Razorblue Group Ltd

D365 Sales Professional

With D365 Sales Professional you can manage your business’ sales opportunities, planning and performance with ease .

Features

  • Leads, Opportunities, Contacts, Order and Quotes
  • Case Management

Benefits

  • Manage your sales pipeline

Pricing

£1 to £1 a unit

  • Education pricing available

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 tenders@razorblue.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 13

Service ID

2 6 8 1 6 0 5 0 4 5 9 6 5 1 5

Contact

Razorblue Group Ltd Hannah Muir
Telephone: 03333446344
Email: tenders@razorblue.com

Service scope

Software add-on or extension
No
Cloud deployment model
Public cloud
Service constraints
No specific constraints.
System requirements
D365 Sales Professional Licences

User support

Email or online ticketing support
Email or online ticketing
Support response times
Incidents are responded to 24/7 depending on severity. Change requests are responded to within normal working hours.
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
Onsite support
Support levels
Support is provided by our Service Desk, 24/7. Account management and technical advice is included.
Support available to third parties
Yes

Onboarding and offboarding

Getting started
Our platform is based on industry standard infrastructure with which most IT administrators will be familiar. As part of the on-boarding process, users will be offered a walkthrough and Q&A session. Documentation is also available.
Service documentation
Yes
Documentation formats
PDF
End-of-contract data extraction
The service is provided as a platform, users will have full administrative access to virtual machines to extract data as they wish.
End-of-contract process
At the end of the contract, it is the client's responsibility to remove data and migrate away from the platform.

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
Some limitations primarily in that back office functions are only available within the desktop App
Service interface
No
User support accessibility
None or don’t know
API
Yes
What users can and can't do using the API
RESTAPI, majority of the application functionality is available
API documentation
Yes
API documentation formats
  • HTML
  • PDF
API sandbox or test environment
Yes
Customisation available
Yes
Description of customisation
The Sales Journey can be customised

D365 Sales Professional can be customised by Admin users using the Sales Professional Designer interface

Scaling

Independence of resources
Capacity management plan in place to ensure that sufficient levels of capacity are always available with sufficient time to grow the architecture as needed.

Analytics

Service usage metrics
No

Resellers

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

Staff security

Staff security clearance
Conforms to BS7858:2019
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
‘IT Health Check’ performed by a CHECK service provider
Protecting data at rest
Physical access control, complying with SSAE-16 / ISAE 3402
Data sanitisation process
Yes
Data sanitisation type
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
Using the built in data export tools
Data export formats
CSV
Data import formats
CSV

Data-in-transit protection

Data protection between buyer and supplier networks
  • Private network or public sector network
  • TLS (version 1.2 or above)
  • IPsec or TLS VPN gateway
Data protection within supplier network
TLS (version 1.2 or above)

Availability and resilience

Guaranteed availability
Platform availability SLA is 100% excluding any scheduled maintenance. See service description/manual for more information.
Approach to resilience
All datacentre plant/infrastructure is N+1 as a minimum. The platform itself uses multiple components at each level. Further information is available upon request.
Outage reporting
Our outage & scheduled maintenance notification platform is hosted off-network and includes a public dashboard, e-mail alerts, SMS alerts and twitter notifications.

Identity and authentication

User authentication needed
Yes
User authentication
  • 2-factor authentication
  • Limited access network (for example PSN)
  • Dedicated link (for example VPN)
Access restrictions in management interfaces and support channels
Our management network on which cloud platform infrastructure is located, is logically separated from the internet and our corporate network by firewalls. User authentication is required to jump between network boundaries.
Access restriction testing frequency
At least every 6 months
Management access authentication
  • 2-factor authentication
  • Dedicated link (for example VPN)

Audit information for users

Access to user activity audit information
Users contact the support team to get audit information
How long user audit data is stored for
At least 12 months
Access to supplier activity audit information
Users contact the support team to get audit information
How long supplier audit data is stored for
At least 12 months
How long system logs are stored for
Between 6 months and 12 months

Standards and certifications

ISO/IEC 27001 certification
Yes
Who accredited the ISO/IEC 27001
ISOQAR
ISO/IEC 27001 accreditation date
31/10/2016
What the ISO/IEC 27001 doesn’t cover
A.10.1.1 - Policy on the use of cryptographic controls, excluded - cryptographic process is automated A.10.1.2 - Key management, excluded - cryptographic process is automated A.14.2.7 - Outsourced development. excluded - not applicable. No outsourced development
ISO 28000:2007 certification
No
CSA STAR certification
No
PCI certification
No
Cyber essentials
Yes
Cyber essentials plus
Yes
Other security certifications
Yes
Any other security certifications
ISO 9001

Security governance

Named board-level person responsible for service security
Yes
Security governance certified
Yes
Security governance standards
ISO/IEC 27001
Information security policies and processes
Razorblue operates an ISMS (Information Security Management System) which is accredited and audited to ISO 27001 by a third party. The ISMS includes policies and procedures covering our staff, recruitment processes, supplier management, technical configuration management, patch management, and so forth.

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
Our change process is aligned to ITIL and other industry standards. All infrastructure and assets are tracked through a CMDB. Our change control process includes provision for assessing potential changes for security impact, including peer approval for any security related change.
Vulnerability management type
Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
Vulnerability management approach
This process forms part of our ISO 27001 ISMS. Our engineers monitor CVE and other supplier bulletins for vulnerabilities that could potentially affect our platform. Patches are deployed at varying intervals dependent on the risk and ability to exploit the vulnerability. The exact details of this process are not disclosed. Our engineers and technical architects also regularly attend industry training sessions to understand generic risks and how to combat them.
Protective monitoring type
Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
Protective monitoring approach
Proactive monitoring forms part of our ISO 27001 ISMS. We have detailed incident response processes in place which have varying levels of responsiveness and actions dependent on the specific circumstances. Our processes include notification of clients and regulatory bodies.
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
We have established processes for incident and outage management. Users can contact us to report incidents, or in some cases we will report these to customers before they are necessarily aware of them. We have a standardised incident reporting process which provides detailed documentation.

Secure development

Approach to secure software development best practice
Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v3.0)

Public sector networks

Connection to public sector networks
No

Social Value

Fighting climate change

Fighting climate change

razorblue have installed charging points, sensor controlled low power LED lighting, heat recovering systems to cut our carbon footprint as the starting point to our journey to net-zero.
Along with the hybrid working (which reduces travel) we gave employees the option to work from offices closer to home to reduce the commute time and therefore their carbon emissions.
We only use reputable data centres that can prove that they have an environmental policy meeting our standards.
Covid-19 recovery

Covid-19 recovery

razorblue have utilised the government Kickstarter scheme to assist in young workers into working, along with introduction of Academy (Apprenticeship) programmes across many departments to assist unskilled workers into the Technology sector.
We have introduced permanent hybrid working to elevate the work life pressures on families during and following Covid-19 resulting in improved mental and physical health of our employees.
Along with introducing Covid-19 credits to organisations who were affected by Covid-19 and were unable to operate effectively due to its impact.
Tackling economic inequality

Tackling economic inequality

razorblue have utilised the government Kickstarter scheme to assist in young workers into working, along with introduction of Academy (Apprenticeship) programmes across many departments to assist unskilled workers into the Technology sector.
Equal opportunity

Equal opportunity

Along with the introduction of our Academy – we aim to upskill our workers and supporting their in-work progression.

Pricing

Price
£1 to £1 a unit
Discount for educational organisations
Yes
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 tenders@razorblue.com. Tell them what format you need. It will help if you say what assistive technology you use.