Trillium Dynamics 365 - Membership Accelerator
The Trillium Dynamics 365 Membership Accelerator is a proven application that allows you to streamline all aspects of membership within member based organisations. It is architected to sit on top of and significantly enhance functionality available in Microsoft Dynamics 365 CRM.
- Membership Management
- Association Management
- Single Source of Truth
- Enhanced Member Engagement
- Streamline Business Processes
- Workflow Automation
- Improved Analytical Data and Reporting
£2300 to £5375 per instance per year
- Education pricing available
2 0 0 1 2 1 9 5 6 0 8 1 1 8 3
|Software add-on or extension||Yes|
|What software services is the service an extension to||Microsoft Dynamics 365|
|Cloud deployment model||
|Service constraints||Full details of the Microsoft Dynamics 365 service can be found here: https://www.microsoft.com/en-gb/download/details.aspx?id=30185 and for Dynamics 365 Operations here https://docs.microsoft.com/en-us/dynamics365/#pivot=solutions&panel=solutions_operations|
|Email or online ticketing support||Email or online ticketing|
|Support response times||
Critical Priority - Major Incident:
2hr response time
4hr resolution, escalation or work around.
4hr response time
12hr resolution, escalation or work around.
12hr response time
14 day resolution, escalation or work around.
30 day resolution, escalation or work around.
(Mon-Fri 0830 - 1800 for Standard Support)
|User can manage status and priority of support tickets||Yes|
|Online ticketing support accessibility||WCAG 2.1 AA or EN 301 549|
|Phone support availability||9 to 5 (UK time), Monday to Friday|
|Web chat support||No|
|Onsite support||Yes, at extra cost|
We provide Standard and Gold Support. Gold support provides out of hours cover.
Support contracts are priced on a case by case scenario. Please do contact us for more information.
An account manager will be provided for each client we work with. All support tickets are resolved by our dedicated support team.
|Support available to third parties||Yes|
Onboarding and offboarding
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.
|End-of-contract data extraction||At any point user can export data from Microsoft Dynamics 365. This uses the Software Development Kit (SDK), manually export data using the data export functionally.|
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. For more see http://trustoffice365.com/
Using the service
|Web browser interface||Yes|
|Application to install||No|
|Designed for use on mobile devices||Yes|
|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.|
|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 -https://msdn.microsoft.com/en-gb/library/mt593051.aspx).
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 formats||HTML|
|API sandbox or test environment||Yes|
|Description of customisation||
Microsoft Dynamics 365 CRM is designed to allow system administrators and users the flexibility of customising and configuring the system to meet their specific needs. Any changes in the organisation can be easily accommodated making this application scalable and extensible.
Some of the major types of customizations include:
- Customising forms, views and charts
- Customising the schema
- Automations using workflows and dialogs
- Customising reports and dashboards and creating web resources
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||Yes|
|Metrics types||Organization Insights for Dynamics 365 (online) provides important adoption and use metrics for your Dynamics 365 organization, and tools to help you stay ahead of performance and support issues.|
|Reporting types||Real-time dashboards|
|Supplier type||Reseller providing extra features and support|
|Organisation whose services are being resold||Microsoft|
|Staff security clearance||Other security clearance|
|Government security clearance||None|
|Knowledge of data storage and processing locations||Yes|
|Data storage and processing 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 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||
|Other data at rest protection approach||For data at rest, the service 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. Your organization’s files are distributed across multiple Azure Storage containers, each with separate credentials, rather than storing them in a single database.|
|Data sanitisation process||Yes|
|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||
|Data import formats||
|Other data import formats||
|Data protection between buyer and supplier networks||
|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 http://aka.ms/Office365CE|
|Data protection within supplier network||
|Other protection within supplier network||Please see http://aka.ms/Office365TI and http://aka.ms/Office365CE|
Availability and resilience
|Approach to resilience||
|Outage reporting||The service reports outages via the service status portal: https://portal.office.com/servicestatus/servicestatus.aspx|
Identity and authentication
|User authentication needed||Yes|
|Other user authentication||
Modern authentication brings Active Directory Authentication Library (ADAL)-based sign-in to Office client apps across platforms, enabling 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.
Cloud identity authentication - Users with cloud identities are authenticated using traditional challenge/response.
Federated identity authentication - Users with federated identities are authenticated using Active Directory Federation Services 2.0 or other Security Token Services.
MFA for the service - users are required to acknowledge a phone call, text, or an app notification on their smartphone after correctly entering their password.
|Access restrictions in management interfaces and support channels||
The system provides 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 the service admin center.
|Access restriction testing frequency||At least once a year|
|Management access authentication||
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||No|
|ISO 28000:2007 certification||No|
|CSA STAR certification||No|
|Other security certifications||No|
|Named board-level person responsible for service security||Yes|
|Security governance certified||No|
|Security governance approach||We have an internal information security policy which governs data security and management. This forms the basis of our current drive to achieve ISO 27001 compliance within the next 12 months.|
|Information security policies and processes||
We have a fully documented Information Security Management System (ISMS) which conforms to ISO 27001 (2005). We are currently upgrading this to ISO 27001 (2103) (UKAS).
All staff are fully briefed on the policies and processes, Regular Management Reviews are attended by the Information Security Management Committee. These reviews are scheduled regularly, are minuted and a list of actions is maintained and reviewed.
The Management Committee is responsibilities include :-
• continuous improvement of the process and policies;
• Reviewing progress with any actions identified;
• Review of the effectiveness of the ISMS in light of security audits, incidents, suggestions and feedback received
• Review levels of residual and acceptable risk in light of changes in technology, statutory and regulatory requirements, business objectives and processes.
|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||
Trillium have a robust and mature change process that is fully integrated throughout all areas of the business.
Change and configuration management activities conducted by Trillium include: logging and scheduling of service requests received from clients, impact and risk analysis of proposed changes in liaison with relevant 3rd parties, including change approval, security review and regression planning, maintenance of a log of changes; a summary of relevant changes is provided to customers on a quarterly basis.
|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, the service runs multiple layers of antivirus software to ensure protection from common malicious software. Servers within the the service 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. Microsoft has its own Security Response Center (MSRC) that also supplies information to all our customers covering the whole range Microsoft products.|
|Protective monitoring type||Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402|
|Protective monitoring approach||Trillium 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.|
|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||
|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||No|
|Price||£2300 to £5375 per instance per year|
|Discount for educational organisations||Yes|
|Free trial available||No|