Grants Management with Copilot: Streamline your funding process
10 October @ 11:30 am - 12:30 pm
Free
EVENT OVERVIEW
Join us for an introductory look into how you can utilise a Grants Management add-on to extend your Dynamics 365 CRM solution.
This online webinar is free to attend is tailored for professionals who frequently administer grants and funding, it is highly relevant to Non-Profits, Schools, Universities and Government Agencies.
If you’re a Grants Manager, or Project/Systems Manager looking to drive efficiencies via technology, this session will equip you with the tools and knowledge to streamline your grant management processes within your Microsoft ecosystem.
During the webinar, we will delve into the most common challenges in grant management, such as tracking fund sources, managing the lifecycle of grant applications, and ensuring compliance with contract terms. Our experts will demonstrate how Dynamics 365 CRM can transform your grant management, from the initial application through to the final acquittal, ensuring your organisation stays on top of its funding commitments.
KEY TAKEAWAYS
- Comprehensive Fund Tracking: Learn how to set up and model fund sources, and efficiently allocate these funds across multiple grant rounds.
- Lifecycle Management of Applications: Discover how to manage the entire application process, from submission through assessment, with seamless tracking of each application’s progress.
- Enhanced Contract Management: See how successful applications are converted into contracts, enabling you to manage financials, terms, conditions, and milestones, all while ensuring compliance and thorough reporting.
- Streamlined Acquittal Process: Understand how the Grants Management Add-On simplifies the acquittal process, ensuring all awarded funds are used effectively and reported accurately.
WHY ATTEND
This webinar is your opportunity to get hands-on insights into how you could be managing grants with Dynamics 365 CRM and our grants management add-on Klevr Grants.
Whether you’re struggling with tracking fund allocations or managing the complexity of the grant lifecycle, this session will provide actionable strategies and solutions to optimise your processes.
EVENT HOSTS
Richard Gauntlett
Solutions Architect
As a Solutions Architect at Walkerscott, Richard specialises in designing technology solutions that align with client needs. As a Dynamics 365 specialist, Richard’s expertise is in the integration of multiple technologies to solve complex business challenges. He collaborates closely with clients to understand their requirements and deliver innovative and comprehensive solutions.
Luke Franklin
Practice Lead
Luke is the Practice Lead for Dynamics 365. He has been with Walkerscott since 2012 and is responsible for the Dynamics 365 team and the delivery of complex solutions across a range of clients. Luke employs a ground-up approach to support the functional and technical teams in delivering solutions which meet client requirements.
Don’t miss out on this chance to enhance your grant management capabilities—register today!
Register Here: Registrations here today.
For more information, please contact us.