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  1. Digital Marketplace
  2. Lot 2: Cloud software
  3. HSO Software Services - Microsoft Dynamics 365 Sales (CRM)
HSO Enterprise Solutions Limited

HSO Software Services - Microsoft Dynamics 365 Sales (CRM)

Microsoft Dynamics 365 Sales empowers you to build strong relationships with people by using connected data and insight to take actions, delivering the best service for people’s needs. Dynamics 365 Sales keeps track of your accounts and contacts, nurtures engagements, and creates collateral as well as contact lists and campaigns.

Features

  • Dynamics 365 Sales provides: Sales Account, Contact and Activity Management.
  • Lead, Opportunity, Marketing and Campaign Management.
  • Dynamics 365 Sales Quote, Order and Invoice Management.
  • Products, Price Lists and Product Bundles.
  • Sales Dashboard, Reporting and Pipeline Forecasting.
  • Intelligent Customer Relationship Analytics.
  • Competitor, Goals and Sales Territory Management.
  • Dynamics 365 Sales Mobile for iOS and Android.
  • Microsoft Office Integration (Outlook, Teams, Excel, SharePoint).
  • Workflows, Automation and Approvals.

Benefits

  • Benefit from pre-defined HSO best practice processes.
  • Seamless integration to Microsoft 365, Office 365 and Azure applications.
  • 24/7 x 365-day support models available.
  • Experienced Microsoft Gold and Inner Circle Partner for Dynamics 365.
  • Extendable Dynamics 365 solution into other departments / process areas.
  • Build strong customer relationships and gain a 360-degree view.
  • Increase sales conversion rates with built-in intelligence.
  • Accelerate sales cycles through suggested next best actions.
  • Boost seller productivity through automation and streamlined processes.
  • Get revenue projections, performance, and daily actions visibility from dashboards.

Pricing

£600 to £1,600 a unit a day

Service documents

Request an accessible format
If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at UK-GCloud@hso.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 13

Service ID

1 6 5 7 6 5 0 5 3 9 0 8 5 0 8

Contact

HSO Enterprise Solutions Limited Michael Lonnon
Telephone: 07849087668
Email: UK-GCloud@hso.com

Service scope

Software add-on or extension
No
Cloud deployment model
Public cloud
Service constraints
None.
System requirements
  • Users typically need an Internet connection (some apps work offline).
  • Access to an HTML5 Compliant Web Browser - supports BYOD.

User support

Email or online ticketing support
Yes, at extra cost
Support response times
HSO Support's Response times are dependent on severity of the case, starting from 15 minutes.
User can manage status and priority of support tickets
Yes
Online ticketing support accessibility
WCAG 2.1 AA or EN 301 549
Phone support
Yes
Phone support availability
24 hours, 7 days a week
Web chat support
No
Onsite support
Yes, at extra cost
Support levels
HSO provide various Support Level options, starting from an Essential Agreement which is provided by purchasing blocks of Support hours. Further offerings, both reactive and proactive, are available as fixed price agreements, with the ability to raise unlimited Incidents, with unlimited hours spent to resolve them.

All Customers will be assigned a dedicated Service Delivery Manager who will be responsible for all services delivered under the Support Agreement.

Within these agreements, there is a comprehensive Service Catalogue where customers can choose, and therefore only pay for, the services that they require.
Support available to third parties
Yes

Onboarding and offboarding

Getting started
A key part of any part of any new project is a strong foundation to build on, and as such, HSO's first project phase, regardless of size is a Foundation and Initiation phase.

It is during this phase key activities such as those below occur:
1. An Enterprise Architecture enagement is performed (to confirm scope, solution, phases, costs, etc.).
2. Familiarrisation training of the Project team (functional,, technical and / or methodology).
3. Microsoft and HSO best practice material / documentation is shared and 'homework' set re: key activities / decisions / firther familiarisation.
4. Joint Project Planning.
5. Project kick-off to build a single team.
Service documentation
Yes
Documentation formats
  • HTML
  • ODF
  • PDF
End-of-contract data extraction
Your data will typically be held in an SQL database that can be accessed by various tools from simple Excel (either using an ODATA connection, or inbuilt Export to Excel functionality), to reporting packages such as Microsoft Power BI and / or via use of one or more of the inbuilt Data Export tools, such as the Dynamics 365's Data Management Framework or Dataverse. In addition, you may already have a separate Data Warehouse or Data Lake that you are using.

Please note that your data will be kept by Microsoft until 3 months after your last user licence has been cancelled, to allow you sufficient time to decide what is needed and how the necessary data will be transferred
End-of-contract process
The contract includes retaining your data for up to 3 months after the last user licence is cancelled, and having access to this data in order to transfer it to another solution, database and / or data warehouse.

The physical transfer of the data and any necessary mapping and transfer time is not included, i.e. it is up to the customer to organise and transfer what data you require.

Using the service

Web browser interface
Yes
Supported browsers
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
Application to install
No
Designed for use on mobile devices
Yes
Differences between the mobile and desktop service
There is similarity of functionality between mobile, tablet and desktop, each tailored to provide a simplified and responsive user interface.
Service interface
Yes
User support accessibility
WCAG 2.1 AA or EN 301 549
Description of service interface
Typically, Microsoft Dynamics 365 and its associated wider cloud-based technology stack, are accessed via a simple HTML5 compliant internet browser. This can be on a laptop, desktop or other mobile device such as a tablet or mobile phone.

Microsoft Dynamics is partially compliant with the Web Content Accessibility Guidelines version 2.1 AA standard (WCAG, 2.1) Any exceptions to that compliance can be found in Microsoft’s conformance statement in

Please see the following Microsoft link for further Accessibility information:
https://docs.microsoft.com/en-us/compliance/regulatory/offering-WCAG-2-1
Accessibility standards
WCAG 2.1 AA or EN 301 549
Accessibility testing
As a reseller of Microsoft products and not the author, HSO have not explicitly carried out any user accessibility tests. However, Microsoft take accessibility very seriously and have carried out tests. Further information from Microsoft re: accessibility of Dynamics 365 and other associated Microsoft products can be found here:

https://docs.microsoft.com/en-us/compliance/regulatory/offering-WCAG-2-1
API
Yes
What users can and can't do using the API
The API for Dynamics 365 is comprehensive, however, all API services are typically agreed separately with customers in line with their requirements.

Dynamics 365 unifies the capabilities of CRM business software and ERP systems by providing intelligent applications that seamlessly work together in the cloud. Please see this link for more information regarding Dynamics 365 REST API's::

https://docs.microsoft.com/en-us/rest/dynamics365/
API documentation
Yes
API documentation formats
  • Open API (also known as Swagger)
  • HTML
  • ODF
  • PDF
API sandbox or test environment
Yes
Customisation available
Yes
Description of customisation
There are many ways the service can be customised to meet customer requirements. All customisations are agreed with the customer and implemented following the best practice methodology.

Scaling

Independence of resources
The service leverages the Microsoft Cloud Service. This is designed to meet the needs of operating a service at scale. Other key components include: robust security, scalability, performance, tenant isolation, serviceability, and monitoring.

Analytics

Service usage metrics
Yes
Metrics types
There are many metrics available as standard. Service and reporting metrics are agreed with customers on a contract by contract basis.
Reporting types
  • API access
  • Real-time dashboards
  • Regular reports
  • Reports on request

Resellers

Supplier type
Reseller providing extra features and support
Organisation whose services are being resold
Microsoft

Staff security

Staff security clearance
Other security clearance
Government security clearance
Up to Security Clearance (SC)

Asset protection

Knowledge of data storage and processing locations
Yes
Data storage and processing locations
United Kingdom
User control over data storage and processing locations
Yes
Datacentre security standards
Complies with a recognised standard (for example CSA CCM version 3.0)
Penetration testing frequency
At least every 6 months
Penetration testing approach
Another external penetration testing organisation
Protecting data at rest
  • Physical access control, complying with CSA CCM v3.0
  • Physical access control, complying with SSAE-16 / ISAE 3402
  • Physical access control, complying with another standard
  • Encryption of all physical media
  • Scale, obfuscating techniques, or data storage sharding
Data sanitisation process
Yes
Data sanitisation type
  • Explicit overwriting of storage before reallocation
  • Deleted data can’t be directly accessed
Equipment disposal approach
Complying with a recognised standard, for example CSA CCM v.30, CAS (Sanitisation) or ISO/IEC 27001

Data importing and exporting

Data export approach
Subject to security controls, data can be exported using various methods including inbuilt data export tools and various third-party solutions.
Data export formats
  • CSV
  • ODF
  • Other
Other data export formats
Microsoft Excel
Data import formats
  • CSV
  • ODF
  • Other
Other data import formats
  • Microsoft Excel.
  • XML.
  • TXT (Text file format).

Data-in-transit protection

Data protection between buyer and supplier networks
TLS (version 1.2 or above)
Data protection within supplier network
TLS (version 1.2 or above)

Availability and resilience

Guaranteed availability
Microsoft guarantees High Availability - 99.9%.
Approach to resilience
The Microsoft datacentres adhere to the Microsoft Business Continuity and Disaster Recovery (BCDR) standard. Detailed information is available upon request.
Outage reporting
Outage reporting methods include, but are not limited to, Public Dashboards, APIs, Mobile App Push notifications and Email Alerts.

Identity and authentication

User authentication needed
Yes
User authentication
  • 2-factor authentication
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
Access restrictions in management interfaces and support channels
Internal access control policies, user licencing and service based security roles are used to limit access to only authenticated users.
Access restriction testing frequency
At least every 6 months
Management access authentication
  • 2-factor authentication
  • Identity federation with existing provider (for example Google Apps)
  • Username or password

Audit information for users

Access to user activity audit information
Users have access to real-time audit information
How long user audit data is stored for
User-defined
Access to supplier activity audit information
Users have access to real-time audit information
How long supplier audit data is stored for
User-defined
How long system logs are stored for
User-defined

Standards and certifications

ISO/IEC 27001 certification
Yes
Who accredited the ISO/IEC 27001
British Assessment Bureau - Certificate Number 212127
ISO/IEC 27001 accreditation date
Initial Certification: 23 April 2018, Latest Issue: 21 June 2021.
What the ISO/IEC 27001 doesn’t cover
N/A - Covers ALL HSO UK trading companies: HSO Enterprise Solutions, HSO CRM Solutions & HSO Customer Service.
ISO 28000:2007 certification
No
CSA STAR certification
No
PCI certification
No
Cyber essentials
Yes
Cyber essentials plus
Yes
Other security certifications
No

Security governance

Named board-level person responsible for service security
Yes
Security governance certified
Yes
Security governance standards
  • ISO/IEC 27001
  • Other
Other security governance standards
Cyber Essentials Plus

Note: HSO have answered this section from an HSO (reseller and implementer) only perspective.

Microsoft also holds both these certifications plus many more.
Information security policies and processes
HSO work to Industry and Microsoft Security standards ,with the Microsoft Cloud Services complying to ISO/IEC 27001 and CSA CCM v3.0.

Operational security

Configuration and change management standard
Supplier-defined controls
Configuration and change management approach
HSO has a dedicated Information Security Manager (ISM) and Information Security Management System.

Configuration and Change Management processes at HSO include, but are not limited to:
1. Published processes, and education / training- new starter induction and ongoing refresher training.
2. Use of system tools to capture request, obtain approval and record outcome / actions, e.g. DevOps registers.
3. Steering committee review and approval needed for changes.
4. Regular review and audit of our configuration and change management processes during our ISO 27001 (Information Security) and Cyber Essentials Plus audit and ongoing certification renewal.
Vulnerability management type
Supplier-defined controls
Vulnerability management approach
HSO has a dedicated Information Security Manager (ISM) who is responsible for out Information Security Management System and all underlying Policies within HSO UK.

Vulnerability Management processes at HSO include, but are not limited to:
1. Published processes and education / training - new starter induction and ongoing refresher training.
2. Regular internal vulnerability tests, e.g. through use of dummy phishing emails looking to capture user details.
3. Regular vulnerability tests by external Security specialists.
4. Regular review and audit of our vulnerability processes during our ISO 27001 (Information Security) and Cyber Essentials Plus audit and ongoing certification renewal.
Protective monitoring type
Supplier-defined controls
Protective monitoring approach
As above, HSO has a dedicated Information Security Manager (ISM) and Information Security Management System.

Protective monitoring processes at HSO include:
1. Published processes and training - new starter induction and ongoing refresher training.
2. Use of Azure AD's security, logging and audit-related capabilities, e.g. Multi-factor authentication and access log reviews.
3. System alerts to notify IT of unusual behaviour. Potential issues also reported through HSO's internal IT department using dedicated Security Incident Case types.
4. Regular review and audit of our proactive monitoring processes during our ISO 27001 (Information Security) and Cyber Essentials Plus audit and ongoing certification renewal.
Incident management type
Supplier-defined controls
Incident management approach
As above, HSO has a dedicated Information Security Manager (ISM) and Information Security Management System.

Protective monitoring processes at HSO include:
1. Published processes and training - new starter induction and ongoing refresher training.
2. Such incidents are investigated immediately, assessed and reported to the appropriate internal, and if necessary, external parties.
3. Once resolved, a Lessons Learnt review is performed to prevent recurrence. We also perform internal Risk Mitigation reviews regularly to constantly improve.
4. Regular review and audit of our proactive monitoring processes during our ISO 27001 (Information Security) and Cyber Essentials Plus audit and ongoing certification renewal.

Secure development

Approach to secure software development best practice
Conforms to a recognised standard, but self-assessed

Public sector networks

Connection to public sector networks
Yes
Connected networks
Other
Other public sector networks
  • No Out of the box connectors for above PS networks.
  • However, inbuilt integration tools enable access to any existing application.

Social Value

Fighting climate change

Fighting climate change

HSO take responsibility for their social, economic, and environmental impact and in 2021 were awarded the Carbon Footprint Standard; an internationally recognised standard for demonstrating low carbon credentials as an organisation. We are actively engaged by investing in projects that reduce or store carbon including UK tree planting and a Wind Power Project in Thailand. This engagement can be seen at an employee level as a number of our staff volunteered to plant nearly 400 trees at two schools. It of course poured down but was still a fabulous day!
All our initiatives are shared with partnerships, and we encourage using best practice within the client sites, to increase and enhance our Corporate Social Responsibility.
In a global context, adopting greener new technologies such as Microsoft Azure Cloud based SaaS (D365) can promote a greener economy which is linked to decarbonisation and global climate emergencies.
Covid-19 recovery

Covid-19 recovery

HSO is committed to supporting Covid 19 recovery. Our solutions and services can support local communities to manage and recover from the impact of COVID-19 faster. We facilitate hybrid working, allowing remote working where agreed and possible, and provide support for returning to work in a safe and balanced environment. We recognise that doing business remotely and returning to work safely will help drive economic growth and support jobs to build an innovative economy that is viable and resilient.
Tackling economic inequality

Tackling economic inequality

individuals, organisations and communities access pathways to growth and opportunity. When each of us succeeds, we all succeed. Social Value is core to our business. Through our Digitisation Projects, HSO helps develop a skilled and well-educated population in an economy which generates wealth and provides employment opportunities without barriers, allowing people to take advantage of the wealth generated through securing decent work.
• The digital skills gap and shortages across the UK can be addressed through the upskilling in latest Microsoft technologies with recognised qualifications and knowledge sharing elements of our Project and Support services
• HSO are keen to support local initiatives such as Enterprise 4 Education (E4E) and commit to activities to help improve employability and provide a larger pool of home-grown talent for local employers
• We seek to hire apprentices from local areas to participate in the projects and build a career
• HSO will incorporate employment and training opportunities as part of our contract delivery, particularly at entry levels. To this end, HSO has a dedicated Learning & Development (L&D) team focussed on delivery of functional, technical, industry and soft skills training, made available to Buyer teams including:
o HSO Masterclasses - Our Learning Management System provides access to over 120 online training courses
o HSO Academy – A 3-week bootcamp provide focuses on both soft and technical skills
o Certifications – HSO are regarded by Microsoft as one of the most certified partners in the channel
o Training Conference - Annual two-day Learning & Development conference for all our employees and open to Buyer Teams
o We also run lunch-and-learn sessions on D365 and other relevant topics for Buyer employees and local third sector organisations.
Equal opportunity

Equal opportunity

HSO actively seeks to promote a society that enables people to fulfil their potential no matter what their socio-economic background and circumstances.
• HSO operate by an equal opportunities policy
• We monitor our diversity and work on improving this with our Diversity and Inclusion team initiatives
• Our employees and management work within the HSO Mental Health Policy
• We are passionate about how digital transforms lives, mitigating challenges that the less privileged in society face.
Working with Microsoft we are innovators in Accessibility. We will assist the Buyers to fulfil their legal requirements in Accessibility, by offering guidance, expertise, and delivering IT services that enable inclusion and reduce the digital skills gap for those with physical (e.g., visual, auditory) or neurological (e.g., cognitive, learning, behavioural) impairments. Furthermore, our solutions support those for whom English is not their first language, using, e.g., LinguaSkin (www.linguaskin.com) to work seamlessly with our Microsoft solution and provide multi-language access.
Wellbeing

Wellbeing

HSO actively promote improved health and wellbeing for a society in which people’s physical and mental wellbeing is maximised and in which choices and behaviours that benefit future health are understood.

HSO currently have an extensive wellbeing program, focussing on Mental and physical wellbeing which we can also extend to Buyer teams.

HSO employees and management work within the HSO Mental Health Policy.

HSO will work with Buyer teams to support improved community cohesion. We seek to do this through our project solutions, approach, and methodology as an enabler for a well-connected ecosystem supporting the community. Throughout Project engagements, HSO will positively challenge the Buyer’s program team to ensure the solution design is simple and easy to use (user first approach), adheres to the highest level of data protection in line with GDPR and is accessible in an 'always on' connected state for seamless operations across the organisation.

Pricing

Price
£600 to £1,600 a unit a day
Discount for educational organisations
No
Free trial available
No

Service documents

Request an accessible format
If you use assistive technology (such as a screen reader) and need versions of these documents in a more accessible format, email the supplier at UK-GCloud@hso.com. Tell them what format you need. It will help if you say what assistive technology you use.