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

Pricing

£50 to £80 a user a month

  • Education pricing available

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 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 12

Service ID

2 0 8 4 9 0 8 6 7 6 8 6 1 5 8

Contact

Kick ICT Natalie Davidson
Telephone: 01698844600
Email: 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 10
  • Internet Explorer 11
  • Microsoft Edge
  • Firefox
  • Chrome
  • Safari 9+
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
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
Staff screening not performed
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
  • European Economic Area (EEA)
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 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
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

Pricing

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

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