Enterprise Financial, Procurement and HR Solutions

Financial Management Solutions for Government

  • Make organizational commitments transparent using encumbrance and pre-encumbrance accounting with integrated workflows
  • Gain easy and instant insight into your organization with a fund-based account classification structure
  • Take advantage of unlimited financial dimensions and expanded reporting capabilities
  • Facilitate efficient collaboration with constituents while significantly reducing billing process management time by using a flexible billing engine that accommodates the diverse needs of users’ departments

Project Accounting and Enterprise Grants Management

Budget Management

  • Simplify budget planning due to the configurable nature of Microsoft Dynamics 365 and its use of a flexible chart of accounts and dimensions, custom-defined process configurations, workflows, along with the use of Microsoft Excel to estimate costs to create scenarios
  • Analyze and update budget plans by using multiple scenarios, including by summary/total dimensions, then automatically route them together with worksheets, justifications, and attachments for reviews and approvals
  • Consolidate multiple budget plans at one level of the organization into a single parent budget plan at a higher level in the organization or accomplish the reverse (develop a single budget plan at a high level and allocate it to lower levels)
  • Enforce legal appropriation compliance
  • Enable budget allocation based on allocation basis rules
  • Improve process flexibility and control by default and locked dimension values on certain type of budget plans


  • Support procurement policies and processes by establishing a centralized buyer capability across your organization and easily set up and maintain multiple purchasing policies and apply them to different sets of purchasers throughout the organization
  • Improve decision-making by defining evaluation criteria and scoring upfront and improve management of Request for Information (RFIs), Request for Proposal (RFPs) and Request for Quote (RFQ) from solicitation to award
  • Vendor contract management – manage various types of contracts for Public Sector organizations
  • Contract Pricing – ensure the enforcement of contract pricing, manage approval process and reporting
  • Encumbrances for blanket orders – provides a complete view of budgetary commitments

HR and Payroll

  • Manage your human resources with Human Capital Management including benefits administration, absence management, compensation management injury and illness tracking, employee development and performance management
  • Streamline regulatory reporting in the U.S. with new preparation reports
  • Gain more insight into your workforce with new HR and Payroll cubes for BI and analytics
  • Streamline benefit updates with mass benefit expiration and mass benefit updates for benefit enrollments
  • Simplify U.S. tax setup with mass updates of employee taxes
  • Use employee based personnel actions and workflow to add more control over hires, terminations and transfers/promotions
  • Enforce spending policies, enable approval processes, and facilitate employee self-service for performance goal management using the Employee Portal and workflow tools
  • Easily manage expenses, including budget & grant management, travel requisition, cash advance request, expense entry, credit card reconciliation, and expense report delegation with Expense Management and integrated workflow

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The Case for Financial Management & ERP in the Cloud

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Microsoft Government Solutions

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AKA Demo: Microsoft Dynamics 365 for Operations

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