Introduction

Grant management equally requires accuracy and transparency. Customized solutions based on Dynamics 365 deliver organizations powerful tools to run every aspect of the grants process effectively.  

With Dynamics 365, centralized data management allows users to store all data in one place. Information about applications, grantees, funding, and reporting is all there. Centralized data management enables easy tracking of the status of each application and quick access to the information you need.  

This article provides a deeper look into centralized data management, offering practical tips on how to track the status of each application more effectively and efficiently.

 

Processes and Communications Automation

Dynamics 365 automates day-to-day grant management tasks. This function includes notifications, reminders, and reports. Automation shortens the time spent on administrative tasks, allowing the staff to focus on more critical aspects of their work. For example, automatic notifications about the status of an application and reminders about report deadlines can be set up. This option helps maintain timely and regular communication.

Grant Management Customized Solution’ s Advanced Features

Personalization and adaptation

A customized solution has a significant advantage because it allows you to tailor the system to the specific requirements of your organization. Dynamics 365 allows you to tailor workflows, forms, and reports for each grant program, making the system more flexible and adaptive to changing conditions and demands. Dynamics 365 analytical tools allow you to segment grantees based on different criteria. They also allow you to create customized engagement strategies for each group. This option can include one-on-one consultations and specialized training.

 

 

Integration with External Systems and Analytics

 

Dynamics 365 offers built-in reporting tools that enable users to generate standard reports directly within the system. These reports cover key performance indicators, application status, fund utilization, and other important information needed for day-to-day grant management.  

If needed, reporting capabilities can be significantly expanded through integration with external systems and analytics platforms. Dynamics 365 easily interacts with tools such as third-party financial management systems, Microsoft Office 365, and Power BI. This function enables you to create a unified information space that consolidates all data related to grant management. In conjunction with Power BI, users can build detailed analytical reports and visualizations that greatly facilitate strategic decision-making.

 

User Consulting and Support

 

Implementing a customized solution requires providing employees with training and support. This solution proposes a comprehensive range of training resources, including online courses, webinars, and documentation, which help companies quickly master the system and utilize its capabilities effectively. 

 

Mobile Accessibility

 

Mobile applications for grant management should be accessible. Dynamics 365 mobile applications enable employees to access and work with grant data anytime, anywhere. This option is really handy for employees working remotely. 

 

Interaction Analysis and Tracking

 

By analyzing and tracking Dynamics 365 interactions, you can closely monitor each interaction with grantees. This feature enables you to analyze the effectiveness of your communications, identify potential issues, and make informed decisions. For example, you can find out which communication channels are most effective and focus on using these channels. 

 

Accountability and Transparency

 

Grant management becomes more transparent and accountable with Dynamics 365. The system records all interactions and application status changes, making it easy to track progress and provide grantors with accurate reports. It also improves control over how funds are used and reduces risk.

 

 

Support for a variety of grants

 

Dynamics 365 can support a variety of public, private, and international grants. This option makes the system adaptable to the specific requirements of any grant program.

 

 

Increased Productivity

 

A customized solution based on Dynamics 365 enhances the overall efficiency of grant management. Automation of processes, centralized data management, and integration with other systems reduce the time spent on routine tasks, thereby improving service to grantees. This feature contributes to the success of grant programs and goal achievement.

Conclusion

A customized Dynamics 365 grant management solution provides organizations with powerful tools to manage every element of the grant process effectively. Transparency, accountability, and overall efficiency are increased through integration with external systems, risk management, user training, mobile access, and analytics. Such solutions enable grant programs to operate at a high level and foster trust among all participants in the process. 

Explore the Grant Management Solution for Dynamics 365 and see the related Grant Management case.

 

Turn to a UDS Systems representative if you have any questions or require a consultation on the topic.

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