Government Grants Management in Dynamics 365 | Klevr Grant Making, Contract Management & AI Workflow

Walkerscott demonstrates how Government and Public Service organisations can modernise grants management using Microsoft Dynamics 365 and Klevr Grants, providing a connected platform for grant making, grant seeking, contract management, acquittals, approvals and reporting. You'll see how organisations can streamline the full grants lifecycle, from funding programs and application rounds through to contract management, milestone tracking, financial oversight and stakeholder engagement, all within the Microsoft ecosystem. The video also explores how Microsoft Copilot and AI agents can improve access to information, automate administrative tasks and support more informed decision making. In this session you'll learn: How government agencies can modernise grants management processes Managing both grant making and grant seeking within Dynamics 365 Creating funding programs, funds and application rounds Making configurable grant application forms and stakeholder portals Automating contract creation, approvals and renewals Managing grant acquittals, milestones and project outcomes Tracking risks, issues and key decisions throughout funded programs Integrating grants management with ERP and finance systems Leveraging Microsoft Copilot for AI insights and data access Connecting Dynamics 365, SharePoint, Outlook and Power BI within a unified grants management platform Improving compliance, visibility and reporting across the grants lifecycle 👉 Learn more about Klevr Grants or book a discovery session: https://walkerscott.co/au/klevr-apps/... Webinar Presenter: Richard Gauntlett, Pre-Sales Consultant, Walkerscott Chapters: 00:00 – Introduction & Overview 02:23 – Klevr Grants and Dynamics 365 04:24 – Grant Making vs Grant Seeking 08:42 – Programs, Funds & Application Management 13:17 – Grant Opportunities & Contract Creation 16:09 – Contract Management, Collaboration & AI 20:27 – Financial Management & ERP Integration 22:56 – Milestones, Acquittals & Approvals 25:33 – Contract Lifecycle Management 29:00 – Outlook Integration, Notifications & Q&A #dynamics365 #microsoftdynamics365 #microsoftcopilot #workflowautomation