Klevr IQ AI Agents for Dynamics 365
KLEVR APPS
Klevr IQ provides purpose built AI agents that run natively inside Microsoft Dynamics 365, to handle your most time consuming manual workflows.
Stop losing hours to manual processing of data. Klevr IQ is a suite of autonomous AI agents that read, assess, and act on data directly inside your Microsoft environment, enabling your team to focus on making decisions, not moving data.
Klevr IQ AI Agents can expand your team’s capacity without increasing their workload.
Much of the daily grind, like screening applications, qualifying grants, or drafting submissions, is just work that needs to get done. Klevr IQ handles that heavy lifting. Built natively into the Klevr Apps suite, these agents run entirely within your existing Microsoft Dynamics 365 environment. Klevr IQ AI Agents work with our Klevr Applications, such as our Fundraising Donor Management and Grants Management CRM solutions. This means your data never leaves your secure Microsoft tenant, and there is no new system for your team to learn.
HOW KLEVR IQ WORKS
Klevr IQ agents are configured within your Dynamics 365 and Klevr Apps environment to handle a defined set of tasks based on your specific criteria.
You stay in control by deciding what the agent assesses and whether it runs fully automated or with human review steps. Results surface inside Dynamics 365. Klevr IQ AI Agent results are scored, summarised, and ready for your team to act on.
Purpose Built Agents
Each Klevr IQ agent is designed for a specific workflow, like grant application assessment in the Not-for-Profit and Government sectors.
Secure AI
Klevr IQ is native to Dynamics 365 and runs inside your existing environment, ensuring no data leaves your tenant and removing integration risk.
More Agents to come
New Klevr IQ Agents are in development to extend AI capability across the full Klevr Apps suite.
Meet the Klevr IQ agents
Grant Application Screening & Evaluation Agent (Live)
Automates the pre-assessment of application forms using AI-driven evaluation. Configure custom assessment criteria for Klevr IQ to process, score, and link results directly back to your submissions in Dynamics 365, enabling faster, data-backed funding decisions.
More agents coming soon
New agents are currently being architected to extend AI capability across fundraising, contracts, and memberships.
Why Australian Not-for-Profits choose Klevr IQ
Talk to our team. We can walk you through the current agents and what’s coming next in the context of your specific workflows and Dynamics 365 environment.
Less processing, more deciding
Agents screen, score, and rank applications so your team focuses only on the candidates that matter.
Work that runs itself
Fully automatable workflows mean screening and drafting can run hands-off, surfacing results exactly when you need them.
Your data, stays in your environment
PII protection is configurable at the field level, and no data ever leaves your Microsoft environment.
Fast to deploy
We provide fixed-price certainty and optimised processes to get your team live with AI capability in weeks, not months.
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Secure and compliant AI solution
Klevr IQ runs inside your existing Microsoft Dynamics 365 tenant, meaning there is no third-party AI platform and no risk of external data exposure.
Walkerscott is ISO 27001 certified, ensuring the highest international standards for information security are built into our delivery from day one.
Training & Support
Implementation support from a team that knows the Not-for-Profit sector.
As a supplier member of the Fundraising Institute of Australia (FIA), we hold ourselves to the highest ethical standards for our Not-for-Profit clients. Our implementation includes tailored configuration, hands-on training, and access to our local help desk.