Power Pages
Power Automate
Power BI
Power Virtual AgentsGrant Management Solution Based on Microsoft Power Pages
Power PagesPower AutomatePower BIPower Virtual Agents
Geography
Australia
Industry
Entertainment
Size
50 employees
Implementation
2025
Client’s Request
A company from Australia turned to us with a clear goal: they wanted a system to manage grants more effectively. Initially, it was intended to be a straightforward CRM setup. The internal grant team would handle everything, including entering contacts, registering companies, and managing the grants.
This initial plan was effective while the number of applications was still moderate. However, as more requests began to come in, it became increasingly complicated to keep up with the plan. It was obvious that the original plan had to be altered. Either they had to hire more people or find a better way to handle the early steps in the process.
Briefing
After several in-depth conversations with the client, we settled on a more scalable solution. Instead of the internal team handling everything, the idea was to let grantees take care of the initial steps, including submitting their contact details, uploading documents, and completing their application. The internal team would still run the key tasks: reviewing, verifying, and approving each submission. It would provide the client with more breathing room without losing control of the process.
Preparation
Once we had developed a plan, we jumped into the design phase. We explored different options and agreed that Microsoft Power Pages was the best fit. It had the flexibility we needed, and thanks to Microsoft’s low-code/no-code tools, we could build it quickly and adapt along the way.
We broke the portal down into five core areas:
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Contact registration. Users could create their own accounts using B2C sign-in.
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Company registration. Grantees could create organization accounts and upload supporting documents straight into SharePoint.
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User management. A user could assign a “main grantee” role to someone within their company.
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Award experience. Grantees could log in to see the decision from the Grant Committee and respond accordingly.
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Post-award experience. Uploading receipts and confirming how funds had been spent could be done.
This set-up made the process smoother for grantees while still giving the client full control over what mattered most.
Realization
Once the plan was in place, we got to work. Using low-code tools helped us move quickly and make updates as needed without slowing down. We built and tested each module individually, always staying in sync with the client to ensure everything worked as expected.
A major focus was on making the system easy to use for applicants, without compromising structure or quality on the back end. We utilized validation rules, dynamic logic, and clear instructions to enable users to complete the forms with minimal guesswork. Meanwhile, the CRM received everything automatically, so managers didn’t have to manually copy data.
We worked closely with the client from start to finish, adjusting our approach based on feedback and real-world examples. By the time we arrived at the final stage, the client had already begun implementing parts of the portal in production. The final result was something they could rely on – and expand over time as their program grows.
Visualization
Grant Application
What the Customer Received
Summary
We have helped the client move from a mostly manual setup to a modern, flexible grant management portal. It has saved their team a significant amount of time, provided grantees with a smoother experience, and set them up for future growth. The client now has a universal tool that not only works today but is also ready for what is next.
Moreover, based on the unique experience gained by the UDS team, we have developed our specific vision of grant management into the UDS Grant Management Solution for Dynamics 365. Now, you can efficiently administer your grant management process with the increased level of automation in one secure application.