Synergi Software Limited

Microsoft Dynamics 365

For organisations wishing to implement Microsoft Dynamics 365 for sales, marketing, service, finance, commerce and supply-chain.

Features

• Customer Centred Case Management
• Sales and Marketing
• Operational and financial reporting
• Complete end-to-end implementation service
• In-depth Microsoft Dynamics 365 skills
• Consultative, collaborative attitude

Benefits

• Knowledge transfer delivery leaving client team capable
• Consultants who understand processes throughout public & commercial sectors
• Focus on end customer journey and outputs
• Customer services, mobile/portal/ledgers all referencing same database
• Fully integrated with Office 365, Outlook, SharePoint
• Reporting in dashboards and Power BI is current and dynamic
• Improved Customer Experience
• Improved Organisational Efficiency
• Financial savings
• Integration to Backend Systems

£1.81 to £75.40 a licence a month

• Education pricing available
• Free trial 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 info@teamsynergi.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 13

Service ID

372872393182183

Contact

Team Synergi
01914770365
info@teamsynergi.co.uk

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: Microsoft SharePoint; Nintex; Office 365; Microsoft Azure
• Cloud deployment model:
  • Public cloud
  • Private cloud
  • Hybrid cloud
• Service constraints: Synergi's workspace solution requires Office 365, SharePoint licencing from Microsoft or Nintex licensing from Nintex
• System requirements:
  • Dynamics 365 Licensing
  • Office 365 Licensing
  • Relevant 3rd Party licensing
  • Windows 7 or above

User support

• Email or online ticketing support: Yes, at extra cost
• Support response times: Response is within one hour during the normal business working week, Monday to Friday.
• 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: 9 to 5 (UK time), Monday to Friday
• Web chat support: Yes, at an extra cost
• Web chat support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support accessibility standard: WCAG 2.1 AA or EN 301 549
• Web chat accessibility testing: Synergi use Microsoft Teams for web and assistive chat.
• Onsite support: Yes, at extra cost
• Support levels: Typically, 09:00-17.00 UK hours, Monday to Friday, excluding public holidays. Flat rate service is provided along with a support contract, can be tailored to the needs of the customer, including development hours. All support contracts are flexible and priced to your needs. The support desk is manned by a technical support analyst, and supported by technical consultants and account managers.
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: End-User Adoption ; Learning and adoption represent an active component of each phase of a Synergi Client Project Engagement. Inclusive focus on the complete learning and adoption for users is the best way to ensure ultimate success.; Sponsorship and Leadership: Recognising that executive-level sponsorship is a key success factor, Synergi will seek the participation of a director or mid-level executives from each business unit. This component also forms an organisational change management team to address the process changes that accompany the new implementation.; Adoption Strategy: Synergi will determine at a high level what types of training and support are most likely to accelerate end user adoption of the new platform and processes included.; Detailed Programme Planning: Taking the strategy to a more practical level, Synergi IT create detailed plans based on users training needs, where they were located, and how to accommodate diverse learning needs and preferences. Synergi will additionally define a communications plan to build awareness and understanding of the changes to come, and a content plan to support all aspects of the adoption program.; Blended Learning: To accommodate individual learning preferences, Synergi IT delivers a blended approach, combining instructor-led classroom and on-demand training, along with over-the-shoulder mentoring.
• Service documentation: Yes
• Documentation formats: PDF
• End-of-contract data extraction: Data can be easily migrated utilising common migration tools readily available in the market
• End-of-contract process: The associated costs for end of life contract where appropriate will be determined between both parties depending on the level of technical expertise on the client side, these costs are not described in an initial deployment contract.

Using the service

• Web browser interface: No
• Application to install: No
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: Intelligent rendering enables the appropriate interface on whichever device the service is being accessed from
• Service interface: No
• User support accessibility: None or don’t know
• API: Yes
• What users can and can't do using the API: The Office 365 APIs enable customers to provide access to their Office 365 data, including their mail, calendars, contacts, users and groups, files, and folders.; ; You can access the Office 365 APIs from solutions across all mobile, web, and desktop platforms. No matter your development platform or tools. So whether you're building web applications using .NET, PHP, Java, Python, or Ruby on Rails, or creating apps for Windows Universal Apps, iOS, Android, or on another device platform, it's your choice.; And because the Office 365 APIs offer single sign-on with Azure Active Directory (Azure AD), you only need register your app once to access any of the Office 365 API services.
• API documentation: Yes
• API documentation formats:
  • Open API (also known as Swagger)
  • HTML
  • ODF
  • PDF
  • Other
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: Microsoft 365 is designed to be highly adaptable to individual customer requirements, from a visual or usability point of view.; ; The ability to customize is less about the inherent technology and more about the users capability.

Scaling

• Independence of resources: As the solution is based on the Microsoft's Office 365 platform, please see https://www.microsoft.com/en-us/trustcenter for details.

Analytics

• Service usage metrics: Yes
• Metrics types: Office 365 allows end to end monitoring of services and multiple software features, providing service metrics to give viability to how existing services are used and notifying system administrators.

Resellers

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

Staff security

• Staff security clearance: Staff screening not performed
• Government security clearance: Up to Developed Vetting (DV)

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 3.0)
• Penetration testing frequency: At least every 6 months
• Penetration testing approach: Another external penetration testing organisation
• Protecting data at rest: Encryption of all physical media
• Data sanitisation process: Yes
• Data sanitisation type:
  • Explicit overwriting of storage before reallocation
  • Deleted data can’t be directly accessed
• Equipment disposal approach: Complying with a recognised standard, for example CSA CCM v.30, CAS (Sanitisation) or ISO/IEC 27001

Data importing and exporting

• Data export approach: Any resident data can be extracted using available tools as available
• Data export formats:
  • CSV
  • ODF
  • Other
• Data import formats:
  • CSV
  • ODF
  • Other

Data-in-transit protection

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

Availability and resilience

• Guaranteed availability: As the solution is based on the Microsoft's Office 365 platform, please see https://www.microsoft.com/en-us/trustcenter for details.
• Approach to resilience: As the solution is based on the Microsoft's Office 365 platform, please see https://www.microsoft.com/en-us/trustcenter for details.
• Outage reporting: As the solution is based on the Microsoft's Office 365 platform, please see https://www.microsoft.com/en-us/trustcenter for details.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • 2-factor authentication
  • 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
  • Other
• Other user authentication: Supplier defined but usually single sign on in Office 365
• Access restrictions in management interfaces and support channels: Access restrictions can be delivered by Microsoft's conditional access, a feature within Microsoft 365
• Access restriction testing frequency: At least every 6 months
• Management access authentication:
  • 2-factor authentication
  • Identity federation with existing provider (for example Google Apps)
  • Username or password

Audit information for users

• Access to user activity audit information: Users receive audit information on a regular basis
• How long user audit data is stored for: User-defined
• Access to supplier activity audit information: Users have access to real-time audit information
• How long supplier audit data is stored for: User-defined
• How long system logs are stored for: User-defined

Standards and certifications

• ISO/IEC 27001 certification: No
• ISO 28000:2007 certification: No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Cyber essentials plus: Yes
• Other security certifications: No

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: CSA CCM version 3.0
• Information security policies and processes: As the solution is based on the Microsoft's Office 365 platform, please see https://www.microsoft.com/en-us/trustcenter for details.

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: As the solution is based on the Microsoft's Office 365 platform, please see https://www.microsoft.com/en-us/trustcenter for details.
• Vulnerability management type: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Vulnerability management approach: As the solution is based on the Microsoft's Office 365 platform, please see https://www.microsoft.com/en-us/trustcenter for details.
• Protective monitoring type: Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
• Protective monitoring approach: As the solution is based on the Microsoft's Office 365 platform, please see https://www.microsoft.com/en-us/trustcenter for details.
• 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: As the solution is based on the Microsoft's Office 365 platform, please see https://www.microsoft.com/en-us/trustcenter for details.

Secure development

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

Public sector networks

• Connection to public sector networks: No

Social Value

• Fighting climate change:

  Fighting climate change

  Synergi are committed to being an environmentally friendly company, in 2022 we have introduced an initiative to plant 1 tree for every consultancy day sold. All of our company vehicles are hybrid, we encourage remote first meetings and the use of public transport when remote is not possible, we have swapped all of our office lighting to be more energy efficient and will continue to be committed to further opportunities to improve where possible.
• Covid-19 recovery:

  Covid-19 recovery

  Synergi has employed a number of people who were made redundant due to the Covid-19 pandemic, we have ran free webinars to encourage the use to Team and help train people who would otherwise have not used remote tools as part of their daily working life. We have ensured that our offices are Covid 19 secure by introducing social distancing and making some roles fully remote and some hybrid. We have also worked on a number of client projects that have focused around “return to office” activities.
• Tackling economic inequality:

  Tackling economic inequality

  Synergi run both a graduate and apprenticeship scheme, we are fully committed to investment in both areas. All employees benefit from a minimum of one Continuous Profession Development Day per month, many employees have gained notable professional qualifications off the back of this.
• Equal opportunity:

  Equal opportunity

  Synergi has a disability-friendly office, we employ a number of people from diverse economic, ethic and social backgrounds. We monitor our gender pay gap which is currently 1.3% which is below the national average of 15.5%.
• Wellbeing:

  Wellbeing

  Synergi are committed to employee well-being, we have implemented unlimited holidays within the last 12 months, we have ran anonymous staff surveys to get feedback on working conditions and proactively asked for suggestions for improvements.

Pricing

• Price: £1.81 to £75.40 a licence a month
• Discount for educational organisations: Yes
• Free trial available: Yes
• Description of free trial: As per standard microsoft terms

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 info@teamsynergi.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.