Redspire Ltd

Dynamics 365 for Sales

Microsoft Dynamics 365 for Sales empowers sellers with the insights, guidance, and tools to drive personal engagement with customers.

Integration with Office 365 and LinkedIn enables Microsoft to empower sellers.

Features

  • Lead and Opportunity Management
  • Reporting and analysis– dashboards, export to Microsoft Excel
  • Relationship Insights– Automatic data capture, AI-powered “relationship_assistant”
  • Mobile App
  • Marketing Lists & Sales Campaigns
  • Competitors, Sales Goals & Territory Management
  • Products, Price Lists, Quotes, Orders, Invoices
  • Gamification – Sales Contests
  • Create Apps and Workflows with low or no code- PowerApps&Flow
  • Advanced analytics with a Power BI license

Benefits

  • Sell smarter and move deals forward with embeddedAI and guidance.
  • Better relationship management when combining with LinkedIn Sales Navigator.
  • Create sales productivity with seamlessly connected business data with O365&LinkedIn.
  • Get visibility with analytics based on historical and predictive data.
  • Motivate through contests that promote teamwork and accountability.

Pricing

£6.00 to £86.70 per licence per month

Service documents

G-Cloud 11

205867801688269

Redspire Ltd

Billy Lyle

08452268170

Info@Redspire.co.uk

Service scope

Service scope
Software add-on or extension Yes
What software services is the service an extension to Microsoft Dynamics 365 CRM/CE
Cloud deployment model
  • Public cloud
  • Private cloud
  • Hybrid cloud
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 https://docs.microsoft.com/en-gb/dynamics365/#pivot=main&panel=apps
System requirements
  • Minimum: 2.9GHz x86- or x64-bit dual core processor
  • Recommended: 3.3GHz 64-bit dual core processor
  • Memory: Minimum: 2-GB RAM
  • Memory: Recommended: 4-GB RAM or more
  • Display Minimum: Super VGA with a resolution of 1024x768

User support

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 Yes
Online ticketing support accessibility WCAG 2.1 AA or EN 301 549
Phone support Yes
Phone support availability 9 to 5 (UK time), 7 days a week
Web chat support No
Onsite support Yes, at extra cost
Support levels Redspire provide 2nd and 3rd line support for Microsoft Dynamics 365 CRM with either super users or IT departments trained to a suitable level to undertake 1st level support within the client.

2nd line support
Resource available in the Redspire offices during working hours Monday to Friday 9am to 5:30pm (excluding Bank Holidays)
Resources available outside of standard hours with bespoke support packages up to and including 24/7
Dedicated support telephone number
Dedicated support email address
Dedicated support portal
Services
In working hours triage into support cases raised
Raising cases with Microsoft support where appropriate
Escalating to 3rd line support where appropriate
Investigations and fixes into configuration of the system or users that cannot be resolved by

3rd line support
Resource available in the Redspire offices during working hours Monday to Friday 9am to 5:30pm (excluding Bank Holidays)
In working hours triage into support cases raised by 2nd line support
Raising cases with Microsoft support where appropriate
Investigation into complex issues
Resolve complex issues
Define if there is a problem
Raise problems
Support available to third parties Yes

Onboarding and offboarding

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. Microsoft offers a range of services to organisations, eg FastTrack to aid onboarding to the service, and the Dynamics Learning Portal to help partners and organisations optimise the use of the service.
Service documentation Yes
Documentation formats
  • HTML
  • Other
Other documentation formats
  • Ebooks
  • Raining videos
  • E-Learning
End-of-contract data extraction At any point users can export data from Microsoft Dynamics 365. This can be done using the Software Development Kit (SDK) or manually export data using the data export functionally built into the system.
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

Using the service
Web browser interface Yes
Supported browsers
  • Internet Explorer 10
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari 9+
  • Opera
Application to install No
Designed for use on mobile devices Yes
Differences between the mobile and desktop service Available on the following mobile operating systems:

Android, iOS, Linux or Unix, MacOS, Windows

On the latest version of Microsoft Dynamics 365 CE/CRM the Unified Interface ensures a comparable level of functionality and usability across all supported formats
Service interface Yes
Description of service interface 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.
Accessibility standards WCAG 2.1 AA or EN 301 549
Accessibility testing Please see https://docs.microsoft.com/en-us/dynamics365/get-started/accessibility/
API Yes
What users can and can't do using the API Please see the below link for a full guide to all of the API functionality and how to access and use it:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/about?view=dynamics-ce-odata-9
API documentation Yes
API documentation formats
  • HTML
  • Other
API sandbox or test environment Yes
Customisation available Yes
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 includes amending and creating new entities, forms, view and workflow processes. For cases that do require custom development, Microsoft provides a software developer kit (SDK).

Scaling

Scaling
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.

Analytics

Analytics
Service usage metrics Yes
Metrics types Organization Insights provides quick view of key Dynamics 365 metrics such as the number of active users and page requests. The Dynamics 365 Administration Portal provides an overview of each instances 'service health' including service degradation and storage capacity.
Reporting types
  • Real-time dashboards
  • Reports on request

Resellers

Resellers
Supplier type Reseller providing extra features and support
Organisation whose services are being resold Microsoft Dynamics 365 CRM/CE

Staff security

Staff security
Staff security clearance Other security clearance
Government security clearance Up to Developed Vetting (DV)

Asset protection

Asset protection
Knowledge of data storage and processing locations Yes
Data storage and processing locations
  • United Kingdom
  • European Economic Area (EEA)
  • EU-US Privacy Shield agreement 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
  • Physical access control, complying with CSA CCM v3.0
  • Physical access control, complying with SSAE-16 / ISAE 3402
  • Encryption of all physical media
  • Other
Other data at rest protection approach The data within the Dynamics 365 system is encrypted using a PFX or BYOK encryption key. All
instances of Dynamics 365 use Microsoft SQL Server Transparent Data Encryption (TDE)
to perform real-time encryption of data when written to disk, also known as encryption at rest.
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 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
  • CSV
  • Other
Other data export formats
  • XMLSpreadsheet
  • XLSX
  • TXT
Data import formats
  • CSV
  • Other
Other data import formats
  • XML Spreadsheet
  • TXT
  • XLSX
  • Various formats using the APIs or SDK.

Data-in-transit protection

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 Please see https://docs.microsoft.com/en-us/azure/security/azure-network-security
Data protection within supplier network
  • TLS (version 1.2 or above)
  • IPsec or TLS VPN gateway
  • Legacy SSL and TLS (under version 1.2)
  • Other
Other protection within supplier network https://docs.microsoft.com/en-us/azure/best-practices-network-security

Availability and resilience

Availability and resilience
Guaranteed availability Please the link below:
http://www.microsoftvolumelicensing.com/Downloader.aspx?documenttype=OST&lang=English
Approach to resilience https://docs.microsoft.com/en-us/azure/architecture/resiliency/disaster-recovery-azure-applications
Outage reporting Via the service status portal, Email, Alerts or Mobile Application

Identity and authentication

Identity and authentication
User authentication needed Yes
User authentication
  • 2-factor authentication
  • Identity federation with existing provider (for example Google Apps)
  • Username or password
  • Other
Other user authentication Dynamics 365 uses Azure Active Directory for authentication. Azure Active Directory is a comprehensive identity and access management cloud solution that provides a robust set of capabilities to manage users and groups. It helps secure access to on-premises and cloud
applications, including other Microsoft online services like Office 365 and many non-Microsoft SaaS applications. The customer can enable multi-factor authentication on their AAD tenant.
For details on the Dynamics 365 security architecture:
https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/sysadmin/security-
architecture
Access restrictions in management interfaces and support channels R o l e - b a s e d   a c c e s s   c o n t r o l   ( R B A C ) enables you to grant access based on the user’s assigned role, making it easy to give users only the amount of access they need to perform their job duties. You can customize RBAC per your organization’s business model and risk tolerance.

https://docs.microsoft.com/en-us/dynamics365/unified-operations/dev-itpro/sysadmin/role-based-security

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/security-dev/how-role-based-security-control-access-entities
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

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

Standards and certifications
ISO/IEC 27001 certification Yes
Who accredited the ISO/IEC 27001 BSI
ISO/IEC 27001 accreditation date 27/03/2018
What the ISO/IEC 27001 doesn’t cover Statement of applicabilty for ISO 27001 for Dynamics 365: https://servicetrust.microsoft.com/ViewPage/MSComplianceGuide?command=Download&downloadType=Document&downloadId=d383c8df-1387-4a08-8604-b3e8aa647206&docTab=4ce99610-c9c0-11e7-8c2c-f908a777fa4d_ISO_Reports
ISO 28000:2007 certification No
CSA STAR certification Yes
CSA STAR accreditation date 29/09/2016
CSA STAR certification level Level 1: CSA STAR Self-Assessment
What the CSA STAR doesn’t cover Service scope for CSA STAR Certificate is decribed in  this document: https://servicetrust.microsoft.com/ViewPage/MSComplianceGuide?command=Download&downloadType=Document&downloadId=6d07d7e3-da62-4153-a91c-14d259dac9f1&docTab=4ce99610-c9c0-11e7-8c2c-f908a777fa4d_ISO_Reports
PCI certification No
Other security certifications Yes
Any other security certifications
  • EU-Model-Clauses
  • EU-U.S. Privacy Shield,
  • GDPR,
  • FIPS 140-2,
  • HIPAA/HITECH,
  • EN 301 549 (EU),
  • G-Cloud (United Kingdom Government-Cloud),
  • MCTS (Multi-Tier Cloud Security Standard),
  • ISO 27018
  • IRAP

Security governance

Security governance
Named board-level person responsible for service security Yes
Security governance certified Yes
Security governance standards
  • ISO/IEC 27001
  • Other
Other security governance standards https://www.microsoft.com/en-us/trustcenter/compliance/complianceofferings?product=Dynamics365
https://www.microsoft.com/en-us/trustcenter
Information security policies and processes https://download.microsoft.com/download/6/D/F/6DFD7614-BBCF-4572-A871-E446B8CF5D79/MSFT_cloud_architecture_security.pdf

http://download.microsoft.com/download/C/E/3/CE357CE2-3A98-4493-BAEB-CEB13F333302/Cloud_App_Security_datasheet.pdf
https://www.microsoft.com/en-us/enterprise-mobility-security/cloud-app-security

Operational security

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 The operational change control procedure considers the following actions:
• The identification and documentation of the planned change.
• An assessment of possible change impact.
• Change testing in an approved non-production environment.
• Change communication plan.
• Change management approval process.

•Identification and recording of significant changes.
•Planning and testing of changes.
•Assessment of the potential impacts, including security impacts, of such changes.
•Formal approval procedure for proposed changes.
•Communication of change details to all relevant persons.
•Fallback procedures, including aborting and recovering from unsuccessful changes and unforeseen events.
•Validation and acceptance of each change by the engineering teams.
Vulnerability management type Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
Vulnerability management approach 1.Identification– System and security alerts collected, correlated, and analysed. The incident is assigned a severity classification and escalated appropriately
2.Containment– The priority is to ensure the incident is contained and data is safe. The escalation team forms the response, performs appropriate testing, and implements changes.
3.Eradication– After containment the team fix damage caused by the breach and identifies the root cause of the security breach. Reports issued to product engineering.
4.Recovery– During recovery, software or configuration updates are applied to the system
5.Lessons Learned Analysis to ensure the appropriate mitigations are applied to protect in future
Protective monitoring type Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
Protective monitoring approach Azure offers built in advanced threat detection functionality through services such as Azure Active Directory (Azure AD), Azure Monitor logs, and Azure Security Center. This collection of security services and capabilities provides a simple and fast way to understand what is happening within your Azure deployments.

https://docs.microsoft.com/en-us/azure/security/azure-threat-detection
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 https://www.microsoft.com/en-us/download/confirmation.aspx?id=55110

Secure development

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

Public sector networks
Connection to public sector networks No

Pricing

Pricing
Price £6.00 to £86.70 per licence per month
Discount for educational organisations Yes
Free trial available Yes
Description of free trial All functionality and up to 25 licenses are available for the length of the trial which is 30 days
Link to free trial https://trials.dynamics.com/

Service documents

pdf document: Pricing document pdf document: Skills Framework for the Information Age rate card pdf document: Service definition document pdf document: Terms and conditions
Service documents
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