Case Study: Arizona State Credit Union achieves unified customer insights and scalable growth with Microsoft Dynamics 365

Cloud-based sales and collaboration solution built on Microsoft Dynamics CRM Online and Office 365 helps Arizona State Credit Union pursue aggressive growth goals

Arizona State Credit Union (AZSTCU), a U.S. financial cooperative managing $1.7 billion in assets, faced an ambitious mandate to grow to $3 billion and realized it couldn’t do that with fragmented customer data. Sales and service teams worked in silos with information on local PCs and paper files, leaving representatives without a unified view of members and limiting cross‑sell and outreach opportunities.

AZSTCU implemented a cloud‑based solution built on Microsoft Dynamics CRM Online (Dynamics 365 for Customer Service) integrated with Office 365 and Azure, chosen for its fit, minimal customization (about 75% out of the box), and vendor commitment. Rolled out to roughly 400 users across business lines, the platform unified customer data, automated sales processes, improved seller preparedness, and enabled smarter cross‑selling and relationship management to support the credit union’s growth objectives.

Arizona State Credit Union

David Downing

Executive Vice President, Operations and Technology