Every stage of the grant lifecycle. One platform.
Intake to audit, configured for how your program actually operates, built on Microsoft Dynamics 365, Power Platform, and Dataverse. No spreadsheets stitched to email. No black box.
Grant programs run on tools that were never built for them.
A system that mirrors your program, and moves at its pace.
The whole lifecycle, in four moves
Intake & Eligibility
Configurable application forms, automated eligibility checks, and a clean applicant portal.
Review & Scoring
Panel workflows, scoring rubrics, conflict-of-interest handling, and full decision trails.
Award & Disburse
Award letters, budget tracking, and reimbursement workflows that pay out in days, not months.
Report & Audit
Dashboards, compliance reporting, and an audit trail that's ready before the auditor asks.
Three tiers, scoped to how you operate
From a single program to a fully governed agency deployment, see exactly what each tier includes below.
| Feature | Core | Pro | Enterprise |
|---|---|---|---|
| CRM & Case Management | |||
| Accounts Module |  | | |
| Contacts Module | | | |
| Grant Programs Module | | | |
| Grant Applications Module | | | |
| Amendment Cycles Module | | | |
| Written Components Module | | | |
| Budget Details Module | | | |
| Reimbursement Requests Module | | | |
| Reimbursement Request Details Module | | | |
| Payment Requests Module | | | |
| Dynamics 365 for Outlook | – | | |
| Time & Effort Tracking | – | | |
| Risk Based Monitoring Repository | – | – | |
| Dashboards (Power BI) | – | – | |
| Custom Reports | – | – | |
| Applicant & Staff Portal | |||
| Dashboard | | | |
| Grant Applications | | | |
| Reimbursements | | | |
| Payments | | | |
| Help | | | |
| User Management | – | | |
| Chat Bot Integration | – | – | |
| Time & Effort (Portal) | – | – | |
| Automation (Power Automate) | |||
| Automated Emails¹ | | | |
| Automated Business Process Flow² | – | | |
¹ Applies to grant applications and reimbursement requests, including records in "Revision Required" status. ² Applies to grant applications.
Built on Microsoft, not bolted on.
The GMS lives natively inside Dynamics 365 and Dataverse — it isn't a separate app wired in with connectors. That means enterprise-grade security, identity, and compliance you already trust, with none of the fragility of a stitched-together stack.
Procure through channels you already trust
The IdealixAI GMS is available through Carahsoft and its reseller network — buy on the contract vehicles your agency already uses, with the compliance path already cleared.
Frequently asked questions
What's the difference between the Core, Pro, and Enterprise tiers?
All three tiers include the core lifecycle: grant programs, applications, reimbursement requests, and the applicant and staff portal. Pro adds Dynamics 365 for Outlook and time & effort tracking. Enterprise adds risk-based monitoring, Power BI dashboards, and custom reports. See the full comparison table above.
Is the GMS a separate app, or does it run inside Dynamics 365?
It runs natively inside Dynamics 365 and Dataverse. It isn't a separate application wired in with connectors, which means you inherit Microsoft's enterprise-grade security, identity, and compliance directly instead of stitching together a fragile multi-vendor stack.
Can we buy the GMS through our existing procurement contracts?
Yes. The GMS is available through Carahsoft and its reseller network on GSA Schedule 47QSWA18D008F, NASPO ValuePoint (contract AR2472), NASA SEWP, and GSA Cooperative Purchasing, so you can procure it on a vehicle your agency already holds.
How long does implementation take?
Typical implementation runs 4 to 8 weeks on fixed-scope pricing.
Does our data stay in our own environment?
Yes. Your data stays in your own governed Dataverse environment. Nothing is exported to a separate system to make the GMS work.
Is IdealixAI a certified small business?
Yes. IdealixAI is a Service-Disabled Veteran-Owned Small Business (SDVOSB), which qualifies for federal and state small-business set-aside procurement.
Ready to see the GMS mapped to your program?
A 30-minute walkthrough with the people who ran the programs, not a scripted sales demo.