microsoft Dataverse?
Yes. Microsoft Power Automate integrates natively with Microsoft Dynamics CRM, Microsoft Dataverse, Microsoft 365, SharePoint, Outlook, Teams, and hundreds of other enterprise applications.
What business processes can Microsoft Power Automate automate?
Power Automate supports workflow automation for approvals, membership renewals, customer onboarding, reporting, finance, HR, CRM, document management, and operational workflows.
Is Microsoft Power Automate suitable for enterprise organisations?
Yes. Microsoft Power Automate is designed for organisations that require secure, scalable workflow automation while maintaining governance, compliance, and integration with Microsoft technologies.
Do you provide Power Automate consulting services in the UK?
Yes. Evangelist Apps provides Power Automate consulting services for UK organisations, helping businesses automate manual processes, modernise operations, and build scalable Microsoft Power Platform solutions.
How long does a Microsoft Power Automate implementation take?
Delivery depends on workflow complexity, integrations, and business requirements. Simple automations may take days, while enterprise workflow automation projects are typically delivered over several weeks.
