Grant Management Blueprint

Grant Management for Dynamics 365


Grant Management Blueprint is an automated CRM system that is built within the Microsoft Dynamics platform that seamlessly integrates with Microsoft Outlook, Excel or many popular accounting systems.  
 
This system provides you with the support that you need to create, launch, automate, manage grant programs.

This Microsoft Dynamics 365 solution by CRM Dynamics allows you to quickly respond to program demandsso you can provide a high-quality service to your network. It was designed to get you up and running rapidly with little financial investment. It will allow you to sensibly manage all aspects of the Grant Management process. 

Benefits of Grant Management Blueprint

  • Secure and seamless integration with your e-mail system and portal. 
  • Speedy implementation so you can be up and running to service your customers ASAP .
  • Maximizes automation with AI technology from business processes, grant evaluations, management and approval flows. 
  • Increases transparency  and accuracy to ensure grant compliance with the latest rules and regulations. 
  • Real -time updates with full visibility dashboards to capture inquiries, applications, questions and support. 
  • Robust financial and activity reporting tools from overviews to comprehensive individual statistics. 

Why Choose Grant Management from CRM Dynamics?

We have 25 years of experience in CRM with in-depth technology and expertise in Microsoft Dynamics. Our project resources are located in Canada, Microsoft certified and each team member is equipped with the latest tools and methodologies. This also means that all of your information and data securely resides within the Canadian Data Residency. 
 
CRM Dynamics is one of the largest Microsoft Dynamics 365 partners in Canada, a Microsoft Gold certified partner, a member of the 2019/2020 Microsoft Inner Circle for Business Applications and a winner of the 2019 Microsoft Canada Business Applications Impact Award. With these accomplishments, we have priority managed access with Microsoft, which is valuable for the success of your projects. 



Features

Grant Management Client Portal

  • Online Registration for clients
  • Grant Application Processing  through Portal shows Adjudication Progress and allows for additional input.
  • Once awarded, the Grant process is completely managed through the client portal.
  • Automated reminders, status updates, and many more for cost reduction.
  • Full integration to your internal Grant Management system.

Grant Management Adjudication

  • Online Grant applications  will follow enforced Business Process rules.
  • Automated queueing of work; automated business rule evaluations.
  • Automated notifications on trigger events or dates.
  • Grant update notifications and updates through portal.
  • Minimize costs while maximizing client results.

Grant Management Processing

  • Automated Business Rules evaluation
  • Automated notifications for processing and updating.
  • Fully integrated with portal for maximum efficiency and timeliness.
  • Queues to appropriate work teams for processing.
  • SLA's for process management and oversight

Office 365 and Email Integration

  • System integrates with Outlook, Word and Excel for ease of use.
  • Automated notifications for Client updates.
  • Omni channel access allows clients and staff to stay connected at anytime anywhere 24/7.
  • Email links to Portal simplify client interactions.
  • Paperless with digital footprint for the highest efficiency and transparency.

Finance and Performance Reporting

  •  Financials integration process to your accounting platform.
  • Full visibility Dashboards and Reports for management and reporting.
  • Report on all activities, portal activities, financial data and grant data.
  • Powered by industry leading solution Microsoft Power BI.
  • Export to Excel for ease of use as supplemental reporting tools.

Microsoft Platform

  • Fully open system based on Microsoft Platform.
  • Cloud solution allows instant scaling as needed.
  • No server maintenance required.
  • Backups, Security, Disaster Recovery managed by Microsoft.
  • Microsoft standards, connectivity, and interoperability.

Client Management

  • Dynamics CRM allows easy client management through portal and email. 
  • Integrates with Outlook to centralize client communications tracking. 
  • Anyone can manage a client at anytime with case history.
  • Automated communications, updates and notifications, etc.

Event Management

  •  Track Individual Teams meetings all the way up to major events.
  • Microsoft Outlook and Email integration for notification, reminders, sign-up and many more. 
  • Safe and securely integrates with Portal for event payment and registration.
  • Follow up and event marketing tools.

Information Sharing

  • Maintain Knowledge Base, Articles, White Papers and other relevant source.
  • Bulk email notifications and newsletters.
  • Portal allows for registration, user preferences and updates.
  • Free and Chargeable services.

Top 3 Reasons why you need Grant Management Blueprint:

  • Cost-effective solution if you need a fast Grant Management solution launch under extremely strict deadlines.
  • Backed by Microsoft Technology Grant Management Blueprint provide a safe secure end to end solutions  for your organization.
  • Real-time automated reporting and visibility with a 360-degree view so you can take a proactive measure to ensure a successful project.

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