Kick ICT

Microsoft Dynamics 365 Sales

Make the sales journey as smooth as possible. Manage your sales leads and opportunities more efficiently with access to new levels of insight on customer behaviour. Super charge customer acquisition and empower your business development team like never before, combining Office 365, Outlook and LinkedIn to build customer engagement.

Features

• Lead management
• Opportunity management
• Embedded intelligence including email analysis and auto capturing of emails
• Product catalogue management, product lists, pricing, bundles, promotions/offers
• Product order processing, creating quotes with automation
• Social selling with LinkedIn integration
• Analyse sales data, numbers and trends with Excel and PowerBI
• Relationship sales – boosting networks with LinkedIn/gaining customer insights

Benefits

• Enhanced Dynamics interface design to streamline the customer sales journey
• Cloud based with hybrid options available in our secure datacentre
• Seamless data management and removal of silos
• Powerful capability across desktop, tablet and mobile
• 30 years’ experience deploying and migrating Microsoft applications
• Multiple Microsoft Gold and Silver Partner accreditation
• Support with over 300 years' combined experience in Microsoft apps
• Combine with Dynamics Marketing, Customer, Field and Project Service
• Trusted by over 100 Microsoft customers and thousands of users
• Rapid onboarding for new sales people

£50 to £80 a user a month

• 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 natalie.davidson@kickict.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.

Framework

G-Cloud 13

Service ID

948484302312944

Contact

Natalie Davidson
01698844600
natalie.davidson@kickict.co.uk

Service scope

• Software add-on or extension: No
• Cloud deployment model:
  • Public cloud
  • Private cloud
• Service constraints: None - Microsoft have a scheduled upgrade program during year but this does not effect the user experience.
• System requirements:
  • Supported web browser,
  • Office integration requires office 365 or ms office
  • Supported Windows operating system on PC

User support

• Email or online ticketing support: Email or online ticketing
• Support response times: Email support request response times are fully detailed in our Service Level Agreement with the customer, and are based on level of support priority
• User can manage status and priority of support tickets: Yes
• Online ticketing support accessibility: WCAG 2.1 AAA
• 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: Our support function is provided via our dedicated helpdesk in Strathclyde Business Park, Bellshill from where we provide high quality support to over 500 customers; ; We use a number of leading edge systems and software applications to help maximize our service to customers, such as: • Utilising Microsoft CRM case management system to manage and deliver support service against agreed SLA’s • Network streaming software allows us to take control (remote control) of any PC or server that can connect to our web site • Customer Support portal allows users real time visibility of case progress
• Support available to third parties: Yes

Onboarding and offboarding

• Getting started: Throughout the duration of a project Kick ICT Ltd will use their proven PQIS (Professional Quality Implementation Services) project methodology which has its roots in PRINCE2. PQIS will be tailored to suit your projects exact requirements, which will be documented and agreed to at the project outset. ; The project delivery will be performed with a mix of onsite and online consultancy and training. Increasing customers are preferring online training with its ability to record sessions for future review.
• Service documentation: Yes
• Documentation formats:
  • HTML
  • ODF
  • PDF
• End-of-contract data extraction: There are a couple of scenarios.; ; Firstly if the end user decides to leave us to move to another service - the data will remain and the end user carry's on using the system.; ; The second scenario is if the end user wants to move to another system we can provide their data in a number of different formats. ; ; All customer data in relation to the services specified in the project remain the property of the customer.
• End-of-contract process: Extraction of data in a compliant format is a chargeable exercise.; ; Other items such as monthly subscription for software licencing is included if payments are up to date as is ongoing support from us.

Using the service

• Web browser interface: Yes
• Supported browsers:
  • Internet Explorer 11
  • Microsoft Edge
  • Chrome
  • Safari
• Application to install: Yes
• Compatible operating systems:
  • Android
  • IOS
  • Windows
  • Windows Phone
• Designed for use on mobile devices: Yes
• Differences between the mobile and desktop service: Functionally the same however Mobile service is designed to work effectively with smaller screen display real estate.
• Service interface: Yes
• User support accessibility: None or don’t know
• Description of service interface: Requests can be submitted by Customers or Employees in a simple browser, query based format based on application area or specific request. These query's are then compared against the community knowledge base and relevant articles suggested.
• Accessibility standards: WCAG 2.1 AA or EN 301 549
• Accessibility testing: Yes
• API: Yes
• What users can and can't do using the API: Business Central provides standard out of the box webservices and additional API's can be added separately by agreement with individual customers.
• API documentation: Yes
• API documentation formats:
  • HTML
  • ODF
  • PDF
• API sandbox or test environment: Yes
• Customisation available: Yes
• Description of customisation: Its normal that a qualified partner like ourselves would make the custom changes. All custom changes are implemented using an application extension methodology to protect for future upgrades.

Scaling

• Independence of resources: Microsoft constantly monitor the load being generated by each client. To ensure the availability and quality of Business Central services, there are limits applied on certain operations. This is in line with the agreed availability for the service within the SLA agreement.

Analytics

• Service usage metrics: Yes
• Metrics types: The Business Central administration center provides telemetry for the tenant environments to enable troubleshooting and support for the tenant. The Telemetry tab provides telemetry of top-level AL events, and any errors resulting from calls through the telemetry stack.; We will review and agree an appropriate reporting structure for each customer at the start of the project.
• Reporting types:
  • 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 Baseline Personnel Security Standard (BPSS)

Asset protection

• Knowledge of data storage and processing locations: Yes
• Data storage and processing locations: United Kingdom
• User control over data storage and processing locations: No
• 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
• Data sanitisation process: Yes
• Data sanitisation type: Explicit overwriting of storage before reallocation
• Equipment disposal approach: A third-party destruction service

Data importing and exporting

• Data export approach: Business Central has permissions based controls to control the export of data. In addition to this the GDPR module allows the user the define data visibility and export rules on a per field basis. ; Data sharing via Office 365 and the common data service is a central principal for Dynamics 365. Links are provided to surface data in Power BI or Excel/Word directly from the application. Tools are available to surface data via web services or the common data service. Jet Reporting tools are also available for external data analysis.
• Data export formats:
  • CSV
  • ODF
  • Other
• Other data export formats:
  • Excel
  • XML
• Data import formats:
  • CSV
  • Other
• Other data import formats:
  • Excel
  • XML

Data-in-transit protection

• Data protection between buyer and supplier networks:
  • Private network or public sector network
  • TLS (version 1.2 or above)
  • IPsec or TLS VPN gateway
• Data protection within supplier network:
  • TLS (version 1.2 or above)
  • IPsec or TLS VPN gateway

Availability and resilience

• Guaranteed availability: We supply comprehensive SLA's to the customer at the start of teh project , providing 99.99% availability.
• Approach to resilience: The Datacenters implement various technologies to achieve high level resilience, detailed information is available on request from the customer.
• Outage reporting: Outages are reported to the customer , by phone e mail and dashboards.

Identity and authentication

• User authentication needed: Yes
• User authentication:
  • 2-factor authentication
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Dedicated link (for example VPN)
  • Username or password
• Access restrictions in management interfaces and support channels: Internal access control policies limit access to management interfaces to authorised personnel only.
• Access restriction testing frequency: At least once a year
• Management access authentication:
  • 2-factor authentication
  • Public key authentication (including by TLS client certificate)
  • Identity federation with existing provider (for example Google Apps)
  • Dedicated link (for example VPN)
  • Username or password

Audit information for users

• Access to user activity audit information: Users contact the support team to get audit information
• How long user audit data is stored for: User-defined
• 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: User-defined

Standards and certifications

• ISO/IEC 27001 certification: No
• 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

Security governance

• Named board-level person responsible for service security: Yes
• Security governance certified: No
• Security governance approach: We follow industry standards and specifically Microsoft standards and Cyber Essentials.
• Information security policies and processes: Security polices are agreed and owned at Main Board level within the organisation. These are then passed down to a Operational Board member who has further responsibility to meet and adhere to the scorecard standards and scoring agreed at Main Board level

Operational security

• Configuration and change management standard: Supplier-defined controls
• Configuration and change management approach: Microsoft release cumulative application updates on a monthly basis, each update is version numbered at a component level and tested at a functional and security level prior to release. Any development updates we do are governed by a change request and review process.
• Vulnerability management type: Supplier-defined controls
• Vulnerability management approach: SAAS customers will receive a regular monthly software upgrade directly from Microsoft. We will review the monthly release documentation and alert Private Cloud or on premise customers as to the criticality of applying these updates. The exact update frequency is agreed on a per customer basis.
• Protective monitoring type: Supplier-defined controls
• Protective monitoring approach: We will put in place a level of monitoring for each client that is appropriate to their needs. However typically we do the following, for SAAS tenants we use Azure Application Insights to monitor live telemetry. For On Premise and Private Cloud servers we use Solarwinds to monitor server performance. In addition to these standard tools we can deploy additional monitoring tools on a customer specific basis.
• Incident management type: Supplier-defined controls
• Incident management approach: Kick ICT support processes are based on ITILv3 practices and all support requests are logged and allocated to a support team for resolution. From that point on the process is governed by our support SLAs. If a request is getting close to breaching the SLA terms alerts are automatically sent to the responsible team and their management. SLA adherence and average response times are a board level KPI reviewed on a monthly basis.

Secure development

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

Public sector networks

• Connection to public sector networks: No

Social Value

• Equal opportunity:

  Equal opportunity

  Equal opportunity; ; Kick is an equal opportunity employer, committed to ensuring that, within the framework of the law (including all aspects of the Equality Act 2010), our workplace is free from unlawful or unfair discrimination on the grounds of colour, race, nationality, ethnic or national origin, sex, gender (including gender reassignment), sexual orientation, sexuality, age, marital status (including civil partnership), pregnancy and maternity, or disability. We aim to ensure that Kick staff achieve their full potential and that all employment decisions are taken without reference to irrelevant or discriminatory criteria. We have adopted the following equal opportunity policy as a means of helping to achieve these aims. We are committed to ensuring that all our staff and applicants for employment are protected from unlawful discrimination in employment. Recruitment and employment decisions will be made based upon fair and objective criteria. Our selection procedures are reviewed from time to time to ensure that they are appropriate for achieving our objectives and for avoiding unlawful discrimination.

Pricing

• Price: £50 to £80 a user a month
• Discount for educational organisations: Yes
• Free trial available: No

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 natalie.davidson@kickict.co.uk. Tell them what format you need. It will help if you say what assistive technology you use.