SYNERGI SOFTWARE LIMITED

Microsoft Dynamics 365

For organisations wishing to implement Microsoft Dynamics 365 for Business Central, Sales, Customer Service, Field Service and Customer Insights.

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, Teams
• Reporting in dashboards and Power BI is current and dynamic
• Improved Customer Experience
• Improved Organisational Efficiency
• Financial savings
• Single data set throughout financials, sales and service

• Education pricing 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 paul.burns@teamsynergi.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 15

Service ID

552863467597196

Contact

Team Synergi
01914770365
paul.burns@teamsynergi.co.uk

About your service

• Service categories:

  Applications

  Enterprise resource management

  • Procurement
  • Order management and orchestration
  • Enterprise performance management
  • Asset life-cycle management

  Financial

  • Financial and Accounting Applications
  • Accounts Payable Applications
  • Accounts Receivable Applications
  • Corporate Tax Management Applications
• Multi cloud support: No

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; Microsoft 365; Azure; Teams
• Cloud deployment model:
  • Public cloud
  • Private cloud
  • Hybrid cloud
• Service constraints: Storage capacity, but additional space can be purchased and Geographic location availability.
• System requirements:
  • Dynamics 365 Licensing
  • Microsoft 365 Licensing
  • Relevant 3rd Party licensing
  • Up to date Browser - Edge, Safari, Chrome

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: None or don’t know
• Phone support: Yes
• Phone support availability: 9 to 5 (UK time), Monday to Friday
• Web chat support: No
• Onsite support: Yes, at extra cost
• Support levels: Typically, 09:00-17.30 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 exported 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.
• Documentation accessibility standard: None or don’t know
• How the documentation is accessible: Our documentation is created in line with UK Government open standards for viewing documents. All files are saved in PDF/A format to ensure long-term accessibility and compatibility. They are fully searchable, with Optical Character Recognition (OCR) applied to any scanned content. Each document includes tagged headings, paragraphs, lists, and tables to support screen readers and maintain a logical reading order. Images contain alternative text, and metadata such as title, author, and language are correctly set. We use high-contrast colours and clear fonts for readability. An HTML version of the content is available as an open format alternative for users who prefer or require it. These measures ensure our documentation is accessible to all users, including those using assistive technologies.

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Microsoft Edge
  • Chrome
  • Safari
• 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: You can access the Dynamics 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.; Because the Dynamics 365 APIs offer single sign-on via Entra ID, you only need register your app once to access any of the API services.
• API documentation: Yes
• API documentation formats:
  • HTML
  • PDF
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: Dynamics 365 is designed to be highly adaptable to individual customer requirements, from a visual or usability point of view. There is customer personalisation via the client and developer customisation via Visual Studio/Power Platform.; ; 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 SaaS platform it is fully scalable, please see https://www.microsoft.com/en-us/trustcenter for details.

Analytics

• Service usage metrics: Yes
• Metrics types: Dynamics 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.
• Reporting types:
  • API access
  • Real-time dashboards
  • Regular reports
  • Reports on request
• Resource tagging: No
• FOCUS resource tagging: No

Resellers

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

Staff security

• Staff security clearance: Staff screening not performed
• Government security clearance: 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: Managed by a third party
• 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 another standard
  • Encryption of all physical media
  • Scale, obfuscating techniques, or data storage sharding
• Data sanitisation process: Yes
• Equipment disposal approach: Complying with a recognised standard, for example CSA CCM v4.0, CAS (Sanitisation) or ISO/IEC 27001
• Data sanitisation type:
  • Deleted data can’t be directly accessed / Cryptographic Erasure
  • Explicit overwriting of storage before reallocation / Secure Erase

Data importing and exporting

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

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

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • Multi-Factor Authentication (MFA)
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
• 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:
  • Multi-Factor Authentication (MFA)
  • 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 receive audit information on a regular basis
• How long supplier audit data is stored for: User-defined
• How long system logs are stored for: User-defined

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: Yes
• Security governance standards: CSA CSM version 4.0
• Information security policies and processes: As the solution is based on the Microsoft's SaaS platform, please see https://www.microsoft.com/en-us/trustcenter for details.
• Software Security Code of Practice: Yes

Operational security

• Configuration and change management standard: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Configuration and change management approach: As the solution is based on the Microsoft's SaaS platform, please see https://www.microsoft.com/en-us/trustcenter for details.
• Vulnerability management type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Vulnerability management approach: As the solution is based on the Microsoft's SaaS platform, please see https://www.microsoft.com/en-us/trustcenter for details.
• Protective monitoring type: Complies with a recognised standard, for example CSA CCM v4.0 or SSAE-18 / ISAE 3402
• Protective monitoring approach: As the solution is based on the Microsoft's SaaS platform, please see https://www.microsoft.com/en-us/trustcenter for details.
• Incident management type: Complies with a recognised standard, for example, CSA CCM v4.0 or ISO/IEC 27035:2011 or SSAE-18 / ISAE 3402
• Incident management approach: As the solution is based on the Microsoft's SaaS platform, please see https://www.microsoft.com/en-us/trustcenter for details.
• Post-quantum cryptography secure: No

Secure development

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

Public sector networks

• Connection to public sector networks: No

Pricing

• Discount for educational organisations: Yes
• Free trial available: No

Discount percentage by annual call-off contract value (excluding VAT)

• Less than £250,000: 0%
• Between £250,000 and £500,000: 0%
• Between £500,001 and £1,000,000: 0%
• Between £1,000,001 and £2,500,000: 0%
• Between £2,500,001 and £5,000,000: 0%
• Over £5,000,001: 0%

Non-mandatory Standards and certifications

• ISO/IEC 27001 certification: No
• ISO 28000:2022 certification: No
• ISO 9001 certification: No
• Quality management systems (QMS): No
• CSA STAR certification: No
• PCI certification: No
• Cyber essentials: Yes
• Please provide your Cyber Essentials Certificate Number: 97cf5048-9c9a-4c73-be5a-f056b3c9691e
• Cyber essentials plus: Yes
• Please provide your Cyber Essentials Plus Certificate Number: 67e908ac-11fc-4164-81f1-f7ce9907ff0a
• Other security certifications: No

Social value

• Section B - Commitment for Future: Delivery:

  • Mission: Kick start economic growth. To secure the highest sustained growth in the G7 - with good jobs and productivity growth in every part of the country making everyone, not just a few, better off.

    Policy Outcome 1: Fair work: That offers fair wages and good working conditions. Help people get a job, stay in work, and progress in their careers, with good employment opportunities across the country. Notes: Where there is a large proportion of labour costs in the contract, commercial teams should consider MAC in Outcome 1 as a priority

    • New or retained jobs on the contract workforce in the relevant area that meet the criteria set out in MAC 1b, 1c and 1d
    • Providing opportunities for, and measuring and monitoring of, staff workforce conditions over time, including employee engagement, involvement in decision-making and satisfaction and adapting to any changes in the results, with clear processes for acting on issues identified
    • Plans to engage the contract workforce in deciding the most important workplace issues to address
    • Employment contracts that reflect actual hours worked; steps taken to ensure employees understand their contracts and have the ability to review and adjust them if actual hours regularly exceed contracted hours
    • Activities that support an environment where staff are educated about, and feel empowered to, address their physical wellbeing
    • Activities that support an environment where staff are educated about and feel empowered to report and address bullying and harassment
    • Entitlement to sick pay for the contract workforce, with provision in place for any staff who do not meet the earnings threshold for statutory sick pay, payment of sick pay from day one of absence and payment of staff on the contract workforce who are off sick a replacement income of 100% of their usual earnings for as long as possible
    • Understanding of in-work progression issues affecting the market, industry or sector relevant to the contract, and in the supplier’s own organisation and those of its key sub-contractors
    • Measures to support in-work progression to help people in the contract workforce, to move into higher paid work by developing new skills relevant to the contract
    • Support for the contract workforce by providing career advice, and providing opportunities for staff working on the contract with in-work progression career development into known skills shortages or high growth areas
    • Support for educational attainment relevant to the contract, including training schemes that address skills gaps and result in recognised qualifications
    • Volunteering opportunities for staff
    • Understanding of the modern slavery risks and issues affecting the market, industry, sector or country (of origin or of source) relevant to the contract, and the workforce in the supplier’s own organisation and those of its key subcontractors

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