Regulate 365 Logo


Easy to use, streamlined, online solutions for Regulatory & Compliance


Bundled in the Cloud

Bundled Dynamics 365 and Dynamics 365 Portal in Azure.



Pre-configured solution allows for a quick and easy implementation based on industry best practices.



Rapid deployment in the cloud with bundled services means quick ROI.



Built on the Power Platform and integrated with Microsoft Business Applications – all out of the box.


Application Management
  • Manage complex sophisticated application processes with multiple steps
  • Supports eligibility questionnaires
  • Reusable steps across multiple applications
  • Configurable pre-application eligibility questionnaires
  • Allow online applications
  • Save and return to complete
  • Ability to request additional information from applicants
  • Configurable application review and approval processes
Finance, Fees and Payments
  • Multiple payment options (online, cheque, interac)
  • Process secure online payments
  • Auto generate invoices, payment receipts and email reminders
  • Configurable fee calculations, renewal cycles and rate structures
  • Prorated fees
  • Tax rates
  • Support for fee credits
  • Supports accounting / ERP software integration
  • Multiple pre-existing payment provider integrations (PayPal, Authorize.Net, Moneris, Chase)
  • Support for custom payment provider integration
Self-Service 24hr Portal
  • Login/Register
  • Check registration eligibility
  • Apply online - Compile, save and submit applications and supporting documentation
  • Renew registration(s)
  • Update / maintain profile, experience, communication preferences
  • Access / download certificate(s) / licenses
  • View account history, invoices and receipts
  • Submit case and complaint details
  • Access committees and groups
  • Browse public directory
  • Action profile alerts
  • Powerful native Dynamics reporting tools
  • User created reporting
  • Geographic based reporting to identify trends
  • Personalized and role-based dashboard configuration
  • Dashboards, charts, graphs
  • Real-time drill down capability
  • Full integration capabilities with Microsoft power BI

*Additional license requirements apply for Power BI*

Licenses, Permits, Certificates, & Accreditation
  • Manage multiple certification types, specializations and designations simultaneously
  • Custom process configuration
  • Online registration and renewal
  • Generate custom and printable certificates and cards
  • Automate expiry
  • Online, self-service renewal
  • Supports custom review / approval automation
  • Configurable and flexible renewal intervals, terms and pre-requisites
  • Automate renewal reminders and notices
  • Configurable renewal grace periods
  • Supports validation of previously captured information (reduce data re-entry)
Continuing Education and Professional Development
  • Configurable CE (Continuing Education) or PD (Professional Development) database
  • Track institutions, programs and courses
  • Track examination results
  • CPU and PDU requirement configuration, tracking and monitoring
  • Update and track completed CEU/PDUs (continuing education unit / professional development unit)
  • Notify licensees about required or outstanding CPU/ CDU credits
Document Management
  • SharePoint integration
  • Self-service document upload
  • Manage electronic documents regarding applications, complaints, member's profile and case management
Available intergrations
  • Azure B2C (2 factor authentication by Microsoft)
  • Social Channels for authentication (Facebook,Google, etc..)
  • ESRI
  • SharePoint for Document Management
  • Click Dimensions
  • Power BI
  • Chase
  • Moneris
  • Paypal
  • Interac
  • Authorize.Net
  • Flow to support rapid custom integrations
Public Directory / Registry
  • One or multiple online registrant roster and directory of businesses, organizations, practitioners or individuals
  • flexible display, filter and search criteria, including custom fields
  • Real-time updates and information regarding registrant status
  • Search individuals, organizations, credentials
  • View Registration History
  • Supports multiple registries
Inquiries, Complaints and Discipline
  • Confidential complaint submission
  • Investigation process automation
  • Full case management capabilities
  • Public / private decision & investigation updates
  • Revoke/suspend memberships
  • Issue conditions for practice
  • Issue fines
Quality Assurance
  • Quality assurance programs
  • Manage random QA selections
  • Setup evaluation forms
  • Audit responses
  • Submit review findings and results
Governance, Board, Chapter & Committee Management
  • Configurable sharing groups (ie. Board, sub-committee, other)
  • Manage multiple committee / group types (ie: statutory, standing, ad-hoc)
  • Secured access to committee info / docs
  • Publish new minutes, agendas, documents
Security & Settings
  • Complete control of data visit
  • Configurable audit trail capabilities
Communication & Marketing
  • Leverages Dynamics Marketing
  • Automated and targeted email marketing campaigns
  • Drag and drop WYSIWYG designer for email marketing
  • Interaction and engagement based metrics
  • Social media integration & social listening
  • Full integration capabilities with ClickDimensions
Available Intergrations


Workflow Management

Empowering organizations to connect to people

Helping your organization oversee the licensing of individuals through automated processes to administer licenses, renewals, fee payments, complaints, and enforce compliance. Regulate 365 is built on the Microsoft Platform utilizing the comprehensive capabilities of Microsoft Dynamics 365 and the secure Azure cloud. Efficiently process requests and complaints while delivering visibility across your organization and ensure public safety. Designed using industry best practices, we deliver this solution with minimal time and cost with you in mind.


Regulate 365 features include:

Through the portal, the general public can:
  • Complete an online pre-assessment checklist
  • Submit an application
  • Submit a complaint
  • Search the Public Register
  • Read the latest blogs and news
Additionally, members can:
  • Renew memberships
  • Make changes to their profile
  • Make payments
  • Participate in online Discussion Forums and Committees
Regulatory agency administrators can:
  • Mange memberships, including suspending, revoking, and reinstating
  • Send automated notifications to members
  • Manage complaints
  • Make changes to the Public Register
  • Publish blog and news articles
  • Process Fees
  • View Power BI Dashboards and Reports
  • Manage Committees
  • Manage Professional Conduct
  • Manage Quality Assurance
  • Manage documents via SharePoint