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.
For smaller authorizers and districts
Foundations is the grants system for smaller authorizers and districts. This page is the enterprise GMS on Dynamics 365.
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 for government grant programs
Grant management software for government has to do more than track awards. It has to hold up to an audit. The GMS covers the full lifecycle for state agencies and charter authorizers, with these capabilities built in.
Application intake and eligibility
Configurable online forms, automated eligibility checks and a self-service applicant portal, so staff are not chasing submissions across dozens of programs.
Review and scoring
Panel assignments, scoring rubrics, conflict-of-interest attestations and decision trails: the evidence base that protects an agency in an audit.
Award management and subaward execution
Budget tracking, amendment cycles, subaward agreements and period-of-performance management in one record.
Reimbursement processing
Subrecipient claims, review, approval and payment in one workflow instead of email, fax and shared folders.
Subrecipient monitoring
Risk-based, documented oversight aligned to Uniform Guidance (2 CFR Part 200), handled as a workflow rather than a checklist.
Compliance reporting and audit readiness
Reporting and audit support built from day one, so every transaction, approval and communication is traceable without manual assembly.
Native government accounting structures
Object codes, function codes and allowable cost categories built into the data model, not bolted on afterward.
Configurable without code changes
Agencies have different program rules. The system adapts to your program; you don't adapt your program to the system.
Integration with state financial systems
Reimbursement processing can connect to the state financial systems you already run, such as Advantage or SAP, through standard APIs.
Audit trails by default
Every record, approval and change is logged automatically. Audit readiness isn't a feature you turn on; it's how the system works.
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. IdealixAI solutions can be procured through Carahsoft, including its NASPO ValuePoint (AR2472) contract and its other public-sector vehicles. We do not publish prices; request a quote.
How long does implementation take?
Typical implementation runs 4 to 8 weeks on a fixed scope.
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 an SBA-certified Service-Disabled Veteran-Owned Small Business (SDVOSB) and Veteran-Owned Small Business (VOSB). Verification links are on our procurement page.
See the GMS on your program's workflow.
A 30-minute walkthrough with the people who ran the programs, not a scripted sales demo.