Microsoft Dynamics 365 Partner Self-Service Portals
EY leverage the power of Microsoft Dynamics 365 and Dynamics 365 Portals to underpin a digital platform to support engagement with partner organisations. Provide organisational online accounts with delegated administration for their employee portal users. Provide knowledgebase searching, help desk, and enable collaboration with forums/surveys. Share opportunities and distribute cases/jobs
Features
- All portal functions, web-pages, and eForms configured within Dynamics 365
- Self-service access to organisations account details, cases, and opportunities
- Customer single sign-on authentication incl. (Microsoft-LiveID/Facebook /LinkedIn/OAuth
- Web roles provide controlled access to content and transactions
- Publish rich content to websites with Content-Management-System built in CRM
- Device responsive to automatically render content for smartphones and tablets
- Self-service help-desk built on same CRM case-management as contact centre
- Surface Knowledgebase articles from CRM for customer problem resolution
- Partner functions can also be deployed on the customer self-service-portal
Benefits
- Enable Channel Shift for partner transactions to reduce costs
- Partners maintain own details and preferences improving data-quality and targeting
- Forums/Knowledgebase search enables self-resolution reducing call volumes
- Portal/CMS/CRM functionality within one system reduces costs
- Dynamics-365 integrated service transactions removes manual interventions
- Partners easily opt in/out of Dynamics-365 marketing lists
- Microsoft ONLY specialist consultancy enables breadth of skills availability
- Low-risk from proven supplier with experience of large-scale projects
- Access anytime, anywhere via any devices meets partner’s expectations
Pricing
£240 to £2,600 a unit a day
- Education pricing available
Service documents
Request an accessible format
Framework
G-Cloud 14
Service ID
4 9 0 8 2 8 6 9 7 2 8 5 0 4 4
Contact
Ernst & Young LLP (EY)
EY Tenders
Telephone: +44 (0) 20 7951 2000
Email: EYTenders@uk.ey.com
Planning
- Planning service
- Yes
- How the planning service works
- EY provide full lifecycle project services for implementation of Microsoft Cloud based solutions including full project planning and governance
- Planning service works with specific services
- No
Training
- Training service provided
- Yes
- How the training service works
-
EY provide a range of training services, which are tailored for the customer specific implementation project and to the cloud service, which is implemented.
Training can include
• End User
• Train the Trainer
• Systems administration
• Skills Transfer
• Technical and Development - Training is tied to specific services
- Yes
- Services the training service works with
-
- Evolve HE
- Microsoft Dynamics 365
- Microsoft Office 365
- Microsoft Azure
- Power Platform (Power Apps, Power Automate, Power BI)
Setup and migration
- Setup or migration service available
- Yes
- How the setup or migration service works
-
EY provide a range of services that can help buyers migrate to Microsoft cloud based services either from on premise services, or from other cloud based services.
Each migration project is treated individually, and planned, and executed using EY project methodology and governance - Setup or migration service is for specific cloud services
- Yes
- List of supported services
-
- EY Evolve HE
- Microsoft Dynamics 365
- Microsoft Office 365
- Microsoft Azure
- Power Platform (Power Apps, Power Automate, Power BI)
Quality assurance and performance testing
- Quality assurance and performance testing service
- Yes
- How the quality assurance and performance testing works
- EY full life cycle implementation services incorporates quality assurance in all aspects of project delivery and performance testing can be included if required by the customer
Security testing
- Security services
- No
Ongoing support
- Ongoing support service
- Yes
- Types of service supported
-
- Hosting or software provided by your organisation
- Hosting or software provided by a third-party organisation
- How the support service works
-
EY offers a range of ongoing support services for Microsoft Cloud Software Services and its own Evolve Cloud Software Services which are built on top of Microsoft Cloud Software Services.
Pythagoras ongoing support is provided by 2 levels of programme from a basic fixed ticketing arrangement through to a premier service which includes unlimited tickets, a dedicated service manager, inclusive minor roll ups, and increased reporting.
For a full breakdown of the support level options see the attached service definition document.
Support services are provided for the following Cloud Software Services
• EY Evolve HE
• Microsoft Dynamics 365
• Microsoft Office 365 including
o Office 365
o SharePoint
o Power Platform (Power Apps, Power Automate, Power BI)
o Yammer
• Microsoft Azure
Service scope
- Service constraints
- None
User support
- Email or online ticketing support
- Yes, at extra cost
- Support response times
-
EY have a standard SLA based on problem severity
Response times vary from 1 hour to 8, and resolution times from 1 to 10 business days
Support response times can be varied at weekends if required
EY support is available up to 24/7/365 - User can manage status and priority of support tickets
- No
- Phone support
- Yes
- Phone support availability
- 24 hours, 7 days a week
- Web chat support
- No
- Support levels
-
EY support is provided by 2 levels of programme. The Essentials service based on a fixed ticketing arrangement, or the Premier service which includes unlimited tickets, a dedicated service manager, inclusive minor roll ups, and increased reporting.
For a full breakdown of the support level options see the attached service definition document.
The cost for support are ‘price on application’ because they are customer/project specific, and dependent on which combination of products are covered , what level of EY customisations, and what service time window coverage is provided
Resellers
- Supplier type
- Not a reseller
Staff security
- Staff security clearance
- Conforms to BS7858:2019
- Government security clearance
- Up to Security Clearance (SC)
Standards and certifications
- ISO/IEC 27001 certification
- Yes
- Who accredited the ISO/IEC 27001
- BSI
- ISO/IEC 27001 accreditation date
- 28/03/2023
- What the ISO/IEC 27001 doesn’t cover
- Covers ISMS that covers systems, assets and processes related stored, processed and transferred to EY
- ISO 28000:2007 certification
- No
- CSA STAR certification
- No
- PCI certification
- No
- Cyber essentials
- Yes
- Cyber essentials plus
- Yes
- Other security certifications
- No
Social Value
- Social Value
-
Social Value
- Fighting climate change
- Covid-19 recovery
- Tackling economic inequality
- Equal opportunity
- Wellbeing
Fighting climate change
EY is committed to fighting climate change. Our ethos is to go beyond ‘just working sustainably’ – we
continuously work with governments and businesses towards a more sustainable future. We are part
of the United Nations Global Compact (UNGC) and our environmental strategy is aligned with the
UNGC environmental principles. We will implement the following for G-Cloud 14:
• Carbon neutral projects: We pledge to deliver each G-Cloud 14 project as carbon neutral. To
do this, we will use our engagement carbon calculator tool. This enables us to monitor and
reduce different impacts, e.g. travel emissions. The data from the tool also supports
employee training and awareness raising on sustainable behaviours.
• Reducing our carbon footprint: In January 2020, EY announced a global commitment to
become carbon neutral. We achieved this in December 2020. We became carbon negative in
2021 and we are forecast to reach net zero in FY25. We are reducing emissions and
offsetting or removing more than the remaining amount annually. We are forecast to reduce
emissions by 40% by FY25, against a FY19 baseline, consistent with our 1.5°C Science
Based Target.
• Purchasing renewable energy: We confirm all work delivered for G-Cloud 14 from an EY
office will be powered by 100% renewable energy. We have purchased zero-carbon
electricity since 2009 and reduced global consumption by 5.5%. In December 2020, we
signed a 10-year power purchase agreement with Lightsource to provide us with solar
energy.
• Sustainability volunteering: In proportion to the length and size of each framework contract,
we will allocate staff volunteering days to support local environmental projects. These could
include litter picking and general upkeep of nature reserves and Sites of Special Scientific
Interest and free advisory sessions for small community organisations caring for the
environment.Covid-19 recovery
EY is committed to helping our people and communities to recover from the impact of COVID-19. In
response to the pandemic, we moved to a remote working model for over 17,000 UK-based staff,
increased special leave and provided meaningful mental health support.
People in the 18-24 age group were disproportionately affected by COVID-19 and EY has worked
with an independent charity, the EY Foundation (EYF), to improve opportunities for this group. In
response to travel restrictions all EYF activities were converted to a virtual platform. In 2023, EYF
supported over 2,500 young people.
Examples of existing EYF programmes to support COVID-19 recovery are shown below. We will
extend these programmes for contracts awarded to us via G-Cloud 14 in proportion to the scale and
scope of each contract.
• Smart Futures: A 10-month programme for young people eligible for free school meals or a
college bursary. The programme develops employability skills and offers a paid, two week
work experience placement. Students achieve a Chartered Management Institute (CMI) Level
2 Qualification and receive 10 months of mentoring support.
• Our Future: A six month programme for young people, qualifying for free school meals, who
face barriers entering the labour market. Students develop transferable skills, receive paid
work experience, gain a CMI Level 2 adult qualification and six months mentoring support.
The students also take part in an ‘Entrepreneurship Day’, for example, they have designed
mobile apps looking at solving social issues such as ‘tackling isolation and loneliness in the
community’.
• Support via the Neuro-Diverse Centre of Excellence (NCoE). Through EY’s UK NCoE and
our external ecosystem of organisations, we are supporting a team of neurodivergent staff
with additional adjustments, above and beyond our existing support, to promote
psychological safety in the office and whilst working at home.Tackling economic inequality
Through our work with EYF, we have developed an in-depth understanding of the challenges
experienced by those who face barriers to employment and training and/or who are in deprived
areas. We are already providing new learning and employment opportunities to these populations
via EYF programmes; we will extend these to G-Cloud 14 contracts in proportion with the scale and
scope of each contract. Examples of these are:
• EY Ripples is our global Corporate Responsibility programme that helps our people use their
skills, knowledge and experience to positively impact the lives of 1 billion people by 2030.
The focus areas of Ripples are to 'accelerate environmental sustainability', 'support the next
generation workforce' and 'work with impact entrepreneurs’. Our staff currently get two days a
year each to provide skilled volunteering on EY Ripples activities.
• EY Ripples also provides support to small businesses. For example, our Digital Boost
programme matches a small business with an IT mentor who guides them to adopt new
technology.
• EY Accelerate helps social enterprises to grow and thrive, increasing their impact on local
economies and creating social change. It provides in-depth business support and mentoring,
with access to skills and training from business coaches, workshops, networking
opportunities and 35 hours of pro-bono support.
• Employability Workshops provide Year 10/11 students the opportunity to build knowledge of
careers and develop soft skills within a business environment. Each workshop introduces 25-
35 young people to a range of careers, employability skills training, and employer
connections.
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• Driving recruitment and employment via the NCoE. The Neurodivergent community can be
underrepresented in the workforce, with only 29% of autistic adults in employment according
to the ONS. We are advising clients on new strategies to retain neurodiverse talent.Equal opportunity
EY is committed to creating a diverse and inclusive working environment in which all people have
equal and equitable opportunities to succeed. We continually collect, analyse and review diversity
monitoring data (diversity characteristics, not limited to the protected ones in the Equality Act) across
the employee lifecycle, to create initiatives and understand which ones are working. As a firm, in
support of equal opportunities, we:
• Voluntarily exceed statutory reporting obligations. Our annual UK&I Pay Gap Report has
reported on gender, ethnicity, sexual orientation and disability pay gaps since 2017.
• Use skills-based recruitment for graduates to eliminate minimum degree/A-Level
requirements thus remove barriers to entry.
• Run award-winning sponsorship programmes to build our leadership pipeline, helping our
women and ethnic minority population progress.
• Offer Inclusion & Belonging learning/training to develop staff skills to establish inclusive,
open, and safe environments.
For contracts awarded under G-Cloud 14 we will:
• Provide equal access to project opportunities, using technology to ‘blindly’ match individuals
to roles based solely on skills, experience, and availability.
• Use the National Equality Standards (NES), which EY helped to create, a set of standards by
which businesses can measure their equality and diversity policies and performance. The
NES provides a list of standards and competencies which organisations can follow and
embed to promote diversity and act as standard bearers for a more inclusive working world.
• Use our NCoE to ramp up recruitment of people who identify with cognitive differences and
who may have had challenges gaining employment. The NCoE environment provides
additional adjustments for those with cognitive differences such as autism, ADHD, Dyslexia,
and others and fuels technology innovation through creative diverse thinking.Wellbeing
EY is committed to enabling our staff to be healthy. We have a long-established programme called
HealthEY, which looks to understand and provide practical support for employees’ mental, physical,
financial and social wellbeing. Our offering is comprehensive and aspects such as our domestic
abuse support, health knowledge programme and financial wellness offerings are considered market
leading. We support wellbeing for our people, clients, and communities in many ways, and
will extend these initiatives to any G-Cloud 14 contracts that we are awarded as appropriate:
• Health knowledge and prevention: Enhancing understanding so staff can be at their best, for
example: a monthly webinar programme, eLibrary, newsletters and WellPoint kiosks (to
regularly help staff self-assess their own health metrics). Staff also get an annual wellbeing
allowance, as part of their reward package, which can be spent on health and wellbeing
interventions, e.g. gym memberships.
• Health sessions: We run regular exercise and yoga sessions for staff, along with regular
webinars on subjects such as mental health, work/life balance and childcare.
• Mental health support: Our approach called ‘Thinking Differently’ aims to educate and build
awareness of mental health and wellness, including stories/videos, a specific psychological
G-Cloud 14_Lots 1,2&3 Page 4 of 4
care pathway (plus psychiatric fast track treatment through Aviva), mental health first aid,
employee counselling, and Mental Health Network.
• Supporting neuro-diverse requirements: Though the NCoE, we are creating psychologically
safe working environments for existing employees, new recruits, clients, and where possible,
our local communities. For example, we have introduced an adapted four step recruitment
process culminating in a four day ‘superweek’ work simulation which provides the opportunity
to experience a working day and EY culture. This allows us to understand candidates’ needs
and inform on adjustments that we may need to make to help them thrive at EY.
Pricing
- Price
- £240 to £2,600 a unit a day
- Discount for educational organisations
- Yes