- Export data from the structured data to a document such as Word or Excel as a report. This technique will give you precise control over formatting in order to produce an attractive printout which is not usually the case for web-based forms.
- Use file attachments for appendices and backup materials to the proposal, but include all the fields you need for reporting and aggregation in the structured database. This data would likely include budgets and metrics which are often needed for reporting across all grants.
- Standardize data requirements for all programs as much as possible. Create logic to show and hide fields on applications based on the program, such as the functions in InfoStrat's Grants Manager Plus.
- Try to eliminate overlap in data tracked in structured data and documents, so you reduce the risk for inconsistencies.
- Add electronic signature to your application forms. This can be through a form which affirms the signature or a full featured product such as DocuSign or Adobe Sign.
Rebranding the portal product underscores the importance of app scenarios involving external users such as customers and suppliers. It also provides a simpler interface than Dynamics 365 for occasional users.
The new portal pricing is based on the number of unique users who log into the portal each month (for authenticated users) and on the number of page views for anonymous users. "A login provides an external authenticated user access to a single portal for up to 24 hours. Multiple logins during the 24-hour period count as 1 billable login. Internal users can be licensed either by the PowerApps per app or per users plans, or a qualifying Dynamics 365 subscription."
Pricing starts at $200/mo. for 100 dail…