Supercharge your non-profit organization with Dynamics 365 Business Central and Grant Management Add-On
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Non-Profit organizations and charities have mission-driven and passionate people who want to make a difference in the world. But there is a need for better resource utilization, budget controls and management of grants and donations, and analytical reports to achieve greater success. This is where Microsoft Dynamics 365 Business Central can help free your organization and your people from the limitations of multiple, disconnected solutions and the inefficient employee workarounds that waste hours every week. Dynamics 365 Business Central automatically pulls your systems and processes together so your people don’t have to, getting your entire company in sync with the growth of your non-profit. In this webinar, Korcomptenz will help you see how you can leverage Business Central and utilize our Grant Management Add-On to ensure operation excellence for your non-profit. If your non-profit business is looking for better control over grant management, fund distribution, budgetary controls and spend management with insightful reports, then this is the webinar for you.
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Supercharge your non-profit organization with Dynamics 365 Business Central and Grant Management Add-On
- 1. Supercharge your Non-Profit with Microsoft Dynamics 365 Business Central and Grant Management addon
- 2. Welcome to the Session 2 85% of supporters and 95% of funding decision-makers say they’re more likely to support a nonprofit if it shows them how it is using technology to run its programs in a better way – Beyond Digital Survey
- 3. Today’s Agenda 3 › Non-Profits – Current Scenario and Challenges › Microsoft Offerings for Non-Profits › KOR Solutions Stack for Non-Profits › Demo › Demo on Business Central and Grant Management by Boni › Demo on Power BI dashboards by Murali › Current Offers & Success Stories › Q&A
- 4. Korcomptenz Group Overview 4 15+ years of experience providing technology transformation services for over 300+ clients Korcomptenz Inc headquartered in New Jersey with a research, development, and delivery center in Chennai, India and offices worldwide Korcomptenz has subsidiaries in Chennai (India), Canada and Middle East 40% located onshore in North America and rest of the team Global (majority in Chennai & Rest of India (Hyderabad, Bangalore, Gurgaon) Microsoft Gold Partner for ERP and CRM, Cloud Services
- 5. About Microsoft and Microsoft Cloud 5 › Microsoft’s mission is to empower every person and every organization on the planet to achieve more. › $1.9 billion, in donated or discounted software and services › $221 million and +75,000 hours donated by Microsoft employees (including company match) to support nonprofits around the world › +200,000 Nonprofit organizations equipped with modern, secure, and scalable Microsoft cloud solutions
- 7. Key Challenges for the Non-Profit Industry 7 › Virtual Engagements › Understanding Constituents and donors › Managing gifts and income streams › Sustainability of programs › Data management and cyber security › Managing technology and legacy systems › Increasing ROI for IT investments › Simplifying system landscape › Integration with disparate systems › Automate financial reporting › Manage multiple funds through fund accounting › Grant Management › Automating purchase and spend control › Dashboards/Analytics dedicated for CIO’s and CFO’s › Track and measure mission metrics › Transparency and accountability › Track and measure program results › Risk management Engagement +Collaboration Information Technology Finance and Operations Mission Impact
- 8. It’ s time for a new approach Reactive action Proactive action Siloed view Connected view Incomplete data Holistic data Reporting activity Delivering outcomes
- 9. Microsoft Solution Wheel to serve the nonprofit sector 9
- 10. KOR Solutions for Non-Profits 10 Collaboration & Communication Research Donors & Prospects Fund Raising & Engagement Productivity Improvement Constituent Marketing Journeys Volunteer Mgmt. & Engagement Knowledge Sharing Commerce Service/ Case Management Supply Chain Human Resources Insights Financials Project Ops Program Impact Dashboards Grant Management Microsoft 365/ Office 365, Teams Dynamics 365 Sales/ Marketing/ Commerce/Service, Power Apps/Portal and LinkedIn D365 BC/Grant Mgmt. add-on, D365 F&O, D365 Talent Power Automate (RPA) Power BI & Customer Insights Digital Workplace CRM Solutions/ Web, Mobile & Content Management ERP Solutions Analytics Azure Cloud, Common Data Model for Non-Profit (Dataverse) Business Process Microsoft Products KOR Services Cloud
- 11. 11 Demo: Business Central, Analytics and Grant Management addon Boniface
- 12. D365 Business Central & Grant Management addon 12
- 13. Business Central, Grant Management addon and Analytics 13 Demo Overview Introduction on Dynamics 365 Business Central Grant Management Budget Control Purchase Invoices Cash Management – Payment Journals Advances & Accountability Cash management – Bank Account Reconciliation Indirect/Burn rate calculation and Indirect Cost allocations Reporting Analytics & Dashboards
- 14. 14 How can we help? Success Stories #FocusOnYou Edward Diamond
- 15. Effective Budget Management for Non-Profit across 8 locations Client Need › Upgrade from ERP (Solomon) system to the latest cutting-edge Cloud ERP › Automate reporting, dashboards, and tracking of important performance metrics which were limited. › Integrate with Salesforce and other Applications › Real-time visibility of grants and their disbursements as there were no integrations Korcomptenz Solution › Korcomptenz upgraded the client to Microsoft Dynamics 365 Business Central › This solution improved their operational processes and boosted efficiency. › Customized advances and accountabilities as well as budget controls in Dynamics 365 Business Central now enable better project expense management. › We are also implementing a grant management Add-On for the client. Business Value Here’s what we delivered: › Upgraded to Microsoft Dynamics 365 Business Central and supported Finance › Visibility to programs, projects, and funders. › Customized spending control to avoid overspending. › Built an interface with Salesforce to ensure recording of received income is done in an efficient and consistent manner. › Generated custom reports to meet unique requirements of donors.
- 16. Nonprofit Offers Modern Workplace¹ Business Applications and Power Platform Azure Small to mid-sized nonprofits (0-300 seats) • Microsoft 365 Business Premium – Grant 0-10 seat, $5/u/m • Microsoft 365 Business Basic – Grant • Surface – 10% off new devices* • Power BI Pro – $3/u/m • Power Apps (Power Apps Per App) Grant up to 10 seats; 11+ seats: $2.50/app/u/m • Dynamics 365 Sales Enterprise¹ Grant up to 5 seats; 6+ Seats: $23.80/u/m • Dynamics 365 Marketing- $375/tenant/month Additional contacts/profiles available at nonprofit discount • Cloud Services – $3,500 annual grant in Azure Services; includes Onboarding Concierge Large nonprofits (300+ seats) • Microsoft 365 E3 – $8/u/m*** • Microsoft 365 E5 – $23/u/m*** • Office 365 E1** – Grant • Surface – 10% off new devices* Microsoft nonprofit offers are not available in all countries/regions. Refer to microsoft.com/nonprofit for additional terms and offer details. ¹Grant availability will vary by channel. *Devices sold through the Microsoft Store are at a 10% discount. For devices sold through partners, discount may vary. **Donated up to 2000 users for FTE’s only. Customer may purchase additional at discount for volunteers. ***For each purchase Microsoft 365 E3 and/or E5 user, nonprofits can receive 10 additional Office 365 F3 seats for volunteers. Offer through Enterprise Agreement only at this time. **** Prerequisite licenses required for Basic and Standard Plans. Standard Plan 1 is for 1-250 employees for $750/month/tenant. Standard Plan 2 is for over 250 employees, for $2000/month/tenant. Microsoft Cloud for Nonprofit Basic Plan – Free**** Microsoft Cloud for Nonprofit Standard Plan – $750 or $2000 per month****
- 17. What Next ? What Next?
- 18. What’s next? 18 1. Requirements study and a detailed solution approach 2. Strategic assessment and recommendations for your existing Microsoft applications
- 19. Please use the GoToWebinar interface to submit your questions Question and Answers Supercharge your Non-Profit with Microsoft Dynamics 365 Business Central and Grant Management addon WEBINAR
- 20. We Appreciate Your Time Contact us at sales@korcomptenz.com www.korcomptenz.com
Editor's Notes
- Thank you for joining us today, we appreciate your taking the time out of your busy schedules to participate. This is Susan your moderator and welcome to our webinar Supercharge your Non-Profit with Microsoft Dynamics 365 Business Central and Grant Management addon . I am joined by Ed and Boni from Korcomptenz.
- A digital-first shift is changing how nonprofits operate. Seventy-six percent of nonprofits feel they need to develop a data strategy for their organization and those with a high digital maturity are 1.4x more likely to acknowledge this compared to those with low digital maturity. Within three years, the majority of nonprofits expect to be doing the majority of their work online. To accomplish this feat, their adoption of technology and data acumen must hasten, and Microsoft is uniquely positioned to help in this regard.
- We have a packed Agenda today. Firstly, Ed will take us through the challenges plaguing the non-profit sector as well as the solutions tailored to address these challenges from both Microsoft and Korcomptenz. Secondly Boni will showcase the demo on Business Central and Grant Management, followed by a recorded demo by our colleague Murali, concluding with current offers and Q & A.
- This webinar is brought to you by Korcomptenz. Korcomptenz is a technology transformation provider that partners with clients to improve their digital experience and insight. We unlock the power of technology in the areas of ERP, CRM, infrastructure management, and cloud to empower our clients with intelligent and experiential solutions. We #FocusOnYou
- Supporting nonprofits is a part of Microsoft’s DNA. Microsoft is committed to providing affordable and relevant technology solutions to nonprofit organizations around the world, offering grants and discounts on our cloud products including Azure, Dynamics 365, and Microsoft 365, as well as nonprofit specific solutions like Fundraising and Engagement and digital skilling. With this I will hand it over to Ed, to take us through the challenges of the non-profit sector. Over to you Ed.
- Thank you Susan.
- Here is a list of the top challenges facing the industry that our team put together, after consulting many studies – some done by Microsoft and others done by industry research organizations. We have bucketed them across 4 themes – Engagement & Collaboration, IT, Finance & Operations and Mission Impact. When it comes to engagement & collaboration challenges, with constituents such as customers, donors and volunteers, Many Non-Profits have experienced a spike in this area during the pandemic. They want to engage and understand their donors and volunteers better over digital channels. They want to be able to provide a truly interesting experience with virtual events. They also need a better way to manage their gifts and income streams. From an IT perspective, Cyber Security came up as the top challenge across many studies. Non-Profits are often more vulnerable, because they may not have adequate resources to safeguard the data they need, to operate efficiently – thereby impacting everyone from donors to program participants and volunteers. Reducing systems complexity and better handling the integration of disparate systems, are the other key challenges in this bucket. Moving on to the Finance and Operations area, automating financial reporting, purchasing and spend control are the key challenges here. Efficient Fund accounting and Grant Management are high up on the list as well. Finally, gaining in-depth visibility into the mission impact is key. Many Non-Profits face challenges Tracking, measuring and accurately reporting outcomes to donors and management.
- Based on the list of challenges we just walked through, it's clear that a new approach is needed, for Non-Profits to navigate and thrive in this increasingly digital world. They need to improve engagement and collaboration, by drawing insights from their data and being more proactive to connect with the right donors at the right time. They also need to take steps to empower their teams to deliver richer reporting, on outcomes to their constituents. For example, Instead of focusing on traditional reporting activity and saying 20 volunteers showed up to four country sites, they can provide a picture that is rich in data, on outcomes and impact and explain through engaging dashboards to potential donors that their non-profit works on the UN Sustainable Development Goal 3.2.2, to improve maternal health and vaccinations. And that so far, they have increased prenatal care by x%`, while increasing post-natal vaccinations by y% through education, routine care, and follow-up education. Research shows that Non-Profits that provide richer reporting on outcomes attract significantly more funds.
- This wheel speaks to how Microsoft helps Non-Profits take a fresh new approach, by providing end-to-end solutions covering all areas including the front office, back office, reporting and insights. As you can see, the solutions span multiple areas including fund raising and engagement, finance, Operations and program dashboards. All these solutions are based on the cloud, shown here at the center of the circle and they also use Microsoft's Common Data Model, so data access is seamless between all Microsoft applications.
- So how does Korcomptenz deliver on Microsoft's vision for Non-Profits? Korcomptenz is a full service shop and can deliver solutions that cuts across a Non-Profit enterprise. This is what we are trying to communicate with this slide and the 4 layers you see here. The first layer is made up of business functions we support within a non-profit enterprise. The second is made of Microsoft products that most often service those functions, though we might sometimes have some overlap. The third layer is made up of services we provide on top of those products along with customizations, to meet the specific needs of our customers. While Microsoft has a comprehensive solutions stack for non-profits, we evaluate a customer's specific situation and if we have to integrate any other solution to the Microsoft stack to achieve this, we have the expertise to do that as well. And finally the fourth layer conveys that all these solutions leverage the power of the Azure Cloud and Microsoft's Common Data Model.
- Thank you, Ed. Hello, everyone I am Boni and I will be taking you through a demo of Business Central and our Grant Management Add-On.
- On this slide, what you are seeing is a mix of standard D365 BC features & additional features by Korcomptenz which are very useful for non profit organizations. These include proposals, Grants, Funds, Revenue Recognition, Billing, Advances, Accountabilities and Indirect cost allocations. Because of time constraints, we will not cover all these features in this demo. Just to give us a brief explanation on some of terminologies we are using: Fund matching refers to scenarios where one project is implemented by an organization through funds received from different donors. In this case, each donor will require a different report, based on what they donated. Then we have Performance obligations: These are deliverables expected from the receiver of donated funds, as per grant agreements. Indirect costs are expenses incurred by an organization, which can’t be directly associated with a specific project. For instance, rent paid for office space is not likely to be changed to a single project given that the organization is running multiple projects from the same office space.
- In today’s webinar, we will look at an Introduction to Dynamics 365 Business Central, then we will discuss Grants Management, Budget Controls, Processing of Purchase Invoices, Payments & Bank Reconciliations. Thereafter, we will go through Advance and accountabilities processing, indirect rates calculations and indirect costs allocations. Lastly we will discuss Reporting, then Murali we take us through analytics and dashboards.
- Thank you, Murali and Boni, for that informative demo. We will now going over one of our success stories and the attractive price offers available for non-profit, from Microsoft.
- Moving on to the special offers from Microsoft for Non-Profits. Enabling nonprofits with grants and discounted pricing is a key component of Microsoft's approach to helping Non-Profits. On this slide, you can see some of the active offers across 3 buckets – Modern Workplace, Biz Apps and Power Platform in the second bucket and Azure in the third. For example, the Fundraising and Engagement component, leverages Dynamics 365 Sales Enterprise and Azure licenses. Here, for the Dynamics 365 Sales Enterprise licenses, the first 5 users are free and then additional users beyond the first 5 users, will be priced at $23.75/user/month. For Azure, Microsoft offers a $3,500 grant every year, to eligible nonprofit organizations. Similar discounts are offered on other Microsoft Applications and as a Microsoft Gold Partner, we at Korcomptenz can combine Microsoft discounts and KOR Services to provide you with what you need, at a competitive price point. To know more, please contact our team for a detailed consultation.
- Moving on to the special offers from Microsoft for Non-Profits. Enabling nonprofits with grants and discounted pricing is a key component of Microsoft's approach to helping Non-Profits. On this slide, you can see some of the active offers across 3 buckets – Modern Workplace, Biz Apps and Power Platform in the second bucket and Azure in the third. For example, the Fundraising and Engagement component, leverages Dynamics 365 Sales Enterprise and Azure licenses. Here, for the Dynamics 365 Sales Enterprise licenses, the first 5 users are free and then additional users beyond the first 5 users, will be priced at $23.75/user/month. For Azure, Microsoft offers a $3,500 grant every year, to eligible nonprofit organizations. Similar discounts are offered on other Microsoft Applications and as a Microsoft Gold Partner, we at Korcomptenz can combine Microsoft discounts and KOR Services to provide you with what you need, at a competitive price point. To know more, please contact our team for a detailed consultation.
- Thank you for that useful demonstration. Ed will now talk about the next steps but before that we have a survey at the end of the webinar, attendees please ensure you fill the feedback survey. Over to you Ed.
- Ed to cover this slide.
- That was an informative session. We will now be moving on to the Q&A. We already have a few questions coming in. Please use the GoToWebinar interface to submit your questions.
- Thank you all for your patient listening. This brings us to the end of the webinar, as a next step we would encourage you to connect with us one on one as we are open to engage with you for a one-on-one strategic assessment of your requirements at no obligation. We hope you would take advantage of this limited time offer and contact us at sales@korcomptenz.com Thank you and hope you have a good day ahead ( make your own )