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SUMMARY:Solver Excel Add-In + Business Central Webinar
DESCRIPTION:Thank you to everyone who attended this webinar. For those who missed this event\, here is the video recording. \nWebinar video recording:\n \nWebinar Transcript:\nJohn MellowsWelcome.Everyone’s uh.Thanks for joining us.We’re gonna be running through business central and\, well\, how you can use solver and business central to create some financial reports.I’ve got Scott Bennett from Solver to actually walk you through some of those products.So thanks Scott for being a making us self available and. \nScott Bennett   Thank you\, John.Hello everybody. \nJohn Mellows   So I thought what we’ll do is we we we do have a a Q&A section section.So please\, if you’ve got any questions while we’re going through anything\, please feel free to ask a question and I’ll be monitoring it while Scott does the presentation and shows the product.And we’ll stop when the time is right.Just faster answer those\, so we’ll kind of thing as we go\, but we’ll definitely run the end of the within.If there’s anything we have an answer\, I’ll run through those.Just try and give you.Uhm yeah\, some some answers to your questions.I’m just gonna go through.I know most of the people are joining here are Walker Scott customers\, but some aren’t.So I’m just going to do a very very quick overview in terms of who Walker Scott is.So uh.Then I’ll hand it over to Scott and he will talk you through solver what they’re about the product.So got a bit of an idea.Umm\, but Walker Scott\, we’ve been going for about 15 years now.We’ve got around 80 stuff.We’ve got officers and Auckland Wellington\, also in Sydney.Uh\, Melbourne and Brisbane now.Uh\, and we primarily ark\, concentrate on dynamics business applications.So in particular with the in the ERP space\, we deal with business central and finance and operations.And on the dynamic CE side\, we deploy customer service field services.Uh\, pretty much any kind of dynamics app that sits on the platform with we we implement it will started by uh\, the founders\, which is Johnny Walker\, Black Scott and Paul Knox.Uh play runs the is the managing director here in New Zealand\, based down at Wellington.I’m I’m based on in Auckland and uh it.Blair runs the the the Walker Scott side of the business here in New Zealand.Uh\, if you don’t know\, so I walk across actually part of the cloud collective.So the translator is a strategic alliance of four leading Microsoft Gold Partners and really to address the growing needs of the mid market.We’ve got complementary skills and capabilities\, so we provide.We provide both in depth expertise across the latest Microsoft technologies and to basically to a complete end to end wrap of those cloud services across Microsoft\, Umm with all the companies that are part of the cloud collector.There’s four of us and this probably well over 250 staff and we’ve also got a dedicated have Microsoft person who who who looks after us.This company is the so they they called Antares\, acclaim quorum and officially Walker Scott.And this is what they really do.So in Tara’s really works\, uh.Concentrates on modern work apps\, so if you need anything around teams\, SharePoint UM\, aspects of uh copilot at the moment.So\, uh\, antaris are really concentrating on that are coming\, are doing a lot of voice and if you need any\, uh\, got a meeting rooms that need a lot of hardware which is sort of Microsoft based and that’s an outcome do quorum concentrate on security and with Walker Scott we all about the dynamics business apps.So what discovery are a Chatham planter of solver?So what that really means is\, is that we we’ve got\, we’ve trained up.Uh UM our staff to to use solver.We’ve also done a number of implementations and we’ve can self serve ourselves.So if there any demos or we need to deploy solver Walker Scott do this internally and if they’ve with obviously the support of solve themselves.But we quite self sufficient and this is the reason why we’ve got our Platinum partnership or something cool.With that said\, I’m I’m going to just hand this over to Scott and you’ll just talk here a little bit through who’s solver is and the product.Thanks\, Scott. \nScott Bennett   Thank you\, John.I’m always a pleasure to be beyond these webinars with yourself.As John pointed out\, Walker Scott are a platinum partner.So one of our key partners across a NZZ with some serious capabilities in House.So it’s always nice to be on here to demonstrate Twelver to their customers.So before we get into the product\, I’m just gonna take.Let’s wait a few minutes just to talk to you through a little bit about what’s all there is and how it all fits together.So solver is A and look we love acronyms in the in the software space\, right?It’s all silver is a CPN tool.What is that?As a corporate performance management tool.So what does that mean in real terms?It means all of your financial and operational reporting\, all of your budgeting and forecasting\, and a place to house all of your enterprise wide data.OK\, so solver is a full cloud solution.It’s hosted on Microsoft Azure.Umm.And it is Microsoft certified.So if you go to App Source\, you’ll see that Solver is a Microsoft certified solution and also has preferred solution status for D365 business central.That’s a really important thing to mention also that so the way this works is we have a connector which allows us to connect Solver to business central out of the box.So very quickly we can establish that connection and bring in all of your relevant information from D365 into the Salvador warehouse environment and once we set that up\, you determine how often you want that to update.So it could be you want it to update every 15 minutes 30 minutes overnight.It’s entirely up to you.What that means is you haven’t got a worry about exporting data\, dumping data\, manipulating data\, all of that.Sort of stuff that that maybe you’re doing some of within your organization.So once that’s set up\, all of that data comes in.We can also bring in any other data sources as well.So typically what we find is if someone is using D365\, maybe they have a third party payroll system that they want to bring into reporting and planning purposes.Maybe they’re using a CRM solution and they wanna bring that information into solver as well\, so we can kind of bring anything anything in here as as part of the solution I just sort of question pop up.I’m gonna quickly take it on because I think I know the answer.I believe the the minimum we can do was 15 minutes in terms of the the the update process\, but ultimately it depends on how much data.We’re only doing incremental updates\, which is great because we’re only bringing in any changes to your data\, but it does depend how much you have.So if you’re seriously high volume of transactions\, maybe you wanna set that to 30 minutes or something.But\, but you could actually go could 50 minutes if you want to.Uh\, I think I just did.I sense that one John\, I just have a little pop up.I missed it.You muted mate? Sorry. \nJohn Mellows   Uh\, just a further comments\, but only updates on the hour\, doesn’t it?That’s so that. \nScott Bennett   No\, no\, you you can\, you can set it to update however often you wanted 153045 an hour.It’s up to you\, but ultimately it depends on what sort of volume of data that you you have that that it needs to bring in.But as I mentioned in an incremental update\, so therefore it only brings across any changes to your data.I’m OK.I just wanted quickly answer that one\, but maybe I’ll save them to the end or else I’m gonna gonna get to you. \nJohn Mellows   Yep\, Yep.Absolutely. Yep. \nScott Bennett   OK\, so any data coming into the coming into the environment once it’s in there\, you can do any type of reporting off the back of it.We use Excel as the design layer.OK.So we can leverage any existing Excel skills within the Finance Department\, but everyone consumes their reports via the web environment.Does that kind of best of both worlds OK?So any type of reporting and also any type of planning\, budgeting\, forecasting\, you can set up workflows with review and approval processes\, assumptions\, all of that kind of stuff that you’re probably doing today in Excel\, which comes with a number of challenges.So I’ll give you a way of streamlining that and keeping it all under the one roof as part of the application.Finally\, if you also want to build out advanced dashboard solutions.Visualizations you might want to leverage something like power BI\, at which point Solver has a certified connector which allows you to connect in to Power BI to save you having to do all of that stuff around data integration\, etcetera.With Power BI you can pretty much 10:00 o’clock connector and get going with Dashboarding templates.Create your own however you want to do it\, so kind.In a nutshell\, that’s how it all comes together.I’m gonna show you as well very shortly.Some of the reports available within our marketplace\, this is a huge advantage for D365 business central customers.We have a template marketplace with right now a couple of 100 reports\, planning forms which are available for you out of the box.I’m gonna show you some of them today as well and John.I’m the other.Uh.The other key advantage here\, as well as part of a Solver is\, as you would expect\, it is a subscription based solution.But the key difference with our application is you get everything OK and you might if you can just click that a head.For me\, John\, you get absolutely everything.You may not want to use everything\, but you get everything as part of the licensing.OK\, so all of our reporting\, all of our planning\, all of our data warehouse\, it’s all inclusive.It is a simplified user based licensing model which keeps it very transparent and very easy to work with.OK.And then finally\, as you would expect\, products been around for a long time\, we’ve got over 3000 customers globally using solver solutions\, and you won’t be surprised to see if we pick up a number of industry awards.This is just an outline of some of our awards on the G2 platform and you can see we’ve we’ve won in some of those key areas that you can see on the screen.OK.Thank you\, John.I’m. \nJohn Mellows   No. \nScott Bennett   I’m not that.Note I’m gonna jump into the product and cover off a few things for everybody.So just share my screen\, please confirm John.As you can see that. \nJohn Mellows   Uh\, yes. \nScott Bennett   OK\, great stuff.So what you can what you can see here is and.And I’m not gonna show we don’t have the time today to show you everything.Nor do we want to show you everything you do with the product because\, as you would expect\, there is heaps.But we wanna just focus on a few key areas to wet the appetite\, if you like\, around both reporting and planning.So you can see that right now I’m logged in via.The the web you can access all of your any browser or any device entirely up to you and what you can see as part of this is that a whole host of options available to me down the left hand side of the screen gotta reporting section planning section of course and administrative functions as well.Because I’m playing a power user in this environment.But what you’ll notice\, first of all is a click over into my daughter warehouse.You’ll see this is all of my daughter.So if you look at this in the perspective of your own organizations\, this would be your GL information coming in from business Central\, your general Ledger transactional information that you might wanna bring in.Maybe you wanna bring your AP and AR information in here as well.Not a problem\, you’ll see.I’ve got third party peril coming in and I believe I’ve also got some CRM information coming in as well.So as I mentioned earlier\, once these connectors are set up\, the information comes in on a scheduled basis.You’ll notice it will bring across all of dimensions that you have within set up within business central\, and you can also add as many as you want additional ones within Solver as well\, so you can create as many additional dimensions.Hierarchical tree structures.However\, you wanna do it for reporting planning purposes.OK.So just thought I’d show that to kick things off.Not gonna get into too much detail on this\, of course\, John and the Walkerscott team can get into a deeper dive here if it interests\, but I just wanted to show you that this is all prebuilt.That’s all ready to go\, and it allows you to bring all of that information in very\, very quickly using the Quick Start connector to 3365.So if I click over here you’ll see I have within my environment a number of reports for available to me.As I mentioned from the outset\, you can do any type of financial and operational reporting.And because we use Excel as the design layer\, you can have these reports look however you want.OK\, so down the left\, I’ve got my categories and folders\, so if I go into Scott reports\, if you have some of my favorite reports\, I’ll typically work with.For instance\, I can open up this operating expense analysis if I want to\, OK\, which coincidentally is from our marketplace\, which I’ll show you shortly.And you can see I’ve got a nice clean report there.I can work with which is taking advantage of some charting and put a static dashboard capabilities within within Solver\, and I’ve also got a nice clean looking profit and loss variance report over here which is worth spending a couple of minutes on.So you can see this is pretty clean.Again\, you can have this report\, Luke.However you want\, it’s entirely up to you and expand this out if I want to.So if I wanna for instance take a look at my actuals month to month and then my sort of year\, this is my year today budget\, I can do that.I can take advantage of advanced grouping functionality so I can easily build this kind of thing into my report.But what you’ll notice as well is going through here.I can also drill down on any of these numbers if I want to look at this services revenue number\, I can drill all the way down into the transactional detail that sits behind that that services revenue number\, OK\, what I can also do as well\, again everyone on the call I believe is using business central.So the advantage there you can even have a column here which has a link which will link to the posted invoice as an example.So you can actually look through this and go Gray.Click through\, it will open up business central and show you that printed invoice.It just isn’t example.OK\, so all from within your report and what you’ll notice at the top is I have these parameters you can create as many as you want here.I’ve just got entity\, so for instance I could run this report for one entity or multiple right?I can choose what financial period I wanna use for this report\, and interestingly\, little bit of a kind of trailer for what’s coming up later is I can choose a scenario.So if I’m doing my budgeting and forecasting in here\, hope it gives you the ability to store unlimited number of budget and forecast versions that you could actually set these up a scenarios.Or you could run this piano against budget.Worst case\, best case?Realistic forecast ABC\, however you wanna do it.All right\, so it gives you the ability to do that sort of scenario planning on the fly\, but you could just as easily have here depending on your type of business\, you could have department failed region if you’re not for profit\, could be programmed location.You know you can come up with as many fields as parameters as you like and have these as part of this report.You can also collect comments as an interesting one.We hear a lot from from customers.If it is that you’re you’re soliciting feedback from department managers\, program managers on a monthly basis.Umm\, this is a good way to do it\, because you can actually have it so that your department\, managers\, etcetera can enter comments directly into the report and those comments are stored into the data warehouse.So that’s in a secure environment and you can come back to it later.And you can see who said what and when they said it.You can do it a couple of this is one way of having line item kind of commentary\, but what you could do is you could create a whole template if you wanted to as part of this you can create whatever type of comment you want and actually have that so it gives them a little bit more real estate and kind of illustrates where each person should should put their commentary.So there’s a few different ways of doing it\, but the idea is that streamlines that whole reporting and feedback process.OK\, now I mentioned I mentioned earlier that the design element of this happens in Excel.You’re too\, which makes it a lot easier\, certainly for the finance team.But what you also have is this marketplace.So if you’re interested following today’s session\, if you go to solveaglobal.com and then select template marketplace\, you will see we’ve got a couple of 100 reports available for D365 business central customers to use out of the box.OK.And you can see think of a report.Chances are we’ve got it.We’ll the Walkerscott team will typically build include some time in A roll out to create some custom reports for you because chances are that we some specific things you need part of your business.But for instance\, you could go through here and you could look at a report and you could say\, yeah\, that looks like a good report.And then zoom in on that\, take it closer.Luke\, you might look at the report and say that’s great.It gives me kind of 80% of what I need.There’s nothing stopping you tweaking this report\, putting your own branding on it\, adding some additional information if it’s not giving you everything you need\, nothing stopping you doing that.There’s a description of what the report can do\, and you can add it into your environment.OK.But just something that you can do a take away there if you’re interested.After today’s session and the way that that edit and design element happens\, as I mentioned is in Excel\, so I could come in here and and only typically power users are gonna do this right?Everyone’s gonna be happy viewing and consuming these reports via the web\, but power users are gonna be able to make changes.So you could come in here and just click edit and report designer.And what Solver’s gonna do is it’s going to it’s gonna launch excel.It’s gonna kick in the design tool and you’ll see that this report.You’ll see it’s in its design form\, and you’ll notice this is excel\, right?Yes\, I have some Solver reporting added menus and things as you would expect\, but this is excel that we’re working with.OK.So you can leverage those existing skill sets that you’ll typically have in the finance department.Key difference here?All that daughter I quickly showed you earlier is available here for your reporting.So for instance\, when this report was created\, it was a case of general Ledger.Yep\, I want my account dimension.I’m gonna drag that into C13.Now I want my account description attribute gonna drag that into D13\, right this here.This is a simple variance formula.OK.So again\, we’re leveraging the\, the\, the knowledge that you’ll typically have in in Excel.But if I wanted to bring in an additional source\, I could go to my payroll.I wanna bring in parallel to mention.Maybe I want some Google Analytics information I’ve got coming in here\, right?I can start to build up my report\, plus I have a whole host of other features from within Solver that make life easier like predefined periods and all sorts of stuff\, different layouts et cetera to make life easier.So somebody wanted to change something if if wanting your department managers came to you and said\, hey\, this report does not giving me what I want\, I don’t like the way it looks.But in the interest of time\, I’m gonna make a quick change.It’s gonna be a really simple one just to illustrate how this would typically works\, so I could say yeah\, fair enough\, it’s not in line with our branding and gonna make that change as a power user.Now I can go into the run tab and you’ll notice that this remember the parameters that I last selected when I ran this in the web.So I can run it\, it’s going to get out to the door to warehouse.If\, if there’s been one of them updates great\, then that will be reflected in my in my report\, as I mentioned\, incremental updates on a scheduled basis.So here is my report.I’m happy with it.I’ve made my color change in line with Brandy.All I need to do at this point is hit my design tab.I hit save tells me it’s been uploaded.I close excel and you’ll notice instantly in the web environment it’s picked up the changes.I can refresh it\, I can rerun my report and any changes that I made to that report will now be available to me within the web environment.OK.And those changes\, as I’ve said\, very simple.I just changed the color so at this point I can go publish what a comment on here if I want to.I’m not going to in this case\, but I’m gonna publish it and then at this point I can share it with my team by role or user.And here’s where it’s the IT it gets even cooler.Because what will happen now is they’ll get a notification\, but the chances are these people\, these recipients\, are not gonna be living in solver.So they can also get an email and it’ll say Scott just shared this profit and loss report with you click this link\, they don’t click the link\, they can use their Microsoft credentials to log in to Solver:.Again\, it’s about all making it easier and about how it’s all intertwined with the Microsoft.Solution umm put in their credentials and it will take them into the PNR report.But the interesting thing is they will only see the information they’re supposed to see.So you could share this with 3040 people and each recipient is only gonna see the information they’re supposed to see because she can get very granular with the security profiles when Solver.But they may be only able to run it for one specific department or entity.Maybe one region\, maybe you only allow them to run it for the actual scenario.You don’t want them to be doing all of that scenario modeling\, right?So again\, do the report once share it your jobs done?People can do their own analysis then moving forward and run it or whatever.Period.Drill down\, filter\, etcetera.OK\, makes it really really easy now.Umm we we talked earlier and got a couple of good questions around the the updating.I should also point out as well as yes\, you schedule those updates accordingly\, but if you’re in finance and you’re doing month end\, you wanna make sure you’re using the most up-to-date information\, at which point those power users doing that will have the right to push an update as well.If you’re doing financial close\, you can actually push an update.So it’ll bring across any of those incremental changes just so that you know that you’re working with the latest version of that information\, OK.So the other thing as part of this is actually what expect.There is a way to publish these reports on an automated basis.If you want to so\, for instance\, this could be your monthly board pack\, right?And this could be your reports for execs.You know you can put your own descriptions in there.You determine what reports you want to include on this.On this pack\, you determine who’s gonna receive it.How it’s gonna be delivered now?I’m gonna show you how you can have it delivered into a a an execs archive in solver\, which is a really cool way of doing it.I’ll show you why\, but you can also have it output it as a PDF or a static Excel spreadsheet.OK\, you can do that.You could put a message in here as as optional that you can and then you can say I want this to go out every month.Last day at this time and that will send the email out to the to whoever’s receiving it.Management board members say\, hey\, you’ve got a new report pack briefing pack available.Click here and there you go.And if I go into my archive\, I’ll give you an example of what that can look like.This is a very simple one\, John\, will Talia.We have some customers doing some really cool things with board packs.So you can have all your logo\, branding\, table of contents.We really\, really nice.This is a simple one just to illustrate today\, but you can see I’ve got a summary page here.This is giving me an what we call an auto narrative.Really\, really cool.So if you’re spending time month to month actually taking daughter and actually putting that a meaningful narrative around it\, this is gonna do it for you.So you notice you build drivers into your report and you notice it’s automatically telling me the profitability this month was great.This was the income compared to last year.This was our best customer desk performing program.This was our largest payment etcetera.And then of course\, as part of this\, you can include all of the supporting material\, right?All is part of these packs and again these can be outputted via PDF if you want them to make them look however you want.OK\, you can even use this archive and This is why it’s worth having it published to the archive as you can even use this to store executed versions of Ruby port as well.So for instance\, you could come in here and at any point in time you can open up a couple of different versions of reports\, right?You can have a look at them side by side if you want to right and do that you can drill down still\, even though they’re executing report I you can’t change anything\, can’t change parameters.You can still drill down and that’s just a taste of some of the things you can do with that.There’s lots of other stuff you can do as well\, but in the interest of time\, I’m just gonna pull it back over here into report templates.I just show you another quick way that you might wanna take advantage of and that is within solver you have the ability to set up these tree structures and don’t what we call dynamically expanding reports.So for instance\, I’ve got a P&L report here from my Australian entity\, but if I want to\, you’ll notice I’ve got these hierarchical tree structures you can set up as many as you want.They can be as big as you want.Can be as the same manufacturing region\, sales territories and but I could run this is an entity tree\, so I could say I wanna consolidated view of my organization at which point it will go out and now it will bring me back.Consolidated report for each individual entity in an aggregate total.OK\, if you’ve got any complex consolidation processes within your organization\, including intercompany eliminations\, minority ownership calculations\, etcetera\, we can also handle that that stuff as well within the the Solver solution.OK\, I’m just looking at the clock.So still still got a bit to cover.So I’m doing it at 1.5 speed\, so forgive me.I think that’s what Netflix called it\, so I’m gonna go to my ad hoc reporting tool and I’m gonna show you something that that’s really useful because everyone within your environment\, whether they’re a full Solver user or what we call a viewer or get access to this\, it doesn’t mean you have to give them access.But from a licensing perspective\, they will get it and it’s really useful because what it does is it allows every woman in the organization to run their own queries\, subject to their security profile.So\, for instance\, if you’re sharing all these formatted reports and it’s not answering their questions\, no problem\, they can come in here and say\, right\, I want a query my revenues module\, I wanna see my account.I want to see my account description.Maybe I wanna see my extended price refresh.Right now I want to move that around.OK\, great.That gives me that that information now.Maybe what I wanna do is I wanna do a pivot and I maybe wanna add in here.I’ll add in entity refresh and now got it by entity.Might wanna move these around depending on how one it laid out.That’s great and I’ve got that information.Now I can say that’s awesome\, but what I want now is I wanna automatically have a chart that for me don’t like that though\, so I’m gonna look at something different.Maybe look at that one\, maybe that one right and I can keep building up this query so I can go in here and can filters\, add filters and all these different things to it.Just keep building it and adding daughter to it.Etcetera.And what I can do is I can save that.So for instance\, if I wanna run that query again in the future\, I can do.But what you you can do is if you find that a lot of people are running the same query\, that may be a time to say you know what?We may as well create a a proper formal organizational report that will share with everyone because it’s clearly useful\, at which point you would be able to use this as the basis for that report.So you kind of halfway there.All right\, so you have that ability as well.This is really cool and and subject to your security.You can give everyone access to this.The best thing is\, though\, again based on their profiles\, they’ll only be able to clicked in information that is that they’re supposed to.OK\, no.I’ll say again\, there’s lots more we can do with the reporting side\, but in the interest of time\, I’m gonna jump into the planning side because I think this is it’s all connected and this is obviously a key area for a lot of organizations that have typically reliant on Excel on to take care of this.So I’m going to move down to my planning section.You’ll notice if I select input templates\, it looks very similar to the report templates up here.The key difference?These are all input forms.These are all budget and forecast input forms and as I mentioned\, you can do any type of planning within Solver anytime.So I’ve got capax personnel\, cash flow\, project budgets.I’ve got everything in here for example purposes\, but what?The first thing you probably want to do and and I should add\, yes\, we have a templates and things and typically the WALKERSCOTT team will work with these two tailor on to your specific needs.But we also find planning can be quite an involved process and will be specific things that you want to capture.So typically they’ll create a lot of these templates for your organization based on your specific needs.That illustrates the flexibility of the the product\, but the idea behind this whole solution is once it’s set up for you yourself sufficient\, you shouldn’t have to call Walkerscott or ourselves every time you want a little change.Doing you should be able to handle this in house and that’s one of the key advantages here.So if I go here for instance\, the first thing you probably wanna do\, and I’m guessing people on the call are already doing a form of this in Excel\, is budget drivers or assumptions evantage here is you can set up as many assumptions as you want.These are global assumptions and these are going this particular assumptions form is going into feed five or six different budget and forecast templates.The full global control over this.So for instance\, you could come down here.You know you got CPI or payroll travel working days etcetera and you could look at the CPI increase and you could say that 1.8 very low right now I’m going to bump that up to five or 6%.But yeah\, you haven’t got to worry about people using different versions of forms and things.You can just say. Great.I wanna bump it to 6%.I only want it to apply to this version of the budget or forecast\, and I only want it to apply from this specific period and then you can go ahead and and what that means is you haven’t got to worry about making sure that Sheets.Are updated.People are using the right ones\, it’s it gives you global control and if you really wanted to\, you could workflow this.So if you need to get buy in from stakeholders\, you can actually workflow it and get it approved\, reviewed and approved.So that’s the first thing you probably do.And then depending on how many involved in the process\, you probably want to set up a workflow so you come in here and this could be your.Let’s do something easy.This could be our annual expenses budget.We’re a bit light 2024\, alright?You did.You can have as many of these as you want\, and you determine the assignment window.So you say I want this process to start from.I’m going to start it from July.You know the 8th.I want every this time and I want it to be finished by August 11th\, right?So that’s the window where everyone’s gotta contribute\, and you don’t have to do this\, but you might want to.I wanna ask you to review everything to when everything goes back\, are you review it then if he’s happy\, I’m gonna have it.Go on to bud for approval.And then you would have all of your templates.These are all mine and and the environment that I have just gonna choose my expenses one and then it’ll say.Do you want to fix it so they can only enter for these specific parameters?Or you may have someone that enters budgets for more than one department entity region\, at which point you can say let the user decide.But remember\, they can only decide based on their security profile.This is the advantage of everything under one roof.So if I can enter the department\, A&BI can view reports for the department A&B\, right?So it all flows through.I’m just gonna fix it for today’s example\, and I’m gonna do it by role or user.Again\, I’m gonna do it by user\, OK?And I can publish that.So on the 7th of August\, they’re gonna get an email saying\, hey\, you’ve got a new budget or forecast assignment.You need to start the process\, umm\, click the link and then if I change from a budget manager to a contributor perspective they will click that link and it will take them into their assignments and I’ve got lots of the segments because I’m playing multiple roles.But you can see I’ve got some.I haven’t started something progress.Some are waiting approval\, right?If it was just one or two they had\, they just see that not started.OK\, I’m gonna open up this expenses one and you can see this is a simple one to the sake.But of today’s session\, but again\, John’s and his team can get into a lot more detail here around specific budget and forecast requirements\, but you’ll see that anything that’s yellow means I can\, umm\, enter information.Anything that’s not means I can’t.OK.Anything that’s not yellow\, I can’t change it.But you also notice of automatically got actuals coming in up to the relevant point\, and I’ve got my remaining forecast showing as well.So as I go through here\, I can simply\, you know\, I can start entering in budget number pretty pretty easy can start the process or continue the process\, but it can also do a number of other things that I think everyone on the call will probably find an interest.For instance\, if I go into this travel line\, you’ll notice I have this spreading and line item detail bar at the bottom.Interestingly\, and I probably should have mentioned this at the outset\, when we were talking about data sources\, but one of the other big things that we see a lot of as people wanting to bring their historical information into server\, you might have 7 plus years of data you wanna bring in into the Solver environment to reporting and planning purposes.This is where that can come into play\, because for this travel account you can see I’m showing two previous years worth of data.I could show multiple years if I wanted to.But what that’s giving me is my actual signatures and I can see the trend across each period.So right now I can also create as much line item detail as I want under this travel line.So this could be events you’re running\, so it’s you you going over to Australia\, some events that you could put you know Sydney flights right\, maybe you’ve put tending the team 8000 a year\, maybe you’re sending more people over here\, maybe you’re doing something and maybe you’re doing something in\, in NZD and and Wellington or something like monthly events.At which point you might wanna do\, you might say.Yeah\, we’re doing these monthly.So we’re gonna do.We’re gonna budget probably about.We’ll say 85\,000 for the year\, but I want you to take last year’s actuals\, in this case 21.But I want you to take that previous years actuals and I want you to spread the 85\,000 based on the trend distribution that we saw in the previous year.We can do that.Maybe you wanna do that\, but you wanna offset.Maybe you’re not doing those events.Jan Mar through March\, at which point you can offset Jan\, Feb and March.You might simply say take last year plus a percentage\, whether that’s percentage value or number of units.You can even create your own distribution methods as well.You may be a seasonal business or retail agriculture.You can you can create your own distribution methods or you could simply say you know what\, take it\, spread it evenly across the 12 month period and you’ll notice now that it spreads it across and it’s rolled up in January and it’s rolled up in August.I also have the ability to do line item commentaries that\, but it’s a big number of agreed it with marketing already.But when people review this form\, the red indicator is illustrating that there is underlying detail for review and a red indicator in the line item detail is telling you there is commentary to review as well\, but you could also go as far as including department level commentary and you also have a full activity log as well.This is again one of the book bags we hear a lot of the whole process that back and forth here.You can keep it all under the one roof\, whereby you can search\, you can say show me keywords based on this stage of the budget when it was in its review stage.You can see who said what when they said it\, what time they said it and it’s all there as part of the process.So I could do two things now I can save this\, which means I’m gonna come back to finish it later.Or I can complete the assignment if I complete the assignment and notification’s gonna go after the reviewer or the approver depending on how you’ve set it up.They Scott completed as assignment.They can then review it.They might reject it if they reject it.They’ll wanna put in here.Why it was rejected?I’ll get a notification back.I can go in\, I can read the comments.Why make changes resubmit with my own comments?So the whole thing is workload.So everyone has kept up to speed each step of the way.That means if you go back to a budget manager role that at any point in time you can come in here and you could say I want to get a real time view of where everyone is at with the process.And this comes in really handy\, especially if you have multiple assignments and multiple people contributing.This is where you have that challenge of spreadsheets flying around an organization.Here I can easily see and I can filter\, I can go show me how people are doing with CapEx.Show everyone being with us now.How’s buddy doing?Who hasn’t started and everyone started great.What’s in progress?Right\, you can set these filters up so that at any step of the way you know exactly where everyone’s at.Alright so.The whole process doesn’t say centralized\, kept within the environment.All daughter is stored securely into that data warehouse.You can go back to it at any point in the future if you want to set this step.Take this and even step further.You can go as far as to use how process manager where you can actually define all of your organizational processes around reporting and budgeting right?So budget process I can set up each step of the budget process\, maybe we see this a lot.We’re not for profits organizations.You might have some organizational documentation that people need to read.You can put a link into that documentation so they can read it.You can assign it and you can put a due date and then they can give it the tick to say that they’ve read it\, but you’ll see that you can keep building up these processes.We have a number of templates\, right\, but you can create your own essentially up to you.Again\, it’s taking back control of that process alright\, even down to the month end reporting process right in defined that whole month end reporting process as well.If you want\, if you gonna assign it to\, etcetera\, etcetera.All right\, all within this environment.So that’s kind of a lot\, a lot that we covered in the short space of time E takeaways were ease around the the Quick Start integration to get you up and running quickly.The template marketplace with all of those reports available out of the box for business central customers\, the ability to create whatever reports you want\, ad hoc queries\, board packs all are available and all designed to be self service.And then of course\, your whole planning processes\, that was an easy one\, but there are many other different obviously types of planning that we can do within the product.So on that note\, I’m gonna stop sharing my screen.I’m gonna see if there’s any questions that you’ve seen come up\, John. \nJohn Mellows   Awesome.No questions as here\, so I’ll just open it up for the next minutes or so.Does anyone have any specific questions or chat just why you guys are doing that?Thanks Scott for your time.I hope that’s given some people an overview in terms of the look and feel of Solver and how can potentially be used\, especially around users can actually self serve and do their own reporting. \nScott Bennett   That works. \nJohn Mellows   So what we find now is is a lot of people come with a list of reports to say\, hey\, we need to replicate these reports and they might come from different data sources.And typically what we do now is when we and we implement solver\, because they’re reporting tool allows users to create their own reports.A lot of those reports\, which are requirements for particular projects\, those kind of just go back on to the business once they have the training and they just start creating their own reports.And I think what we’re finding\, which is of great value is people are actually able to ask their own questions now.So it’s not only are they subjected to just the reports that they could given\, or maybe the reports that they are using that they can actually dive a little bit deeper into the data.So that’s what we we finding a lot of value which has been driven.So yeah.So thanks\, Scott.Appreciate it. \nScott Bennett   No\, no problem. \nJohn Mellows   Just uh\, just for everyone to know\, we will.I will.We gonna upload this webinar to our YouTube channel as soon as I have that uploaded\, I’ll send out another email to everyone.So you guys can get the link and if you if you wanted to rewatch it\, you want to share it or give it to other people in your organization\, then you’ll be set that link there.I think we have one question. \nScott Bennett   In which just had a question pop up around pricing. \nJohn Mellows   Uh\, what sort of cluster we’re looking at for a smallish entity?OK\, good question.Umm\, I’d I’d say probably at at minimum is around sort of a a $20\,000 implementation.So what happens is we provisioned Solver provisions and environment once that goes through\, we then do the base installation and then really we work with you to a large part of us around training.So training you how to actually develop reports\, we we do this\, we normally take our report that you guys would like to do.Umm.And we train you on that.So we try and replicate their report with and solver and then the rest of the training is really just getting you guys familiar with the products so you can actually generate your own reports\, because just like Scott was saying a little bit earlier\, we want you guys to be self sufficient. \nScott Bennett   Umm. \nJohn Mellows   And so yeah\, it’s all already about just giving you the tools to enable you to create your own reports. \nScott Bennett   Yeah.And and just spot on there and that I think that’s the the best approach that’s we we like the the way that you guys do that in terms of getting your customers up to speed and self sufficient as quick as possible because that’s obviously super important.I did also say as well on the licensing side\, again very transparent\, all inclusive licensing typically for a solver user\, it’s 130 bucks per user per month for Solver user and 15 bucks per user.Uh\, sorry for a viewer.So 1:30 for a solver viewer 15 for a solver viewer per month\, and we do a minimum annual annual subscription in advance.So very easy for everyone on the call to calculate that out and work out the Boston. \nJohn Mellows   Yes.Yeah\, actually.So thanks for saying that because that that 20\,000 that I said was that that’s including your licensing for one year.So the rest of the that money is really training you and getting you onto the product. \nScott Bennett   The gotcha? Cool. \nJohn Mellows   Yeah\, just just a couple of questions.So one is just from Joanne\, so she’s saying\, yeah\, like current Excel report template name formats and formula to solve it and manage them from the so. \nScott Bennett   Sorry.You you dropped out the first part of the question\, mate\, can you repeat that? \nJohn Mellows   Sorry\, sorry.So you’re saying if we have a current Excel report template would would it be easy to import the same format and formula to Solver: and manage them from there? \nScott Bennett   Yeah.So this and if you like the the look and feel and and everything in the report was nothing stopping your replicating that report in Solver it\, it wouldn’t be so much as an import you would have.We’d have to design it and create it within Solver\, but that that wouldn’t necessarily be a big deal\, but you wouldn’t necessarily import it in\, you would just create that same report within the Solver environment.But again\, it’s not.It’s not a a big challenge.It isn’t. \nJohn Mellows   Yep. \nScott Bennett  So the short answer I guess is yes\, it’s just a different way in in which we get there. \nJohn Mellows   Cool.Uh\, just one from Caroline.So\, so we we need both power behind Solver or can Solver fully replaced power BI?OK\, I’ll take this one and then you can. \nScott Bennett   Now I’m adding you go. \nJohn Mellows   This is just my personal opinion and and maybe Scott will disagree\, but to me I see Solver’s a great financial tool so and power BI are very good operational tool for dashboarding.So the great thing about Solver is that when you take\, it comes with the data warehouse.You don’t have to do any of that legwork behind the scenes to sort of get your child of accounts in there\, along with all your dimensions and so forth.It’s just you get that with the product with tab.Yeah\, you have to build all that stuff in the in the background in order to actually achieve just the the the base install that you get with Solver:.So to me I find if you if it’s\, if it’s financial reporting that you after.I think Solver is a great tool for that\, especially when it comes to budgeting forecasting.But if you power BI fits really operationally that you want to view your data\, I think Power BI is the better tool.Scott\, I don’t know if you’ve got anything different. \nScott Bennett   Yeah\, we\, we\, we we see it as it’s a complementary solution as you you mentioned on we got the the we can connect into power BI from from Solver.I’ll give you an example where Power BI is and Solver come in really handy.You got some customers in the logistics distribution logistics space and they have big TBS up in their warehouse with what’s going on on a\, you know\, fairly real time basis and for that you would typically use power BI of course because you wanted a dashboard that’s going to constantly update.You wouldn’t use a format report to that\, but what those guys are doing is they’re using the the benefits of the Solver DoD warehouse\, and now we normally your daughter there with all of the the connections\, etcetera\, and just exposing that to power BI.So as John said\, there’s there’s things that Solver’s better and things that power BI is better.Apple either way\, you don’t necessarily need to choose either or they\, they kind of work.What together that’s it is complementary. \nJohn Mellows   On the same\, yeah\, yeah.Cool.I just one from uh role.So I you mentioned about the additional column for the URL link of the invoice which takes 2 business central.Do we need to set up users in BC in order for them to view the invoice? \nScott Bennett   Correct.Uh\, yeah\, I I believe so.I I I’m not gonna get into how you would absolutely do that because I I don’t know the internals.I’ll be honest\, that would be one for John and the consulting team\, but. \nJohn Mellows   Yeah\, I can answer.Yeah\, I can answer that once.So yes\, you do. \nScott Bennett   Uh\, you know that one?Sorry mate\, you go for it\, yeah. \nJohn Mellows   Yeah.So you would need at minimum A-Team member license in order to do that\, yeah.Uh.And then Jane is a fully integrated with BC quick answer to that is yes\, fully integrated.So just built for BC along with other solutions.But yes\, comes out the box with BC integration.Uh\, next one I can we customize the default drill down? \nScott Bennett   You can the the short answer to that is you can create any type of\, drill down or drill through that you want to within a report and you can determine who gets access to that via the security settings in terms of exactly what you wanna do.Maybe that’s a question we can take take off line.Short answer is is yeah you can create any but the there may be more to that question.I’m interested into the intent interested in the intent of the question because there may be something there that we need to understand. \nJohn Mellows   Umm. \nScott Bennett   Short answer is yes\, but again probably probably a discussion to be had there. \nJohn Mellows   OK.Good.And there’s all good\, good questions.So thanks everyone. \nScott Bennett   Yeah\, we got some good ones in me is that it’s a slow burn and then they all come\, they can pass. \nJohn Mellows   Yeah.Up.You’re gonna.So Jane said.Have any New Zealand companies or yes\, plenty plenty do? \nScott Bennett  Ohh for sure. \nJohn Mellows   Yeah.And we’ve done a lot of\, yeah\, we’ve done a lot of deployments here in New Zealand. Walkerscott has. \nScott Bennett   Absolutely.Yeah\, absolutely\, yeah. \nJohn Mellows   So yeah.OK\, what? \nScott Bennett   And stuff. \nJohn Mellows   Uh\, if anyone else is interested\, got more questions of peace\, feel free to get in touch with me of I will.So it’s it’s just John.So john.mellows@walkerscott.co\, I’ll put it in here in the chat\, but I’ll also.I’ll be sending out an email to everyone and just to with the link to the webinar.If you got any more questions around Solver\, please just shout out and I’ll be happy to answer any questions or give you more information about it.But yeah\, thanks Scott.Again\, thanks for everyone for attending. \nScott Bennett   Thank you. \nJohn Mellows   I know everyone’s very busy and I really do appreciate your your time so appreciate it.Thank you very much. \nScott Bennett   Thank you\, John.Thank you\, everybody. \nJohn Mellows   Alright. \nScott Bennett   Yes. \nJohn Mellows   Thank you guys. Bye. \nScott Bennett   Bye bye. \n\nTips & Tools for Advanced Reporting\, Forecasting & Budgeting\nSolver integrates seamlessly with Microsoft Dynamics 365 Business Central\, to enhance your financial reporting capabilities. In this webinar we will guide you through quickly constructing detailed advanced reports\, comprehensive Profit & Loss Statements\, and Balanced Sheets. As well as creating dynamic financial statements and building robust budgets with Solver’s cutting-edge tools. \nAttendees will learn about the Solver excel add-in and how to use it as a powerful extension of Business Central.\nWitness firsthand how Solver integrates seamlessly with Microsoft Dynamics 365 Business Central\, to enhance your financial reporting capabilities. We will guide you through quickly constructing detailed reports\, comprehensive Profit & Loss Statements\, and Balanced Sheets. \nLearn about performing What-If Analysis using the Solver add-in\, including the use of linear programming and other solving methods in Excel.\nDive into effective budgeting as we show how Solver facilitates the creation of accurate\, data-driven budgets. Learn to leverage its predictive analytics for forecasting\, ensuring your financial strategies are both robust and responsive to change. \nWho will benefit from attending?\nAccountants\, business analysts\, financial analysts\, CFOs\, and finance professionals looking to enhance their reporting efficiency and budgeting using tools that integrate with Microsoft Dynamics 365 Business Central. Whether you’re new to Solver or looking to deepen your expertise\, this webinar is tailored to elevate your knowledge. Engage in real-time with our specialists during the webinar. Get your questions answered\, explore Solver’s features in-depth\, and discover how to tailor its capabilities to your unique accounting needs. We will exchange tips and strategies to help optimise your financial processes with technology. \nRegister for our webinar to learn about tips & strategies for budgeting and forecasting using the Solver Excel Add-In.\nReserve your spot now and step into a world where data-driven decision-making in accounting is not just a possibility but a standard practice. Transform your approach to financial reporting and budgeting with Solver and lead the way in strategic financial management. Join us and redefine what’s possible in accounting with Solver’s advanced solutions.
URL:https://walkerscott.co/event/solver-excel-add-in-business-central-webinar-18-april-2024/
LOCATION:Online
CATEGORIES:Business Central,Webinar
ATTACH;FMTTYPE=image/webp:https://walkerscott.co/wp-content/uploads/2024/03/solver-excel-business-central-dynamics-365-webinar-event-april-2024.webp
ORGANIZER;CN="Walkerscott":MAILTO:hello@walkerscott.co
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=Australia/Sydney:20240411T110000
DTEND;TZID=Australia/Sydney:20240411T120000
DTSTAMP:20260429T022222
CREATED:20240415T012357Z
LAST-MODIFIED:20240415T025633Z
UID:17237-1712833200-1712836800@walkerscott.co
SUMMARY:Dive into Microsoft's Cloud for Nonprofit & Klevr Grants Management App
DESCRIPTION:Thank you to everyone who attended this webinar. For those who missed this event\, here is the video recording. \nWebinar video recording:\n \nWebinar Transcript:\nFarid Jalal: \nA quick view of the agenda for today. We’ll kick things off with introductions and a brief overview to the Microsoft Cloud for nonprofit. We’ll then jump into a deep dive demo of the end to end Microsoft Cloud and clever ground solution. And then\, as I said\, we’ve left 10 minutes at the end to talk through any open questions that you might have. \nFarid Jalal: \nI suppose I’d like to start off with a brief overview about ourselves. \nFarid Jalal: \nI’m from Walker. Scott\, where the business applications arm of a collective called the Cloud Collective\, where a strategic alliance of four leading Microsoft partners delivering solutions across 3 Microsoft Clouds. That’s Azure\, Microsoft 365\, as well as dynamics. So we provide the in depth expertise of a boutique agency\, but with the broad knowledge and muscle of a GSI. And have a presence across both Australia as well as New Zealand. \nFarid Jalal: \nWhy this is important to raise? As a collective\, we have a deep desire to partner with organisations such as the ones you see on the slide with a long term perspective. We help realise value quickly on that digital transformation programme through industry focused IP and the offerings that each of the partners within the cloud collective bring with us once a solution that we’ll go into in depth today is clever grants and portals. Developed by Walker Scott on the Microsoft Cloud platform. \nFarid Jalal: \nThis one’s used not just by a\, not-for-profit clients\, but many government agencies that could\, that run grants programmes distributing hundreds of millions of dollars in the healthcare community development\, independent film sectors and more. \nFarid Jalal: \nSo on that note\, I’d like to introduce your presenters for the day. I’m joined by my colleague Luke Franklin\,  who’s the practise lead for Dynamics 365\, Microsoft’s business applications platform\, kicking things off\, though today is Karan Singh\, from Microsoft. Karan is a technical specialist in the tech for social impact team and brings deep insights into Microsoft’s investments into the not-for-profit sector. \nFarid Jalal: \nYou know\, once Karan has provided his overview and provided those insights on the new functionality that’s available today for you to leverage\, Luke will drive the bulk of today’s session with the deep dive. \nFarid Jalal: \nOver to you\, Karan. \nKaran Singh: \nHey\, thank you so much for joining today. As Farid mentioned\, I’m a technical specialist at Microsoft and I cover business applications and I’m looking forward to showing you a bit more into the new features coming with fundraising and engagement. \nKaran Singh: \nAs a slide shows you at Microsoft\, we we want to empower your organisation to achieve more\, to be able to do more with what you have and we want you to have the best experience as well with the products and and with your constituents. So. \nKaran Singh: \nThat’s that’s the main message there. \nKaran Singh: \nWe also have made significant investments in the not-for-profit sector as well. So for example\, we do discounted software and services and last year it totaled up to around 3.8 billion\, which is a great number. And also we have a giving culture within the organisation as well. So for example people within the organisation donated around $250 million which is which is really good and also we’ve reached out to around 325K not for profits using our. \nKaran Singh: \nServices as well in technology so. \nKaran Singh: \nWe want to make sure that we democratise technology for all non profits around the world\, to use it\, and especially AI as well. \nKaran Singh: \nWe’ve seen a lot of different challenges across the sector. So\, for example\, staffing\, donor retention\, even being able to create personalised communication as well. \nKaran Singh: \nOnline giving increased time efficiency as well. \nKaran Singh: \nWe’ve seen a lot of different things around here and we want to make sure that we give you the tools and the capability to address some of these concerns and challenges across the industry. I know\, for example\, staffing is already being addressed through different AI techniques. \nKaran Singh: \nThat’s coming through the products. So we’re really we’re really seeing impact with a lot of organisations being able to leverage AI for their staff to be able to do more and get through more productivity throughout the day. So it helps them focus on more stuff they want to focus on like create more impact through their work. \nKaran Singh: \nThe nonprofit vision this is to show you a bit of a picture of how we want to give you a centralised platform for your nonprofit so you know\, moving from fundraising to also moving to the back end operations as well in finance and operations\, and also leveraging whatever you\, the the data you get in fundraising to be able to perform marketing operations as well\, which is something that is. \nKaran Singh: \nNatively built into the product. \nKaran Singh: \nVery quickly I just wanted to highlight a few cool AI features coming to the well. They’re already RGA actually\, so you’re able to use them within fundraising engagement. One is the fundraising performance dashboard. So this is actually a power BI dashboard that you can use as a template to get some analytics around your fundraising performance and then you can also connect your fundraising and engagement data model to this power BI report. So you can use that and get some really cool insights into your data. \nKaran Singh: \nNext up\, we have the likelihood to donate. This is a really cool feature that’s come. \nKaran Singh: \nGaia\, I think last year\, December. \nKaran Singh: \nSo yeah\, so basically what it does is you can go ahead and. \nKaran Singh: \nHi we’ve got a VA here that friends jumped too. So basically I’m gonna show you a little bit of the look and feel of how it looks with in the application. So for example\, you now have a giving model view within the app. You can go into that giving model view and see a category for each contact. So this is going to load up here and show you. \nKaran Singh: \nAnd so you can actually go ahead and see\, you know\, what’s that category of the likelihood to donate. So for example\, Aaron Gonzalez is most likely to donate. So you can go ahead and click into his contact view. You can see the reasons why they’re most likely to donate on the right hand side. So\, for example\, you can see they’re they’re likely to donate because they’ve got higher donation frequency\, their communication preferences\, and also the events they’ve attended with the organisation. \nKaran Singh: \nIt’s also going to show you how someone\, for example\, is not likely to donate. \nKaran Singh: \nUh\, which is Abigail. So she is not likely to donate because she has a few different things around. Address\, age and donation residency. And so this model\, this custom model has been built for. This is using different demographic information. It uses information around events\, attended communication preferences and stuff like that. So I can show you I’ve got a document of showing you different fields it looks at and gets that data from to be able to build that category for you. \nKaran Singh: \nThe other cool thing is that with this it helps give you that next level of reporting so you can go ahead and then build reports on who is likely to donate and who’s not\, which gives you the next level of of building rich segmentation which is going to jump into really quickly. So you can go ahead and build different reporting with with that data. \nKaran Singh: \nI think you know you can separate the data to be. You know you can only show contacts that. \nKaran Singh: \nShow every contact that’s not likely to donate or everyone that is. \nKaran Singh: \nLikely to donate so here I think is just gonna. \nKaran Singh: \nShow you the primary designation and then it’s gonna go ahead and and filter out all the people that’s not likely to today. \nKaran Singh: \nYeah. And then the cool thing is\, once this is once you’ve actually built this this row\, you can actually go ahead and create a segmentation within customer insights\, which then acts as a live segment audience for you within customer insights. So then you can go ahead and perform. \nKaran Singh: \nDonation campaigns against this category of people. So go ahead and and build that run to customer insights and the cool thing is this segmentation will be live. \nKaran Singh: \nFor anyone that any new contacts that get added to the database and you run that model on them\, it’s gonna automatically add them to this segmentation as well. So you you get that data right there in real time. \nKaran Singh: \nSo then yeah\, if you can go ahead and perform real time marketing on those those contacts. \nKaran Singh: \nThis is just also showing you how within because you need sales enterprise to get fundraising engagement with sales enterprise. You actually get some\, some standard copilot capability there as well in Outlook teams and also the application. The sales application itself. So you do get some copilot add-ons as well with the licencing which is really cool and you can leverage that right away. \nKaran Singh: \nOK. \nFarid Jalal:\nThanks\, Karan. I think that’s really compelling. A lot of our customers. \nKaran Singh: \nYeah. \nKaran Singh: \nDefinitely. \nFarid Jalal: \nActually now have started leveraging sales copilot as well\, because it’s made available with their dynamics licencing and certainly helps Dr adoption. You know within the within the dynamics applications itself. Thanks a lot Karan. Is there anything else that you would like to add before we hand over to Luke? \nKaran Singh: \nNo\, I’m just happy to see everybody on the call. And yeah\, I’m really looking forward to seeing as well. \nKaran Singh: \nThe demonstration that Luke’s going to do\, thanks for also having me on as well. Walker Scott. \nFarid Jalal: \nI’d love to have you join us\, mate. Look over to you. \nLuke Franklin: \nThank you Tish and Karen. \nLuke Franklin: \nGreat. \nLuke Franklin: \nAnd I think until the presentation from Fareed in in just a second and start to give you a bit of a demo of some components that make up our fundraising engagement through to clever grant scenario. \nLuke Franklin: \nA lot on this slide. Again\, this is the slide that Karen presented at the start. \nLuke Franklin: \nJust drop back one free\, sorry. \nLuke Franklin: \nThis is the this is the slide Karen presented at the start. I really I really like this slide because it shows that the breadth of the nonprofit vision and it shows. \nLuke Franklin: \nWe can pull into a single into a single place to provide an end to end scenario\, not just through fundraising\, but into how we market those campaigns. The finance activity that supports the fundraising initiatives and how we deliver. \nLuke Franklin: \nThe campaign programmes as well. So we’re talking things like volunteer management and produce operations. \nLuke Franklin: \nOur webinar today is going to focus on that top left corner and raising. \nLuke Franklin: \nComponent we’re going to we’re going to look at a few key parts of that solution and then how your fundraising activity can flow into our clever grants and clever portal solution. \nLuke Franklin: \nIf you want to move on formally freed\, this slide gives you a bit of an overview of our grants application. \nLuke Franklin: \nWe support two different. \nLuke Franklin: \nTwo different sides to that are contestable from process. We have a grant seeking side\, so this is all about you guys. \nLuke Franklin: \nAnd organisations going out to identify funding opportunities to bring in revenue. \nLuke Franklin: \nWe have functionality in here to help you put together a bid and secure the funding. \nLuke Franklin: \nAnd to manage your funding agreements that you have with organisations and then to meet any recording requirements that you might have and on the right hand side\, we have our grants making process so. \nLuke Franklin: \nThis is how you then distribute the funding that you’re receiving\, either via fundraising\, engagement and donations and pledges\, or via funding that you’ve received through the grant seeking site. So it gives you the ability to announce funds to create application rounds\, to receive and assess applications. \nLuke Franklin: \nAward contracts or funding agreements and also manage and monitor reporting outcomes that you require from applicants that you’re providing funding to. \nLuke Franklin: \nAt the top of this and sitting over the top of your your entire dynamics ecosystem can be a self-service portal\, which we’ll look at today as well. And at the bottom is the ability to integrate any of these solutions into a financial application such as business central and finance and operations. \nLuke Franklin: \nAnd the last slide I’ll show is just some of the personas that we’re going to be talking about as we go through this session. So we have our fundraiser. \nLuke Franklin: \nWho facilitates constituent management and executes on fundraising? We have our grants manager. \nLuke Franklin: \nWe have our programme leader and finally we have our applicant and or our grant awardee who we’ve awarded the funding to\, so these are some of the personas that we’ll touch on as we go as we go through the demo today. \nLuke Franklin: \nI’m going to steal the screen from you\, Farid. \nLuke Franklin: \nAnd I just give that a second to share. \nLuke Franklin: \nAs I’m going to start in fundraising engagement. So that’s the that’s the application you can see on screen at the moment when I open my fundraising engagement application\, I land on a on a dashboard. This gives me an overview of what’s happening within the application. I’ve got some nice metrics on here. I can see active transactions. \nLuke Franklin: \nI can see revenue by campaign goals. \nLuke Franklin: \nI can see some information about gifts received and the different methods that we received\, the gifting. \nLuke Franklin: \nAnd I can see things based on total gift received by years and different reoccurring payment schedule information. So dashboards within dynamics give you a nice snapshot. \nLuke Franklin: \nThe fundraising engagement application has a whole bunch of different areas. \nLuke Franklin: \nWe have the ability to develop and set up campaigns\, appeals packages. We have the ability to manage gifts\, so donations\, pledges. \nLuke Franklin: \nDonation schedules we can create and manage events within fundraising and engagement. \nLuke Franklin: \nAs well as the cost associated to those events and the revenue that we’ve received in from running the events and we’ve got some reporting and configuration areas. \nLuke Franklin: \nFor this session today\, we’re just going to look at the fundraising area and we’re going to drop straight down into our campaigns. \nLuke Franklin: \nAnd we’re going to have a look at a scholarship campaign that we’ve created. \nLuke Franklin: \nAnd we can see on our scholarship campaign that we can start to categorise a campaign. We can give the campaign the type and we can give a primary designation\, which is basically a way to say how we’re going to\, how we’re going to apply the money that we’ve received and how we’re going to how we’re going to use the money. \nLuke Franklin: \nAnd we’ve given ourselves a campaign target and I can start to track some values as we receive donations into this campaign. So I can see a total received revenue today. \nLuke Franklin: \nIf I jump to my performance tab\, I can then start to see some more detailed information. \nLuke Franklin: \nHow much have we received into their campaign via registrations? How many registrations have we sold? \nLuke Franklin: \nHow much have we received via sponsorships via product sales? \nLuke Franklin: \nMy total donations we’ve received in so this gives me a nice snapshot of how the campaign is performing. \nLuke Franklin: \nI can see a donor breakdown so I can see the donor\, the amount that they donated. \nLuke Franklin: \nAnd then if I can actually go and see a complete breakdown of transactions\, if I wanted to associate to this campaign\, So what did we receive through donations versus what did we receive through ticket sales? If there’s an event or through sponsorships? \nLuke Franklin: \nSo this is a primary way to. \nLuke Franklin: \nCreate a container. \nLuke Franklin: \nTo receive revenue in through fundraising activities now what we’re going to do is we’re going to switch applications to our clever grants application\, and we’re going to see how we can then use that money received in to create a fund and distribute money back out again. So I’m going to switch my application from fundraising engagement to our clever grants application. \nLuke Franklin: \nWhat’s important to note here is that all of these applications are what live within my dynamics ecosystem. \nLuke Franklin: \nAnd all of these applications share the same data source. So even though I’m going to switch from fundraising and engagement to clever grants\, all the data that lives within fundraising engagement is available for me across these applications and across the breadth of your dynamics ecosystem. So there’s no sinking of data or integration of data between applications. They all\, they all share the same data source. \nLuke Franklin: \nThe little team think he’s blocking. What’s up\, Sir. \nLuke Franklin: \nSo this is our clever grants application. This is built by Walker Scott\, but it’s built within the dynamics and the and the power platform\, which is why it looks and feels exactly like all the dynamics applications we have. A common user interface. \nLuke Franklin: \nWe’re going to drop down in our grants application to our funds area. \nLuke Franklin: \nAnd I’ve created a 2023 graduate scholarships fund. \nLuke Franklin: \nAnd if we look at this fund\, we can see that. \nLuke Franklin: \nWe are making available about $127\,000 to support graduate scholarships and we have a start and an end date or a term that the fund is going to run for. \nLuke Franklin: \nIf I jump across to my fund sources tab. \nLuke Franklin: \nWe can see how we’ve made this funding money available so. \nLuke Franklin: \nI’ve taken 33 just over $33\,000 from my scholarships campaign from fundraising and engagement and applied it to this fund. I’ve also taken another 80 odd $1\,000 from a general annual campaign. \nLuke Franklin: \nAnd I had $10\,000 left over from 2022’s Graduate Scholarships Fund\, which I’ve I’ve carried over into this fund so we can see that we can pull. \nLuke Franklin: \nMoney from numerous different sources and apply it to a fund to create a single pot of money that we can then distribute out as people apply. \nLuke Franklin: \nSo\, this is how we create a fund within our grants application. \nLuke Franklin: \nI’m not just going to change tab and have a look at the third component of this solution\, which is our clever portal. \nLuke Franklin: \nSo\, our portal is a web-based interface that allows external stakeholders or external applicants or customers to interact with your dynamics environment. \nLuke Franklin: \nThe portal products that we’ve built is solution agnostic and the one that you’re seeing at the moment is configured for clever grants\, but the portal can be used across any dynamics application\, and we can use the same portal to connect to different applications as well. And we can define security roles and and user permissions to dictate what they can and can’t see\, so I’m logged into the portal at the moment as an applicant\, which means that I see things like apply for funding and my. \nLuke Franklin: \nApplications and any contracts and milestones that have been awarded. \nLuke Franklin: \nIf I go to apply for funding. \nLuke Franklin: \nWe can see my 2023 Graduate Scholarship fund that we created inside. Clever grants are now published and available for applicants to apply to. \nLuke Franklin: \nWe can open this fund and we can see some information about it. This is displaying information and data directly from dynamics. \nLuke Franklin: \nAnd then I can Scroll down to the fund and see my applications that I’ve made to this fund. \nLuke Franklin: \nAnd if I open an application. \nLuke Franklin: \nWe get a process flow across the top so I can see that there there for this particular scenario\, the stages are to create a draught application\, submit that application and then be indicated whether the application has been accepted or not. \nLuke Franklin: \nI can see some information about the application I submitted. \nLuke Franklin: \nI can see some decision information here as well. \nLuke Franklin: \nAs I’m applying\, I get the ability to add collaborators\, so if I’m the named applicant\, but I’d like to invite others to help me complete my application form\, I can invite collaborators and give them access to the portal and to my application. \nLuke Franklin: \nAnd then I have the application form itself that I would have filled out as as part of the submission and on the left-hand side we can break the application form into different sections. \nLuke Franklin: \nWe have a whole bunch of different question types that we can use\, whether it’s file upload fields\, yes\, no drop-down lists\, date\, time fields\, text areas. We have a whole whole bunch of different data types that we can use to build dynamic forms which we can then display in the portal to capture information from external users. \nLuke Franklin: \nIf I nudge out and jump back to my fund inside clever grants\, I can go to my applications tab. \nLuke Franklin: \nAnd I can see the application here that we’ve just submitted. \nLuke Franklin: \nAnd before we open this application\, I just wanted to jump to. I’m just going to have to put that down quickly. \nLuke Franklin: \nI’m just going to jump to another product which I have within my within my product catalogue that you guys will get with clever grants in the portal which is the portal back office tool. \nLuke Franklin: \nThis is where you guys can build your own application forms. \nLuke Franklin: \nAnd publish these application forms to the portal. \nLuke Franklin: \nIf I open my again\, my graduate scholarships form. \nLuke Franklin: \nAnd I go to my form editor. \nLuke Franklin: \nI just tried that to make it was a bit more room. \nLuke Franklin: \nWe can see that I have a a\, a designer interface in here to build forms myself within dynamics. \nLuke Franklin: \nSo\, I have a whole bunch of different question types so I can select on the left hand side. \nLuke Franklin: \nAnd literally all I need to do is choose a question type and then drag it to where I want to put it on the form. \nLuke Franklin: \nI can give it a title. I can choose whether to make it required and then I can define a whole bunch of information about it. So\, is it visible or is it not? Is it read only? \nLuke Franklin: \nWhat are the conditions? What is the validation information? This is a text field\, so do I want my text field to be a number field\, a phone number field\, an email field\, a date and time field so I can put some validation on the field itself? \nLuke Franklin: \nSo\, I get lots of flexibility. \nLuke Franklin: \nAs a as a user of dynamics to be able to build my own forms and publish these forms myself without relying on a on a on a partner or a developer to do this for me. \nLuke Franklin: \nSo\, lots of flexibility with this. Again\, what you’re seeing here is\, is the portal product used for clever grants. But our portal and our form builder can be used for multiple different scenarios across dynamics applications. \nLuke Franklin: \nI just jumped back to our fund and I’m on my applications tab. I’m just gonna open the application that we looked at in the portal. \nLuke Franklin: \nYou can see across the top that we’ve got a business process flow to support the application lifecycle. \nLuke Franklin: \nWe received the application in we assess the application\, we make a decision. We make an offer and then we’re now in our contracting phase of this application. \nLuke Franklin: \nSo\, within dynamics\, I can see who the applicant was. \nLuke Franklin: \nThe application round and the fund that they applied to the project that they applied for. \nLuke Franklin: \nI can start to categorise my applications. We have a submission dates\, the amount they requested and the amount that was that was actually awarded\, plus some decisions around. \nLuke Franklin: \nOur internal decision status and the applicant’s decision status. \nLuke Franklin: \nIn order to get to these decisions\, we’ve gone through our assessment phase. So again\, I can jump across to my assessments tab. \nLuke Franklin: \nAnd I can see and hear that this application has actually gone through three different levels of assessment. We did an initial internal assessment\, then we went out to an external assessor\, and we got their feedback and then we did a final board review and it was approved all the way through. And we can see the amounts that it was approved for. \nLuke Franklin: \nIn lots of cases where we have external assessors\, we again use our clever portal. \nLuke Franklin: \nAnd we have an assessor security role within the portal that allows assessors to login\, view the content of the application form. \nLuke Franklin: \nAnd fill out their own assessment response form and all that data again comes back into into clever grants for us to view in one place. \nLuke Franklin: \nSo\, this is how we form our assessments area. Another key part of this which is really important down here is our conflicts of interest. \nLuke Franklin: \nSo\, as we creating assessment records. \nLuke Franklin: \nAnd an assessment record is where we have an assessor joined with the application itself. \nLuke Franklin: \nWe are capturing a conflict of interest response from that assessor and we do that each time an assessment record is created and in order to do that we display a small amount of information to the assessor in order for them to know enough about the application to be able to indicate a response and if I just go on to related and go to my conflicts of interest area\, there’ll be a full audit history of conflicts of interest responses here that we can review and make decisions against. \nLuke Franklin: \nI just dropped back to my application\, so these are my assessments. This is how we ended up with our internal decisions. \nLuke Franklin: \nAnd then the next stage\, which is what we’re in over here\, is our contracts phase. So\, we can see we have a draught contract created for this application. So\, this is the resulting funding agreement. If I open this record\, it’ll take me down to our contracts area. \nLuke Franklin: \nThis is our contract summary. So again\, we see the accounts and the contact is for the applicant. \nLuke Franklin: \nWe have the concepts in grants of having. \nLuke Franklin: \nA contact and a beneficiary. \nLuke Franklin: \nIn some scenarios\, in a in a contestable fund process\, the money is being paid to an organisation or an individual. \nLuke Franklin: \nOn behalf of a beneficiary\, IE someone is benefiting from the the funding that we’re providing\, but we’re not paying that person directly. So\, we have the ability to specify a beneficiary. \nLuke Franklin: \nFrom our contract\, we can go all the way back through to the application\, the fund\, the funding round the contract. Sorry the the projects. So\, all of the data is related and we can easily navigate by clicking on any of these links to get all the way back up the chain. If we needed to. \nLuke Franklin: \nFrom the fund we had our fund sources\, so we can get all the way back from the contracts into fundraising and engagement and right back into that campaign and that those donations that we received from the start. And that’s a really important concept. \nLuke Franklin: \nBecause we want to be able to track the dollar that we received in from our campaign and how we spent that money or how we distributed that money out the other side and we want to be able to report on that entire journey. So\, we can go back to our donor database and say\, hey\, all this money that you provided us is part of this campaign. This is what we’ve done with it\, and this is the impact that it’s had. So that journey and being able to see that data related all the way through is a really important concept here. \nLuke Franklin: \nAgain\, I’ve got my categorization of my contracts. I have my total amount and my contract terms as well as the contract document itself. \nLuke Franklin: \nFrom the summary page\, we can jump to financials. Financials allows us to take the amount that we’ve awarded and break this down into different budget allocations. So\, we’ve got we’ve got $10\,000 as our our general budget for the contracts and then we’ve taken some for claims and some for travel. \nLuke Franklin: \nWe can then create transactions against each of those different budgets\, and we can pay out. \nLuke Franklin: \nAgainst those against those against those different buckets of. \nLuke Franklin: \nThe money that we’re providing\, so this gives us some nice reporting again over how we’re utilising the funding that we’ve awarded as part of this agreement. \nLuke Franklin: \nNext one along from financials is our milestones area. \nLuke Franklin: \nMilestones are where we capture reporting requirements\, so this is where we’re saying that in order to. \nLuke Franklin: \nRelease the funding or make payments against this funding agreement. What reporting or what milestones does the applicant need to meet to providers updates on their projects initiative for whatever it is that we’re providing funding for? \nLuke Franklin: \nSo\, because this is a scholarship scenario\, we’d have one milestone at the moment\, which is proof of education milestone. \nLuke Franklin: \nAnd if I click into this milestone again\, we can see that we have a process flow across the top. We create the milestone; we approve the milestone and any associated financial transactions that might be linked to this milestone being approved. We then monitor the milestone\, which is where we’re waiting for the applicant to respond via the portal. We sign off on their response and then we close the milestone off. \nLuke Franklin: \nMilestones themselves have a due dates. \nLuke Franklin: \nThey’re also obviously linked back to the contracts and the projects itself\, and we’ve got our ability to categorise by type and report across this. \nLuke Franklin: \nIf need be\, milestones can then be broken down further into objectives. If you’d like more a more granular way of of receiving reporting or updates from whoever it is that you’re providing funding to. \nLuke Franklin: \nIf I’ll just drop back a level\, I’m just going to jump to our portal view again. So back as an applicant. \nLuke Franklin: \nWe’ve looked at our apply for funding and the application process. \nLuke Franklin: \nAs an applicant or a funding recipient\, I can now go into the Portland\, see my contracts. \nLuke Franklin: \nWe have a nice way of creating different views of tables so active contracts contracts that might be coming up for renewal or revisions\, all contracts and then I can click into one of these records to see some information. Again. This is displaying data directly from dynamics as well. We don’t actually store any data behind the portal itself we read from and write directly to the dynamics ecosystem. \nLuke Franklin: \nI can see that contract document that we had on the record as well and I can click on this document and download a copy. I can see the milestones that I need to respond to\, and I can see any transactions that I have associated to this particular contract. \nLuke Franklin: \nNow what’s important to mention on here is that this is configured purely for this demo. The portal is completely customizable. \nLuke Franklin: \nAnd we can choose what data we want to display from dynamics applications. We can choose what our menu items are across the top. We can choose how we sort and filter different records and all that can be achieved without writing any code. We can do that purely by going into an admin area behind the portal and again we get a nice designer interface where we can create pages and we can define the layout of the pages. \nLuke Franklin: \nAnd that’s important because in some scenarios we actually don’t want to show. \nLuke Franklin: \nThe funding recipient\, all of their individual transactions. We might only want to show them their master as and deliverables. \nLuke Franklin: \nIn other situations\, we do want to show them their transactions and we may even want the applicant to interact with these transactions. We have a lot of scenarios where the applicant needs to come in\, open a transaction and provide an invoice and submit that invoice to be reviewed within clever grants by you guys and then that needs to be approved before it’s paid. So\, lots of flexibility with how we can configure the portal to meet various different funding scenarios. \nLuke Franklin: \nAnd we have a whole bunch of functionalities to support the life cycle of the contract as well. When the contract is active\, we can create contract revisions and contract renewals. We have a revisions tab up here. Everything is audited. So\, every time we take a revision of the contracts\, we take a whole snapshot of everything\, the contract\, the financials\, the milestone statuses\, and we store that away\, which means that you can report over all the different revisions that have happened in the contract’s life cycle. We can suspend contracts; we can cancel contracts. \nLuke Franklin: \nA whole bunch of audits in and reason codes and things to support that process as well. And as with everything dynamics and all the pages we’ve seen\, all that functionality is controlled by security roles and permissions as well. So\, we provide the right users with the right functionality across each application. \nLuke Franklin: \nAnd that probably brings us to the end of the demo today. \nLuke Franklin: \nI will say this is this is a very a very small piece of hard clever grant solution and an even smaller piece of Microsoft’s cloud for non profit and their fundraising and engagement application. There is a whole bunch more functionality within both of those applications that would love to show anyone that is interested. So so please do reach out if you would like to find out more information about these solutions. \nLuke Franklin: \nI’ll hand back to you for. \nFarid Jalal: \nThank you\, Luke. \nFarid Jalal: \nHappy for any of you to potentially add a message on chat. I can\, you know\, allow. \nFarid Jalal: \nEither audio or video access and we can have a conversation if that helps. \nFarid Jalal: \nAnd while we wait for a chat\, Luke\, one of the things that I did wanna ask was would you be able to touch upon communication? \nFarid Jalal: \nYou know\, in the perspective of the overall solution\, right\, I think for example\, whether that’s communicating with constituents or applicants or even external assessors\, for example. \nLuke Franklin: \nBe talking by the timeline\, the timeline communication. \nLuke Franklin: \nYep. \nLuke Franklin: \nAbsolutely. I’m just gonna read. \nFarid Jalal: \nOr just some options available right? Whether that might be the timeline or an e-mail template\, or the ability to add an external assessor or might\, or even a customer journey. Probably don’t need to show all of it\, but you know\, certainly I’m sure the group will be interested. Yep. \nLuke Franklin: \nI reshare my screen\, yeah\, I reshare my screen to you just so I can click through a few things as well. \nLuke Franklin: \nIn in most areas of dynamic solutions and in most areas of clever grants\, we have an activities tab on records\, which is a timeline. \nLuke Franklin: \nTimelines are awesome. They they basically show you all interactions that have happened with this particular record. We can put things on the timeline as different events happen. So\, in the context of a contract\, for example\, when a contract is activated or or revived. \nLuke Franklin: \nOr suspended. We can stamp those things on the timeline so you can see what’s happening\, but you guys can also create an add items to the timeline yourself and a couple of important ones is the ability to record phone calls and create appointments and emails from this area as well. \nLuke Franklin: \nNow if you Create an e-mail from here. \nLuke Franklin: \nYou just click on it actually and you’ll be taken to an e-mail screen that was very much like like an email would in Outlook. \nLuke Franklin: \nYou can choose who you’re sending it to. You can copy people in\, you can populate a subject and a body copy to the e-mail\, or you can insert an A predefined e-mail template which you guys can manage from the settings area yourselves. That e-mail template can contain e-mail attachments\, and then we can send this e-mail from within dynamics. \nLuke Franklin: \nNow to the recipient. That’s going to look like it’s come from\, from me\, from my global admin user\, so they to whoever we’re communicating with. It just looks like a normal e-mail. \nLuke Franklin: \nAnd they can respond to that e-mail within Outlook. That response will come to my outlook account and to my standard inbox. And I can continue to e-mail back and forth via outlook if I choose to\, but that entire thread is tracked into dynamics and is visible on the timeline as well. So that gives me the ability to use Outlook\, which I’m familiar with\, but it creates visibility across the organisation. It records that communication within here. \nLuke Franklin: \nExactly the same with booking appointments. I can book an appointment; a teams call from within Dynamics. It goes on the timeline but appears in my outlook calendar. If I make changes in outlook\, it changes things in dynamics as well. \nLuke Franklin: \nOver on the right-hand side\, we are we are tightly coupled with teams. So\, I can start a teams or signed in but I can start a teams chats with inside within dynamics about this particular record and that whole communication can be handled within teams. But I know that that communication is trapped the timeline as well. So again\, we’re breaking down some of those silos. \nLuke Franklin: \nBut allowing users to still work in in tools that they’re familiar with. \nLuke Franklin: \nSo\, there’s some of the key communication options that we have within all Microsoft Dynamics 365 applications\, whether they’re a Klevr solution or a Dynamics first party app. \nLuke Franklin: \nAnd then if we were to bring dynamics\, customer insights or marketing into the mix as well\, we start to enrich that even further with the ability to create e-mail templates based on a library of media collateral that we’ve created. \nLuke Franklin: \nAn organisation and to apply different forms of communication\, whether it’s e-mail\, text\, messages. \nLuke Franklin: \nSocial media posts into a a customer journey and we can target communication at different points and that can be over a schedule\, or it can depend or be dependent on how that particular person is interacted with us. So\, this goes right back to the start and what Karen was showing you around. \nLuke Franklin: \nThe new view of being able to see the likelihood of donors interacting with your organisation and being able to create that segment. That segment is a dynamic list of people that we want to communicate with\, and we use that segment and apply it to a customer journey and we define how and when we’re going to communicate with that person and from that point it’s it’s completely automated. \nLuke Franklin: \nSo\, a nice example from a from a fundraising engagement side is that if someone makes a donation. \nLuke Franklin: \nOver a certain amount\, they might automatically fall into. \nLuke Franklin: \nLike a say a mid-tier donor segment and that mid-tier donor segment might have a customer journey flow that says is this the first time that this donor has made a donation and if it is\, let’s send them a bunch of information about this as an organisation and the impact that that they’re going to have by making that donation. If it’s not\, then let’s send them some different communication that says thank you for your donation. We’ve noticed X amount of activity within your profile. \nLuke Franklin: \nNow gonna communicate with you in a in a\, in a different way. So\, it’s a really nice example because it shows the the power of the dynamics platform and how we can bring different applications together across a common a common data model\, a common data source. And we can really get that that end that end-to-end lifecycle. \nLuke Franklin: \nThrough in whether it’s interaction or whether it’s through the distribution of funding money or whether it’s through constituent and donor management. \nFarid Jalal: \nI appreciate that\, mate\, and you know\, with everything that Luke just mentioned\, if it makes sense to dig deeper into those particular elements of the end-to-end solution as well\, happy to. \nFarid Jalal: \nSchedule some time and to have those conversations. \nFarid Jalal: \nRichard\, you’ve just put in a couple of questions in the chat window. So\, does the portal support any document management capabilities? \nFarid Jalal: \nThat’s one. The other is sorry\, maybe you start with that low. \nLuke Franklin: \nI can start with that one. Yeah. So\, yeah\, the portal\, the portal absolutely supports document management. Our portal out-of-the-box integrates directly into SharePoint. \nLuke Franklin: \nAnd it also integrates into different forms of Azure storage if we’re dealing with larger\, heavier files such as videos and images and sound clips and things like that. So\, we get 2 different options depending on the type of file that we’re storing and what we obviously also integrate directly into into standard dynamics. \nLuke Franklin: \nFile storage as well if need be. \nFarid Jalal: \nAnd I think another question is if we happen to have similar funding opportunities\, is there a way to build templates into the system? \nLuke Franklin: \nYes. So along with the core clever solution\, we have a suite of clever utilities. \nLuke Franklin: \nThose utilities provide. \nLuke Franklin: \nBits of functionality that we’ve determined as being useful that we can apply to different areas of the solution. One of those is the ability to copy records\, so this gives us the option to create a template for example. \nLuke Franklin: \nLike maybe a like a contract template that has a predefined set of milestones and a set of pre-defined set of deliverables that we use. \nLuke Franklin: \nSo we can create a template and then we can use our copy function to create a copy of that contract template each time you want to create a new record. So it saves you some save you some of the manual data entry. If you’ve got some common funding scenarios. \nLuke Franklin: \nAbsolutely. \nLuke Franklin: \nYeah. \nFarid Jalal: \nAnd you could utilise that for creating copies of campaign templates in the fundraising engagement application or application templates as well that you’d like to reuse for multiple funding rounds and and even assessment templates. \nLuke Franklin: \nYeah\, yeah\, absolutely. So I’ll clever utilities the same as our clever portal. Their solution agnostic. They can be used across any dynamics application. \nLuke Franklin: \nThere’s things like the the copy function. We have a whole of like record approval mechanism as a utility. We have field lockers so we can lock fields depending on certain statuses of records. I think there’s about I think there’s about 9:00 or 10 different solutions that we’ve got within that utility suite at the moment. But you could you can apply them to any dynamics application. \nFarid Jalal: \nThanks Luke. \nFarid Jalal: \nHein. I think you’ve added a question in the Q&A section. So that’s is it possible to communicate with applicants through the portal\, for instance\, if they’ve missed some information on their report submission\, can I add a comment that they can see? \nLuke Franklin: \nYep\, so a whole bunch of different ways that we can we can handle communication but also handle that specific scenario that you just mentioned. \nLuke Franklin: \nSo within our applications area and and within the assessments area\, we have the ability to raise supplementary information requests. So for that particular scenario\, you may want to go down that route because it’s it’s more formal\, you’re creating a record and attaching a form that the applicant can respond to and it goes as like an like an appendix or an extra item against their application application. So it’s a little bit more structured\, a little bit more formal. \nLuke Franklin: \nIf you’re just talking about general communication\, then yeah\, we absolutely can. This goes back to the the timeline feature that we looked at where we could create emails and tasks. We can create posts as a record in that timeline\, and those posts can be visible in the portal and they can be viewed and responded to via the portal applicant as well. So that gives you a nice mechanism to communicate via the to use it in the portal\, but it keeps it all in a single place. It keeps it all with your emails. It keeps it with your. \nLuke Franklin: \nAppointments. Your phone calls your team’s messages\, and it’s all in that timeline\, and in that order. And that timeline is is you. You’ve got the ability to sort and filter and and and view what you need to on that timeline. So if you wanted to filter it by just portal posts\, then it’s really easy to do that as well. \nFarid Jalal: \nIn did that answer your question? I’ve just enabled both your video and your mic. If you’d like to jump on and talk that through. \nHien Vu: \nYes\, that that’s really good. Thanks Luke. \nLuke Franklin: \nAwesome. Thank you. \nFarid Jalal: \nWe’ve got another 8 minutes to go. \nFarid Jalal: \nI might just take a couple of minutes to talk about the needs assessment workshops that Microsoft have kindly made available. \nFarid Jalal: \nThey’ve made $4500 available for each organisation to go in into a little bit of detail. \nFarid Jalal: \nYou know\, with the help of Walker Scott\, for everyone who’s joined us today\, I will be dropping an e-mail with the deck and the recording from today’s call. So you’ve got that information and you can simply reply to me to arrange for that. \nFarid Jalal: \nIt’s really compelling. We find a lot of our\, you know\, organisations that we work with do leverage the needs assessment workshop. \nFarid Jalal: \nWe’ll use it as a way to understand your key requirements better. Dig a little deeper into how the dynamics solutions both in the CRM side as well as on the ERP side. You know\, once payments kind of flow through and the clever grants solution can be leveraged to drive efficiencies within your organisation and of course scale your impact as well. \nFarid Jalal: \nIf there aren’t any other questions\, I might just give you 10 minutes of of your time back. \nFarid Jalal: \nThanks again everyone for joining us today and investing your time with us. Thanks\, Luke. Thanks\, Karin. Appreciate both of your inputs today. \nFarid Jalal: \nLook forward to seeing you all again on a webinar not too far away. \nLuke Franklin: \nSo thank you\, everyone. Thanks for joining. \nKaran Singh: \nThanks everybody for joining today. Thank you.
URL:https://walkerscott.co/event/dive-into-microsofts-cloud-for-nonprofit-klevr-grants-management-app/
LOCATION:Online
CATEGORIES:Grants Management Solution,Klevr Apps,Webinar
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ORGANIZER;CN="Walkerscott":MAILTO:hello@walkerscott.co
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