Clarity Tech Ltd

Dynamic 365

Our expertise includes Dynamic 365. Our service include: Dynamic 365, Web portal, CRM, Dataverse, analytics, implementation, development, training, mentoring, migration and support.

Dynamics 365 is a collection of apps capable of managing any business process, from sales and operations to accounting and HR; Artificial Intelligence / Azure Machine Learning etc.

Features

• Seamlessly integrates with all the major Microsoft products
• Facilitates online and offline access to customer information
• Business Intelligence and in-depth analytical and reporting capabilities
• User-friendly interface helps increase user adoption
• Robust, flexible and affordable online CRM solution
• Out of the box integration and powerful built-in tools
• Ability to view documents using CRM mobile and tablets applications
• Business Intelligence and Power BI
• Enhanced solutions using ASP.NET, C#, HTML5, CSS, XML, XSLT, JSON
• Familiar and intuitive user interface with audit and logging

Benefits

• Improve business processes, and rapid return on investment (ROI)
• Feature-rich modules for sales and marketing
• Helps businesses to organize and manage their customer
• Users can manage their sales processes from beginning to end
• Increase efficiency in handling customer issues, problems or support requests
• Safety and Security and GDPR Compliant
• 99.9% Financially-Backed Uptime Guarantee
• Efficient queries helps in customer retention and revenue growth
• Flexible architecture, deployment options, and pricing
• Business Intelligence, Power BI and enhance collaboration through integrations

£550 to £1,250 a person

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

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 faiz@claritytech.org. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

182216912232903

Contact

Faiz Ahmad
02030062813
faiz@claritytech.org

Service scope

• Software add-on or extension: No
• Cloud deployment model:
  • Public cloud
  • Private cloud
  • Hybrid cloud
• Service constraints: The time and complexity of the migration will be based on the number of users and the size of user mailboxes. The only application in the bundle that works offline is Office Professional Plus. It lack the full feature set found in the on-premises versions. Previous versions such as Office 2010 may work with Office 365 with reduced functionality. Some third part tools restriction may put some constraints as well. Some other constraint will apply that depends upon current products and configuration used by the customer.
• System requirements:
  • May need software licences
  • May need anti-virus software
  • Reliable Internet connection in place
  • Computer meets the minimum system requirements for the service

User support

• Email or online ticketing support: Email or online ticketing
• Support response times: Clarity Tech JIRA Service Tool; ; Priority 1 ; We will acknowledge the issue within 4 working hour and provide a response including an action plan for resolution or cause within 8 working hours. ; ; Priority 2 ; We will acknowledge the issue within 6 working hours and provide a response including an action plan for resolution or cause within 10 working hours. ; ; Priority 3 ; We will respond within 1 working day and will aim to provide a fix within 5 working days of the incident being reported.; ; Priority 4 ; Where applicable, we will provide a solution as part of the next release.
• User can manage status and priority of support tickets: No
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: No
• Onsite support: Yes, at extra cost
• Support levels: We provide 1st, 2nd and 3rd Level support.; 1st Line: £170/day; 2nd Line: £290/day; 3rd Line: £390/day; We will provide a technical account manager
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: Will provide user documentation.
• Service documentation: Yes
• Documentation formats:
  • HTML
  • PDF
  • Other
• Other documentation formats: MS Word
• End-of-contract data extraction: Will help users to backup all Data prior to contract ends.
• End-of-contract process: Price will include to export and backup data, as for Office 365 subscription, Microsoft gives 90 days to export or backup your data, before it deletes it altogether. End-of-contract will be dependent on the specific requirements of the solution provided. All the necessary Data ready for export, extraction, or deletion will be provided and included in the price of contract. Any additional requirements will be charged according to our SIFA rate card.

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: Operating systems, design and types of devices may impact display and features.
• Service interface: No
• User support accessibility: WCAG 2.1 AA or EN 301 549
• API: Yes
• What users can and can't do using the API: Dynamics 365 unifies the capabilities of CRM business software and ERP systems by providing intelligent applications that seamlessly work together in the cloud. More information: https://docs.microsoft.com/en-us/dynamics365/; ; This section provides information about all the REST APIs available for Dynamics 365 applications.; ; If user want to retrieve data for an entity set, use a GET request. When retrieving data, you can apply query options to set criteria for the data you want and the entity properties that should be returned.; Please refer to the following link for full details:-; https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/query-data-web-api; ; Limitations:- Applies to Dynamics 365 for Customer Engagement apps version 9.x; Applies to Dynamics 365 (online), version 8.x; ; There is a limit on number of API requests made by each user, per organization instance, within a five minute sliding window. Additionally, there is a limit on number of concurrent requests that may come in at one time. When one of these limits is exceeded, an exception will be thrown.; ; The limit will help ensure that users running applications cannot interfere with each other based on resource constraints. The limits will not affect normal users of the platform. Only applications that perform a large number of API requests may be affected.
• API documentation: Yes
• API documentation formats:
  • HTML
  • PDF
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: Depending upon the requirements some functionality can be customised.

Scaling

• Independence of resources: Dynamic CRM is scalable and utilises Microsoft infrastructure to cater for multiple users.

Analytics

• Service usage metrics: No

Resellers

• Supplier type: Not a reseller

Staff security

• Staff security clearance: Conforms to BS7858:2019
• Government security clearance: Up to Baseline Personnel Security Standard (BPSS)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations:
  • United Kingdom
  • European Economic Area (EEA)
• User control over data storage and processing locations: No
• 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: In-house
• Protecting data at rest:
  • Physical access control, complying with CSA CCM v3.0
  • Physical access control, complying with SSAE-16 / ISAE 3402
• Data sanitisation process: Yes
• Data sanitisation type:
  • Explicit overwriting of storage before reallocation
  • Deleted data can’t be directly accessed
• Equipment disposal approach: A third-party destruction service

Data importing and exporting

• Data export approach: Dynamics 365 has an exciting new engagement online feature for customers with in-house SQL Server experience called the Data Export Service. Formerly known as ‘Microsoft Dynamics CRM’, this service is applicable to the following applications:; ; Microsoft Dynamics 365 for Sales; Microsoft Dynamics 365 for Customer Service; Microsoft Dynamics 365 for Project Automation; Microsoft Dynamics 365 for Field Service; Microsoft Dynamics 365 Customer Engagement; ; User you can also export/download a copy of the data at any time and for any reason, and can be exported in Excel as Static or Dynamic method
• Data export formats:
  • CSV
  • ODF
  • Other
• Other data export formats:
  • Excel Static
  • Excel Dynamic
• Data import formats:
  • CSV
  • ODF
  • Other
• Other data import formats:
  • Excel Static
  • Excel Dynamic

Data-in-transit protection

• Data protection between buyer and supplier networks:
  • Private network or public sector network
  • Legacy SSL and TLS (under version 1.2)
• Data protection within supplier network: Legacy SSL and TLS (under version 1.2)

Availability and resilience

• Guaranteed availability: 99.9% - Will be covered by Microsoft SLA
• Approach to resilience: Using Microsoft Data Centre which has resilence
• Outage reporting: Email alerts

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • 2-factor authentication
  • Dedicated link (for example VPN)
  • Username or password
• Access restrictions in management interfaces and support channels: Will use Azure identity management and access control security best practices. We use Office 365 Admin and Users functionality. At the service level, Office 365 uses the defense-in-depth approach to provide physical, logical, and data layers of security features and operational best practices. In addition, Office 365 gives enterprise-grade user and admin controls to further secure your environment.
• Access restriction testing frequency: At least every 6 months
• Management access authentication:
  • 2-factor authentication
  • Dedicated link (for example VPN)
  • 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 contact the support team to get 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: No
• ISO 28000:2007 certification: No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Cyber essentials plus: No
• Other security certifications: Yes
• Any other security certifications: Cyber Security Essential

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: Other
• Other security governance standards: IASME Governance and Cyber Essentials Certified.; Information Governance Training
• Information security policies and processes: ISO 270001; ISO 90001

Operational security

• Configuration and change management standard: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Configuration and change management approach: We use Microsoft Visual Services tool as well as Azure Monitoring dashboard to track components of our services.; We use Azure Cloud to simulate testing environment which is similar to the operating environment. Testing including performance and security is carried out prior to release.
• Vulnerability management type: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Vulnerability management approach: Will use office 365 Admin as well as We use Security Analytics Service called Office 365 Secure Score. The Secure Score is a security analytics tool that will help you understand what you have done to reduce the risk to your data in Office 365, and show you what you can do to further reduce that risk. Any issue is fixed quickly by assessing threats.
• Protective monitoring type: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Protective monitoring approach: We use Office 365 Advanced Security Management, a new set of capabilities powered by Microsoft Cloud App Security that provides greater visibility and control over your Office 365 environment.; ; Advanced Security Management includes:; Threat detection: Helps you identify high-risk and abnormal usage, and security incidents.; Enhanced control: Shapes your Office 365 environment leveraging granular controls and security policies.; Discovery and insights: Get enhanced visibility into your Office 365 usage and shadow IT without installing an end point agent.
• Incident management type: Conforms to a recognised standard, for example, CSA CCM v3.0 or ISO/IEC 27035:2011 or SSAE-16 / ISAE 3402
• Incident management approach: Will use following process phases: • Identification – Events will be investigated and will be assigned a severity classification. • Containment – The escalation team will evaluates the scope and impact of an incident. • Eradication – After the situation is contained, the escalation team moves toward eradicating any damage caused by the security breach, and identifies the root cause for why the security issue occurred. • Recovery – System and services will be returned to a full working capacity. • Customer’s notified if data breaches or unauthorized access.

Secure development

• Approach to secure software development best practice: Supplier-defined process

Public sector networks

• Connection to public sector networks: Yes
• Connected networks:
  • Public Services Network (PSN)
  • NHS Network (N3)
  • Joint Academic Network (JANET)
  • Health and Social Care Network (HSCN)

Social Value

• Social Value:

  Social Value

  • Fighting climate change
  • Covid-19 recovery
  • Tackling economic inequality
  • Equal opportunity
  • Wellbeing

  Fighting climate change

  EFFECTIVE STEWARDSHIP OF THE ENVIRONMENT: Our service provision is wholly dedicated to combatting climate change and championing the effective stewardship of our environment, by the Social Value themes outlined in PPN 06/20. 1. Delivering Additional Environmental Benefits: Our operational ethos revolves around maximising environmental benefits. We've devised a comprehensive strategy to significantly reduce our carbon footprint, striving towards achieving net-zero greenhouse gas emissions. Our approach involves embracing cutting-edge technologies and sustainable practices to minimise energy consumption and waste generation. We're committed to utilising eco-friendly materials and resources across all aspects of our service delivery. Additionally, we actively engage in carbon offset initiatives to balance out unavoidable emissions, ensuring we're constantly on a trajectory of improvement. 2. Influencing Stakeholders for Environmental Support: We understand the importance of collective action in safeguarding our planet. That's why our efforts extend beyond our immediate operations to inspire and involve stakeholders like staff, suppliers, customers, and local communities. Through the contract delivery process, we impart environmental awareness and encourage environmentally responsible practices. Our initiatives include comprehensive staff awareness to instil a culture of environmental consciousness, collaborating with suppliers to promote sustainable sourcing practices, and engaging customers who champion eco-friendly behaviours. In essence, our service provision is unwaveringly committed to advancing the specified Social Value themes. We're dedicated to taking tangible steps towards mitigating climate change and inspiring positive environmental action, both within our operations and among our wider network of stakeholders.

  Covid-19 recovery

  HELPING LOCAL COMMUNITIES TO MANAGE AND RECOVER FROM THE IMPACT OF COVID-19: Our service provision is dedicated to aiding local communities in managing and recovering from the aftermath of COVID-19, in alignment with the Social Value themes outlined in PPN 06/20. 1. Creating Employment and Return-to-Work Opportunities: Recognising the profound impact of COVID-19 on employment levels, we focus on creating job opportunities, providing re-training, and facilitating pathways for those left unemployed. We particularly target high-growth sectors to ensure promising avenues for re-entering the workforce. 2. Supporting Individuals and Communities: Our approach extends beyond economic recovery to holistic support for individuals and communities affected by COVID-19. Tailored interventions assist the most vulnerable, including those shielding or facing heightened vulnerability, empowering communities to navigate challenges and facilitate recovery. 3. Assisting Organisations and Businesses: Understanding the need for adaptive strategies post-COVID-19, we offer tailored support for organisations and businesses. This includes assistance in adopting new ways of working to ensure service continuity amidst changing circumstances. 4. Promoting Physical and Mental Well-being: Addressing significant health ramifications, our service prioritises initiatives supporting the well-being of those affected by COVID-19. Through targeted interventions and support programmes, we aim to mitigate adverse effects on individuals' health and wellbeing, alleviating strain on health and care services. 5. Enhancing Workplace Conditions: Acknowledging the importance of fostering conducive workplace conditions, our strategies include implementing effective social distancing measures, facilitating remote work, and promoting sustainable travel. By prioritising employee health and safety, we contribute to broader COVID-19 recovery efforts. In summary, our service provision is committed to playing a pivotal role in the COVID-19 recovery process. Through targeted interventions and collaborative efforts, we support individuals, communities, organisations, and businesses in navigating the challenges posed by the pandemic and facilitating their journey towards recovery.

  Tackling economic inequality

  CREATE NEW BUSINESSES, NEW JOBS AND NEW SKILLS: Our service provision is dedicated to combating economic inequality by fostering entrepreneurship, job creation, and skill development, aligning with PPN 06/20's Social Value themes. • Entrepreneurship and Business Growth: We encourage entrepreneurship by creating opportunities for new ventures, especially in underserved communities, fostering economic growth. • Employment Opportunities for Marginalised Groups: We prioritise job creation for marginalised groups and deprived areas, offering pathways to sustainable employment. • Training and Employment in High-Growth Sectors: We bridge skills gaps by providing targeted training and job opportunities in thriving industries. • Educational Attainment and Skills Development: Through training schemes, we enhance individuals' skills and offer recognised qualifications, improving their employability. • Influencing Stakeholders for Employment and Skills Development: We engage stakeholders to support job creation and skills development, fostering a collaborative environment for socio-economic growth. INCREASING SUPPLY CHAIN RESILIENCE AND CAPACITY: • Diverse Supply Chain Creation: We promote diversity by engaging various entities, fostering economic empowerment. • Support for Innovation: We integrate disruptive technologies for improved quality and cost-effectiveness. • Scalable Methods Development: We focus on scalable approaches to boost productivity and modernise delivery processes. • Collaborative Approach: Collaboration with supply chain partners ensures responsible practices and seamless contract delivery. • Cyber Security Risk Management: We proactively manage cyber security risks to safeguard operations. • Stakeholder Influence for Resilience: Through contract delivery, we engage stakeholders to support resilience and capacity building. In essence, our service provision aims to build a resilient and inclusive supply chain ecosystem, fostering economic empowerment and addressing inequalities.

  Equal opportunity

  REDUCE THE DISABILITY EMPLOYMENT GAP: Our mission is to reduce employment disparities for individuals with disabilities and promote equality, aligned with Social Value principles. We achieve this by increasing disabled representation in our contract workforce through inclusive recruitment and outreach. Additionally, we provide tailored skill development programs and engage stakeholders to foster inclusivity. Ultimately, we aim to create a diverse and inclusive workforce where everyone can contribute meaningfully. In summary, our service provision is centred on promoting equal opportunity and reducing the disability employment gap. Through targeted actions and stakeholder engagement, we strive to create a more inclusive and diverse workforce, where individuals of all abilities have the opportunity to fulfil their potential and contribute meaningfully to society. TACKLE WORKFORCE INEQUALITY: Our service is dedicated to promoting equal opportunity and addressing workforce inequality, aligned with Social Value principles. We identify and tackle disparities within our contract workforce through targeted interventions and inclusive practices. We support in-work progression with tailored development programs, empowering individuals to advance in their careers. Additionally, we actively mitigate modern slavery risks throughout our supply chain. In summary, our goal is to create a fair and inclusive work environment where everyone can thrive and contribute meaningfully. In summary, our service provision is centred on promoting equal opportunity and addressing workforce inequality. Through targeted actions and proactive measures, we strive to create a fair and inclusive work environment where all individuals have the opportunity to thrive and contribute to the success of our contracts.

  Wellbeing

  Improve health and wellbeing: Our service prioritises promoting wellbeing and health, in line with Social Value principles. • We support the health and well-being of our contract workforce through initiatives like employee assistance programs and wellness workshops. • We extend our efforts to stakeholders, promoting physical activity and mental health awareness. In summary, we aim to create environments that support physical and mental health for individuals and communities. In summary, our service provision prioritises the promotion of health and well-being, both within our workforce and among our stakeholders. Through targeted actions and collaborative efforts, we strive to create environments that support physical and mental health, contributing to the overall well-being of individuals and communities. Improve community integration: • We collaborate with users and communities to co-design and deliver contracts, empowering them to shape services that meet their needs. • We engage stakeholders to promote social cohesion and inclusion, fostering resilient and thriving communities. In summary, our service provision is centred on promoting community integration and enhancing well-being through collaborative engagement and stakeholder mobilisation. By working together with users and communities, we strive to create inclusive environments where everyone has the opportunity to thrive and contribute to the fabric of society.

Pricing

• Price: £550 to £1,250 a person
• Discount for educational organisations: No
• Free trial available: No

Service documents

• Pricing document

  PDF

• Skills Framework for the Information Age rate card

  PDF

• Service definition document

  PDF

• Terms and conditions

  PDF

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 faiz@claritytech.org. Tell them what format you need. It will help if you say what assistive technology you use.