Cobalt Engagement Dynamics and Our Core Industries

The members or customers you serve increasingly expect perfectly timed, personalized content, interaction, and availability from your team. Is your staff already stretched thin, or struggling with a customer relationship management system that can’t keep up?

Add Cobalt’s Engagement Dynamics — refined, adaptable CRM and AMS solutions — and all the implementation, training, and exceptional support we offer. It’s all built on the nearly bottomless resources of Microsoft Dynamics 365 and the Power Platform.

Your team will be stronger and more productive. Your customer experience will transform. As true partners, we will create the optimum system and processes for your team, and the ideal experience for your end-users.

Read about the core industries we serve. Review the powerful software modules at the heart of Cobalt’s Engagement Dynamics. And let us show you how to get more out of your CRM or association management software investment with a free team or licensing assessment and product showcase.

Trade & Professional Associations

The needs of your members and staff keep multiplying. Are they stuck and struggling with association management software that doesn’t work for them?

Associations have been a core industry for Cobalt since 1996. It shows in our fully mature Dynamics 365 services, Cobalt Engagement Dynamics software modules, and exceptional ongoing support and managed services.

Explore the many ways Cobalt knows exactly what associations like yours are facing and let us lead the way with powerful solutions we’ve built, refined, and are ready to put in your hands today.

Certification & Credentialing

For decades, getting a robust certification management software solution was a drawn-out, expensive development project many organizations could not afford. So, they did the best they could without them.

Cobalt has seen the trends after more than 20 years of serving certification partners and their customers. When you put all of our experience to work, we can quickly deliver a sophisticated configuration for your specific needs — at a cost almost no one can compete with.

We’ll make the day-to-day work significantly better for your staff and provide an experience for your certificants that is sure to impress. See the certification management software and services that can make the difference where you need it the most.


The days where mountains of paperwork and tedious manual processes were the norm for accrediting bodies and those they serve aren’t ancient history. Is your organization still lagging behind or doing the best you can with accreditation software that creates as many headaches as it solves?

Let Cobalt’s clear, flexible, and affordable accreditation solutions transform your staff’s workday and productivity — and the customer experience for your clients.

Built on the unmatched refinement and potential of Microsoft Dynamics 365, all of Cobalt’s accreditation software solutions can be implemented quickly for your team.

Small Business

Companies with a small staff (1-500 employees) often feel the top customer management software options are out of reach. The list of CRM vendors who can truly meet your needs — without an enterprise solution price tag — starts with Cobalt.

We are also a small business that understands the multi-faceted sales, marketing, and customer experience needs you’re facing. And small businesses like yours are exactly who we’ve focused on serving, since 1996.

Our seasoned CRM solutions are built on a bedrock of all that Microsoft Dynamics 365 and the Power Platform can do. Our team has exceptional experience adapting those tools and the out-of-the-box functionality of our refined CRM software modules for small business success. Quickly get an overview of our Dynamics 365 Services and Applications, explore the benefits of our ongoing support and managed services, and schedule a free organization assessment or product showcase soon.

Cobalt Engagement Dynamics Modules

Explore the power of Microsoft Dynamics 365 and Cobalt Engagement Dynamics modules designed to meet your team’s processes and customers’ priorities. Each of these tailored solutions feature out-of-the-box functionality and integrations that will make the transition for your team and customers a smooth and welcome change.

Feature 1


Streamline the application and renewal processes for any number and combination of member types and subtypes. Manage committees, chapters, and all your membership data in one place.

Feature 2


Manage reception events, educational classes and webinars, massive trade shows, and meetings of all sizes with customizable registration forms, variable pricing, waitlist management, and much more.

Feature 3


Monitor critical metrics like total customer spend or engagement scores in an easy-to-consume format. Combine engagement scores with other data to get a 360-degree view of customer engagement.

Feature 1

eCommerce & Accounting

Secure technology to enable credit card processing on the Dynamics 365 platform, including the ability to manage tax, shipping, and the necessary functions to push data to your financial management software.

Feature 2


Manage print, email, and web-based subscriptions for newsletters, blogs, and magazines in one powerful module built to handle fees, marketing campaigns with your subscriber list, and other subscription functions.

Feature 3


Cobalt’s certification module is the most flexible and sophisticated on the market. Define complex initial application and recertification requirements, automate the integration with your testing vendor, and deliver digital badges to your certificants.

Portals Icon - Web Design

Portals & Web Elements

Create and quickly deploy interactive forms and other elements anywhere on your website.
Manage customer or member access to content based on customized roles and permissions.
Allow your customers to create and manage online profiles.

Dynamics 365 Services, Applications, and the Power Platform

As your organization or small business needs and potential keep expanding and evolving, know that everything we offer is built on Dynamics 365. Its applications and the extended capabilities that come with the Power Platform were all made to prioritize powerful, lightning-fast adaptability.

And your team will never need to wonder how to get the most out of your CRM investment. Cobalt’s expertise runs deep in so many directions, that we’re equipped to lead your team in maximizing the potential for any application or integrations you need.

Explore the Cloud Migration Services, Dynamics 365 Implementation Packages, Dynamics 365 Project Rescues, Dynamics 365 Support & Managed Services, and Dynamics 365 Pricing Optimization our partners find with us.

Get an overview of the Dynamics 365 applications that will make the difference for your organization:

  • Dynamics 365 Sales
  • Dynamics 365 Sales Insights
  • Dynamics 365 Marketing
  • Dynamics 365 Customer Service
  • Dynamics 365 Customer Insights
  • Dynamics 365 Customer Voice

See the ways the Power Platform can extend all the potential for your team and whoever your organization serves: Power BI, Power Apps, Power Automate, Power Virtual Agents.

Quickly Take a Deeper Look Cobalt’s Engagement Dynamics and Other Offerings

When you add Cobalt to the mix, we strengthen your core technologies and all the systems and staff they impact. The internal benefits and ROI with us are strong, but your members, customers, and prospects will experience the difference we make, too.

Let us show you the best ways to put our solutions and software to work for your team and whoever you serve. Schedule a free organization or licensing assessment with Cobalt experts today. You will quickly see opportunities for efficiencies, savings, and ways to strategically reinvest your resources.

Or, let us know you’d like a product showcase today, and we will put together a custom overview of Cobalt’s Engagement Dynamics, our Dynamics 365 Services, or any of the foundational Microsoft applications in Dynamics 365 and the Power Platform.

Our product showcases are great ways to quickly understand our pricing structures, how organizations like yours have seen tangible benefits with these solutions, learn about our process overview and “Customer First Approach,” and answer all your initial questions.

Let us show you how it all comes together

Our Membership software and agile integrations with other Cobalt modules add up to a powerful, flexible option for managing all your membership data and processes.

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