---
title: "Dynamics 365 Finance & Operations Property Management Add-on/Integration"
ocid: "ocds-h6vhtk-04a45b"
canonical_url: "https://d3tenders.com/contract/?ocid=ocds-h6vhtk-04a45b"
markdown_url: "https://d3tenders.com/contract/ocds-h6vhtk-04a45b.md"
json_url: "https://d3tenders.com/contract/ocds-h6vhtk-04a45b.json"
source: "Find A Tender Service"
current_stage: "Award"
buyer: "TRANSPORT FOR WALES"
published: "2025-05-07"
---

# Dynamics 365 Finance & Operations Property Management Add-on/Integration

Buyer: TRANSPORT FOR WALES  
Current stage: Award  
OCID: ocds-h6vhtk-04a45b

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## Summary

Transport for Wales, a public transport authority located in Pontypridd, conducted a procurement process for implementing a Dynamics 365 Finance & Operations Property Management Add-on. The procurement falls under the software and information systems category and was carried out using an open procedure within the UKL region. The process reached the award stage, with the final contract awarded to SIS Global Limited, valued at £245,910.72 and signed on 4th April 2025. The tender aimed to onboard a property management add-on, to enhance control over property management functions previously outsourced, targeting completion by 1st April 2025.

This tender offers significant opportunities for firms specialising in Microsoft-approved add-on solutions, particularly those experienced in software implementation and integration with Dynamics 365 systems. Businesses providing IT consultancy, software development, and support services in the financial and property management sectors stand to benefit from this contract. Engaging with such tenders can enable growth through the development of tailored solutions that align with the specific requirements of public institutions, enhancing business credentials and expanding service portfolios in digital transformation and systems integration.

## Notice

TfW is looking to onboard a property management add on which can be implemented alongside Dynamics 365 to deliver all property managements functions currently carried out by a 3rd Party provider. This will ensure complete control of end-to-end processes compared to previous years of outsourcing services. TfW are looking to procure the services of a company who can support the implementation and maintenance of the add-on and align its functions to integrate our operational to finance processes with the current TfW D365 F&O instance (environments).

### Lot Information

Lot 1

Full details of the requirement available in the tender documentation. TfW are looking for an experienced Microsoft approved add on partner to implement a Property Management add-on alongside their Dynamics 365 F&O system that meets the following requirements: Operational Requirements Solution must have: Add and manage tenant records Ability to raise core invoices Ability to review historic data per property to include tenant payment history, passed events and lease details Ability to handle renewal information. Ad hoc Billing availability, for example ability for on-off charges and manual inputs. Manage events for rent reviews and lease expiries and break options. Payment capabilities for headlease rents and other charges. Ability to view a summary of terms and conditions per agreement and tenant. Portfolio growth ability over time. Visibility to view property / unit / lease history and tenant information. Task functionality to notify surveyors of required tasks. Track overdue and time critical events to ensure they are monitored, this can be managed through a task highlight on the dashboard and a notification sent out to the surveyor. Must have clear and fully integrated interface with Dynamics 365 Finance and Operations. Recurrence cycle of each contract. Manual and Automated capabilities need to be available for billing. Ability to charge tenant for dilapidations. Upload capability for statutory inspection results or energy performance certificates. One stop Tennant view with an overview of key details, events, lease terms and relevant supplier links. Provisions made for 15 - 20 operational users. Be a Microsoft approved add-on partner. Solution should have: Station breakdown structure/floor plans with detail needs to be available as live data. Mobile /Tablet app or availability to view and update while on site, offline functionality would be desirable. Finance Requirements Solution must have: Ability to interface with TfW's Dynamics F&O system to produce core accounting reports such as Aged Debtors, Revenue recognition, etc. Interlink easily with treasury function to ensure streamlines approach to cash collection. Accounting to Project ledger & General Ledger - impacts financial statements. Automated and Manual invoice capabilities. Ability to handle consolidated invoices. Direct Debit capabilities. Deposit record keeping. Dunning letter and chasing capabilities. Must support IFRS, and specifically IFRS 16. Manage invoices, calculate revenue, expenses. Matching rent collections to the accounts receivable invoices. Financial Dimensions Core finance - Accounts receivable, accounts payables recharges, etc. Support credit control. (credit limits and credit holds) Accounting Standards Compliance. Interest rates and Charges for Late payments. Provisions made for 5 - 10 finance team users. Support and interface to ensure bank reconciliation. Testing and Implementation of the Real Estate Management module. Data migration from current system into new module. Security roles to be tested and implemented. Azure Dev Ops (ADO) processes for deployment. Upgrades to be in line with Microsoft release waves and schedules. The ability to archive data in line with the TfW retention policy. The supplier would need to complete the implementation / testing / staff training of the Property Management function ready for handover to TfW by 1st April 2025 at the latest. The successful supplier will build and implement a system that satisfies the following non-functional requirements (please see ITT Volume 3 for full detailed non-functional scope) . eTender Wales reference: project_57382 and itt_113362.

Renewal: Option to extend for up to two periods of 12 months each.

## Key Details

| Field | Value |
| --- | --- |
| Publication source | Find A Tender Service |
| Latest notice | https://www.find-tender.service.gov.uk/Notice/019414-2025 |
| Notice type | Tender Notice |
| Procurement type | Standard |
| Procurement category | Goods |
| Procurement method | Open |
| Procurement method details | Open procedure |
| Tender suitability | Not specified |
| Awardee scale | SME |
| All stages | Tender, Award |

## Dates

| Field | Value |
| --- | --- |
| Publication date | 7 May 2025 |
| Submission deadline | 30 Oct 2024 |
| Future notice date | Not specified |
| Award date | 3 Apr 2025 |
| Contract period | Not specified |
| Recurrence | A new procurement shall not take place until the initial term and potentially the optional extensions. this will be a three year initial term with the option to extend for up to two periods of 12 months each. |

## Values

| Field | Value |
| --- | --- |
| Tender value | £300,000 |
| Lots value | Not specified |
| Awards value | Not specified |
| Contracts value | £245,910 |

## Status

| Field | Value |
| --- | --- |
| Tender status | Complete |
| Lots status | Cancelled |
| Awards status | Active |
| Contracts status | Active |

## Buyer

| Field | Value |
| --- | --- |
| Main buyer | TRANSPORT FOR WALES |
| Locality | PONTYPRIDD |
| Post town | Cardiff |
| Postcode | CF37 4TH |
| Country | Wales |
| ITL 1 | TLL Wales |
| ITL 2 | TLL5 South East Wales |
| ITL 3 | TLL51 Central Valleys and Bridgend |
| Local authority | Rhondda Cynon Taf |
| Electoral ward | Pontypridd Town |
| Westminster constituency | Pontypridd |
| Delivery location | TLL Wales |

## Supplier

| Field | Value |
| --- | --- |
| Number of suppliers | 1 |
| Supplier names | SIS GLOBAL |

## CPV Codes

### Divisions

- 48 - Software package and information systems
- 72 - IT services: consulting, software development, Internet and support

### Codes

- 48000000 - Software package and information systems
- 48100000 - Industry specific software package
- 48430000 - Inventory management software package
- 48440000 - Financial analysis and accounting software package
- 48445000 - Customer Relation Management software package
- 48900000 - Miscellaneous software package and computer systems
- 72000000 - IT services: consulting, software development, Internet and support
- 72200000 - Software programming and consultancy services
- 72210000 - Programming services of packaged software products
- 72212100 - Industry specific software development services
- 72212451 - Enterprise resource planning software development services
- 72227000 - Software integration consultancy services
- 72254000 - Software testing
- 72261000 - Software support services
- 72263000 - Software implementation services
- 72265000 - Software configuration services
- 72267000 - Software maintenance and repair services
- 72267100 - Maintenance of information technology software

## Release History

- 7 May 2025 at 13:41 - Award - Award Notice - https://www.find-tender.service.gov.uk/Notice/019414-2025
- 1 Oct 2024 at 07:53 - Tender - Tender Notice - https://www.find-tender.service.gov.uk/Notice/031267-2024

## Notice URLs

- http://tfw.wales
- https://etenderwales.bravosolution.co.uk
- https://www.sell2wales.gov.wales/search/Search_AuthProfile.aspx?ID=AA50685

## Provenance

This Markdown file is an alternate public rendering of the D3 Tenders contract record. The canonical page is https://d3tenders.com/contract/?ocid=ocds-h6vhtk-04a45b. The underlying structured data is available as OCDS JSON at https://d3tenders.com/contract/ocds-h6vhtk-04a45b.json.