Visionet - Microsoft Dynamics 365 (ERP) Finance, Supply Chain, Retail & HR - Implementation Services
Visionet provides licensing, consulting, implementation, migrations, support and training for Microsoft Dynamics 365 (ERP). Visionet covers all the modules of Dynamics 365 family from Finance, Supply Chain, Procurement, HR and Project Operations, Retail and CRM that helps Public Sector manage their day-to-day operations efficiently and effectively.
Features
- Accounting-functionalities, financial-workflows, built-in-analytics, real-time-insights/cash-flow
- Real-time Insights with Power BI Dashboards for Management
- AI-powered Predictions & Data-driven Decisions.
- Seamless Integrations with Microsoft & Other Apps.
- User-friendly Interface & Easy Customization
- Secure Environment with Multi-factor Authentication
- Microsoft Dynamics 365 ERP change management services
- Dynamics 365 Finance and Supply Chain Management Consulting
- Microsoft Dynamics 365 ERP upgrades, transition services
- Microsoft Dynamics 365 ERP planning and project management services
Benefits
- 27 years' best practices and implementation experience
- Get revenue projections, performance, and daily actions visibility from dashboards.
- Free Envisioning and Business Value assessment workshops
- Trust in Dynamics 365 Solution Designation and Inner Circle Partner
- Rapid deployment across multiple departments, processes
- Public Sector experienced and Certified Dynamics 365 Consultants
- Rapid benefits via Visionet Project Methodology
- Flexible on-site or remote delivery
- Change Management, User Adoption strategies ensure success
- Enhance collaboration with Microsoft Teams, Dev Ops
Pricing
Service documents
Request an accessible format
Framework
G-Cloud 15
Service ID
2 3 6 9 1 0 6 2 0 1 5 1 7 8 0
Contact
VISIONET EMEA LIMITED
Jawad A Khan
Telephone: +447721235694
Email: jawad.a.khan@visionet.com
About your service
- Service categories
-
Applications
Enterprise resource management
- Payroll management
- Procurement
- Order management and orchestration
- Enterprise performance management
- Project and portfolio management
- Asset life-cycle management
Financial
- Financial and Accounting Applications
- Accounts Payable Applications
- Accounts Receivable Applications
- Treasury and Risk Management Applications
- Travel and Expense Management Applications
- Corporate Tax Management Applications
Human capital management
- Core Human Resources Applications
- Talent Management Applications
- Multi cloud support
- No
Service scope
- Software add-on or extension
- No
- Cloud deployment model
-
- Public cloud
- Private cloud
- Hybrid cloud
- Service constraints
- None - As it is controlled by Microsoft
- System requirements
-
- Users typically need an Internet connection
- Common web browser e.g. IE, Edge, Firefox, Google Chrome
- Microsoft Exchange required
User support
- Email or online ticketing support
- Yes, at extra cost
- Support response times
- Visionet has the ability to provide email or online ticketing support 24/7. Our expectation is that the ticket tracking system is cloud based, accessible remotely, and available 24/7/365 in order to provide real-time, on-demand support from anywhere. We assume SOC Service Desk Plus support ticket tracking system has integrated tools to support the monitoring, tracking, and reporting of incidents. These tools are necessary in order to issue reports and track our compliance with agreed upon service level targets as well as to identify trends in call topics, peak volume times, and subsequently identify potential areas of improvement in operational efficiency.
- User can manage status and priority of support tickets
- Yes
- Online ticketing support accessibility
- WCAG 2.2 AA
- Phone support
- Yes
- Phone support availability
- 9 to 5 (UK time), 7 days a week
- Web chat support
- Yes, at an extra cost
- Web chat support availability
- 9 to 5 (UK time), 7 days a week
- Web chat support accessibility standard
- WCAG 2.2 AA
- Web chat accessibility testing
- Yes, we use Microsoft Teams for chat.
- Onsite support
- Yes, at extra cost
- Support levels
- At Visionet, our comprehensive support framework adheres to ITIL standards, delivering 1st, 2nd, and 3rd line support to both public and private sector clients. Our incident management process ensures swift resolution. Each client receives a dedicated Account Manager and Client Partner for personalized attention. We offer a unified support model manned by cloud support engineers, with optional weekend phone support available upon request. Our proactive approach prioritizes short-term issue resolution alongside long-term fixes. An established escalation process guarantees swift resolution, overseen by designated Account Managers who conduct monthly reviews, either remotely or on-site. Performance is monitored through KPIs aligned with SLAs and other critical support metrics. Security clearance is a fundamental aspect of our staff training and policy.
- Support available to third parties
- Yes
- AI chatbot
- Yes
Onboarding and offboarding
- Getting started
-
At Visionet, we recognize that the success of any ERP implementation hinges on a smooth transition and effective user adoption. Therefore, we have developed a comprehensive approach to help users seamlessly start using our service.
Our onboarding process encompasses the following key elements:
We begin by conducting a thorough needs assessment to understand the unique requirements and objectives of your organization. Based on this assessment, we work with you to develop a tailored implementation plan that aligns with your goals and timelines.
We offer a variety of training options to suit your organization's preferences and requirements. This includes onsite training sessions conducted by our experienced consultants, as well as online training modules for convenient access anytime, anywhere. Our training programs cover both functional and technical aspects of the Microsoft D365 platform
In addition to training, we provide comprehensive user documentation and access to Microsoft and Visionet best practice materials.
Our support doesn't end after the initial implementation. We are committed to providing ongoing support and collaboration to ensure the long-term success of your ERP initiative. This includes regular check-ins, performance reviews, and access to our team of experts for any questions or issues that may arise. - Service documentation
- Yes
- Documentation formats
-
- HTML
- End-of-contract data extraction
-
The user's data will remain in the cloud managed by Microsoft and this data can be copied to a new location upon termination of the contract. Visionet will define the security roles and responsibilities as per agreement with customer and only user with data export role are able to export.
Here's how admin users can extract their data when their contract ends:
Dynamics 365 offers built-in data export functionalities. Users can export data in various formats like Excel, CSV, or XML.
This option allows exporting specific entities or applying filters to export relevant data subsets.
Microsoft provides tools like Dynamics 365 Data Export Service and SQL Server Integration Services (SSIS) for more complex data extraction needs.
These tools enable exporting large datasets, defining custom filters, and scheduling automated exports.
We ensure a seamless transition even when your contract ends, addressing key considerations:
We provide clear communication and guidance on these policies, ensuring you have a comprehensive understanding of your data access window.
We offer expertise in data anonymization and masking to protect sensitive information if required.
By partnering with Visionet, you gain peace of mind knowing your data is handled securely and efficiently during and after your Dynamics 365 contract. - End-of-contract process
- A customer may terminate a Subscription at any time during its Term; however, you must pay all amounts due and owing before the termination is effective. Included in the price of the contract is all the hardware and software as agreed at the time of the contract. What is not included as standard if the integration of the Cloud service into any on existing on premise or other Cloud solutions the customer may require. This will include API's, bespoke analytics or reports, or customisations, The customer is also responsible for the connectivity from their own Datacentre to the Microsoft Azure Datacenter.
- Documentation accessibility standard
- WCAG 2.2 AA
Using the service
- Web browser interface
- Yes
- Supported browsers
-
- Microsoft Edge
- Firefox
- Chrome
- Safari
- Opera
- Other
- Application to install
- Yes
- Compatible operating systems
-
- Android
- IOS
- Windows
- 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 2.2 AA
- Description of service interface
- The Service can be customised in terms of the look at feel for each customer. The solution is also Modular so each customer can take the components they require initially and then add at a later date. Some self service customisation can be included in some of the modules and this can be explored upon request. 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.
- Accessibility standards
- WCAG 2.2 AA
- Accessibility testing
- We are a partner of Microsoft products not owner, Visionet 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
-
Visionet works closely with customer business and IT stake holders for all the integration requirements. The API for Dynamics 365 is comprehensive; however, all API services are typically agreed separately with customers in line with their requirements.
Visionet Enhances Dynamics 365 utilizing power of Power Platform Microsoft Azure:
Secure Real-time Data Access: Common Data Service provides secure API access to Dynamics 365 data.
Microservices Integration: Azure API Management enables seamless integration with external systems.
IoT & Telematics Integration: Connect vehicle telematics data directly into Dynamics 365.
Build Custom Portals: Utilize APIs to create tailored customer or employee portals.
Develop Custom Apps: Leverage PowerApps for unique business applications within Dynamics 365.
Secure User Management: Azure B2C ensures secure user setup and role-based access control. - API documentation
- Yes
- API documentation formats
- 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.
Dynamics 365 offers flexibility to adapt to your unique needs. Visionet helps Public Sector entities in customizing Dynamics 365 to shape the system to specific needs, driving greater efficiency and business value.
What can be customized:
Data: Track specific information relevant to your business by creating custom fields or entities.
User Interface: Design dashboards, forms, and views that match your team's workflows.
Processes: Automate repetitive tasks with custom workflows and rules.
Integrations: Connect Dynamics 365 with other applications seamlessly.
Reporting: Build custom reports for deeper insights into your data.
Who can customize:
Business Users: Customize basic aspects like dashboards and views using the user-friendly interface.
System Administrators: Manage user roles, security, and configure advanced functionalities.
Developers: Create highly customized solutions and integrations using code.
Benefits:
Increased Efficiency: Streamline processes and eliminate manual tasks.
Improved User Adoption: Provide a familiar and user-friendly experience.
Deeper Insights: Gain tailored data analysis for better decision-making.
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. Moreover, We will survey the users you have and the type of licenses they need. We will also look at the functions they will perform. We will then provide this data to Microsoft in order to properly size the infrastructure required.
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. The other way is through Azure Monitor enables you to consume telemetry to gain visibility into the performance and health of your workloads on Azure. The most important type of Azure telemetry data is the metrics (also called performance counters) emitted by most Azure resources. Azure Monitor provides several ways to configure and consume these metrics for monitoring and troubleshooting.
- Reporting types
-
- API access
- Real-time dashboards
- Regular reports
- Reports on request
- Resource tagging
- Yes
- FOCUS resource tagging
- No
Resellers
- Supplier type
- Reseller providing extra support
- Organisation whose services are being resold
- Microsoft - Inner Circle, Gold and Solution Designation Partner
Staff security
- Staff security clearance
- Conforms to BS7858:2019
- Government security clearance
- 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)
- Other locations
- User control over data storage and processing locations
- Yes
- Datacentre security standards
- Complies with a recognised standard (for example CSA CCM version 4.0)
- 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 v4.0
- Physical access control, complying with SSAE-18 / 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
- Equipment disposal approach
- A third-party destruction service
- Data sanitisation type
-
- Deleted data can’t be directly accessed / Cryptographic Erasure
- Explicit overwriting of storage before reallocation / Secure Erase
Data importing and exporting
- Data export approach
- At all times during the term of Customer’s subscription, Customer will have the ability to access and extract Customer Data stored in each Online Service. Except for free trials, Microsoft will retain Customer Data stored in the Online Service in a limited function account for 90 days after expiration or termination of Customer’s subscription so that Customer may extract the data. After the 90-day retention period ends, Microsoft will disable Customer’s account and delete the Customer Data.
- Data export formats
-
- CSV
- Other
- Other data export formats
- XLSX
- Data import formats
-
- CSV
- Other
- Other data import formats
- XLSX
Data-in-transit protection
- Data protection between buyer and supplier networks
-
- TLS (version 1.2 or above)
- Other
- Other protection between networks
-
Dynamics 365 provides security-hardened infrastructure that Microsoft controls and monitors 24 hours a day, seven days a week. Microsoft uses a variety of technologies to block unauthorized traffic to and within Microsoft datacenters.
Connections that are established between customers and Microsoft datacenters are encrypted by using industry-standard Transport Layer Security (TLS). This establishes a secured browser-to-server connection, which helps provide data confidentiality and integrity between the desktop and datacenter. A redundant network provides failover capability and helps ensure network availability - Data protection within supplier network
-
- TLS (version 1.2 or above)
- Other
- Other protection within supplier network
-
Microsoft uses several network security technologies to protect your cloud services and data, and block attacks.
•Firewalls and perimeter firewalls
•Intrusion detection systems/intrusion prevention systems detect and identify suspicious or undesirable activities that indicate intrusion
•Partitioned LANs
•Multi-tier topology
•Traffic isolation
•Cross-premises connectivity enables you to establish connections between a virtual network and multiple on-premises sites, or other virtual networks in Azure, by using VPN gateways or third-party virtual appliances.
•Access Control Lists
•Azure Security Center provides a centralized portal from which you can secure resources you place in Azure
Availability and resilience
- Guaranteed availability
-
Visionet is just a implementation partner of Microsoft Dynamics 365 CRM and ERP.
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. However, more information can be provided with help of Microsoft.
- Outage reporting
- Microsoft typically provides at https://azure.microsoft.com/en-gb/support/trust-center/.
Identity and authentication
- User authentication needed
- Yes
- User authentication
-
- Multi-Factor Authentication (MFA)
- Username or password
- Other
- Other user authentication
- Via SSO
- Access restrictions in management interfaces and support channels
- Visionet has restricted access to all the instances which is controlled by MFA and PAM with role based security.
- Access restriction testing frequency
- At least every 6 months
- Management access authentication
-
- Multi-Factor Authentication (MFA)
- 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
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
- Compliant with SOC 1 and 2, ISO27001, PCI-DSS, GDPR
- Information security policies and processes
-
Visionet work to Industry and Microsoft Security standards ,with the Microsoft Cloud Services complying to ISO/IEC 27001 and CSA CCM v3.0.
Visionet have an ISO27001-certified information security management system, which is subject to internal and external audit. We are also certified to Cyber Essentials and Cyber Essentials Plus standards.
Lastly, We have rigorous induction and training methods which ensure policies are followed. Reporting Structure is also available on request. - Software Security Code of Practice
- Yes
Operational security
- Configuration and change management standard
- Supplier-defined controls
- Configuration and change management approach
-
Change Management Policy attached.
All hardware and software follows a roadmap lifecycle and are replaced before its end of life. All changes are reviewed and tested before implementation. Example - new Microsoft patches are tested before pushed by SCCM. - Vulnerability management type
- Supplier-defined controls
- Vulnerability management approach
- Visionet comply with ISO 27001:2022 standards. For VA/PT/SAST/DAST Visionet has implemented Rapid 7, Nessus, HCL AppSCan, and Veracode. Also VA is executed internally and by external third party vendors.
- Protective monitoring type
- Supplier-defined controls
- Protective monitoring approach
- Visionet has implemented Availability Monitoring using Azure Monitor, Nagios, SolarWinds, Prometheus technology. Also Visionet has implemented Orca CSPM which provides us real time reports on open vulnerabilities. Visionet additionally has a SIEM solution and completed EDR implementation backed by a ZTNA/SASE solution for all end points and drive by the MITRE framework.
- Incident management type
- Supplier-defined controls
- Incident management approach
- Visionet has pre-defined processes for common events. Visionet has well defined procedure on incident management. The team is monitoring 24x7 events and control the incidents in real time. The incident reports are available and can be provided as and when requested by the customers via email. Visionet also offers a whistle-blowing hotline for anonymous report submission.
- Post-quantum cryptography secure
- Yes
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)
- Health and Social Care Network (HSCN)
Pricing
- Discount for educational organisations
- No
- Free trial available
- Yes
- Description of free trial
- Microsoft provides full version of the CRM for 30 days trials after which it expires and all data is deleted.
- Link to free trial
- https://www.microsoft.com/en-gb/dynamics-365
Discount percentage by annual call-off contract value (excluding VAT)
- Less than £250,000
- 0%
- Between £250,000 and £500,000
- 0%
- Between £500,001 and £1,000,000
- 1%
- Between £1,000,001 and £2,500,000
- 2%
- Between £2,500,001 and £5,000,000
- 3%
- Over £5,000,001
- 5%
Non-mandatory Standards and certifications
- ISO/IEC 27001 certification
- Yes
- Who accredited the ISO/IEC 27001
- GMS INTERCERT SERVICES
- ISO/IEC 27001 accreditation date
- Wednesday 23 June 2021
- What the ISO/IEC 27001 doesn’t cover
- Not Applicable
- ISO 28000:2022 certification
- No
- ISO 9001 certification
- Yes
- Who accredited the ISO 9001 certification
- GMS INTERCERT SERVICES
- ISO 9001 accreditation date
- Thursday 13 March 2025
- What the ISO 9001 doesn’t cover
- Not Applicable
- Quality management systems (QMS)
- Yes
- CSA STAR certification
- Yes
- CSA STAR accreditation date
- Friday 1 March 2024
- CSA STAR certification level
- Level 1: CSA STAR Self-Assessment
- What the CSA STAR doesn’t cover
- Not Applicable
- PCI certification
- Yes
- Who accredited the PCI DSS certification
- Sysnet Global Solutions
- PCI DSS accreditation date
- Tuesday 12 December 2023
- What the PCI DSS doesn’t cover
- Not Applicable
- Cyber essentials
- Yes
- Please provide your Cyber Essentials Certificate Number
- E7f12ebf-757f-4ba2-b918-a2e69c4308b5
- Cyber essentials plus
- Yes
- Please provide your Cyber Essentials Plus Certificate Number
- Dea421ad-56e2-44f5-ae1d-8208ca0ca92b
- Other security certifications
- Yes
- Any other security certifications
-
- SOC1 TYPE 2
- SOC2 TYPE 2
- ISO 27001:2022, 27701
- HIPPA Compliant
- GDPR
Social value
- Section B - Commitment for Future: Delivery
-
-
Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.
Policy Outcome 1: Fair work: That offers fair wages and good working conditions. Help people get a job, stay in work, and progress in their careers, with good employment opportunities across the country. Notes: Where there is a large proportion of labour costs in the contract, commercial teams should consider MAC in Outcome 1 as a priority
- New or retained jobs on the contract workforce in the relevant area that meet the criteria set out in MAC 1b, 1c and 1d
- Providing opportunities for, and measuring and monitoring of, staff workforce conditions over time, including employee engagement, involvement in decision-making and satisfaction and adapting to any changes in the results, with clear processes for acting on issues identified
- Activities that support an environment where staff are educated about, and feel empowered to, address their physical wellbeing
- Activities that support an environment where staff are educated about and feel empowered to report and address bullying and harassment
- Activities to cascade good practice on fair working conditions throughout the supply chain
- Payment of more than the National Minimum Wage or National Living Wage (as appropriate) to the contract workforce
- Entitlement to sick pay for the contract workforce, with provision in place for any staff who do not meet the earnings threshold for statutory sick pay, payment of sick pay from day one of absence and payment of staff on the contract workforce who are off sick a replacement income of 100% of their usual earnings for as long as possible
- Understanding of in-work progression issues affecting the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
- Measures to support in-work progression to help people in the contract workforce, to move into higher paid work by developing new skills relevant to the contract
- Support for the contract workforce by providing career advice, and providing opportunities for staff working on the contract with in-work progression career development into known skills shortages or high growth areas
- Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
- Volunteering opportunities for staff
- Understanding of the modern slavery risks and issues affecting the market, industry, sector or country (of origin or of source) relevant to the contract, and the workforce in the supplier’s own organisation and those of its key subcontractors
- Measures to identify, mitigate and manage modern slavery risks relating to the contract and how these will be implemented
- Outline policies and practices to be applied to or put in place for the contract to mitigate and manage modern slavery risks, including: Pre-employment checks, recruitment practices. Workplace conditions, safeguarding plans and processes in place and regular monitoring with relevant groups considered, which may include sampling
- How these flow down the supply chain and are monitored Illustrative examples include reporting, site visits, audits, etc.
- How to ensure business decisions re: price/cost, short lead times, payment timescales do not create modern slavery risks in the supply chain
- How the supplier will work with NGOs, trade unions or other businesses to address modern slavery risk
- Means of influencing staff, suppliers, customers, communities and/or any other appropriate stakeholders with respect to modern slavery risks relating to the contract
-