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Standard Trainings

Welcome to the akoyaGO Training Menu! Jump to a specific product:

If you are interested in any training sessions listed below, please begin the process by reaching out to your Account Manager.

akoyaGO CRM

	Description	Duration	Desired Attendees	Prerequisites
New User Training – General CRM	Basics of akoyaGO CRM Navigating the CRM Entering Contacts + Constituents Searching	60 - 90 min	This is the recommended first course for any new akoyaGO user.	-
New User Training – Grants Management	Checking Tax Exempt Status (GOverify) Manually entering a competitive and Donor Advised Request Using the Grants Management Dashboard to process GOapply Submissions Approving/Denying Requests Processing Payments in akoyaGO (no Business Central content) Using System View to process Grant Recommendations submitted through GOfund	60 - 120 min	akoyaGO users who will be working in the Grants Management area (typically Program Officers, Grants Managers, etc.) This includes akoyaGO users who process donor-advised and/or competitive grants, scholarships, and payments. Finance users may also find this course helpful since it includes approving a request and processing payment in akoyaGO CRM.	–
New User Training – Donor Management	Entering a Donor Entering a Gift Using Donor Opportunities Process a Gift given through GOdonate Processing Gift Payments	60 - 120 min	akoyaGO users who will be working in the Donor Management area (typically Development and Donor Services staff.) This includes users who work with donors and those who enter/process gifts. Finance users may also find this course helpful since it includes processing a gift payment in akoyaGO CRM.	akoyaGO + Accounting
New User Training – Fund Management	Creating a new Fund record and reviewing the fields on the Fund form Running fund statements Setting up fund connections	60 - 90 min	akoyaGO users who will be creating new fund records, running fund statements, or setting up fund connections. Please note this course is not* only limited to users who set up new fund records since viewing information related to funds is also covered (i.e. grants made from funds, gifts made to funds.)	akoyaGO + Accounting
New User Training – Views, Dashboard, Outlook Integration, Activities	What is a View/Dashboard? Creating Personal Views - editing columns + applying filters Creating Personal Dashboards Tracking emails from Outlook to akoyaGO Using Activities	60 - 90 min	Recommended for any new akoyaGO user	-
Supplemental Training – Setting up Letter Templates	Setting up new Letter Templates System Views Word Document Templates Letter Templates in akoyaGO	60 - 120 min	Users creating Letter Templates (i.e. Gift Acknowledgements, Grant/Scholarship Award or Denial Notices, etc.)	Must be an Admin User to create/edit System Views
Supplemental Training - Processing Letters	Training on generating letters (Award Letters, Donor Acknowledgements, etc.) Understanding criteria of System Views for notifications Updating records in bulk after letters are processed (setting date notified, etc.)	60 - 120 min	Users processing letters and notifications	Letter template(s) created
Supplemental Training – Mailing Lists, Events, Campaigns	Creating an event Pulling different Donor Views Campaigns	60 - 120 min	Development staff	akoyaGO + Accounting
Supplemental Training – Interfunds	Accounting Settings defaults Interfund BPF Soft credits What records are created in akoyaGO CRM? GL entries in BC	60 - 90 min	Staff processing and entering interfunds	akoyaGO + Accounting
Supplemental Training – Scheduled Distributions	Understanding how Scheduled Distributions are set up in akoyaGO Reviewing Scheduled Distributions Running the flows What records are created in akoyaGO CRM?	60 - 90 min	Staff processing scheduled fund distributions from funds (to grantees or other funds)	akoyaGO + Accounting

Business Central

	Description	Duration	Desired Attendees	Prerequisites
Session One – Overview and Accounting in CRM	Syncing between akoyaGO CRM and BC Accounting Overview Net Assets Dimensions Chart of Accounts Adding an Account Special Accounts - 1999 + 2999 Funds DT Accounts Accounting Settings	90 min	BC Users	BC License
Session Two – Navigating, Revenues, and Expenses	Navigating BC Grant Payments Purchase Invoices Post Payments/Cut Checks Reversals Non-Gifts Gifts Post Deposit	90 min	BC Users	BC License
Session Three – Adjustments and Reports	Journal entry Saving a standard journal Reversing a GL entry Limit posting dates Standard reports Trial balance Filtering the COA Save view Export to Excel	90 min	BC Users	BC License
Month End Processes	Bank Rec Fund Fees JIA	90 min	BC Users	BC License
Spendable Allotment	Setup in CRM Running process in BC	60 min	BC Users	BC License

akoyaGO, PowerApps, Power Platform Admin Center

	Description	Duration	Desired Attendees	Prerequisites
System Customizer Training	What is a Custom Solution? Creating a field Organizing forms Business Rules System Views/Dashboards CRM Workflow Processes	90 min	akoyaGO Admin Users with System Customizer Role	Admin + System Customizer Roles; Understanding of Views
System Admin User Management – Onboarding / Offboarding Users	MS Admin Center vs Power Apps Create Users Licenses Security Roles Outlook Integration SharePoint	60 min	Admin Users	Admin + System Customizer Roles

GOapply

	Description	Duration	Desired Attendees	Prerequisites
Session One – Introduction to GOapply	GOapply Components Setting up GOapply GOapply Basics Troubleshooting	60 min	GOapply Admins	GOapply Administrator Security Role
Session Two – Grant / Scholarship Life Cycle	How does GOapply fit into your Grants Management processes? Using the Grants Management Dashboard to process GOapply submissions Advancing to the Next Phase Closing a Grant/Apps that don't make it by the deadline	60 min	Staff processing GOapply submissions; typically Grants Managers and/or Program Officers	GOapply Administrator Security Role
Session Three – GOmanager Form Builder	Creating a new opportunity/phase Form Builder Adding fields Field types and properties Mapping Panels	60 min	Staff building and editing GOapply phases (i.e. Applications, reports)	GOapply Admin Security Role and member of GOmanager Group
Reviewer Admin Training	Reviewer components Reviewer UI Set up Review Group Managing Reviewers Adding Review Group Applications Responses Building Reviewer Form in GOmanager Dashboard	90 min	Staff setting up Review Groups and analyzing Reviewer responses	GOapply Admin Security Role and member of GOmanager Group

GOfund

	Description	Duration	Desired Attendees	Prerequisites
Introduction to GOfund	GOfund components Creating a connection GOfund email invite Setup/editing templates GOfund UI Records created in akoyaGO (Pending Requests, Interfunds) Using views to process GOfund submissions	90 min	Staff managing donor advised grant recommendations submitted via GOfund and fund connections	Member of GOmanager Group

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