Formus Professional Software

Field Service on Dynamics 365

FormusPro is a certified Microsoft Partner who specialises in the 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

£0.00 to £78.10 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 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

458608389734937

Contact

Andrew Martin
01432345191
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

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