Dynamics 365 for Public Sector – guide & partners

Case Management and Exercise of Authority

Handling applications, permits, supervision, and other matters from first contact to decision and archiving.

Financial Management and Budgeting

Processes for budget applications, allocation of funds, accounting, follow-up, and reporting according to applicable regulations.

Public Procurement and Purchasing

The entire process from needs analysis and procurement procedures to contract management, ordering, and invoice processing.

Fee- and Tax-Funded Operations

Managing customer relationships, fees, and invoicing for services such as water, waste, childcare, and elderly care.

HR and Payroll Processes

Administration of employment, time reporting, expense reports, and payroll data for employees in the organization.

Citizen Service and Support

Handling questions, feedback, and fault reports via various channels such as phone, email, web, and social media.

Grant Management

Administration of applications, assessment, disbursement, and follow-up of association and business grants.

Complex Regulations and Compliance Requirements

Operations are governed by specific laws (e.g. GDPR, public procurement laws, specific national laws) that require traceability, documentation, and high data security in system support.

Integration with National Infrastructure and Existing Systems

Need to connect the business system with national services (e.g. tax authorities, company registration offices) and internal business-specific systems.

Managing Diverse Business Logics within One Platform

A municipality or public authority encompasses both tax-funded and fee-funded operations, which requires flexibility in the business model.

Increased Expectations for Service and Digital Accessibility

Citizens and businesses expect unified and efficient digital services and quick feedback, similar to the private sector.

Silo-Based Information and Processes

Data is often locked in older, specialized systems, which hinders a holistic view, collaboration between departments, and data-driven decisions.

Balancing Innovation and Responsible Management

The need to modernize and streamline must be balanced against responsible and long-term management of public funds and information.

Provides a complete solution for finance, budget, accounting, and public procurement, adapted for the complex requirements of larger municipalities and authorities.

Supports structured case management and citizen dialogue by handling incoming cases from all channels and ensuring traceability and efficient processing.

Enables modern and efficient contact management to quickly assist citizens and link cases to the correct person or function within the organisation.

Optimises the planning and execution of service and maintenance assignments for technical departments, such as those responsible for streets, parks, water, and sewage.

Offers a complete enterprise resource planning (ERP) system suitable for small to medium-sized municipalities, municipal companies, or specific authorities with less complex processes.

Creates a unified view of citizens and organisations by combining data from various sources, enabling proactive and personalised service.