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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

Pricing

£1.81 to £75.40 a licence a month

  • Education pricing available
  • Free trial 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 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

3 7 2 8 7 2 3 9 3 1 8 2 1 8 3

Contact

Synergi Software Limited Team Synergi
Telephone: 01914770365
Email: 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

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.