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Formus Professional Software

Field Service on Dynamics 365

As a certified Microsoft Partner we specialise in implementation, configuration and development of software, primarily on the Microsoft Dynamics 365 (D365) platform. In addition, we also offer data migration, system integration, continuous system development, software licensing, consultancy, training, training documentation and support.

Features

  • Contact and Account Management
  • Customer Lead, Opportunity, Marketing and Campaign Management
  • Business Intelligence including Reports and dashboards
  • Mobile Apps for access on iOS and Android devices
  • Microsoft SharePoint Online integration
  • Microsoft Teams and SharePoint integration
  • Workflows and Approvals
  • 3rd-Party Integrations and customer developments
  • Role based views and security
  • Comprehensive support and training packages

Benefits

  • Publish content from multiple devices
  • Workflow optimisation and customisation
  • One truth of data
  • Streamlining and efficiency savings through workflow automation
  • Rapid deployment, configuration and implementation
  • Host platform adheres to UK Government Security principles
  • Familiar Microsoft UI, reducing training needs for end users

Pricing

£0.00 to £78.10 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 andrewmartin@formuspro.com. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 14

Service ID

4 5 8 6 0 8 3 8 9 7 3 4 9 3 7

Contact

Formus Professional Software Andrew Martin
Telephone: 01432345191
Email: andrewmartin@formuspro.com

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
Existing Dynamics 365 instances.
Cloud deployment model
Public cloud
Service constraints
We work within Microsofts Partner Agreement and therefore work within their 99.9% uptime SLA across the Dynamics 365 platform.
System requirements
  • Users must be licensed with a suitable Microsoft Licence
  • For cloud based systems, latency of 250–300 milliseconds or less
  • For cloud, bandwidth that is more than 50 kbs
  • https://technet.microsoft.com/en-us/library/hh699710.aspx

User support

Email or online ticketing support
Email or online ticketing
Support response times
We operate a 1hr SLA, guaranteeing response within 1hr. This service is standard for our support and is available Mon-Fri, 9-5. 24/7, 365 support is also available.
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
Web chat
Web chat support availability
9 to 5 (UK time), Monday to Friday
Web chat support accessibility standard
None or don’t know
How the web chat support is accessible
Users can access webchat via the support portal.
Web chat accessibility testing
We haven't carried out any testing as yet
Onsite support
Yes, at extra cost
Support levels
We provide a Technical Project Manager, Account Manager, Lead Consultant and where applicable a programme manager as part of all implementations.

We offer standard support during office hours. Our support packages are scalable to include 24/7 365.

P1 – Critical
Acknowledge - 30 minutes - 1 Hour Response
Target Resolve - 4 Hours

P2 – High
Acknowledge - 1 Hour - 4 Hours Response
Target Resolve - 8 Hours

P3 – Medium and P4 – Low response times, are agreed per contract.

Support hours can be added as required and rolled over each month if not used. For example, you can select a contract for 240 hours a year across office hours then adjust if you need to either increase the hours or increase the availability of service.
Support available to third parties
Yes

Onboarding and offboarding

Getting started
Onboarding is delivered via training, documentation, helpdesk support and continual improvement consultancy. The approach can involve onsite or online training, which can be delivered to superusers or end users. End user and technical documentation can be provided to supplement training.
Service documentation
Yes
Documentation formats
  • HTML
  • PDF
  • Other
Other documentation formats
DOCX
End-of-contract data extraction
The data are available within the Microsoft Common Data Service, which has the facility to extract data to CSV on an entity-by-entity basis.
End-of-contract process
We contact the client 2 months prior; a full contract review takes place including final SLA analysis and feedback.
Renewal pricing is then based on the amount used from the previous year – up or down.
Scope of the agreement – we deliver what we specify in a Functional/ Technical Design Document
Optional number of days can be purchased to fix/ change items unknown.

Using the service

Web browser interface
Yes
Supported browsers
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
  • Opera
Application to install
Yes
Compatible operating systems
  • Android
  • IOS
  • MacOS
  • Windows
Designed for use on mobile devices
Yes
Differences between the mobile and desktop service
Yes our services are mobile ready for app or browser.
Service interface
Yes
User support accessibility
WCAG 2.1 AA or EN 301 549
Description of service interface
The Web API provides a development experience that can be used across a wide variety of programming languages, platforms, and devices. The Web API implements the OData (Open Data Protocol), version 4.0, an OASIS standard for building and consuming RESTful APIs over rich data sources. There is also the Client SDK Package which is a .NET framework.
Accessibility standards
WCAG 2.1 AA or EN 301 549
Accessibility testing
https://docs.microsoft.com/en-us/dynamics365/get-started/accessibility/
API
Yes
What users can and can't do using the API
Yes - Data can be added, updated, and deleted via the Dynamics and Common Data Service APIs. This can be restricted to certain users by implementing security roles
API documentation
No
API sandbox or test environment
Yes
Customisation available
Yes
Description of customisation
Yes - Dynamics 365 CE is highly configurable and customisable. New entities/fields/reports/apps/workflows can be implemented from within the front end of Dynamics. Customisation is also available with coded solutions (plugins, custom workflow extensions, Azure functions and web jobs)

Scaling

Independence of resources
The service operates multiple scale groups in each data centre and automatically provisions new customers into a scale group. The architecture of scale groups is designed to meet the many needs of operating a service at scale, including security, scalability, performance, tenant isolation, serviceability, and monitoring. Each customer has their own individual database, separate from other customers’ databases. Data processing is logically segregated through capabilities specifically developed to help build, manage, and secure multitenant environments.

Analytics

Service usage metrics
Yes
Metrics types
Adoption and use, storage and performance, API calls, API Pass Rate, Executions, Total Operations, Error logs, Reporting, Managed services, metrics including Support, Resolution, Deprecation.
Reporting types
  • API access
  • Real-time dashboards
  • Regular reports
  • Reports on request

Resellers

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

Staff security

Staff security clearance
Other security clearance
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
  • 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
  • Physical access control, complying with CSA CCM v3.0
  • Physical access control, complying with SSAE-16 / 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
Data sanitisation type
  • Explicit overwriting of storage before reallocation
  • Deleted data can’t be directly accessed
Equipment disposal approach
A third-party destruction service

Data importing and exporting

Data export approach
Direct to a Microsoft Excel CSV file, XML Data Package or use the SDK or API to develop own export function
Data export formats
  • CSV
  • ODF
  • Other
Other data export formats
  • PDF
  • Xlxs
  • Docx
Data import formats
  • CSV
  • ODF
  • Other
Other data import formats
  • XML
  • Xlxs
  • Docx
  • PDF

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
TLS (version 1.2 or above)

Availability and resilience

Guaranteed availability
We work within Microsofts Partner Agreement and therefore work within their 99.9% uptime SLA across the Dynamics 365 platform.

For support we operate a 1hr SLA, guaranteeing response within 1hr. This service is standard for our support and is available Mon-Fri, 9-5. 24/7, 365 support is also available.
Approach to resilience
We work within Microsofts Partner Agreement and therefore work within their 99.9% uptime SLA across the Dynamics 365 platform.
Outage reporting
Phone call or email to client informing of Microsoft outage and estimated repair time.
Via the Microsoft service status portal, Email, Alerts or Mobile Application.

Identity and authentication

User authentication needed
Yes
User authentication
  • 2-factor authentication
  • Username or password
  • Other
Other user authentication
Standard Microsoft security/ defined user roles.
Access restrictions in management interfaces and support channels
Standard Microsoft security/ defined user roles.
Access restriction testing frequency
At least every 6 months
Management access authentication
  • 2-factor authentication
  • Username or password
  • Other
Description of management access authentication
Standard Microsoft security/ defined user roles.

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
At least 12 months
Access to supplier activity audit information
Users have access to real-time 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
Sancert
ISO/IEC 27001 accreditation date
10/02/2025
What the ISO/IEC 27001 doesn’t cover
N/A
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
Cyber Essentials Plus GDPR

Security governance

Named board-level person responsible for service security
Yes
Security governance certified
Yes
Security governance standards
Other
Other security governance standards
Cyber Essentials Plus GDPR
Information security policies and processes
ISO-90001
IASME Cyber Essentials

Our Information Security Officer is the first port of call for staff with questions with an escalation procedure up to the Managing Director. We have annual reviews of our policies and any changes are managed by our Information Security Office which is then trained out to staff via small team briefings.

Operational security

Configuration and change management standard
Supplier-defined controls
Configuration and change management approach
We follow: DevOps, Agile, Prince2 and ITIL v3.0 frameworks
Vulnerability management type
Supplier-defined controls
Vulnerability management approach
Microsoft assigned - threat assessments with weekly patch updates and critical patches applied instantly.
Protective monitoring type
Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
Protective monitoring approach
Microsoft defined.
Incident management type
Supplier-defined controls
Incident management approach
Prince2 and ITIL v3.0 frameworks
Users can report incidents via their portal or via email or telephone.

Secure development

Approach to secure software development best practice
Conforms to a recognised standard, but self-assessed

Public sector networks

Connection to public sector networks
Yes
Connected networks
Other
Other public sector networks
Via API or customer code development

Social Value

Social Value

Social Value

  • Fighting climate change
  • Covid-19 recovery
  • Equal opportunity
  • Wellbeing

Fighting climate change

We shall implement our Environmental Policy by pursuing the following commitments:
https://www.formuspro.com/sustainability/
• Meet all relevant legislation, regulations, government guidance and industry codes of practice on environmental issues.
• Assess the environmental impact of business operations and continuously seek to improve environmental efficiencies of its operations; including buildings and work practice;
• Ensure that environmental accountabilities have been assigned and advised throughout the company.
• Ensure that all staff have a good understanding of potential environmental aspects and impacts of our business and what their responsibilities are in this regard.
• Raise staff awareness through the provision of suitable information and training on environmental issues and encouraging participation in environmental matters;
• Comply fully with relevant environmental legislation, codes of practice and regulations;
• Commit the necessary financial resources to fulfil the environmental policy;
• Endeavour to use sustainable materials and products that are reusable or can be recycled in order to minimise waste;
• Reduce energy consumption, and where possible work with suppliers who themselves have sound environmental policies;
• Where necessary, ensure that all waste, (including hazardous), is transported and disposed of in an environmentally acceptable manner, in accordance with statutory duty of care requirements;

Covid-19 recovery

• Formus Professional Software quickly supported new and existing clients to move to fully remote working from the first day of lockdown.
• We also offered free advice to local businesses and schools on how to use online meeting platforms such as MS Teams and Zoom.
• During the pandemic we closed the office but kept the collaborative working environment with MS Teams continuing to be where we all work together. We also had online lunches and out of hours meet ups online during the lockdowns to help with people mental health. We also have mental health and wellness packages offered to all staff. We offer paid sick leave to cover anyone suffering from COVID-19.
• Once restrictions were lifted, we opened the office again for limited staff that benefitted more from an in person working environment. We still actively encourage working from home with days in the office booked on a rota to keep numbers down and used more as “keep in touch “days than an actual requirement.
• We implemented spare desks between staff, numerous hand sanitiser stations, boxes of face masks and nitrile gloves if required. We implemented a clean down of all surfaces at the end of each day.

Equal opportunity

As a company, FormusPro actively adheres to the Equality Act 2010.

Wellbeing

The company provides private access to Zest and Help@Hand - we strongly support and promote mental health wellbeing and also have Mental Health First Aids within the company.

Pricing

Price
£0.00 to £78.10 a licence a month
Discount for educational organisations
Yes
Free trial available
Yes
Description of free trial
Generic framework including test data
Up to 90 days

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