Administrate your grant management process efficiently with the increased level of automation in one secure application.

Grant Management Solution for Dynamics 365

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.

Centralized System for Granters and Grant Applicants

It is aimed at ensuring the efficient management of the entire application process and includes these:
<ul>
<li>Grant applications</li>
<li>Funding requests</li>
<li>Funding decisions</li>
<li>Payment records</li>
<li>Status tracking</li>
<li>Notifications</li>
<li>Integration with a submission portal</li>
<li>Multi-level review workflow</li>
</ul>

The basic grant application form.

The funding decision visualization.

The payment record.

Grant Application

They include features for submitting applications, requesting reviews, tracking official correspondence, and managing grants post-award:
<ul>
<li>Contacts</li>
<li>Accounts</li>
<li>Historical data</li>
<li>Communication logs</li>
</ul>

The basic Account form.

Grantees

It allows companies to control and oversee the financial aspects of the grants and includes the following components:
<ul>
<li>Budgets periods</li>
<li>Budget setup</li>
<li>Funding sources</li>
<li>Budget programs</li>
<li>Financial reporting</li>
</ul>

Comparing allocated grant amounts with preliminary remaining balances allows grant managers to identify underutilized or at-risk funding in real time.

The "Allocated Amount by Amount Spent" chart provides a clear view of how much of the allocated grant funding has already been spent, helping track financial performance.

The basic budget period form.

It categorizes the various funding sources contributing to a grant, enabling transparency in fund allocation.

Budget

The Key Modules

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

Benefits

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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.

Custom security roles

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.

Automated process for grant application management

It involves interacting with applicants, voters, donors, clients, partners, and so on, ensuring personalized communication.

Relationship management

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.

Continuous monitoring

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.

Grant designation

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.

Budgeting

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.

Portal integration

It helps to check compliance with government regulations, funding guidelines, requirements, and organizational policies.

Compliance

It guarantees efficient performance monitoring, improves accuracy and transparency, reduces risks, and creates insightful reports for further analysis.

Reporting

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.

Grant Management Solution Functionality

Additionally, our solution provides numerous opportunities for integration with Microsoft tools or third parties:
<div class="columns">
<ul>
<li>Power Pages portals</li>
<li>Microsoft Office 365 products</li>
<li>Dynamics 365 CRM and ERP</li>
</ul>
<ul>
<li>Messengers</li>
<li>Financial and accounting systems</li>
<li>Other third-party platforms</li>
</ul>
</div>

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Explore how the Grant Management solution for Dynamics 365 from UDS Systems simplifies the operational processes with automation and customization features.