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Phoenix Software Ltd

Dynamics 365 Finance

Microsoft Dynamics 365 Finance monitors the performance of your global financial operations in real-tie, predict future outcomes and make data driven decsions


  • Financial management General Ledger, AP/AR, budgeting/forecasting, financial reporting
  • Public sector financials
  • Project and cost accounting
  • Configuration e-invoicing and payments
  • Tax and regulatory reporting & compliance
  • Fixed assets
  • Credit & collections
  • Infused AI for automated processes and better forecasting
  • Extensibility into CDS and other D365 applications


  • Assess your business, improve financial controls, optimise cashflow
  • Maximise user productivity and financial performance with integrated business processes
  • Reduce financial complexity/risk with guided accounts/dimension/no-code config
  • Modern financial management system to meet you specifc org's needs


£99.74 a user a month

Service documents

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G-Cloud 13

Service ID

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


Phoenix Software Ltd Jonny Scott
Telephone: 01904 562200

Service scope

Software add-on or extension
Cloud deployment model
Public cloud
Service constraints
Full details of the Microsoft Dynamics 365 service
can be found here -
System requirements
  • Client minimum hardware requirements
  • Processor 1.9 (GHz) x86- or x64-bit dual
  • Memory - 2-GB RAM
  • Display Super VGA with a resolution of 1024 x 768
  • Network requirements.
  • Bandwidth greater than 1Megabit per second
  • Latency under 150 ms
  • Web browsers requirements
  • Windows 10 Internet Explorer 11, Microsoft Edge
  • Windows 8.1 Internet Explorer 11

User support

Email or online ticketing support
Email or online ticketing
Support response times
P1: Critical - Response Time: 2hr P2: Major - Response Time:
4hr - P3: Important - Response Time: 8hr P4: Minor -
Response Time: Varies on request
User can manage status and priority of support tickets
Online ticketing support accessibility
Phone support
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
Web chat accessibility testing
Chat window provided by 3rd party "liveperson" subject to
their accessibility
Onsite support
Yes, at extra cost
Support levels
Technical support options come in various costs and
benefits, depending on the needs of the customer. Further
details regarding the support plans can be found here -
Support available to third parties

Onboarding and offboarding

Getting started
Microsoft Dynamics 365 makes available comprehensive guidance, help, training and troubleshooting materials as part of the Microsoft Dynamics 365 Service. Within the Administration Portal, there are links to many of the resources available, including:
Help articles for users and administrators who need to manage Microsoft Dynamics 365.
Community forums/wikis where help articles and white papers are published
Service Health dashboard for information regarding outages/issues.
Service documentation
Documentation formats
  • HTML
  • Other
Other documentation formats
  • Selfhelp resources, ebooks, training videos, ELearning, training manuals
  • Personalize the user assistance by tailoring the inproduct
  • Help content to match the specifics of your implementation
  • Learning Path
End-of-contract data extraction
At any point user can export data from Microsoft Dynamics
365. This use the Software Development Kit (SDK),
manually export data using the data export functionally.
End-of-contract process
No more than 180 days after expiration or termination of
Customer’s use of an Online Service, Microsoft will disable
the account and delete Customer Data from the account.
Transfer of Customer Data. Unless Customer has opted out
of the Standard Contractual Clauses, all transfers of
Customer Data out of the European Union, European
Economic Area, and Switzerland shall be governed by the
Standard Contractual Clauses. Microsoft will abide by the
requirements of European Economic Area and Swiss data
protection law regarding the collection, use, transfer,
retention, and other processing of personal data from the
European Economic Area and Switzerland.

Using the service

Web browser interface
Supported browsers
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari
Application to install
Designed for use on mobile devices
Differences between the mobile and desktop service
Dynamics 365 allows access and functionality to be provided via
mobile devices with via a web browser or mobile application. The
solution supports a model that only requires configuration to be
carried once regardless of how the solution is accessed
Service interface
User support accessibility
None or don’t know
What users can and can't do using the API
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. (Further details
can be found here - The web API is part of the Dynamics
365 Software Development Kit (SDK). The SDK contains a wealth
of resources, including code samples, which are designed allow
powerful vertical applications to be built using the Microsoft
Dynamics 365 platform. It is a guide for developers writing
solutions, server-side code, client applications and extensions,
custom business logic, plug-ins, integration modules and custom
workflow modules.
API documentation
API documentation formats
API sandbox or test environment
Customisation available
Description of customisation
Microsoft Dynamics 365 is a highly customisable and flexible
business application. The bulk of the customisations can be carried
out without requiring custom development. This inclused
amending and creating new entities, forms, view and workflow
processes. For cases that do require custom development,
Microsoft provides a software developer kit (SDK).


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.


Service usage metrics
Metrics types
Organization Insights provides quick view of key Dynamics 365 metrics such as the number of active users and page requests.
Reporting types
Real-time dashboards


Supplier type
Not a reseller

Staff security

Staff security clearance
Other security clearance
Government security clearance

Asset protection

Knowledge of data storage and processing locations
Data storage and processing locations
  • United Kingdom
  • European Economic Area (EEA)
  • Other locations
User control over data storage and processing locations
Datacentre security standards
Complies with a recognised standard (for example CSA CCM version 3.0)
Penetration testing frequency
At least once a year
Penetration testing approach
‘IT Health Check’ performed by a Tigerscheme qualified provider or a CREST-approved service provider
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
  • Other
Other data at rest protection approach
For data at rest, Office 365 deploys BitLocker with AES 256-bit encryption on servers that hold all messaging data, including email and IM conversations, as well as content stored in SharePoint Online and OneDrive for Business. BitLocker volume encryption addresses the threats of data theft or exposure from lost, stolen, or inappropriately decommissioned computers and disks.
Data sanitisation process
Data sanitisation type
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
Data can be exported from Microsoft Dynamics 365
through the Export to Excel feature and using web service
APIs documented in the Dynamics 365 SDK. Data can also
be exported using the data export service.
Data export formats
Other data export formats
  • Web service APIs documented on the Dynamics 365 SDK
  • Files in XML Spreadsheet, TXT, CSV, XLSX
Data import formats
  • CSV
  • Other
Other data import formats
  • Files in XML Spreadsheet, TXT, CSV, XLSX
  • Web service APIs documented on the Dynamics 365 SDK

Data-in-transit protection

Data protection between buyer and supplier networks
  • TLS (version 1.2 or above)
  • Legacy SSL and TLS (under version 1.2)
  • Other
Other protection between networks
For data in transit, all customer-facing servers negotiate a secure session by using TLS/SSL with client machines to secure the customer data. This applies to protocols on any device used by clients, such as Skype for Business Online, Outlook, and Outlook on the web.
see also
Data protection within supplier network
  • TLS (version 1.2 or above)
  • IPsec or TLS VPN gateway
  • Other
Other protection within supplier network

Availability and resilience

Guaranteed availability
Approach to resilience
Outage reporting
Via the service status portal, Alert or Mobile Application

Identity and authentication

User authentication needed
User authentication
  • 2-factor authentication
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
  • Other
Other user authentication
With the exception of internet sites for anonymous access created with SharePoint Online, users must be authenticated when accessing Office 365 services.
Modern authentication Modern authentication brings Active Directory Authentication Library (ADAL)-based sign-in to Office client apps across platforms. This enables sign-in features such as Multi-Factor Authentication (MFA), SAML-based third-party identity providers with Office client applications, and smart card and certificate-based authentication. It also removes the need for Microsoft Outlook to use the basic authentication protocol.
Access restrictions in management interfaces and support channels
"Office 365 comes with a set of administrator roles that you can assign to users in your organization. Each admin role maps to common business functions, and gives those people permissions to do specific tasks the Office 365 admin center."
Access restriction testing frequency
At least once a year
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 have access to real-time audit information
How long user audit data is stored for
Between 6 months and 12 months
Access to supplier activity audit information
Users receive audit information on a regular basis
How long supplier audit data is stored for
Between 6 months and 12 months
How long system logs are stored for
Between 6 months and 12 months

Standards and certifications

ISO/IEC 27001 certification
Who accredited the ISO/IEC 27001
ISO/IEC 27001 accreditation date
What the ISO/IEC 27001 doesn’t cover
Service scope for office 365 is decribed in this document:
ISO 28000:2007 certification
CSA STAR certification
CSA STAR accreditation date
CSA STAR certification level
Level 1: CSA STAR Self-Assessment
What the CSA STAR doesn’t cover
Service scope for office 365 is decribed in this document:
PCI certification
Cyber essentials
Cyber essentials plus
Other security certifications
Any other security certifications
  • EU Model Clauses
  • EU-U.S. Privacy Shield
  • ISO 27001
  • ISO 27018
  • FIPS 140-2
  • NIST 800-171

Security governance

Named board-level person responsible for service security
Security governance certified
Security governance standards
  • ISO/IEC 27001
  • Other
Other security governance standards
FISMA/FedRamp, EU Model Clauses, HIPAA/HITECH, ISB 1596, ISO 27018, SASE16 SOC1 & SOC 2
Information security policies and processes
The Microsoft Cloud Security Policy is available via the Service Trust Platform

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
Office 365 has developed formal standard operating procedures (SOPs) governing the change management process. These SOPs cover both software development and hardware change and release management, and are consistent with established regulatory guidelines including ISO 27001, SOC 1/SOC 2, NIST 800-53, and others.
Vulnerability management type
Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
Vulnerability management approach
In support of the Information Security Policy, Office 365 runs multiple layers of antivirus software to ensure protection from common malicious software. Servers within the Office 365 environment run anti-virus software that scans files uploaded and downloaded from the service for viruses or other malware. Additionally, all mails coming into the service run through the Exchange Online Protection engine, which uses multiple antivirus and antispam engines to capture known and new threats against the system.
Protective monitoring type
Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
Protective monitoring approach
Office 365 employs sophisticated software-defined service instrumentation and monitoring that integrates at the component or server level, the datacenter edge, our network backbone, Internet exchange sites, and at the real or simulated user level, providing visibility when a service disruption is occurring and pinpointing its cause.

Proactive monitoring continuously measures the performance of key subsystems of the Office 365 services platform against the established boundaries for acceptable service performance and availability. When a threshold is reached or an irregular event occurs, the monitoring system generates warnings so that operations staff can address the threshold or event.
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
Please see

Secure development

Approach to secure software development best practice
Independent review of processes (for example CESG CPA Build Standard, ISO/IEC 27034, ISO/IEC 27001 or CSA CCM v3.0)

Public sector networks

Connection to public sector networks

Social Value

Fighting climate change

Fighting climate change

Phoenix is Carbon Neutral - eight years ahead of government targets. We have achieved this by offsetting our operational emissions with carbon credit-approved schemes. By 2026 we will have further reduced our emissions by 50%, and by 2040 we will be Carbon Net-Zero.

We are ISO 14001 certified and hold IEMA membership. In addition, we have developed a Sustainability Carbon Accounting System, which is updated monthly and work closely with suppliers to ensure compliance and best practice throughout our supply chain and operations.

Contract waste will be minimised by recycling wherever possible, removing any general waste we create, and most crucially using cloud technology:

Our clean air low carbon initiatives reduce the impact of our car emissions on the environment and support people's health:

• All company cars are electric vehicles
• Car Share programmes
• Flexible working hours for public transport timetables
• Electric vehicle charging points in the car park for all employees to use on personal or company vehicles
• Use of public transport centrally arranged and promoted for customer visits as the preferred choice of travel
• Hybrid working environment with staff only required to travel to the office 2-3 times a week.
• No 'car idling' policy

To support customers on G-Cloud in fighting climate change, we will deliver the following sustainability workshops free of charge:

• Explore how Microsoft technology can help you record, report, and reduce your carbon emissions in one platform
• Understand how to procure ICT kit for a circular economy, accounting and mitigating for the carbon cost of your hardware
• Discover how you can implement ISO 14001 principles for robust environmental governance and compliance
• Learn how to engage your workforce and change their behaviours to work in greener ways, reducing paper and mileage
Covid-19 recovery

Covid-19 recovery

Tackling economic inequality

Tackling economic inequality

Phoenix takes our responsibilities seriously around our supply chain to tackle economic inequality, increase resilience and capacity, and create new business, new jobs, and new skills.

We are committed to working with a diverse supply chain to provide a route to market, with over 70% of our services supply chain represented by SMEs. In addition, Phoenix is a signatory of the Prompt Payment Code to show our dedication to driving change towards fair payment terms and boosting the economy.

A member of our Alliances Team works with each partner to give them the necessary support to help them achieve their goals. We operate open-book pricing models with most of our partners to ensure fair margin allocation and encourage implementing improvements for mutual gain-share.

Phoenix ensures its suppliers are treated fairly, ensuring invoices are paid on time as well as promoting fair commercial arrangements. Phoenix encourages all suppliers that the products they supply are from sustainable sources and have excellent quality and environmental practices. This includes ensuring that human rights are adhered to throughout the supply chain. Phoenix is an ethical employer and is committed to raising its staff's well-being, living standards, skills, and health.

These values are upheld in our Supplier Code of Conduct ( with our suppliers audited for compliance to ensure our customers are confident they are working with an ethical, social and sustainable supply chain.
Equal opportunity

Equal opportunity

We are committed to ensuring equality, diversity, and inclusion throughout our workforce and eliminating unlawful discrimination. You can read our Diversity and Inclusion Policy at

We are passionate about helping women to advance in the IT industry by providing them with access to and support from other women working within the industry, as well as flexible working for every employee and an enhanced parental leave package. This commitment has proved hugely successful with 32% of positions at Phoenix held by women – well above the 20% industry average.

We have also begun our grassroots work by speaking in schools to highlight the roles available within the tech industry and encourage more women to consider careers in tech from an early age.

We are proud to be an accredited Living Wage Employer, supporting an important socially responsible policy and investing in our people.In addition to this, when establishing partnerships with parnters, and suppliers, we also check their living wage status to ensure that the message is heard and acted upon by all.

We are a proud signatory on the Race at Work Charter which underpins our commitment to take practical steps to ensure that we are tackling barriers that people face in recruitment and progression.

We work with our customers and employees to ensure that they can utilise the accessibility options available to them within the technology, apps, and services we all use daily. Whether this is the device they use, the accessibility checker within Outlook or Word, or live captions that can be added to all Microsoft Teams meetings, we ensure that how we work is as inclusive as possible.

We are a Disability Confident Committed employer, this scheme supports organisations like Phoenix to make the most of the talents people with disabilities bring to the workplace.


We are committed to creating a compassionate workplace where all employees feel supported personally and professionally by challenging the stigma surrounding mental health, raising awareness, and offering education opportunities. In 2020, we signed Mind’s ‘Time to Change Employer Pledge’ to back our commitment.

We ensure that our team are supported, remain in communication with management and each other, and understand that they can speak openly to their managers about their health and wellbeing to encourage discussion about how we can help them. Our programme of activities is run by our internal mental health and wellbeing ambassadors to help promote positive mental health and embed it into the culture of the organisation.

We hold internal monthly calls where employees are invited to openly discuss mental health and wellbeing, covering topics such as: loneliness, body image, Pride month, menopause support, and parental wellbeing. The aim of these sessions is to remove the stigma often associated with mental health by providing a platform that encourages open and honest conversations about mental wellbeing.

Each employee at Phoenix is given one hour a month on a Wednesday, to do something that supports their wellbeing.That’s 3,732 hours across the entire company each year dedicated to wellbeing.

We have undertaken research and engaged in internal conversations about menopause in the workplace to understand how we can better support our employees with the physical and emotional symptoms of the menopause.

We use the Microsoft Viva platform to help our employees manage their digital well-being and understand how they can change how they work to improve well-being across the organisation.

We have eight mental health first aiders across the business who are professionally trained to provide mental health support and guidance to members of our team who require it.


£99.74 a user a month
Discount for educational organisations
Free trial available
Description of free trial
Link to free trial

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 Tell them what format you need. It will help if you say what assistive technology you use.