Ceox

Microsoft Dynamics 365 for Housing

Ceox’s Microsoft Dynamics 365 for Housing enables Housing Sector Organisations to better manage properties and relationships with tenants and residents.
Based upon MS Dynamics 365 with options to provide services digitally using a portal, it’s the ideal platform for digital transformation. Deliver better satisfaction and reduced costs by improving efficiencies.

Features

  • Support Microsoft Dynamics 365 formally Dynamics CRM, AX, NAV, (D365)
  • Support for all integrations including Office 365 (Office365, O365, SharePoint)
  • Migration possible CRM Online, Hybrid, On-Premise, 2011, 2013, 2015, 2016
  • Allows configuration and customisation including .NET and PowerApps
  • Dynamics365, ClickDimensions, Social Listening, Power BI (PowerBI), adxstudio, Outlook
  • Digital Portal development with Dynamics Portals or a bespoke portal
  • Responsive design optimised for mobile phones and tablets, repairs, DLO
  • Access Artificial Intelligence, predict trends, data-driven, AI Virtual Assistant
  • Sales, Customer Service, Field Service, Marketing, Project Service Automation Modules
  • ERP, Business Central, Customer Engagement, Finance and Operations, Unified Operations

Benefits

  • ITIL service management processes, tools, support via a service desk
  • Full support, discovery, user research, design, develop, delivery, build, live
  • Experts in supporting Housing Associations and Local Authority Housing Providers
  • Assisting regulated suppliers of Social Housing, leaseholders and shared ownership
  • Help understanding licences and licensing including plan selection
  • Skills transfer to internal staff including training and project management
  • Integrate with finance, EDRM and housing management systems, Microsoft Partner
  • Create a better Customer Engagement through Digital Service Delivery
  • Drive better Customer Relationship Management, case management and reporting
  • Academy, Housing CX, Qube, Swordfish, Livelink, Keystone, Castleton, OpenHousing, Orchard

Service scope

Service scope
Software add-on or extension Yes
What software services is the service an extension to Our software is built upon Microsoft Dynamics 365.
Cloud deployment model
  • Public cloud
  • Private cloud
  • Community cloud
  • Hybrid cloud
Service constraints None
System requirements
  • Processor - 1.9GHz x86- or x64-bit dual core processor
  • Memory - 2-GB RAM
  • Display - Super VGA with a resolution of 1024x768
  • Bandwidth greater than 1Megabit per second (125 KBps/Kilobyte per second)
  • Latency under 150 ms
  • Windows 10 - Internet Explorer 11, Microsoft Edge
  • Windows 8.1 - Internet Explorer 11, Windows 8 - IE10
  • Windows7 -IE10, IE11
  • Latest versions of Mozilla Firefox, Google Chrome and Apple Safari
  • Further information can be found here - https://technet.microsoft.com/en-us/library/hh699710.aspx

User support

User support
Email or online ticketing support Email or online ticketing
Support response times Support Incidents are classified under one of four levels depending on severity:
Level 1: Critical,
Level 2: Major,
Level 3: Significant,
Level 4: Minor.

The levels have the following response and resolve times:
Level 1: 1 hour respond, 4 hours resolve;
Level 2: 4 hours respond, 8 hours resolve;
Level 3: 1 day respond, 5 days resolve;
Level 4: 5 days respond, 10 days resolve.

Ceox service desk runs during standard UK office hours with 24x7 available at extra cost.
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 Yes, at extra cost
Support levels Ceox can tailor support levels to an organisation depending on requirements. By default, incidents are assigned one of four levels depending on severity:

Level 1: Critical - The system is unavailable for all users.
Level 2: Major - The system is unavailable for some users and no workaround exists.
Level 3: Significant - There is an issue which is impacting some users and no workaround exists.
Level 4: Minor - There is an issue but users can workaround without impact.

The levels have the following response and resolve times:
Level 1: 1 hour respond, 4 hours resolve;
Level 2: 4 hours respond, 8 hours resolve;
Level 3: 1 day respond, 5 days resolve;
Level 4: 5 days respond, 10 days resolve.
Support available to third parties Yes

Onboarding and offboarding

Onboarding and offboarding
Getting started The level of onboarding and offboarding support provided by Ceox depends on the customer's requirements. Ceox can provide full support for organisations who want to rollout the service to their whole organisation. Ceox can also support small pilot trials if desired. At the end of the engagement, Ceox can tailor the level of offboarding support required. Ceox also provides a number of training options including: train the trainer, training for key individuals, classroom training for all users and floor walking support.
Service documentation Yes
Documentation formats
  • HTML
  • PDF
  • Other
Other documentation formats Microsoft provide online videos and interactive learning portals
End-of-contract data extraction Customers can export their data from Dynamics 365 at any time using the standard export services. Ceox can provide complete support in undertaking this process.
End-of-contract process The amount of notification required to end the contract depends on the length of contract taken out and will be included in the call-off contract. At the end of the contract process, Ceox will assist the customer in extracting any data or moving to another supplier as required.

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 Users can access Dynamics 365 by using Outlook or installing Dynamics 365 for Phones or Dynamics 365 for Tablets. These allow access to a lot of the functionality accessed through the web application including offline read-only access to recently viewed records.
Service interface Yes
Description of service interface Dynamics 365 can be accessed through a number of interfaces, predominantly a web browser but also through the mobile and tablet applications.
Accessibility standards WCAG 2.1 AA or EN 301 549
Accessibility testing Microsoft have done extensive testing to ensure that Dynamics 365 is accessible, more details can be found here: https://docs.microsoft.com/en-gb/dynamics365/get-started/accessibility/
API Yes
What users can and can't do using the API The Dynamics 365 Web API allows access to features within Dynamics and can be used to develop external user facing portals. The Web API is implemented using RESTful APIs. More details can be found here: https://msdn.microsoft.com/en-gb/library/mt593051.aspx
API documentation Yes
API documentation formats HTML
API sandbox or test environment Yes
Customisation available Yes
Description of customisation Dynamics 365 is highly configurable and customisable, enabling organisations to run most business functions off the platform. The level of customisation permitted depends on the level of service bought from Ceox, if subscribing to regular updates then the level of customisation available will be reduced so as not to break future updates.

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 multi-tenant environments.

Analytics

Analytics
Service usage metrics Yes
Metrics types Dynamics 365 provides functionality called Organisation Insights which enables monitoring of performance and support issues. More details can be found here: https://docs.microsoft.com/en-gb/dynamics365/customer-engagement/admin/use-organization-insights-solution-view-instance-metrics
Reporting types Real-time dashboards

Resellers

Resellers
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 Up to Security Clearance (SC)

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 once a year
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
  • Encryption of all physical media
  • Scale, obfuscating techniques, or data storage sharding
  • Other
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. Each organisation’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 importing and exporting
Data export approach Customers can export their data from Dynamics 365 at any time using the standard export services. Ceox can provide complete support in undertaking this process. Data can be exported to Excel or using built-in functionality can be replicated to a separate SQL Azure instance.
Data export formats
  • CSV
  • ODF
  • Other
Other data export formats
  • Various formats can be exported from Dynamics 365.
  • Ceox can provide assistance in choosing the most appropriate format
  • Common formats include XML and database backups
Data import formats
  • CSV
  • ODF
  • Other
Other data import formats
  • Various formats can be imported into Dynamics 365.
  • Ceox can provide assistance in choosing the most appropriate format.
  • Common import formats include uploading an on-premise CRM database

Data-in-transit protection

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
  • Other
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
  • TLS (version 1.2 or above)
  • IPsec or TLS VPN gateway
  • Other
Other protection within supplier network Please see http://aka.ms/Office365TI and http://aka.ms/Office365CE

Availability and resilience

Availability and resilience
Guaranteed availability The level of availability guaranteed by Microsoft is 99.9% availability (based on 24x7). Microsoft pay service credits if the service does not meet the required up-time for a given month and Ceox will pass all service credit from Microsoft straight to the customer. More details on the level of SLA can be found here: https://port.crm.dynamics.com/portal/static/1033/sla.htm
Approach to resilience Microsoft publish a document covering how the ensure resilience in Office 365 and Dynamics 365 which can be found here: http://aka.ms/Office365DR
Outage reporting Outages are reported through the Office 365 admin center, users can see the status of the current service health, historic service health and planned maintenance. Details on how to check the service health can be found here: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/check-online-service-health

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 Users are authenticated by using an Office 365 account (Office 365 licence is not required). Authentication can be setup in several different ways depending on how each organisation wants to restrict access including multi-factor authentication. More details can be found here: https://technet.microsoft.com/en-us/library/office-365-user-account-management.aspx
Access restrictions in management interfaces and support channels The service comes with 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 Office 365 admin center.
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 No
ISO 28000:2007 certification No
CSA STAR certification No
PCI certification No
Other security certifications No

Security governance

Security governance
Named board-level person responsible for service security Yes
Security governance certified No
Security governance approach Ceox runs a security management system aligned to ISO27001. As part of this, there is a security working group which handles the assessment and control of information security risk.

Microsoft also run an information security management process details of which can be found here: https://www.microsoft.com/en-us/trustcenter/security/dynamics365-security
Information security policies and processes Ceox use ISO27001 aligned policies and procedures to ensure that information security risk is controlled adequately. There is a Security Working Group (SWG) which handles the assement and control of information security risk.

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 Microsoft has developed formal standard operating procedures (SOPs) governing the change management process. These SOPs cover both software development and hardware change and release management, and are consistent with established regulatory guidelines including ISO 27001, SOC 1 / SOC 2, NIST 800-53, and others.

Ceox uses configuration and change management procedures produced inline with ISO9001 and ISO27001. These are based on the ITIL framework and make use of DevOps tooling where possible.
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, Office 365 runs multiple layers of antivirus software to ensure protection from common malicious software. Servers within the Office 365 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 The service 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.

Proactive monitoring continuously measures the performance of key subsystems of the Office 365 services platform against the established boundaries for acceptable service performance and availability. When a threshold is reached or an irregular event occurs, the monitoring system generates warnings so that operations staff can address the threshold or event.
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 Ceox runs an incident management process based upon ITIL's Service Operation practices. These include detailed processes for handling security incidents.

Microsoft has developed robust processes to facilitate a coordinated response to incidents. Details of which can be found here: http://aka.ms/Office365SIM

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 Yes
Connected networks
  • Public Services Network (PSN)
  • NHS Network (N3)
  • Joint Academic Network (JANET)

Pricing

Pricing
Price £71.60 per person per month
Discount for educational organisations No
Free trial available Yes
Description of free trial Microsoft offer a free trial of Dynamics 365 which can also be used for initial development. Ceox can assist customers who wish to make use of Microsoft's free trial offer. Details of which can be found here: https://trials.dynamics.com
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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