Onvia 8 Now Available: Find Government Contracting Opportunities
Onvia recently shipped a new version of its government contracting information service – Onvia 8.The latest version brings a clean, new interface along with many new search features: Onvia now provides better support for mobile devices than ever:For me, one of the most exciting features is integration with CRM systems. Onvia supports Microsoft Dynamics 365 and Salesforce, the two most… Continue Reading...
Grant Management Portal: What to Include
If your government agency or non-profit provides grants, your applicants and grantees may expect a web portal to apply for a grant, check on that status of their applications, and submit post-award reports. Grant software such as Microsoft Grants Manager Plus offer portals which allow you to interact with your data via the portal rather than store the data in a second place and replicate the… Continue Reading...
Migrating from Parature to Microsoft Dynamics 365: Part 1
Breaking News: Microsoft has updated the release date of the Parature migration tool to the end of September 2017.In spring 2017, Microsoft announced that it was phasing out its Parature cloud customer service offering in favor of Dynamics 365 for Customer Service, one of the Dynamics 365 apps based on what was previously called Dynamics CRM. Parature customers and Microsoft partners were… Continue Reading...
Grant Management for Community Development Block Grants (CDBG)
Hurricane Harvey reminds us that Americans are vulnerable to natural disasters which can be devastating, especially to low income cities and counties. Federal grants are key to recovery and rebuilding efforts.As explained on its website, “HUD provides flexible grants to help cities, counties, and States recover from Presidentially declared disasters, especially in low-income areas, subject to… Continue Reading...
5 Ways that Portals Improve Your CRM
Today I received a blog suggestion to explain why you might want to have a portal for your customer relationship management (CRM) system. I have written about Portal Options for Microsoft Dynamics 365 recently, but I didn’t provide reasons why you might want to use a portal. So here are my Top Five Ways that Portals Improve Your CRM:Provide a simple user experience for occasional users. You… Continue...