BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Walkerscott - ECPv6.15.17.1//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:Walkerscott X-ORIGINAL-URL:https://walkerscott.co X-WR-CALDESC:Events for Walkerscott REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:Australia/Sydney BEGIN:STANDARD TZOFFSETFROM:+1100 TZOFFSETTO:+1000 TZNAME:AEST DTSTART:20230401T160000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+1000 TZOFFSETTO:+1100 TZNAME:AEDT DTSTART:20230930T160000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+1100 TZOFFSETTO:+1000 TZNAME:AEST DTSTART:20240406T160000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+1000 TZOFFSETTO:+1100 TZNAME:AEDT DTSTART:20241005T160000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+1100 TZOFFSETTO:+1000 TZNAME:AEST DTSTART:20250405T160000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+1000 TZOFFSETTO:+1100 TZNAME:AEDT DTSTART:20251004T160000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+1100 TZOFFSETTO:+1000 TZNAME:AEST DTSTART:20260404T160000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+1000 TZOFFSETTO:+1100 TZNAME:AEDT DTSTART:20261003T160000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:+1100 TZOFFSETTO:+1000 TZNAME:AEST DTSTART:20270403T160000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:+1000 TZOFFSETTO:+1100 TZNAME:AEDT DTSTART:20271002T160000 END:DAYLIGHT END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20260312T110000 DTEND;TZID=Australia/Sydney:20260312T113000 DTSTAMP:20260501T053501 CREATED:20260309T224520Z LAST-MODIFIED:20260309T224558Z UID:22853-1773313200-1773315000@walkerscott.co SUMMARY:Fireside Chat: Turning data into donations - What are smart nonprofits doing differently in 2026? DESCRIPTION: EVENT OVERVIEW\nJoin us to learn how better tools & AI are reshaping fundraising as we know it.\nHas this year felt a bit different when running your campaigns? Fundraising isn’t just harder – it’s fundamentally different. Donor behaviours have shifted\, acquisition is more expensive\, and internal teams are stretched thin\, even more so then usual. Many nonprofits are sitting on valuable data but lack the tools\, or time\, to turn it into donation action.\nThis 30-minute online Fireside Chat is for fundraisers and nonprofit tech leaders in Australia and New Zealand who are rethinking how they work in 2026. You’ll hear how organisations like yours are using purpose-built technology to simplify donor management and how they are tapping into AI to drive more relevant\, timely giving journeys. \nYou don’t need to be a data expert. Join our practical discussion on using smarter tools to make fundraising easier\, more strategic\, and your campaigns harder to ignore. \n \n Register Now\n \n \n \n \n \n KEY TAKEAWAYS\n\nWhy traditional CRMs and data strategies are holding fundraising teams back\nWhat a modern donor engagement stack looks like in 2026\nHow structured donor data enables more personalised\, higher-converting communications\nHow AI helps treat every donor like a major donor\, with timely\, tailored communications.\nPractical ways nonprofits are removing tech barriers to boost giving and reduce admin.\n\n \n \n \n \n \n WHY ATTEND\n\nYou’re drowning in data but still struggle to get the right insight at the right time\nYour team spends too much time pulling reports and lists\nYou want to grow recurring giving and donor lifetime value – but not sure how to do this with your system\nYou’re curious about using AI for fundraising\, but don’t know where to start\, or how to make it work for your cause\n\n \n Register Now\n \n \n \n \n \n EVENT HOSTS\nJoel CohenNonprofit Specialist\, Microsoft | Board Member \nHarry CuthbertPresales Consultant\, Walkerscott and Klevr Fundraising \nMatthew PaulSales\, Walkerscott and Klevr Fundraising \n \n \n \n \n \n Register for the webinar today!\nRegister Here: Click here. \nFor more information\, please contact us. URL:https://walkerscott.co/event/fireside-chat-turning-data-into-donations-what-are-smart-nonprofits-doing-differently-in-2026/ LOCATION:Online CATEGORIES:Fundraising,Webinar ATTACH;FMTTYPE=image/webp:https://walkerscott.co/wp-content/uploads/2026/03/Fireside-Chat-Smarter-Fundraising-March-2026-Event.webp ORGANIZER;CN="Walkerscott":MAILTO:hello@walkerscott.co END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20251127T110000 DTEND;TZID=Australia/Sydney:20251127T120000 DTSTAMP:20260501T053501 CREATED:20251105T005816Z LAST-MODIFIED:20251202T043318Z UID:22574-1764241200-1764244800@walkerscott.co SUMMARY:Streamlining Contract Management and Budget Governance in Dynamics 365 DESCRIPTION: EVENT OVERVIEW\nUnify fragmented contract data and link agreements directly to purchasing.\nAre your procurement and finance teams struggling with effective contract management and disconnected processes?\nIf you face challenges with manual supplier onboarding\, fragmented contract management\, and limited visibility into budget compliance\, you’re not alone. These issues increase risk\, eat up valuable time\, and make strategic spending decisions difficult. \nThis 60 minute online webinar will show you how Klevr’s integrated solutions are purpose built to address these pain points through a unified workflow within the Microsoft Dynamics 365 environment. \nHear from Walkerscott and Microsoft experts as they lead a practical demonstration of an end-to-end process\, highlighting how seamlessly connecting your supplier\, contract\, and budget functions reduces risk\, improves compliance\, and frees up your team’s time for more strategic work. \n \n \n \n \n \n \n \n \n \n \n \n \n KEY TAKEAWAYS\n\nSee how Klevr Portals enable suppliers to self-manage profiles and compliance documents\, reducing manual effort.\nDiscover how Klevr Contracts centralises contract creation\, storage\, and tracking directly within Dynamics 365 CRM\, linking agreements to purchasing workflows.\nLearn how Klevr Budget Control enforces immediate spend validation against budgets in Business Central\, ensuring compliance before a purchase is committed.\nWatch a demonstration covering the entire process\, from new supplier onboarding to contract creation and validating a purchase order.\nUnderstand how a unified system lowers audit risk and strengthens adherence to financial and contractual policies.\n\n \n \n \n \n \n WHY ATTEND\n\nYour team spends too much time on manual supplier onboarding and compliance checks.\nYou lack a single\, reliable source for contract details and their link to actual purchasing.\nYou struggle with budget overruns because validation happens too late in the process.\nYou need a clearer picture of your spending and compliance across your entire organisation.\nYou want to leverage your existing Dynamics 365 and Business Central investment to create genuinely integrated procure-to-pay processes. URL:https://walkerscott.co/event/contract-management-and-budget-governance-in-dynamics-365/ LOCATION:Online CATEGORIES:Contracts Management Solution,Klevr Apps,Microsoft Dynamics 365,Webinar ATTACH;FMTTYPE=image/webp:https://walkerscott.co/wp-content/uploads/2025/11/klevr-webinar-unified-contract-management-in-dynamics-365-3.webp ORGANIZER;CN="Walkerscott":MAILTO:hello@walkerscott.co END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20250909T113000 DTEND;TZID=Australia/Sydney:20250909T120000 DTSTAMP:20260501T053501 CREATED:20250730T233948Z LAST-MODIFIED:20250917T021101Z UID:21213-1757417400-1757419200@walkerscott.co SUMMARY:Fireside Chat: Turning data into donations DESCRIPTION: EVENT OVERVIEW\nWhat are smart nonprofits doing differently in 2025?\nHow better tools & AI are reshaping fundraising as we know it\nHas this year felt a bit different when running your campaigns? Fundraising isn’t just harder – it’s fundamentally different. Donor behaviours have shifted\, acquisition is more expensive\, and internal teams are stretched thin\, even more so then usual. Many nonprofits are sitting on valuable data but lack the tools\, or time\, to turn it into donation action. \nThis 30-minute online Fireside Chat is for fundraisers and nonprofit tech leaders in Australia and New Zealand who are rethinking how they work in 2025. You’ll hear how organisations like yours are using purpose-built technology to simplify donor management and how they are tapping into AI to drive more relevant\, timely giving journeys. \nYou don’t need to be a data expert. Join our practical discussion on using smarter tools to make fundraising easier\, more strategic\, and your campaigns harder to ignore. \n \n \n \n \n \n \n \n \n \n \n \n \n KEY TAKEAWAYS\n\nWhy traditional CRMs and data strategies are holding fundraising teams back\nWhat a modern donor engagement stack looks like in 2025\nHow structured donor data enables more personalised\, higher-converting communications\nHow AI helps treat every donor like a major donor\, with timely\, tailored communications.\nPractical ways nonprofits are removing tech barriers to boost giving and reduce admin.\n\n \n \n \n \n \n WHY ATTEND\n\nYou’re drowning in data but still struggle to get the right insight at the right time\nYour team spends too much time pulling reports and lists\nYou want to grow recurring giving and donor lifetime value – but not sure how to do this with your system\nYou’re curious about using AI for fundraising\, but don’t know where to start\, or how to make it work for your cause\n\nWhether you’re leading fundraising strategy or managing the systems that support it\, this conversation will help you rethink what’s possible – and how to get there with the tools that fit your team.\n \n \n \n \n \n EVENT HOSTS\nJono WalkerChief Technology Officer (CTO)\, Walkerscott and Head of Product\, Klevr Fundraising \nJono leads Walkerscott’s technology strategy while also driving product innovation for Klevr Fundraising. With a background spanning IT\, consulting\, and entrepreneurship\, he brings a sharp focus on simplifying complexity and delivering impactful digital solutions. Passionate about enabling purpose-driven organisations\, Jono ensures Klevr Fundraising empowers not-for-profits to realise the full potential of their donor data and achieve greater outcomes. \nKatie DudleyPartnerships and Business Development Manager\, Dataro \nKatie has a background in tech and a focus on helping nonprofits use AI to fundraise more effectively. A former professional athlete\, she brings a competitive edge and collaborative mindset to her work. Katie is driven by a practical belief in using technology to support organisations making a real-world impact. URL:https://walkerscott.co/event/fireside-chat-turning-data-into-donations/ LOCATION:Online CATEGORIES:Fundraising,Webinar ATTACH;FMTTYPE=image/webp:https://walkerscott.co/wp-content/uploads/2025/07/webinar-event-fire-turning-data-into-donations.webp ORGANIZER;CN="Walkerscott":MAILTO:hello@walkerscott.co END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20241010T113000 DTEND;TZID=Australia/Sydney:20241010T123000 DTSTAMP:20260501T053501 CREATED:20240830T002405Z LAST-MODIFIED:20240916T011151Z UID:18524-1728559800-1728563400@walkerscott.co SUMMARY:Grants Management with Copilot: Streamline your funding process DESCRIPTION:Register Now\n \n \n \n \n \n  EVENT OVERVIEW\nJoin us for an introductory look into how you can utilise a Grants Management add-on to extend your Dynamics 365 CRM solution.\nThis online webinar is free to attend is tailored for professionals who frequently administer grants and funding\, it is highly relevant to Non-Profits\, Schools\, Universities and Government Agencies. \nIf you’re a Grants Manager\, or Project/Systems Manager looking to drive efficiencies via technology\, this session will equip you with the tools and knowledge to streamline your grant management processes within your Microsoft ecosystem.\nDuring the webinar\, we will delve into the most common challenges in grant management\, such as tracking fund sources\, managing the lifecycle of grant applications\, and ensuring compliance with contract terms. Our experts will demonstrate how Dynamics 365 CRM can transform your grant management\, from the initial application through to the final acquittal\, ensuring your organisation stays on top of its funding commitments. \n \n \n \n \n \n KEY TAKEAWAYS\n\nComprehensive Fund Tracking: Learn how to set up and model fund sources\, and efficiently allocate these funds across multiple grant rounds.\nLifecycle Management of Applications: Discover how to manage the entire application process\, from submission through assessment\, with seamless tracking of each application’s progress.\nEnhanced Contract Management: See how successful applications are converted into contracts\, enabling you to manage financials\, terms\, conditions\, and milestones\, all while ensuring compliance and thorough reporting.\nStreamlined Acquittal Process: Understand how the Grants Management Add-On simplifies the acquittal process\, ensuring all awarded funds are used effectively and reported accurately.\n\n \n \n \n \n \n WHY ATTEND\nThis webinar is your opportunity to get hands-on insights into how you could be managing grants with Dynamics 365 CRM and our grants management add-on Klevr Grants. \nWhether you’re struggling with tracking fund allocations or managing the complexity of the grant lifecycle\, this session will provide actionable strategies and solutions to optimise your processes.  \n \n \n \n \n \n EVENT HOSTS\n \n \n \n \n \n \n \n Richard Gauntlett\n Solutions Architect \n As a Solutions Architect at Walkerscott\, Richard specialises in designing technology solutions that align with client needs. As a Dynamics 365 specialist\, Richard’s expertise is in the  integration of multiple technologies to solve complex business challenges. He collaborates closely with clients to understand their requirements and deliver innovative and comprehensive solutions. \n LinkedIn\n \n \n \n \n \n \n \n \n Luke Franklin\n Practice Lead \n Luke is the Practice Lead for Dynamics 365. He has been with Walkerscott since 2012 and is responsible for the Dynamics 365 team and the delivery of complex solutions across a range of clients. Luke employs a ground-up approach to support the functional and technical teams in delivering solutions which meet client requirements. \n LinkedIn\n \n \n \n \n \n \n Don’t miss out on this chance to enhance your grant management capabilities—register today!\nRegister Here: Registrations here today. \nFor more information\, please contact us. URL:https://walkerscott.co/event/grant-management-with-dynamics-365-crm-streamline-your-funding-process/ LOCATION:Online CATEGORIES:Business Central,CRM,Grant Management Solution,Microsoft Dynamics 365,Webinar ATTACH;FMTTYPE=image/jpeg:https://walkerscott.co/wp-content/uploads/2024/08/walkerscott-klevr-grants-management-webinar-oct-2024-2.jpg ORGANIZER;CN="Walkerscott":MAILTO:hello@walkerscott.co END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20240905T103000 DTEND;TZID=Australia/Sydney:20240905T110000 DTSTAMP:20260501T053501 CREATED:20240802T044522Z LAST-MODIFIED:20240816T100327Z UID:18110-1725532200-1725534000@walkerscott.co SUMMARY:Revolutionise contract management with Klevr Contracts & Copilot DESCRIPTION:Register Now\n \n \n \n \n \n  EVENT OVERVIEW\nJoin us for an insightful webinar focused on transforming your contract management processes with Klevr Contracts\, our innovative Dynamics 365 CRM add-on\, integrated with Microsoft Copilot.\nIf your organisation faces challenges in Contracts budget management\, milestone tracking\, and reducing manual processes\, this session is a must-attend.\nTargeted at professionals in Legal Services\, Construction\, Healthcare\, Not-for-Profit\, IT\, Finance & Banking\, Manufacturing\, Energy and Utilities\, Education\, Government\, or Public Sector. This webinar is ideal for Contracts Managers\, Project Managers\, Contract Administrators\, Procurement Officers\, Compliance Officers\, Healthcare Administrators\, CIOs\, CTOs\, and Operations Managers. \n  \n \n \n \n \n \n KEY TAKEAWAYS\n\nOptimised Contracts Budget Management: Learn how our Klevr Contracts’ powerful contract budgeting capabilities can help allocate multiple contract budgets to one contract\, providing oversight to contract performance and preventing financial strain and conflicts.\nEffective Contract Milestone Management: Discover how to set up and monitor contract deliverables with detailed milestones\, ensuring both financial and non-financial milestones are met as per contract terms. See how approval processes and budget fund releases tie into milestone satisfaction.\nStreamlined Manual Contract Management Processes: Understand how our contract management CRM add-on application minimises manual intervention in contract variations and renewals. See how historical contract versions are maintained for auditing\, ensuring compliance and reducing resource-intensive tasks.\n\n \n \n \n \n \n WHY ATTEND\n\nExpert insights: Gain valuable insights from a Microsoft certified solutions expert into overcoming common contract management challenges.\nPractical solution: See real-world examples of how our Klevr Contracts add-on can revolutionise your contract management processes.\nInteractive Q&A: Opportunity to ask questions.\n\n \n \n \n \n \n EVENT HOSTS\n \n \n \n \n \n \n \n Richard Gauntlett\n Solutions Architect \n As a Solutions Architect at Walkerscott\, Richard specialises in designing technology solutions that align with client needs. As a Dynamics 365 specialist\, Richard’s expertise is in the  integration of multiple technologies to solve complex business challenges. He collaborates closely with clients to understand their requirements and deliver innovative and comprehensive solutions. \n LinkedIn\n \n \n \n \n \n \n \n \n Luke Franklin\n Practice Lead \n Luke is the Practice Lead for Dynamics 365. He has been with Walkerscott since 2012 and is responsible for the Dynamics 365 team and the delivery of complex solutions across a range of clients. Luke employs a ground-up approach to support the functional and technical teams in delivering solutions which meet client requirements. \n LinkedIn\n \n \n \n \n \n \n Don’t miss this opportunity to streamline your contract management and enhance your organisation’s efficiency. Register now to secure your spot!\nRegister Here: Registrations here today. \nFor more information\, please contact us. URL:https://walkerscott.co/event/revolutionise-contract-management-with-klevr-contracts-copilot/ LOCATION:Online CATEGORIES:Contracts Management Solution,CRM,Klevr Apps,Microsoft Dynamics 365,Webinar ATTACH;FMTTYPE=image/jpeg:https://walkerscott.co/wp-content/uploads/2024/08/walkerscott-klevr-contracts-management-webinar-sep-2024-v2.jpg ORGANIZER;CN="Walkerscott Australia":MAILTO:hello@walkerscott.co END:VEVENT BEGIN:VEVENT DTSTART;TZID=Australia/Sydney:20240411T110000 DTEND;TZID=Australia/Sydney:20240411T120000 DTSTAMP:20260501T053501 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 ATTACH;FMTTYPE=image/jpeg:https://walkerscott.co/wp-content/uploads/2024/04/microsoft-cloud-nfp-event-klevr-apps-grants-management.jpg ORGANIZER;CN="Walkerscott":MAILTO:hello@walkerscott.co END:VEVENT END:VCALENDAR