Managed IT Experts Ltd

Microsoft Dynamics 365 Customer Engagement

Unlike most other CRM systems, Microsoft Dynamics 365 is a platform that can be specifically tailored to your needs and how you work. With the technical backing of the largest software company on earth, Dynamics 365 integrates alongside your familiar collaboration & communication tools within Office 365.


  • Engage with customers on any channel or device
  • Deliver fast, personalised service
  • Learn from every interaction
  • Empower sellers to build relationships with authentic and personal engagement
  • Get additional AI-driven insights to grow sales
  • Innovate with sales solutions built to evolve


  • Drive efficiency & productivity.
  • Anytime, Anywhere Access.
  • Easily Communicate and Collaborate.
  • Tailored to your business and processes.
  • Safety and Security.
  • 99.9% Availability,


£50 to £87 per licence per month

  • Education pricing available
  • Free trial available

Service documents

G-Cloud 11


Managed IT Experts Ltd

David Shuster


Service scope

Service scope
Software add-on or extension Yes
What software services is the service an extension to Any third party extensions are available.
Cloud deployment model
  • Public cloud
  • Private cloud
  • Community cloud
  • Hybrid cloud
Service constraints No
System requirements Any device

User support

User support
Email or online ticketing support Email or online ticketing
Support response times Instant
User can manage status and priority of support tickets Yes
Online ticketing support accessibility None or don’t know
Phone support Yes
Phone support availability 9 to 5 (UK time), Monday to Friday
Web chat support No
Onsite support Onsite support
Support levels Tailored to individual requirements
Support available to third parties Yes

Onboarding and offboarding

Onboarding and offboarding
Getting started All possible, tailored to individual needs
Service documentation Yes
Documentation formats
  • HTML
  • ODF
  • PDF
End-of-contract data extraction Full export is possible
End-of-contract process Tailored and priced to individual needs

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 All
Service interface No
What users can and can't do using the API No limitations
API documentation Yes
API documentation formats
  • Open API (also known as Swagger)
  • HTML
  • ODF
  • PDF
API sandbox or test environment Yes
Customisation available Yes
Description of customisation Full customisation


Independence of resources Yes


Service usage metrics No


Supplier type Reseller providing extra features and support
Organisation whose services are being resold Microsoft

Staff security

Staff security
Staff security clearance Other security clearance
Government security clearance None

Asset protection

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 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
  • Physical access control, complying with SSAE-16 / ISAE 3402
  • Physical access control, complying with another standard
  • Encryption of all physical media
  • Scale, obfuscating techniques, or data storage sharding
Data sanitisation process No
Equipment disposal approach A third-party destruction service

Data importing and exporting

Data importing and exporting
Data export approach All possible, tailored to individual needs
Data export formats
  • CSV
  • ODF
Data import formats CSV

Data-in-transit protection

Data-in-transit protection
Data protection between buyer and supplier networks
  • 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

Availability and resilience
Guaranteed availability 99.99%
Approach to resilience As per Microsoft documentation
Outage reporting As per Microsoft documentation

Identity and authentication

Identity and authentication
User authentication needed Yes
User authentication 2-factor authentication
Access restrictions in management interfaces and support channels As per Microsoft documentation
Access restriction testing frequency Never
Management access authentication 2-factor authentication

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 User-defined
Access to supplier activity audit information Users have access to real-time audit information
How long supplier audit data is stored for User-defined
How long system logs are stored for User-defined

Standards and certifications

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

Security governance
Named board-level person responsible for service security Yes
Security governance certified Yes
Security governance standards ISO/IEC 27001
Information security policies and processes As per Microsoft documentation

Operational security

Operational security
Configuration and change management standard Supplier-defined controls
Configuration and change management approach As per Microsoft documentation
Vulnerability management type Supplier-defined controls
Vulnerability management approach As per Microsoft documentation
Protective monitoring type Supplier-defined controls
Protective monitoring approach As per Microsoft documentation
Incident management type Supplier-defined controls
Incident management approach As per Microsoft documentation

Secure development

Secure development
Approach to secure software development best practice Conforms to a recognised standard, but self-assessed

Public sector networks

Public sector networks
Connection to public sector networks No


Price £50 to £87 per licence per month
Discount for educational organisations Yes
Free trial available Yes
Description of free trial Full free trial

Service documents

pdf document: Pricing document pdf document: Terms and conditions
Service documents
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