AI Archives | OnActuate https://www.onactuate.com/tag/ai/ Deliver ERP CRM Digital Transformations People First Approach Wed, 10 Jun 2026 15:42:33 +0000 en-US hourly 1 OnActuate Expands Strategic Partnership with Dayforce to Enhance Customer Experience https://www.onactuate.com/featured-news-release/onactuate-expands-strategic-partnership-with-dayforce-to-enhance-customer-experience/ Wed, 10 Jun 2026 15:40:45 +0000 https://www.onactuate.com/?p=49490 News Release
Posted: June 10, 2026

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OnActuate joins the Dayforce Reseller Program to streamline customer purchasing, support, and implementation experience.

Vancouver, Canada [June 10, 2026] – OnActuate, a global technology and consulting firm, is joining the Dayforce Partner Network (DPN) as part of the Reseller Program, expanding its role as a Service Delivery Partner. This collaboration strengthens OnActuate’s ability to deliver the Dayforce™ AI-powered people platform, enabling customers to simplify complexity and unlock real-time workforce insights.

Driving Access to Modern HCM and Customer Value

OnActuate will help more organizations access the Dayforce platform, combining specialized expertise and services that accelerate time-to-value. This next phase of the partnership reflects a shared commitment to driving innovation, enhancing customer outcomes, and delivering measurable business impact through a modern, flexible partner ecosystem.

“We are excited to expand our relationship with Dayforce and provide our customers with a more streamlined purchasing and support experience,” says Marnie Larson, Sr. VP – Sales, Marketing & HCM – Americas, OnActuate. “At the core of this is a people-first approach to process and technology, focused on solving customer challenges and improving how people work every day.”

A Single Platform for the Modern Workforce

Dayforce is a global leader in HCM, offering a single AI-powered people platform that brings HR, Pay, Time, Talent, Planning and Analytics in one place. Trusted by more than 7,000 customers globally, Dayforce helps organizations unlock their full workforce potential and realize compounding quantifiable value.

OnActuate’s collaboration with Dayforce is part of the Dayforce Partner Network. With deep product expertise and industry knowledge, Dayforce partners deliver innovative and best-in-class services and solutions that help customers realize value from Dayforce more quickly.

“Strong partners like OnActuate play an important role in extending the value of Dayforce for our customers,” said Beata Reimer, Group Vice President, Global Partner Ecosystem at Dayforce, Inc. “By expanding our partnership through the Reseller Program, we’re making it easier for organizations to access our platform with the expertise and support they need to move faster, simplify complexity, and achieve meaningful business outcomes.”

What’s Next: Powering the Connected Enterprise

OnActuate continues to strengthen its position as a trusted public sector partner, with several Dayforce go-lives delivered in 2026 to date. OnActuate is also expanding into new industries while providing tight integration tools between Dayforce and Microsoft Dynamics 365 – including data conversion capabilities – along with implementation expertise to modernize workforce and finance operations with reduced complexity.

This new partnership is now available to customers. For more information, please visit here.

 

About OnActuate

OnActuate is a people-first global technology and consulting firm and a Microsoft and Dayforce partner. Combining tailored services, advanced business and data & AI solutions, and a collaborative global team, OnActuate empowers public and private sector organizations to reimagine their operations in the digital age. www.onactuate.com

Media contact: media@onactuate.com

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OnActuate Newsletter: June 2026 https://www.onactuate.com/onactuate-stories/onactuate-newsletter-june-2026/ Thu, 04 Jun 2026 17:46:40 +0000 https://www.onactuate.com/?p=49661 Newsletter
Posted: June 4, 2026

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AI Is the Everyday Tool Your Business Can’t Work Without https://www.onactuate.com/data-and-ai/ai-is-the-everyday-tool-your-business-cant-work-without/ Wed, 20 May 2026 22:30:59 +0000 https://www.onactuate.com/?p=49498 Blog
Posted: May 20

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From GPS to AI – A Shift We’ve Already Lived Through

When was the last time you drove somewhere new without opening your GPS? For most of us, it’s second nature. We don’t think about it as a “special” tool anymore, it’s just part of how we get from point A to point B.

That’s exactly where AI is heading in the workplace. Not a buzzword. Not an add-on, but an everyday essential that guides decisions, enhances efficiency, and helps you adapt. It is as natural as opening your GPS when you drive.

Why AI Is Becoming “Everyday”

Businesses today are facing more complexity than ever: supply chain disruptions, rising costs, talent challenges, and rapidly changing customer expectations.

AI doesn’t replace the driver; it’s the quiet co-pilot working behind the scenes to:

  • Provide real-time insights so you don’t miss what’s ahead
  • Automate repetitive tasks so you can focus on strategy
  • Predict outcomes so you can plan with confidence

Just like GPS makes every trip smoother, AI is becoming a baseline expectation for how modern organizations operate.

Everyday AI in Action

Here’s how AI is already part of daily work across industries:

Finance Teams
AI highlights anomalies, forecasts risks, and automates reporting. It’s like having a daily check on your financial health without the manual digging.

HR & Payroll
AI assists in workforce planning, reduces payroll errors, and streamlines recruiting. Instead of HR teams being buried in admin, AI frees them to focus on people.

Supply Chain Leaders
AI-powered visibility ensures you know where your products are, where delays may occur, and how to respond. It’s the difference between reacting late and staying ahead.

“AI is as revolutionary as mobile phones and the Internet.”— Bill Gates

From “Optional” to “Essential”

Think back to when GPS first arrived; it was seen as a novelty. Today, we wouldn’t drive without it.

AI is on the same path. Businesses who embrace it now gain efficiency, resilience, and a competitive edge. Those who wait risk getting left behind on the wrong road.

The question isn’t “should we use AI?” but “where will it make the biggest impact for us right now?”

One of the easiest ways to start is by exploring the AI capabilities already built into tools your teams use every day. For many organizations, that means looking at Microsoft 365 Copilot and emerging AI agents that can automate routine work, surface information faster, and support employees directly within familiar workflows.

Your Everyday Advantage with OnActuate

At OnActuate, we help organizations accelerate with AI built into:

  • Microsoft Dynamics 365 (ERP, CRM) & Power Platform for predictive insights and automation
  • Dayforce HCM for workforce intelligence and payroll accuracy
  • Pre-Built AI Agents that bring industry-specific AI tools to Finance, HR, and Supply Chain, and automate data flow between Dayforce and Dynamics 365

Ready to see how AI can become your everyday advantage? 

Book a complimentary, no-strings-attached AI Readiness Workshop and whiteboarding session.

Learn more & book


 

 

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Quarterly Capabilities Update: Microsoft Dynamics 365 Release Wave 1 (Q1 2026) https://www.onactuate.com/erp/quarterly-capabilities-update-microsoft-dynamics-365-release-wave-1-q1-2026/ Tue, 14 Apr 2026 19:27:29 +0000 https://www.onactuate.com/?p=49337 Blog
Posted: April 14, 2026

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The Microsoft Dynamics 365 Release Wave 1 for 2026 introduces a new wave of AI-powered enhancements across the platform, continuing Microsoft’s focus on Copilot, agent-driven experiences, and usability improvements across ERP and CRM applications. Rolling out between April and September 2026, this release includes hundreds of updates across Dynamics 365 Finance, Supply Chain Management, Sales, Customer Service, and more – designed to help organizations work smarter while strengthening governance and control.

From what we see in real-world environments, these updates go beyond feature additions. They directly impact how finance and operations teams work day to day – reducing manual effort, improving accuracy, and helping organizations adopt standard functionality with greater confidence. This release also builds on Microsoft’s larger strategy of embedding AI into everyday business processes while refining core controls, workflows, and user experiences to support scalable, compliant operations.

Our team has reviewed the official release documentation and compiled key highlights for Dynamics 365 Finance to help you understand what’s new and what to prepare for.

Check out these key updates in the Quarterly Capabilities Update: Microsoft Dynamics 365 Release Wave 1 – Q1 2026.

Features releasing in April to June 2026 

While many of these enhancements introduce new capabilities, several also address common operational pain points our customers regularly encounter – particularly in financial close, reconciliation, compliance, and payment processing.

  • For example, Delay settlement from journal posting resolves a long-standing challenge by separating payment posting from settlement processing. This reduces operational bottlenecks when errors occur and lowers the level of manual intervention required – something many finance teams struggle with during peak processing periods.
  • Similarly, features like Preview automatic bank reconciliation matching results help improve trust in automation by allowing validation before results are committed. From ongoing support and optimization engagements, our consultants consistently see that preview and validation capabilities play a key role in improving end-user confidence and reducing reconciliation-related exceptions.
  • Regulatory reporting enhancements within Globalization Studio also reflect Microsoft’s continued investment in compliance and audit readiness – an area where organizations frequently rely on expert guidance to ensure configurations remain aligned with changing regulatory requirements.
Module  Feature  Description  Public Preview  General availability 
Core Financials  Establishment and registration ID governance on invoices  This feature introduces the concept of an “Establishment” within a legal entity, allowing organizations to manage and apply establishment-specific registration identifiers such as branch IDs and local tax numbers across financial transactions.  April 2026  June 2026 
Core Financials  Delay settlement from journal posting  The Delay settlement from journal posting feature addresses a critical pain point in payment processing. Traditionally, payment journal posting and settlement are tightly coupled, meaning any settlement error blocks the entire payment posting. This can cause operational delays, increased manual intervention, and business risk.    June 2026 
Core Financials  Preview automatic bank reconciliation matching results  The Preview automatic bank reconciliation matching results feature enables users to preview matching results during an automatic bank reconciliation matching process. By allowing users to select rules that require review and user checks, the feature ensures accurate matching and minimizes errors.    June 2026 
Globalization Studio  Regulatory reporting enhancements  The current and upcoming release waves continue to target investments in tax, statutory, and audit reporting. Focus areas include updating reports to current regulatory formats and schemas, expanding coverage for additional reporting scenarios, and improving runtime performance and reliability. To continue to evolve Electronic Reporting (ER), with incremental enhancements that increase flexibility, maintainability, and reuse across configurations to better support complex and changing regulatory requirements.  April 2026  June 2026 
Business Performance  Manage assets using the Acquire to Dispose data model  The Acquire to Dispose (A2D) data model in business performance analytics enhances asset management by streamlining processes, ensuring accurate tracking and valuation, and offering detailed financial visibility. With this feature, you can efficiently manage your assets from acquisition to disposal while reducing errors and saving time. By maintaining precise asset tracking and valuation, your business can gain better control over financials and make more informed decisions. The comprehensive financial visibility provided by the A2D data model helps you identify cost-saving opportunities, optimize asset usage, and drive profitability and growth.    May 2026 
Business Performance  Streamline Dynamics 365 finance and operation apps integration      April 2026 
Business Performance  Accelerate planning with quick start templates  Instead of configuring cubes, dimensions, and reports manually, finance teams can immediately experience planning by selecting a business planning area (starting with OPEX). The system automatically generates the required model and connects to a prebuilt Power BI app, allowing planning to begin in minutes. This reduces proof-of-concept setup from weeks to clicks, accelerating time to value and simplifying adoption.    May 2026 

Download the full release plan from Microsoft’s website. 

 

Features in latest service update 10.0.47 

  • Preview of release: January 2026 
  • General availability of release (self-update): March 2026 
  • General availability of release (auto-update): April 2026 
  • Build Number: 10.0.2527 

Service updates like 10.0.47 deliver meaningful improvements that often don’t grab headlines but make a measurable difference in system performance, stability, and usability. These enhancements span general ledger, tax calculation, subscription billing, budgeting, and accounts receivable – areas where organizations depend on consistency and accuracy every day.

From what our team of experts sees while supporting live Dynamics 365 Finance environments, improvements such as ledger period close enhancements and dimension balance recalculation controls directly reduce close-cycle friction. Features that introduce clearer task visibility, audit trails, and status tracking help finance teams close faster while maintaining control – something that’s especially important for organizations operating across multiple entities or regions.

Performance improvements in subscription billing and tax calculation are another notable win. By optimizing batch processing and introducing clearer transaction-date handling, these updates help reduce processing delays and prevent unintended recalculations. In practice, this means fewer operational interruptions and less reactive troubleshooting during critical billing cycles.

Overall, these service updates reinforce Microsoft’s continued focus on reliability and operational efficiency – aligned with the areas where organizations often look to expert guidance to keep environments running smoothly and predictably.

Module or feature area  Feature name  More information  Enabled by 
Accounts receivable  (Switzerland) Structured addresses in QR-Bill  This feature enables structured addresses (address type “S”) for both biller and debtor, with each address broken into its individual components.  Feature Management 
Budgeting  Allow cancelation of individual lines on General budget reservations  The feature enables users to cancel individual lines within a General budget reservation. By introducing line-level cancelation, users have the flexibility to manage budget reservations compliantly. If the line has been Cancelled, it’s also considered Finalized.  Feature management 
Subscription billing  Performance improvements for subscription billing unbilled revenue batch (Preview)  This feature enhances the subscription billing unbilled revenue mass processing in batch. The batch now processes subscription billing data in parallel, allowing each to run complete more efficiently.  Feature management 
Subscription billing  Transaction date for unbilled revenue recalculation  The new Transaction date field introduces clearer separation between the posting intent and the recalculation date during unbilled revenue processing. This enhances control and mitigates incorrect updates when recalculation is performed outside the billing schedule range.  Feature management 
General ledger  Ledger period close enhancement (Preview)  This feature introduces multi-stage task statuses, and comprehensive audit trial capability. The task statues risk and issue flags, approval assignment, and enhanced reporting capabilities in the Period end close workspace. The audit trial capability in the Financial period close workspace, enabling users to track task history, status changes, and related actions through a dedicated side panel.  Feature management 
General ledger  Update balances button added to dimension set balance calculation in Trial balance  In the Trial balance, the Update balances button is now available when the Performance enhancement for general ledger dimension set balance calculation feature is enabled in Feature management. You can manually start a batch job to update the dimension set balances instead of waiting for the automatic process to update the balances. For more information, see  General ledger account balances.  Feature management 
General ledger  Account reconciliation agent  The Account reconciliation agent functionality has been improved to allow filtering by legal entity on sandbox environments.  Feature management 
General ledger  Account reconciliation workspace  The Account reconciliation workspace now allows filtering by legal entity on sandbox environments.  Default 
Tax  Tax calculation performance improvement  Standard tax engine performance for free text invoices has been improved through query optimization and the implementation of caching mechanisms. These enhancements are managed by the TaxCalculatePerfFlight flight, which is enabled by default.  Flight 
Tax  Withholding tax performance improvement  Enhanced the performance of the withholding tax engine in the vendor payment proposal automation scenario through query optimization and the implementation of caching strategies. This improvement is controlled by the TaxWHTPerfFlight flight, which is enabled by default.  Flight 

Features removed from feature management 

The removal or default enablement of certain features reflects Microsoft’s effort to simplify configuration while standardizing best-practice functionality. In our experience, changes like these often prompt important conversations around environment readiness, user adoption, and process alignment – particularly for organizations that have relied on legacy configurations or custom workarounds.

Having visibility into both what’s new and what’s being retired helps teams plan proactively, rather than reacting after an update is applied.

Module  Feature name  More information 
Accounts receivable  Custom search on customer page  Remove or obsolete feature 
Budgeting  Default the account structure in the budget register entry  The related functionality is enabled out of the box 
Cash and bank management  Enable batch mode for “Mark as reconciled” in advance bank reconciliation  The related functionality is enabled out of the box 
Credits and collections  Collections process automation  Remove or obsolete feature 
Credits and collections  Use the transaction date as the basis when calculating interest using ranges  Remove or obsolete feature 
Credits and collections  Default dimensions for write-off account from original invoice’s revenue account  Remove or obsolete feature 
Tax  Support multiple VAT registration numbers  The related functionality is enabled out of the box 

See the full list of feature enhancements and bug fixes in this release.

 

Real-World Business Impact

Beyond individual features, the combined impact of these updates is aimed at improving operational efficiency, reducing manual intervention, and strengthening financial control across processes such as procure-to-pay, record-to-report, and subscription billing.

From hands-on support and optimization engagements, our consultants see several recurring benefits emerge as customers adopt these updates:

  • Improved accuracy and control through stronger validation logic and workflow clarity
  • Reduced manual effort from increased automation in payments, reconciliation, and invoice processing
  • Better compliance and audit readiness driven by structured workflows and enhanced traceability
  • A more intuitive user experience that reduces reliance on workarounds and informal processes

These improvements don’t just enhance the system – they materially influence how confidently users interact with it every day.

Practical Examples from the Field

Vendor Payment Automation Behavior

In several environments, users have expected vendor payment-related setup changes to automatically flow into journals without additional configuration. In practice, this behavior reflects standard Dynamics 365 Finance design, where responsibility is intentionally separated between vendor master data and journal configuration.

Our experts frequently help teams understand and align with this out-of-the-box functionality, which offers:

  • Clear ownership of configurations
  • Predictable system behavior
  • Reduced dependency on reactive support

This capability has been part of Microsoft’s standard design since version 10.0.45 and requires no customization – only proper understanding and alignment with intended system behavior.

Invoice Capture Automation in Action

In a recent project for one of our public sector customers, we implemented the D365 Finance Purchase Order Agent. This introduced AI-driven invoice capture capabilities to help streamline accounts payable processing. By automating invoice intake and data extraction, the organization was able to:

  • Reduce manual data entry
  • Improve invoice accuracy
  • Accelerate approval cycles
  • Gain clearer visibility into invoice status and lifecycle

This is a strong example of how newer capabilities (when paired with thoughtful process design) can significantly reduce operational overhead while improving consistency and transparency.

Next steps

Taken together, the 2026 Release Wave 1 and Service Update 10.0.47 deliver more than incremental system changes. They provide meaningful opportunities to:

  • Minimize financial and operational risk
  • Improve process transparency
  • Resolve issues faster
  • Support scalable, standardized operations

From ongoing support and advisory engagements, our team sees that organizations who approach these updates proactively – rather than treating them as background changes – are best positioned to realize their full value.

If you’re looking for guidance on how these updates apply to your Dynamics 365 Finance environment or want help planning adoption and optimization, connect with our experts for a 1:1 consultation.

 

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OnActuate Newsletter: February 2026 https://www.onactuate.com/onactuate-stories/onactuate-newsletter-february-2026/ Fri, 20 Feb 2026 16:04:23 +0000 https://www.onactuate.com/?p=49184 Newsletter
Posted: Feb 20, 2026

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This was the OnActuate Newsletter February 2026 emailed to our list of subscribers.

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The “Silo Tax”: How Disconnected Systems Shrink Margins in FMCG https://www.onactuate.com/manufacturing-distribution/how-disconnected-systems-shrink-margins-in-fmcg/ Thu, 19 Feb 2026 23:35:32 +0000 https://www.onactuate.com/?p=49069 Blog
Posted: Feb 19, 2026

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In beverage and FMCG operations, delivering the perfect batch requires precision – ingredient consistency, water quality, temperature control, filtration, and more. Yet many bottlers still run their business on fragmented systems that don’t communicate. When your Human Capital Management (HCM) system can’t talk to your Enterprise Resource Planning (ERP) system, the result is a costly “Silo Tax”: delayed analytics, inefficient labor planning, errors, rising costs, and reduced margins.

Water is the highest‑volume ingredient in most beverage recipes – and increasingly scarce in many regions. Inefficient water use is not only an operational cost but a sustainability concern, aligning closely with broader environmental commitments.

The Vision: Moving Beyond the Spreadsheet

Today’s beverage market shifts quickly – seasonal fluctuations, competitive promotions, changing consumer tastes, and evolving supply constraints. Bottlers often plug gaps with manual workarounds or standalone point solutions, which worsens fragmentation.

To compete, FMCG firms are moving toward a centralized, data‑first operating model where:

  • Data is accessible across all corporate systems
  • Predictive analytics replace guesswork
  • AI‑driven insights enable faster decisions
  • Leaders have real‑time visibility across the value chain

A unified data model delivers the “single source of truth” needed to eliminate inconsistent records, reduce errors, and ensure compliance.

The Power of Integration: Dayforce + Dynamics 365

Labor data is one of the strongest drivers of operational performance, but at many companies it lives in a silo. Integrating Dayforce HCM with Microsoft Dynamics 365 closes the gap between HR and Operations, enabling faster, more informed decision‑making.

Integrated Scheduling & Operations

Workforce management data from Dayforce can directly support warehouse efficiency and sales operations in Dynamics – ensuring the right labor is aligned to the right tasks at the right time.

Real‑Time Impact

With shared, real‑time analytics, managers can immediately identify labor gaps, overtime risks, or shift adjustments – reducing costs before they occur, not after.

Modern Employee Experience

Automation and digital tools reduce manual tasks, simplify workflows, and improve the employee experience – all of which strengthen retention and support long‑term operational stability.

Streamlined Processes & Automation

An integrated ecosystem eliminates repetitive work by automating data flows such as:

  • New hires automatically created in ERP
  • Salary changes synced for payroll and financial planning
  • Terminations instantly reflected for costing and access control

Leveraging Industry Enhancements

By enhancing Microsoft Dynamics 365 with specialized FMCG and beverage capabilities (including TPM, DSD, and route management), bottlers gain deeper end‑to‑end visibility. This enables:

  • Better promotional planning
  • Clear profit tracking on trade promotions
  • Faster forecasting
  • Linked financial + operational insights

Client Success Spotlight

Coca-Cola bottler Moon Beverages partnered with OnActuate to streamline operations and improve operations.

Within just two days of going live on Microsoft Dynamics 365 Finance & Supply Chain and OnActuate’s Bev365 Solution, Moon Beverages shipped a record number of cases in a single day.

The Roadmap to Growth

Modernization doesn’t happen overnight—but standing still is no longer a viable strategy. With experts who understand both Microsoft Dynamics and Dayforce, bottlers can build a scalable roadmap that:

  • Eliminates siloed systems
  • Reduces operational waste
  • Improves employee experience
  • Strengthens financial performance

 

Eliminate the Silo Tax today!

Watch our recent webinar on-demand, diving deeper into strategies for a unified, data-driven FMCG operation.

 

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People-First, Tech-Driven: 4 Things Public Sector Leaders Get Right in HCM Transformation https://www.onactuate.com/hcm/4-things-public-sector-leaders-get-right-in-hcm-transformation/ Fri, 13 Feb 2026 17:12:20 +0000 https://www.onactuate.com/?p=49022 Blog
Posted: Feb 13, 2026

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At Dayforce Discover, Dayforce’s premier annual workforce strategy event, OnActuate participated in a panel on how public sector organizations can modernize HCM and payroll while staying true to a people-first mission. The session, People-first, tech-driven: Best practices for public sector transformation, brought together subject-matter experts with hands-on experience driving change across government and public services. 

Together, the panelists shared practical lessons from real-world public sector transformations – from modernizing payroll to implementing technology that supports entire communities. Below are the top four takeaways from the session for public sector leaders planning or navigating their own Human Capital Management (HCM) transformation journeys. 

public sector HCM transformation

The Dayforce Discover 2025 panel featured insights from (L-R): Thomas Noorkah, Director of Financial Systems, City of Columbus; Marnie Larson, VP of HCM Practice, OnActuate; Simran Kalsi-Deol, Partner, EY; and Gianluca Cairo, VP, Operations & Strategy, Dayforce.

1. People-First Isn’t a Slogan – It’s a Strategy 

Successful transformation starts by designing technology around real human needs. In the public sector, that means ensuring systems are intuitive for employees, managers, and HR teams who rely on them every day. When technology simplifies work, increases trust in data, and supports better decision-making, adoption follows naturally. 

The most effective programs treat technology as an enabler – not the end goal. Clear communication about why change is happening and how it benefits employees is just as important as the software itself. 

Key takeaway: If users don’t see themselves in the solution, even the best technology will fall short. 

2. Legacy Systems Create Inevitable Turning Points 

Many public sector organizations reach modernization not by choice, but by necessity. Decades-old systems introduce risk, inefficiency, and frustration – often becoming barriers to serving employees and constituents effectively. 

Modern HCM platforms provide a trusted digital backbone that replaces fragmented, error-prone processes with consistency, transparency, and resilience. Modernization becomes less about replacing software and more about creating a foundation for long-term service delivery. 

Key takeaway: Waiting too long increases risk; proactive modernization creates momentum and confidence. 

3. Change Management Is the Make-or-Break Factor 

Large-scale transformation requires more than project plans and technical expertise. Stakeholder alignment, executive sponsorship, and realistic resourcing are critical from day one. Equally important is acknowledging the realities of long-tenured workforces and addressing change fatigue head-on. 

Effective programs invest early in engagement, training, and communication – often partnering with dedicated change management experts to reinforce adoption at every level of the organization. 

Key takeaway: Transformation slows down when change management is an afterthought. 

4. Go-Live Is the Starting Line, Not the Finish 

Digital transformation doesn’t end when a system is deployed. Leading organizations adopt a mindset of continuous modernization – using SaaS platforms to evolve alongside workforce expectations, regulatory changes, and community needs. 

Ongoing optimization, regular process reviews, and openness to new capabilities ensure technology continues to deliver value long after implementation. 

Key takeaway: The day improvement stops is the day progress stalls. 


Advice for Leaders Starting Their Journey 

For public sector leaders embarking on HCM transformation, the guidance is clear: 

  • Start with process review and efficiency improvements before implementation 
  • Align vision, culture, and technology from the outset 
  • Engage employees early and often 
  • Be bold, but grounded in purpose 

Technology can accelerate change – but only when people are united behind a shared strategy.

Moving Forward 

Public sector transformation is complex, but it doesn’t have to be overwhelming. With a people-first mindset, strong change management, and the right technology partner, organizations can modernize with confidence and create lasting impact for their workforce and the communities they serve. 

OnActuate is an experienced Dayforce and Microsoft implementation partner helping public sector organizations modernize HCM and payroll with a focus on adoption, outcomes, and long-term value. Schedule your free consultation today. 

 

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OnActuate Expands Public Sector Dayforce Footprint with Dual North American Go-Lives https://www.onactuate.com/news-releases/onactuate-expands-public-sector-dayforce-footprint-with-dual-north-american-go-lives/ Mon, 26 Jan 2026 19:13:36 +0000 https://www.onactuate.com/?p=48969 News Release
Posted: Jan 26, 2026

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Two public sector organizations across the U.S. and Canada modernize HR and payroll with Dayforce and OnActuate, improving compliance, efficiency, and workforce insight. 

Seattle, WA (January 2026): Public sector employers across North America are modernizing HR and payroll to reduce risk, strengthen compliance, and gain real-time workforce insight. Recently, two local government organizations – Randall County, Texas and the Town of Tecumseh, Ontario – went live on Dayforce, a cloud-based HCM platform, with OnActuate as their implementation partner, continuing a growing pattern of successful public sector deployments.

Different Workforce Models, One Proven Platform

Different in geography and workforce size – Randall County, Texas with more than 600 employees, and the Town of Tecumseh, Ontario with approximately 200 – both shared a common priority: modernizing HR and payroll to better support their workforce. Each organization recently went live on Dayforce (HR, Payroll, and Time & Attendance) with OnActuate, replacing legacy, manual systems with a modern, cloud-based platform designed to scale with public sector needs.

Both organizations required sophisticated workforce management to support varied schedules, meal breaks, shift differentials, and overtime calculations – while following different operational paths. Tecumseh manages five unions and complex cross-department payroll workflows, while Randall County’s lean HR and payroll team required a streamlined solution that could address evolving U.S. overtime reporting requirements. In both cases, OnActuate partnered closely with stakeholders to configure Dayforce in alignment with each organization’s operating model while applying a consistent, proven delivery approach.

Trusted Dayforce Delivery for the Public Sector

These go-lives reflect OnActuate’s continued momentum delivering Dayforce solutions for public sector organizations across North America. With experience supporting governments of varying size and complexity – from highly unionized municipal environments to lean county operations – OnActuate helps customers realize Dayforce value faster while navigating compliance, labor rules, and workforce complexity. As an early member of the Dayforce Partner Network, OnActuate remains a trusted delivery partner for organizations modernizing their workforce operations.

“We’re proud to see organizations like the Town of Tecumseh and Randall County go live on Dayforce with OnActuate as their implementation partner,” said Richard Wells, Head of Public Sector, Dayforce. “Across the public sector, Dayforce helps governments streamline HR and payroll, strengthen compliance, and better support their employees and communities. OnActuate’s delivery strength and public sector expertise make them a trusted partner for Dayforce customers.”

What’s Next: Building Momentum Together

OnActuate is building on its momentum as a go-to partner for the public sector – while expanding its practice to support more commercial organizations – through a collaborative approach that brings together Dayforce, Microsoft Dynamics 365, and OnActuate’s implementation services. As one of a limited number of partners with deep expertise implementing Dayforce and the full Microsoft Dynamics 365 and Power Platform suite, OnActuate helps organizations modernize workforce and finance operations with reduced integration complexity; and with Dayforce and Dynamics 365 both hosted on Microsoft Azure, customers benefit from a secure, scalable cloud foundation.

OnActuate is further extending this value through AI-enabled innovation, including the development of intelligent agents that connect Dayforce and Dynamics 365 to automate tasks, surface insights, and support faster, better decision-making across HR and finance.

“Public sector organizations are under increasing pressure to modernize HR and payroll while maintaining compliance and service quality,” said Marnie Larson, VP – HCM Practice, OnActuate. “These go-lives reflect our deep experience delivering Dayforce for government employers with complex workforce needs. By combining proven implementation practices with emerging AI innovation, we’re helping organizations move beyond system replacement to real operational transformation.”

 

 

About OnActuate

OnActuate is a people-first global technology and consulting firm, Microsoft AI Cloud Partner, and Dayforce Growth Partner. OnActuate’s unmatched, tailored business and data solutions, coupled with its experienced global team’s collaborative approach, has helped many public and private sector organizations reimagine their business in the digital age. www.onactuate.com

Media contact: media@onactuate.com

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Quarterly Capabilities Update: Microsoft Dynamics 365 Release Wave 2 (Q3/Q4 2025-26) https://www.onactuate.com/erp/quarterly-capabilities-update-q3-2025-26-2/ Wed, 05 Nov 2025 18:44:51 +0000 https://www.onactuate.com/?p=48797 Blog
Posted: November 5th

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The Microsoft Dynamics 365 Release Wave 2 for 2025 delivers major AI-driven enhancements and user experience improvements across the platform, helping organizations work smarter and more efficiently. Rolling out from October 2025 through March 2026, this update introduces hundreds of new features designed to drive agility and insight. 

Our team has reviewed the official release documentation and compiled key highlights for Dynamics 365 Finance to help you prepare and make the most of what’s coming. 

Check out these key updates in the Quarterly Capabilities Update: Q3/Q4 2025–26. 

Features releasing in October 2025 – January 2026

Module  Feature  Description  Public Preview  General availability 
Core Financials  Preview automatic bank reconciliation matching results  The Preview automatic bank reconciliation matching results feature enables users to preview matching results during an automatic bank reconciliation matching process. By allowing users to select rules that require review and user checks, the feature ensures accurate matching and minimizes errors.    Jan 2026 
Optimize Project Operations  Enable on-account transactions with project category support  Organizations often need to categorize and report revenue from various sources. When you enable an extra category field for on-account transactions, you can post transactions to different financial accounts. This feature improves reporting accuracy and financial transparency.    Dec 2025 
Optimize Project Operations  Split credit card transactions in Expense management  This enhancement streamlines the expense entry process. You can use the split functionality even if there are policy violations or if you didn’t fill in certain mandatory fields, such as guest information for meals, based on your organization’s configuration. This flexibility reduces friction during the initial entry stage. Users can focus on organizing and splitting expenses without needing to input all policy-required details first. This update improves process efficiency and provides a more user-friendly experience.    Dec 2025 
Optimize Project Operations  Experience Phase 3 enhancements for Expense mobile app  By enhancing the Expense Management mobile app, you improve its efficiency and intuitiveness. You address common usability issues that customers raise through direct feedback. Category icons provide quicker visual recognition and selection, so users spend less time on data entry. When users rename receipts directly in the app, they enhance organization and make it easier to manage attachments on the go. These updates streamline your workflow, reduce friction in mobile expense reporting, and create a more seamless and productive user experience.    Nov 2025 
Optimize Project Operations  Experience Phase 2 enhancements for Expense mobile app  Enhance the Expense Management mobile app to improve usability, policy compliance, and workflow consistency across platforms. When you align mobile functionality with the finance and operations environment, you get a more intuitive and policy-aware experience that helps reduce errors, improve data quality, and enable faster decision-making. The redesigned workflow, enhanced validations, and better visibility for approvers help streamline expense reporting on the go, increase employee productivity, and strengthen organizational control over expense policies.    Oct 2025 
Sales and Marketing  Calculate prices and discounts without creating sales orders  You can now use Unified pricing management to get accurate pricing and discount information without having to create sales orders. This streamlines your quoting process, speeds up customer responses, and makes it easier to integrate pricing calculations with external selling systems. Whether you’re preparing quotes or need real-time pricing for external applications, you’ll save time and deliver faster, more accurate responses to your customers.    Dec 2025 

Visit the Microsoft website for more information.

Features in latest service update 10.0.46 

  • Preview of release:  October 2025 
  • General availability of release (self-update): December 2025 
  • General availability of release (auto-update): February 2026 
    • Build Number: 10.0.2428 
Module or feature area Feature name More information Enabled by
Accounts receivable (Switzerland) Structured addresses in QR-Bill This feature enables structured addresses (address type “S”) for both biller and debtor, with each address broken into its individual components. Feature Management
Accounts receivable Performance issue on the Global transaction page with huge volume of data This feature improves performance in the Global transaction page by changing the join type dynamically to inner. On by default
Fixed assets Create acquisition proposal through recurrence batch job throws error in batch tasks when the created journal is deleted This update addresses a scenario where the recurrence batch job for creating acquisition proposals fails with an error in batch tasks if the journal created by a previous run is manually deleted. Validation has been added to detect missing journals and handle the error gracefully, ensuring the batch job continues to run without interruption. On by default
Fixed assets Retain fixed asset name when acquired through Accounts payable invoice This feature ensures that the text defined in the Text field of a purchase order line for a fixed asset is stored in the Information 3 field during asset creation and remains unchanged. If the asset is later acquired through additional purchase orders with new text, the new values are appended to the Information 3 field without removing the existing ones. On by default
Fixed assets Correct inventory sold transaction behaviour when Allow asset acquisition from purchasing is disabled When acquiring the same fixed asset ID from multiple purchase lines, the Inventory sold transaction is now created when posting the fixed asset acquisition proposal journal. This ensures transactions are generated at the correct stage of the process and prevents premature entries. On by default
Subscription billing Fix generate invoice with sales order performance problems Introduces a posting sales order batch job for billing schedule invoicing batch processing for the sales order posting process. Enables multithreaded posting for parallelism and faster execution time. Controlled by SubBillGenerateInvoiceMultiThreadedPostingFlight. On by default
Subscription billing Reduce chattiness in SubBillDeferralRecognitionProcessing and SubBillDeferralRecognitionProcessingBatch Reduces chattiness in the batch process. Controlled by SubBillDeferralRecogProcChattinessReductionFlight. On by default
Subscription billing (Preview) Performance improvements for deferral recognition batch Enhances the deferral recognition batch process by processing deferral data in parallel, allowing each run to complete more efficiently. Feature Management
General ledger Account reconciliation agent (Production ready preview) In line with Microsoft’s AI roadmap, the account reconciliation agent now provides suggested actions for the In ledger not in subledger and In subledger not in ledger exception types. Feature Management
General ledger Performance improvements in Ledger settlements when the Enable advanced awareness option feature isn’t enabled The Ledger settlements page has been updated to improve performance when doing ledger settlements. Customizations may need updates to work with the new page. Default
Credit and collections Accounts receivable Users can view and select options for Due date and Terms of payment when posting a customer interest note. Feature Management
Credit and collections Accounts receivable Email template on the collection process automation now uses variables in the Subject line. Feature Management
Credit and collections Accounts receivable Uses top picking to improve performance when creating customer interest notes—avoids long-running transactions and speeds processing for large volumes. Feature Management

*Details are not yet available on features. 

There are feature enhancements and bug fixes in this release. Click here for more details. 

Features Spotlight

Here are three features that we are especially excited about for our customers.

1. Delay settlement from journal posting: This feature addresses payment journal posting and settlement that are tightly coupled, meaning any settlement error blocks the entire payment posting. This can cause operational delays, increased manual intervention, and business risk.

By enabling this feature:

  • Payments are no longer blocked by settlement errors. Valid payments post successfully, even if settlement fails.
  • Operational efficiency improves by reducing manual rework and bottlenecks.
  • Cash flow visibility and reporting are enhanced: payments are reflected immediately, while settlements can be managed separately.
  • Exception handling is streamlined: Failed settlements are isolated and can be retried or managed independently, reducing risk and improving auditability.

2. Preview automatic bank reconciliation matching results: This feature includes the following capabilities:

  • Matching preview with an option to approve/reject bank reconciliation matching rule results.
  • Ability to select matching rules for manual review before posting results during the reconciliation process.
  • Pending review screen for users to investigate matching results.

Preview automatic bank reconciliation matching results

3. Stocked item support with project: This functionality enables both revenue and consumption accounts on the Deferrals page when you create a sales order through projects. The system updates the deferral schedule (COGS) to reflect the inventory adjustment, so it recognizes the correct amounts in subsequent periods. For example, when you create a project-driven sales order for a stocked item, the system records the revenue deferral and creates a consumption deferral for the stocked item.

If you later adjust the stocked item’s cost due to a cost update or physical inventory correction, the system recalculates and updates the deferred COGS schedule, so it recognizes the correct cost over time. This functionality keeps both revenue and cost appropriately aligned and recognized in the correct accounting periods, even if inventory values change after the initial posting.

 

 

Looking for consulting support related to these new features, more information about implementing Microsoft Dynamics 365 Finance or tips on utilizing agentic AI? Contact OnActuate experts for a 1:1 consultation today. 

 

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OneByte: How to Approve Workflows in Dayforce as a Client Admin https://www.onactuate.com/how-to/onebyte-how-to-approve-workflows-in-dayforce-as-a-client-admin/ Tue, 21 Oct 2025 21:58:51 +0000 https://www.onactuate.com/?p=48771 How To Article
Posted: October 21st, 2025

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As a Dayforce Client Admin, open workflows – like employee changes, timesheets, and time-off requests – shouldn’t slow you down. Dayforce, a human capital management (HCM) platform, brings everything into one place. This quick guide shows you exactly where to navigate, how to filter what matters, and when to approve, reject, or reassign, so nothing gets stuck.  

Here’s a quick step-by-step guide: 

Step 1: Navigate to Workflow Management
  • From the Main Menu, go to:
    Workflow Administrator → Workflow Management 
Step 2: Review Open Workflows
  • The Workflow Dashboard displays all pending workflows. 
  • Use filters to narrow down: 
  • Status → view only open items. 
  • Employee → find requests for a specific individual. 
  • Form → filter by request type (e.g., Job Change, Time Off). 

 

Step 3: Take Action

Within each workflow, you’ll have the following options: 

  • Approve → Confirms the request and moves it forward. 
  • Reject → Sends it back to the originator (always leave a comment explaining why). 
  • Reassign → Routes the request to another approver if you’re not the correct one (leave a comment for clarity). 

Tip: Always leave a comment when rejecting or reassigning – it helps with communication, and audit history.  

That’s it! Once approved, workflows will disappear from your Open list and move into Completed status. Keeping workflows up to date ensures smooth processing of employee requests and payroll actions. 

Want cleaner approvals with fewer clicks? OnActuate can optimize your Dayforce workflows and introduce AI-assisted prioritization when it makes sense.  Contact us to explore what is possible! 

The “OneByte” blog series are technical how-to articles by OnActuate’s expert consultants covering software solutions that enhance operational efficiency, such as Dayforce and Microsoft Business Applications (Microsoft Dynamics, Power Platform). Have a topic you would like to learn more about? Email us at info@onactuate.com!    

You may also be interested in 
How to Request TAFW and Approve Requests in Dayforce   Update Employee Status and Entitlement Policies in Dayforce  How to View Employee Entitlement Balances in Dayforce  

 

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