INGENTIVE LIMITED

Microsoft Dynamics 365 CRM (Customer Engagement) By Ingentive

Ingentive delivers, configures and supports Microsoft Dynamics 365 CRM for public sector organisations. Our service enables effective management of customer interactions, enquiries, casework, workflows and communications. We optimise CRM to improve service delivery, data quality and reporting, while providing training, integration support and ongoing enhancements on Microsoft’s secure cloud platform.

Features

• Core CRM for contacts, accounts, cases and activities.
• Automated workflows for customer and service processes.
• Integrated email, tasks, appointments and tracking.
• Built-in reporting and Power BI dashboards.
• Role-based security and access controls.
• Microsoft 365 and Power Platform integrations.
• Case, request and enquiry management functions.
• Custom forms, fields, views and dashboards.
• Mobile-ready apps for field and frontline teams.
• Ongoing optimisation, configuration and support.

Benefits

• Improved customer handling and service quality.
• Faster case resolution and better visibility.
• Consistent, automated engagement processes.
• Centralised data for accurate reporting.
• Better decision-making through CRM insights.
• Higher productivity with guided workflows.
• Enhanced collaboration across teams.
• Secure Microsoft cloud platform for growth.
• Reduced reliance on spreadsheets and silos.
• Supports public-sector service and contact standards.

• Education pricing available

Service documents

• Pricing document

  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 G-Cloud@ingentive.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 15

Service ID

332062693766494

Contact

G-Cloud Team
02081323255
G-Cloud@ingentive.com

About your service

• Service categories:

  Applications

  Customer relationship management

  • Marketing campaign management
  • Digital commerce
  • Sales force productivity and management
  • Customer service
  • Contact centre

  Advertising

  • Advertising Placement
  • Advertising Measurement
• Multi cloud support: No

Service scope

• Software add-on or extension: Yes, but can also be used as a standalone service
• What software services is the service an extension to: This service extends Microsoft Dynamics 365 Customer Engagement and integrates with Microsoft 365, Power Platform, other Dynamics apps and key line-of-business systems. Ingentive designs and delivers these integrations so Dynamics 365 CRM can operate as the central customer and case-management system.
• Cloud deployment model:
  • Public cloud
  • Private cloud
  • Hybrid cloud
• Service constraints: The service is based on Microsoft Dynamics 365 CRM and related Microsoft cloud services. Integrations with non-Microsoft or legacy systems depend on available interfaces and may require additional design agreed at onboarding. Delivery and support follow agreed hours; extended or 24/7 options are available at extra cost.
• System requirements:
  • Dynamics 365 Customer Engagement licences for relevant users
  • Supported browser (Edge, Chrome, Firefox or Safari)
  • Windows 10+ or macOS 10.14+ for desktop use
  • Android 6.0+ or iOS 12.0+ for mobile apps
  • Reliable internet connectivity
  • Azure AD or equivalent identity provider for sign-in and MFA
  • Up-to-date antivirus protection on all user devices recommended.
  • Sufficient device memory for CRM forms and dashboards.
  • Modern email client for tracked emails and activities.
  • Stable network for synchronous CRM workflows and data updates.

User support

• Email or online ticketing support: Yes, at extra cost
• Support response times: Ingentive can offer a flexible support service (Flexi, Plexi Plus and Complete). These have different features but all have an response SLA of:; - Major: 1 hour; - Intermediate: 4 hours; - Minor: 8 hours; ; Enhanced SLAs and extended hours can be agreed at call-off.
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: EN 301 549
• Phone support: Yes
• Phone support availability: 24 hours, 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: EN 301 549
• Web chat accessibility testing: Microsoft assesses its products against WCAG 2.1 AA, US Section 508 and EN 301 549 accessibility standards. These frameworks guide the design, testing and improvement of web and chat experiences for users with disabilities.
• Onsite support: Yes, at extra cost
• Support levels: Support tiers (Flexi, Flexi Plus and Complete) provide different levels of incident, advisory and proactive service. All tiers share the same standard response SLAs: 1 hour for major, 4 hours for intermediate and 8 hours for minor incidents, with options to add out-of-hours and 24/7 cover.
• Support available to third parties: No
• AI chatbot: No

Onboarding and offboarding

• Getting started: Ingentive provides structured onboarding for Dynamics 365 CRM: discovery workshops, solution design, environment setup, configuration, data preparation and go-live support. We deliver role-based training, documentation and access to our support team so users can begin working effectively and confidently in the system.
• Service documentation: Yes
• Documentation formats:
  • HTML
  • ODF
  • PDF
• End-of-contract data extraction: At contract end, buyers can export their Dynamics 365 CRM data using standard tools such as entity exports to CSV or Excel, advanced finds, and configured export jobs. Ingentive can advise on the required scope, formats and extraction approach, and provide assisted export as a professional service. Data retention, archival and deletion follow contractual and data-protection requirements.
• End-of-contract process: At contract end, buyers can export required CRM data using standard Dynamics 365 tools. Ingentive supports agreed exit activities, including guidance on data extraction, documentation handover and access removal. Data retention, archival and deletion are completed in line with contractual and regulatory requirements.; ; What’s included in the contract price:; Use of the service during the contract term, standard support (if purchased), configuration delivered under the agreed scope, and access to documentation.; ; Additional costs:; Optional services such as advanced data extraction, complex migrations, bespoke development, integrations, extended support hours, and any professional services outside the agreed contract scope.
• Documentation accessibility standard: EN 301 549

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
  • Linux or Unix
  • MacOS
  • Windows
  • ChromeOS
  • Other
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: Mobile access focuses on quick tasks such as approvals and simple look-ups, with an interface optimised for smaller screens. Desktop and browser use support fuller data entry, configuration, advanced reporting and bulk processing. Some complex features and integrations are only available on desktop.
• Service interface: No
• User support accessibility: EN 301 549
• API: No
• Customisation available: Yes
• Description of customisation: Dynamics 365 CRM can be configured extensively. Customisable areas include entities, forms, fields, views, workflows, security roles, dashboards, reports and integrations. Day-to-day configuration is typically managed by customer administrators or super users; more advanced customisations and integrations are designed and implemented by Ingentive under agreed governance.

Scaling

• Independence of resources: Dynamics 365 CRM runs on Microsoft’s scalable cloud platform, ensuring resource independence through tenant isolation, automatic load balancing, redundancy and continuous performance monitoring. Microsoft manages capacity and resilience, while Ingentive supports optimisation and performance needs within the customer’s environment.

Analytics

• Service usage metrics: Yes
• Metrics types: We provide usage and adoption reporting for Dynamics 365 ERP, including active users, module usage, transaction volumes and high-level licence consumption. These reports help buyers optimise licences, monitor adoption and inform future improvements.
• Reporting types:
  • Real-time dashboards
  • Regular reports
  • Reports on request
• Resource tagging: Yes
• FOCUS resource tagging: Yes

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: 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: Managed by a third party
• Penetration testing frequency: At least once a year
• Penetration testing approach: ‘IT Health Check’ performed by a CREST-approved service provider
• 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: Complying with a recognised standard, for example CSA CCM v4.0, CAS (Sanitisation) or ISO/IEC 27001
• Data sanitisation type:
  • Deleted data can’t be directly accessed / Cryptographic Erasure
  • Data Erasure
  • Explicit overwriting of storage before reallocation / Secure Erase

Data importing and exporting

• Data export approach: Data is exported using standard Dynamics 365 CRM tools. Buyers can select entities, filters and date ranges, and export data to CSV or Excel for reuse or migration. Exports are provided securely to authorised users, and Ingentive can assist with defining and running export jobs if required.
• Data export formats:
  • CSV
  • ODF
• Data import formats:
  • CSV
  • ODF

Data-in-transit protection

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

Availability and resilience

• Guaranteed availability: Microsoft provides high availability through resilient cloud infrastructure, proactive monitoring, planned maintenance communication and transparent uptime reporting.
• Approach to resilience: Microsoft ensures CRM resilience using regional datacentre redundancy, automatic failover, backups, continuous monitoring and rapid incident response processes.
• Outage reporting: Outages affecting CRM are reported via the Service Health Dashboard with real-time updates, incident details and notifications to administrators.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • Multi-Factor Authentication (MFA)
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Limited access network (for example PSN)
  • Dedicated link (for example VPN)
  • Username or password
• Access restrictions in management interfaces and support channels: Management and support access is restricted using role-based access control, multi-factor authentication and audit logging. Only authorised staff can access administration functions, and permissions are granted on a least-privilege basis. Access can be reviewed with the buyer as part of regular governance.
• Access restriction testing frequency: At least every 6 months
• Management access authentication:
  • Multi-Factor Authentication (MFA)
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Limited access network (for example PSN)
  • Dedicated link (for example VPN)
  • Username or password

Audit information for users

• Access to user activity audit information: You control when users can access audit information
• How long user audit data is stored for: Between 6 months and 12 months
• Access to supplier activity audit information: You control when users can access audit information
• How long supplier audit data is stored for: Between 6 months and 12 months
• How long system logs are stored for: Between 6 months and 12 months

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards:
  • CSA CSM version 4.0
  • ISO/IEC 27001
• Information security policies and processes: Microsoft applies strong security policies including risk management, compliance (ISO 27001, SOC 2, GDPR), encryption, access control, incident response and regular employee security training.
• Software Security Code of Practice: Yes

Operational security

• Configuration and change management standard: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Configuration and change management approach: Changes to Dynamics 365 CRM are managed through a controlled process: impact and risk assessment, implementation and testing in non-production environments, approval through agreed governance, and scheduled deployment to live. Microsoft’s release waves and updates are planned with the buyer to minimise service disruption.
• Vulnerability management type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Vulnerability management approach: Microsoft manages vulnerabilities and patching for the Dynamics 365 CRM cloud platform. Ingentive monitors relevant advisories and release notes and, where we manage customer configurations or integrations, we assess and remediate issues in line with agreed security policies and standards.
• Protective monitoring type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Protective monitoring approach: Protective monitoring combines Microsoft’s built-in logging and alerts with Ingentive governance. We review alerts and logs for unusual activity, investigate issues in our scope, and escalate platform-level incidents through Microsoft support. Buyers receive updates and, where appropriate, incident summaries.
• Incident management type: Complies with a recognised standard, for example, CSA CCM v4.0 or ISO/IEC 27035:2011 or SSAE-18 / ISAE 3402
• Incident management approach: We use predefined incident management processes covering common CRM events such as access issues, data errors, workflow failures and performance problems. Users report incidents through Ingentive’s ticketing system, email or phone. Each incident is triaged, investigated and resolved according to severity. Incident reports, including cause, actions taken and recommendations, are provided to buyers upon request or as part of agreed governance.
• Post-quantum cryptography secure: Yes

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 v4.0)

Public sector networks

• Connection to public sector networks: Yes
• Connected networks: Public Services Network (PSN)

Pricing

• Discount for educational organisations: Yes
• Free trial available: No

Discount percentage by annual call-off contract value (excluding VAT)

• Less than £250,000: 1%
• Between £250,000 and £500,000: 1.5%
• Between £500,001 and £1,000,000: 2.5%
• Between £1,000,001 and £2,500,000: 2.5%
• Between £2,500,001 and £5,000,000: 5%
• Over £5,000,001: 8%

Non-mandatory Standards and certifications

• ISO/IEC 27001 certification: Yes
• Who accredited the ISO/IEC 27001: BSI (The British Standards Institution)
• ISO/IEC 27001 accreditation date: Monday 2 December 2024
• What the ISO/IEC 27001 doesn’t cover: N/A
• ISO 28000:2022 certification: No
• ISO 9001 certification: Yes
• Who accredited the ISO 9001 certification: BSI (The British Standards Institution)
• ISO 9001 accreditation date: Monday 2 December 2024
• What the ISO 9001 doesn’t cover: N/A
• Quality management systems (QMS): Yes
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Please provide your Cyber Essentials Certificate Number: 98e278a3-5880-449a-952b-7b89db613d0a
• Cyber essentials plus: Yes
• Please provide your Cyber Essentials Plus Certificate Number: 3d23812e-eed4-4502-8743-36542a6d9b5a
• Other security certifications: No

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
    • New apprenticeships on the contract workforce in the relevant area that meet the criteria set out in MAC 1b
    • 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
    • Plans to engage the contract workforce in deciding the most important workplace issues to address
    • Ensuring new workers are informed of their right to join a trade union
    • Monitoring of employee engagement rates (by protected characteristic) and, where necessary, the development of actions to ensure all voices are heard across the diversity of the workforce
    • Employment contracts that reflect actual hours worked; steps taken to ensure employees understand their contracts and have the ability to review and adjust them if actual hours regularly exceed contracted hours
    • 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
    • Offer a pay and leave entitlement to all eligible staff who become kinship carers, ideally equivalent to statutory adoption pay and leave
    • Payment of more than the National Minimum Wage or National Living Wage (as appropriate) to the contract workforce
    • Monitoring and reporting of gender and ethnicity pay gaps and plans to address them where necessary
    • 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
    • Plans for an appropriate income replacement policy for staff who are required to spend time away from work to care for a sick dependent or close relative
    • 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

  • 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 2: Skills for growth: Supporting growth sectors and addressing skills gaps.

    • Understanding of employment and relevant skills issues, and of the education and training issues relating to the contract. Illustrative examples: demographics, skills shortages, new opportunities in high growth sectors, geographic/local community and skills/employment challenges
    • Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
    • Activities to support relevant sector related skills growth and sustainability in the contract workforce. Illustrative examples: careers talks, curriculum support, literacy support, safety talks and volunteering
    • Delivery of apprenticeships, supported internships and T Level industry placement opportunities (Level 2, 3 and 4+) in relation to the contract

  • 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 3: Resilient, innovative and flexible supply chains: Support economic growth through enabling resilient businesses, opportunities for small businesses and voluntary, community and social enterprises

    • Understanding of the types of businesses in the market and the level of participation by new businesses, entrepreneurs, start-ups, SMEs, VCSEs and mutuals
    • Plans for engaging a diverse range of businesses in engagement activities prior to appointing subcontractors (including activities prior to award of the main contract and during the contract term)
    • Activities that demonstrate a collaborative way to work with a diverse range of businesses as part of the supply chain
    • Ensuring accessibility to contracting and subcontracting opportunities for disabled business owners and employees
    • Understanding of local demographics, needs and opportunities for the co-design of the goods, services and works to be delivered under the contract
    • Measures to involve local stakeholders and/or users in design (e.g. in the design of services, systems, products or buildings)
    • Plans for positive actions with community groups.
    • Plans to respond flexibly and adapt approaches to community engagement and initiatives
    • Collaborating with anchor institutions and community groups to make facilities available for education, training or community events

  • Mission: Make Britain a clean energy superpower: To cut bills, create jobs and deliver security with cheaper, zero-carbon electricity by 2030, accelerating to net zero

    Policy Outcome 4: Sustainable procurement practices: Reducing carbon footprints, minimising waste, and promoting the use of clean energy and green technologies.

    • Understanding of opportunities for additional environmental benefits delivery in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Collaborative ways of working with the supply chain to deliver additional environmental benefits in the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Delivery of additional environmental benefits through the performance of the contract, including working towards net zero carbon emissions and use of clean energy and green technologies
    • Understanding of how to influence staff, suppliers, customers, communities and/or any other appropriate stakeholders through the delivery of the contract to support climate and nature protection and improvement
    • Activities to reconnect people with the environment and increase awareness of ways to protect and enhance it

  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

    Policy Outcome 6: Employment and training: For those who face barriers to employment

    • Understanding of employment and skills issues, and of the skills and employment shortages of high growth sectors relating to the contract
    • Creation of employment opportunities particularly for those who face barriers to employment, such as prison leavers, care leavers and/or who are located in deprived areas, and for people in industries with known skills shortages or in high growth sectors
    • Delivery of training schemes and programmes to address any identified skills gaps and under-representation in the workforce for the contract (e.g. prison leavers, care leavers, kinship carers, disabled people)
    • Understanding of the issues affecting the representation of disabled people in the workforce in the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
    • Collection of the views and expertise of disabled people and their representative organisations on successfully supporting disabled employees or applicants
    • Introducing transparency to pay and reward processes
    • Offering a range of quality opportunities with routes of progression if appropriate, e.g. T Level industry placements, students supported into higher level apprenticeships.
    • Working conditions which promote an inclusive working environment and promote retention and progression
    • Other measures to provide equality of opportunity for disabled people and those with health conditions into employment, including becoming a Disability Confident employer and inclusion of supported businesses in the contract supply chain
    • Understanding of the issues affecting inequality in employment, skills and pay in 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 tackle inequality in employment, skills and pay in the contract workforce
    • Inclusive and accessible development practices, including guidance for line managers on recruiting, managing and developing people with a disability or health condition

  • Mission: Break down barriers to opportunity: By reforming our childcare and education systems, to make sure there is no class ceiling on the ambitions of young people in Britain

    Policy Outcome 7: Creating a pipeline of opportunities: For the contract workforce, reducing barriers to entry for under-represented groups.

    • Understanding of the issues affecting the development of new skills by target cohort
    • Understanding of the underlying factors affecting improvements to reduce barriers to entry and training schemes for the target cohort(s) related to the contract workforce
    • Other measures to offer development opportunities for the target cohort(s) in the contract workforce
    • Advertising, promotional and outreach activities designed to raise awareness of the offer to reach the target cohort
    • Creation of outreach activities to create a pipeline of employees for the future contract delivery
    • Content of the outreach activity is designed to suit the target cohort

  • Mission: Build an NHS fit for the future: That is there when people need it; with fewer lives lost to the biggest killers; in a fairer Britain, where everyone lives well for longer.

    Policy Outcome 8: Increasing productivity through physical and mental wellbeing: In the supply chain and communities in the relevant area.

    • Understanding barriers to access to health and social care services or employment opportunities e.g. digital inclusion
    • Inclusive and accessible recruitment practices, development practices and retention policies that support-focused activities including those provided in the Guide for line managers on recruiting, managing and developing which support people with a disability or health condition
    • Actions to invest in the physical and mental health and wellbeing of the contract workforce

Service documents

• Pricing document

  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 G-Cloud@ingentive.com. Tell them what format you need. It will help if you say what assistive technology you use.