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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Grant Management
Small and medium business | Business Central, N...
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Grant Management

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Posted on by CF-27061317-0 28
We are using D365Business Central version 26.1.  Can anyone recommend a Grant Management tool for Grants that have been awarded?  The system can, put does not have to integrate with Business Central.  Certain desired functionality includes:
  1. Have all agreements in a central location
  2. Alerts 6 months before the agreement expires
  3. Integration with Outlook or a calendar built into the Grants Management solution
  4. Alerts for certain tasks, milestones, reports "X" days before the obligation is due
  5. SEFA Reporting
  6. CFDA Tracking number
  7. Have AI/OCR to allow the:
    1. Users to search for key word
    2. AI tool summarize an agreement that is 100 pages or more to a few pages with key requirements, obligations
      1. What the $ can be used for
      2. What the $ can not be used for
  8. Recognize the pass through of federal dollars
  9. Ability to save the agreement and additional documents as needed
 
Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 11,417 Super User 2026 Season 1 on at

    Hi there,

    You're looking for a robust Grant Management solution with advanced features, and it's great that you're open to both integrated and standalone options. Based on your requirements, here are a few recommendations:

    1. Microsoft Grants Manager Plus (via Power Platform)

    • Built on Power Apps, integrates well with Business Central and Outlook.
    • Supports centralized agreement storage, alerts, milestones, and reporting.
    • Can be extended with AI Builder for OCR and summarization.

    2. Sage Intacct Grant Management

    • While not natively integrated with BC, it offers strong grant tracking, CFDA support, and SEFA reporting.
    • Includes document management and milestone alerts.

    3. SmartSimple Cloud for Grants Management

    • A comprehensive platform with:
      • Document storage
      • Calendar and alerting features
      • AI-powered document summarization
      • CFDA and SEFA compliance
    • Can be integrated with BC via APIs or middleware.

    4. Custom Power Platform Solution

    • If you have internal development resources, consider building a tailored solution using:
      • Dataverse for data storage
      • Power Automate for alerts and workflows
      • AI Builder for OCR and summarization
      • Power BI for SEFA reporting

    Let me know if you'd like help comparing these options or designing a custom solution!

    Please verify if this response was helpful.

    Best regards!

  • Suggested answer
    Sumit Singh Profile Picture
    Sumit Singh 11,757 Super User 2026 Season 1 on at
    • GrantsPLUS™ is the most comprehensive and Business Central–friendly option.
    • Bonterra CyberGrants is strong on workflows and engagement but may need customization for SEFA/CFDA.
    • SEFA Pro™ is ideal if your primary focus is SEFA compliance and federal reporting, but it lacks AI features.


    Comparison matrix of three recommended Grant Management tools based on your specified needs:
    Feature / Requirement GrantsPLUS™ by IVA Bonterra CyberGrants SEFA Pro™ by REDW
    Centralized Agreement Repository ✅ Yes ✅ Yes ✅ Yes
    Alerts Before Agreement Expiry (e.g., 6 months) ✅ Yes ✅ Yes ✅ Yes
    Calendar Integration (Outlook or Built-in) ✅ Outlook & Built-in ✅ Outlook Integration ✅ Built-in Calendar
    Task/Milestone Alerts (X days before due) ✅ Yes ✅ Yes ✅ Yes
    SEFA Reporting ✅ Advanced ⚠️ Limited ✅ Specialized
    CFDA Tracking Number Support ✅ Yes ✅ Yes ✅ Yes
    AI/OCR for Agreement Summarization ✅ Yes ⚠️ Limited AI ❌ Not Available
    Keyword Search in Agreements ✅ Yes ✅ Yes ⚠️ Basic Search
    Summarize Long Agreements (100+ pages) ✅ AI Summarization ⚠️ Manual Review Needed ❌ Not Supported
    Track Allowable/Non-Allowable Use of Funds ✅ Yes ✅ Yes ✅ Yes
    Recognize Pass-Through Federal Dollars ✅ Yes ✅ Yes ✅ Yes
    Attach Additional Documents to Agreements ✅ Yes ✅ Yes ✅ Yes
    Integration with Business Central ✅ API/Middleware ⚠️ Possible via API ⚠️ Manual Export
    Best For Public Sector, NGOs Corporates, CSR Programs Federal Grant Recipients

    Note: This response was created in collaboration with Microsoft Copilot to ensure clarity and completeness. I hope it helps to some extent.
    Mark the Answer as Verified if this is Helpful.
     
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 99,086 Super User 2026 Season 1 on at
    Hi, You can try looking for a solution on AppSource.
     
    Thanks.
    ZHU

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