Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 1 · Awareness
Industry transformation blueprints
Public sector and subsidies: grants, supplier portals and procurement inside the ledger
How to digitalise grant administration, supplier portals and compliance-driven procurement so the rule is enforced by the system.
The short answer
In public money, the rule must sit inside the transaction. Encode the grant conditions and the procurement thresholds in the workflow, and compliance stops depending on memory.
Stages
Grant lifecycle, end to end
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1
Award and budget The award, conditions and budget by fund and period are set up as dimensions.
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2
Procure Requisitions follow thresholds, quotations and approvals set by policy.
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3
Spend and track Every cost carries the grant and the budget line, and is blocked when the line is exhausted.
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4
Report to the funder Reports come from the ledger in the funder's format.
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5
Close and audit The audit trail links each cost to its approval and its award condition.
Decision points
Three questions that change the answer
Does the rule have a threshold?
YesPut the threshold in the approval workflow.
NoDocument the rule and assign an owner.
Is the cost eligible under the award?
YesAllow it and tag the grant.
NoBlock or flag it at entry.
Does the funder require its own format?
YesBuild the report from the ledger.
NoUse the standard statement.
Milestones
What done looks like, and when
- Month 1 Awards and dimensions configured.
- Month 2 to 3 Procurement workflow and supplier portal live.
- Each period Funder report produced from the ledger.
- Year end Audit trail reviewed with the auditor.
Principles we hold to
- The rule lives in the transaction.
- Every cost carries its grant.
- Funder reports come from the ledger, not from a spreadsheet.
- Suppliers use a portal, not email.
Frequently asked questions
How can Dynamics 365 manage grants?
Awards, conditions and budgets are modelled as dimensions, spend is tagged and checked at entry, and funder reports are produced from the ledger.
Does it support public procurement rules?
Procurement thresholds, quotations and approvals can be configured as workflow so the policy is enforced at the requisition.
Take this to your own programme.
Tell us where you are. We will tell you plainly what this means for your estate and what we would do first.
Book a consultation
Next: Manufacturing and supply chain: shop-floor visibility, maintenance and vendor integration →
How an engagement runs
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It starts with a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed. Four phases follow, each with something you can use and review.
Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.
What drives the cost: users, legal entities and currencies, integrations, data migration and the gaps found against standard. See how pricing works, run the three-minute readiness score, or book a consultation.