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Grant Management Solution for Dynamics 365
Administrate your grant management process efficiently with the increased level of automation in one secure application.
Centralized System for Granters and Grant Applicants
Grant Management Solution for Dynamics 365 from UDS Systems is a Microsoft-based application that simplifies operational processes for organizations like non-profits, government, educational, medical, etc. It will help you effectively manage the grants of all budgets without manual errors and overspending.
The UDS solution guarantees transparency to partners and benefactors while preserving oversight over the project’s lifecycle and budget.
The built-in capabilities provide automation throughout the project’s duration, from grant creation to reporting. At the same time, our Microsoft-certified expertise and individual approach broaden customization opportunities for different needs.
The Key Modules
Benefits
Automated workflows and operational processes
Real-time centralized tracking capabilities
Full customization from roles to processes
Integration with portals, Microsoft Office 365, Power BI, etc.
Improved budget management and accountability
Performance tracking through dashboards and reports
Are you Interested?
Grant Management Solution Functionality
Review the features the UDS Grant Management solution provides for Dynamics 365 CRM. This list is not exhaustive and may be tailored to meet specific requirements following a detailed project analysis.
1
Custom security roles
They include role-based routing and multi-stage approval processes. Different accesses let you manage who can view, add, edit, or approve grant applications based on various filters, such as budget or grant designation.
2
Automated process for grant application management
Custom business process flows include application gathering, application intake with customizable forms, automated workflows for submission, integrated portals, review and evaluation, approval and rejection, disbursement, payment requests, notifications, etc.
3
Relationship management
It involves interacting with applicants, voters, donors, clients, partners, and so on, ensuring personalized communication.
4
Continuous monitoring
Comprehensive tracking of grant statuses, such as under review, approved, and rejected, in real time during the full grant lifecycle, from pre-award and award to post-award and close-out stages.
5
Grant designation
It includes assigning grant awards by defining what projects will receive funding, assigning or designating a specific amount of funding, and identifying the types and conditions of a specific grant.
6
Budgeting
It includes setting the budget limits per grant period, allocating budgets, tracking expenses, identifying funding sources and different budget programs, planning and forecasting future financial needs.
7
Portal integration
It integrates with self-service submission portals and partner platforms, enabling all stakeholders, such as grant applicants, funders, grant managers, partners, auditors, and others, to centralize their communication and the overall grant management process.
8
Compliance
It helps to check compliance with government regulations, funding guidelines, requirements, and organizational policies.
9
Reporting
It guarantees efficient performance monitoring, improves accuracy and transparency, reduces risks, and creates insightful reports for further analysis.
Integrated Grant Management
Additionally, our solution provides numerous opportunities for integration with Microsoft tools or third parties:
- Power Pages portals
- Microsoft Office 365 products
- Dynamics 365 CRM and ERP
- Messengers
- Financial and accounting systems
- Other third-party platforms
Try It on Microsoft AppSource
Our ready-to-use, Microsoft-approved solution is officially available for trial on AppSource. It includes all the core functionality you need as a basis for your system, allowing you to test it in action.
Once you’ve explored its features, you can contact our UDS team for professional customization, fine-tuning, and ongoing support.
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GO TO THE UDS BLOGRelated Services
Comprehensive Case Study
Grant Management Solution Based on Microsoft Power Pages
Discover how the UDS team assisted an Australian company in automating its grant management processes by implementing a system to manage grants more effectively.
Within several months, the project was successfully completed. We have helped the client move from a mostly manual setup to a modern, flexible grant management portal. The improvements made by our project team have saved their staff 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.
Contact Us
Contact a UDS Systems representative to discuss how UDS Grant Management Solution can bring more automation into your business processes.
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