Microsoft Dynamics
365 Post Award

Opportunity Management

Provide transparency to funding opportunities:

• Coordinate, collaborate and create proposals for funding
• Record key data (Funder, project name, response dates, amount requested, notes, emails, draft documents – including project plan and budget)
• View submitted proposal details on a funding opportunity pipeline report
• View historical funding decisions (successful/ unsuccessful proposals)

Multi-Funder Projects

Manage funding complexity via project options:

• Track & manage multiple funding awards or multi-program projects in a single project budget
• Associate expenses with specific sources for detailed accounting and budgeted vs actual data per funding source reporting

Agreements

• Upload & file agreement documentation for secure storage and retention
• Save time by creating custom documents and templates with merge fields from project data
• Send forms and documents out for signature with DocuSign for streamlined contract and award signature processes. Signed documents will automatically be saved with project data for easy storage and safe keeping.

Sub-Recipient Management

• Manage primary and recipient budgets together with hierarchal budget features and functionality
• Monitor project progress by tracking budgeted, disbursed, and spent transaction values
• Gain efficiency by assigning project plan performance measures and activities to recipients for their direct management and data entry

Multi-Currency & Foreign Exchange

Manage project financial complexity:

• Track multiple currencies and exchange rates
• Set rates for budgets, income, disbursements, and expenses
• See budgeted vs actual information in all project currencies
• Record transactions in the currencies in which they are disbursed and received

Budgets

• Easily track & manage annual or project budgets based on Direct, Cash Match, In-Kind Match, or Leveraged Resources funding
• Set custom fiscal years for better organizational accounting while fulfilling funder requirements
• Configure budget properties for source and objective allocation options for multi-funder budgets and performance-linked financial tracking

Expenses (inc. Financial Import)

Drawdowns & Reimbursements

• Track advanced payment income or reimbursements with ease. Users can track what is planned, requested, and paid from individual funders
• Reimbursements are made easy with associated expenses automatically rolling together into a single request.

Project Plan (KPI Management)

Report Scheduling

• Meet funder obligations quickly and easily by setting reporting periods and configurable reports
• Receive automatic notifications for financial or performance report due dates by setting the number and frequency of notifications
• Store submitted reports in the Report Schedule

Tasks & Messaging

Document Management

• Easily locate all grant documents, agreements, and other important artifacts in one central location
• Organizations can feel secure knowing where information is stored whenever new reporting requirements or audits occur

Assessments

Reporting & Analytics

• Leveraging Microsoft Dynamics, project data populates reports across the entire system portfolio
• Sort and filter by Program, Funders, and Multi-Project Awards to capture performance and financial data using GrantVantage custom-built reports
• Organizations can also configure custom reports and dashboards easily with Microsoft Report builder and Power BI. The analytical possibilities are endless!

Templates

Personalize templates to suit your organization:

Built on Dynamics 365, the GrantVantage solution offers customization via the Microsoft Power Platform to suit your own individual needs. Standard and custom tables within Dataverse provide a secure and cloud-based storage option for your data. Tables let you create a business-focused definition of your organization’s data for use within apps. If you’re not sure whether tables are your best option, consider these benefits:

• Easy to manage – Both the metadata and data are stored in the cloud. You don’t need to worry about the details of how they’re stored.
• Easy to secure – Data is securely stored so that users can see it only if you grant them access. Role-based security allows you to control access to tables for different users within your organization.
• WorkflAccess your Dynamics 365 Data – Data from your Dynamics 365 applications is also stored within Dataverse, allowing you to quickly build apps that use your Dynamics 365 data and extend your apps with Power Apps.ows

• Rich metadata – Data types and relationships are used directly within Power Apps.
• Logic and validation – Define calculated columns, business rules, workflows, and business process flows to ensure data quality and drive business processes.
• Productivity tools – Tables are available within the add-ins for Microsoft Excel to increase productivity and ensure data accessibility.

Integrations

Built on Dynamics 365, the GrantVantage solution easily connects to hundreds of data sources using a library of connectors

Microsoft Teams

Dropbox

Notifications

Office 365 Users

Google Calendar

Twitter

Office 365 Outlook

ClickSend SMS

DocuSign

Pinterest

Mailchimp

Eventbrite

Bing Maps

Adobe Creative Cloud

Adobe Acrobat Sign

Act!

Asana

Azure AD Identity Protection

GrantVantage can also build custom integrations with other enterprise applications such as Finance systems/ ERP.

Support best practice through system Auditing.

Auditing can be configured at three levels: organization, entity, and attribute. When enabling the standard audit feature, all entity attributes are enabled by default, however individual entities can be explicitly disabled on any or all of the attributes as needed. After enabling auditing, you can export and view the data change history. After review of the data change history logs, you can delete the audit logs for a specific period, within a specific date range, or in the entirety.

Support diversity through Language Localization.

Configure Language Localization to allow applicant users to select from up to five different languages (including but not limited to English, Spanish, Vietnamese, Chinese, Tagalog, Arabic, French, Korean) to view the announcement and respond to applicant questions. System administration functions can be set to one of the above mentioned languages.

Support inclusivity through Accessibility.

GrantVantage complies with:

• Section 508 Voluntary Product Accessibility Templates
• Web Content Accessibility Guidelines (WCAG) 2.0
• EU accessibility requirement EN 301 549 for public procurement of ICT products and services

Support flexibility through Mobile Responsive design.

Flexible grids and layouts allow applicants to work ‘on the go’

Piece of mind via D365 security.

Microsoft Dynamics 365 provides a security model that protects data integrity, privacy and supports efficient data access and collaboration. The goals of the model include:

• Provide users with access only to the appropriate levels of information that is required to do their jobs
• Categorize users by role and restrict access based on those roles
• Support data sharing so that users and teams can be granted access to records that they do not own for a specified collaborative effort.
• Although Microsoft acts essentially as custodians of your cloud data, you will still be the sole owner and administrator of that data.
• Microsoft was the first cloud provider to adhere to ISO 27018, a code of practice that ensures:
  • Customers know where their data is stored
  • Customer data won’t be used for marketing or advertising without explicit consent
  • Customers can demand the return, transfer, and secure disposal of personal information within a reasonable period
  • Microsoft will only disclose customer data when legally obliged to do so