Use Cases for Data Analytics | Transforming Business

Streamlining Funding Management with Microsoft Dynamics

Written by DSI Team | Oct 29, 2024 12:39:12 PM

The Problem

Our not-for-profit client needed a comprehensive applicant system to streamline the funding process, reduce complexity, and improve efficiency for their applicants.

The Solution

Dimensional Strategies Inc. (DSI) developed a solution using the Microsoft Dynamics platform, integrating CRM and portal functionalities to efficiently manage applications, reviews, and approvals. The platform also supports ongoing sector development initiatives, ensuring the client can effectively manage both funding operations and long-term strategic goals.