Klevr Grants Management on Dynamics 365

Klevr Grants is a grants management system designed to work with Dynamics 365 ERP systems – Finance and Operations (F&O) or Business Central (BC).

Announce New Funds: Grant preparation, Announce new grant opportunities
Manage Applications and Assessments: Multiple application rounds, Internal and External assessments
Award Contract and Setup Milestones: Negotiate contract terms & conditions, Full contract management module
Process Payments: Automate invoicing and payments
Monitor Outcomes: Setup and monitor financial and performance management
Grant Lifecycle Management: Manage the entire grant application process, from submission to outcome assessment.
Self-Service Web Portal: Empower applicants with an intuitive web portal for self-service access.
Transparency and Real-Time Updates: Ensure transparency and provide real-time updates to all involved parties throughout the process.

Programme and Fund Management: Comprehensive portfolio-based reporting for effective programme and fund management.
CRM Functionality: Store and track all interactions with contacts using built-in CRM functionality.
Grant Accounting Support: Streamline grant accounting processes associated with the grant lifecycle.
Customisable Workflows: Tailor workflows to support your unique process requirements.
Security and Compliance: Ensure auditability and compliance with secure features meeting regulatory guidelines.
Microsoft Common Data Service Integration: Leverage over 200+ connectors with Microsoft’s Common Data Service.
Microsoft Dynamics 365 Integration: Seamless integration with Dynamics 365 ERP systems – Finance and Operations (F&O) or Business Central (BC).
Single Sign-On: Enable seamless Single Sign-On/Off with existing Active Director environments and policies.

Microsoft Outlook: Seamlessly synchronize grants communication and scheduling with Outlook integration.
Microsoft Office: Enhance productivity with easy access to grant applications and documents within Office applications.
Microsoft SharePoint: Collaborate effortlessly with grant seekers and securely share documents and resources through SharePoint integration.
Microsoft Power BI: Utilise Power BI to visualise key information throughout the grant lifecycle.

Dynamics 365 Finance & Operations: Streamline financial processes and synchronize grantee data with D365 F&O integration.
Dynamics 365 Business Central: Streamline financial processes and synchronize grantee data with Business Central integration.
Xero Integration: Simplify accounting tasks and ensure accurate financial reporting with Xero integration.
Integrate with other platforms by request: Tailor Klevr Grants to your organisation’s specific needs with customisable integration options.

Grant Announcement: Announce available grants. The online portal can host grant information. CRM functionality can notify your database.
Grant Application: Grant seekers can apply for grants by submitting proposals online.
Review Grant Applications: Your panel of assessors evaluates proposals based on your set criteria.
Award Grants: Choose successful applicants.
Agreement: Grantees are notified and contract is distributed outlining terms and reporting requirements. Grant seekers can digitally sign agreement within portal.
Disburse Funds: Funds can be released to grantees according to agreed-upon schedules or milestones. This can be automated by integration with your financial platform.
Implementation: Grantees use funds to execute their proposed projects.
Monitoring: Grantees track progress and report back to you through the self serve portal.
Evaluation: At the end, grantees evaluate outcomes and submit final reports.
Closure: The grant cycle officially concludes. You can use Power Bi to analyse impact and generate your own reporting.