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In this section, you will find key insights into TALXIS’s capabilities, the advantages of using Microsoft Power Platform, TALXIS’s customization options, and how it interfaces with other software and systems.
We believe that by building on a strong platform like Microsoft Power Platform, we offer solutions that are designed to stand the test of time. This focused approach enables us to address the unique challenges our customers face, without the need to allocate resources to the maintenance and upkeep of a proprietary platform. One of the Power Platform’s key benefits is its ability to integrate easily with other systems, and this flexibility helps us adapt to customer-specific requirements by allowing integration into existing infrastructures. To top it off, the usage of Microsoft technologies also makes us an ideal partner for companies already in the Microsoft ecosystem, as we integrate smoothly without causing any disruptions.
Dive deeper into Power Platform’s capabilities here.
One of TALXIS’s strongest points is its potential for customization. We offer a unique approach that lies between an out-of-the-box solution and bespoke software. Picture TALXIS as the chassis of a car: a strong, dependable foundation. Built on this robust base, we add specialized modules and custom features to meet your specific business needs.
This modular structure not only allows for targeted customization but also reduces the lengthy development timelines often associated with fully customized solutions. It’s the best of both worlds, providing you with the benefits of standardization and individual customization.
TALXIS is designed to cover a wide range of functional requirements in sales, service, marketing, project management and more. The modules we offer serve as templates, typically including the key features customers could need, while allowing for the integration of additional functionalities as required. While we provide standardized solutions, as detailed here, we refrain from publishing a complete list because our offerings are constantly developing.
It’s essential to think of TALXIS not just as a single SaaS application but as an application platform that caters to various needs within a management information system. This approach means TALXIS is flexible and can be tailored to fit specific requirements, making it a dynamic solution that evolves alongside your business needs.
TALXIS offers a unique approach to business process management and tool implementation compared to standard SaaS applications. Unlike platforms that offer a tool looking for a problem, we focus on identifying your specific business problem first and then selecting the right tools to solve it. This ensures a right sized solution that truly meets your needs.
While that is the main difference, other key differences are:
In summary, TALXIS is about providing right-sized, highly customizable solutions on an advanced platform, ensuring that our clients receive not just a tool, but a complete solution tailored to their unique business challenges.
The integration of TALXIS with Microsoft 365 (M365) is designed to create an efficient workflow, enhancing the capabilities of both systems. Here’s how they connect and complement each other:
In essence, the TALXIS-M365 integration is about creating an ecosystem where both systems work together seamlessly, making the whole greater than the sum of its parts. Users benefit from the familiarity of M365 with the added functionalities and customizations that TALXIS provides.
TALXIS and Dynamics 365 share a common platform and can coexist within the same environment, operating on similar principles. While Dynamics 365 is better suited for big corporations with its extensive and complex features, TALXIS takes a different approach. It focuses on starting with essential features and avoiding unnecessary complexity, making it intuitive and user-friendly.
Built on the low-code Power Platform, TALXIS supports flexible adaptation and customization, allowing it to evolve alongside your business needs. Its architecture enables selective feature inclusion, equipping the system with what users need without adding unnecessary elements.
Both TALXIS and Dynamics 365 can coexist within the same ecosystem, allowing organizations to benefit from Dynamics 365’s robust features while enjoying TALXIS’s streamlined user experience.
In summary, TALXIS distinguishes itself with a user-friendly interface and an adaptable structure, offering a comprehensive solution without the complexity typically associated with larger systems like Dynamics 365.
Built on the robust Microsoft Power Platform, TALXIS offers easy integration with a wide range of other applications. Our primary method involves using Microsoft’s Certified Connectors, which are compatible with over 1000 established data sources and software systems. For more specialized needs, we have the skills to develop custom connectors, ensuring that TALXIS is aligned with your specific requirements.
Learn about the basics of deploying TALXIS, from what you will need beforehand to the steps of the process and common issues. This section also delves into the technical aspects of TALXIS.
Users can use several authentication methods to suit different user preferences:
Each method is designed to provide secure and flexible access, ensuring that authentication aligns with your organization’s policies and user preferences.
In order for TALXIS to function, we must confirm together that our verified application will have the following capabilities:
Confirmation of those criteria will make sure that the deployment of TALXIS is smooth and successful.
Deploying TALXIS is a streamlined process aligned with Power Platform’s best practices for security and lifecycle management. All Dataverse customizations are distributed through managed solutions if technically possible. There are automated deployments to avoid unnecessary manual actions and smoothen up the release of a new application version.
Here’s a quick rundown of the process, each of these steps ensures that TALXIS is deployed securely and effectively.
Don’t hesitate to consult us with specific tenant situations. For a comprehensive guide, please refer to our detailed deployment documentation.
Automation is at the heart of everything we do in our company. From builds, through testing to deploys. Deployments to production (customer tenants) are done via Azure Pipelines, which then use a shared Service Principal in Entra to authenticate to the customer tenant and deploy the solution to the Dataverse environment.
Access is granted based on Just-in-Time (JIT) and Just-Enough-Administration (JEA) principles, so that nobody has access unless they request it for a limited time. We need this service principal for deployments and it has no scopes or permissions granted to it, since all permissions are configured on the specific environment.
During the onboarding process, customers are required to grant consent to all necessary service principals for deployment and other workloads, such as custom connectors. This is a one-time requirement, but it can become a bottleneck. The approval process within corporate IT departments can be lengthy, sometimes stretching into weeks or months. This often involves multiple meetings and extensive explanations, which can extend the timeline of the project and divert focus from development.
Despite our efforts to make the process as automated and error-free as possible, traditional corporate IT guidance often suggests manual procedures, to avoid using service principals, which we strongly recommend against.
Service principals are key for successful deployments and offer advantages like auditing and conditional access for improved security. However, as we mentioned, getting a service principal set up can be sometimes challenging. Common issues include a lack of procedures, misunderstandings about service principals within IT departments, and concerns over granting excessive permissions. The important thing to keep in mind is that these are issues that can be addressed. The key to any successful project lies in building a trust relationship between us and our customers.
Our aim as software developers is to improve and innovate wherever possible. While you might consider the example of service principals, understand that the issue is broader in scope. So, before making decisions like rejecting the creation of a service principal or granting consent, it’s important to weigh the pros and cons. By cooperating effectively, we can create more secure and efficient systems for our users.
Find more information on this topic here.
Yes, but choosing to host with us provides you the same robust Microsoft Azure cloud infrastructure you would have if hosting TALXIS independently, along with the added advantages of continuous updates and comprehensive support. While hosting on your own Azure subscription is technically possible, we advise against it for several critical reasons:
If after considering all the points mentioned you still choose to proceed with hosting TALXIS within your own Azure subscription, please be aware that you will receive an older, static version of TALXIS. This version will not be eligible for continuous updates, and any future upgrades may require substantial additional investments
Here you can explore topics related to the security measures TALXIS employs, as well as our adherence to GDPR regulations.
TALXIS takes security seriously and leverages Microsoft’s security framework to ensure that the information we handle is safe. Data are securely stored and processed within Microsoft Azure infrastructure and remain within designated boundaries. If you use Dataverse in your solution, your data is persisted within your Microsoft Entra tenant.
For our European customers, we offer the added security of storing your data within the Azure EU Data Boundary, a geographically defined area that guarantees customer data is stored and processed within the European Union.
Microsoft Azure provides multiple layers of security, including advanced data encryption, to keep your information secure at all times.
You can read more about the EU Data Boundary here.
Yes, TALXIS is fully compliant with the General Data Protection Regulation (GDPR). Here’s how we ensure the safety and privacy of your data:
In this part, we will go over the basics of our contracts and licensing terms. You will find summarized information on the scope of licenses, your responsibilities as a client, and our commitments to you. Keep in mind that these are just summaries, and you can find the full details either in our Terms and Conditions or in your contract.
Our license agreement is designed to be as transparent and straightforward as possible. To summarize:
Please be aware and pay attention to certain key provisions within the Terms and Conditions, including those related to backup (4.4), licensing agreements (5), indemnity in the event of third-party rights violations (5.3), license restrictions following overdue payments (7.4), limitations of liability (10), contractual penalties (13), and substantial contract breaches (14.3). We emphasized those sections here to ensure you are fully informed. By concluding the Agreement, you acknowledge and agree to these terms.
Also, keep in mind that this is just a summary; we encourage you to read the full license agreement for complete details.
Yes, you will have access to the source code for components that are specifically and uniquely developed for your project. This ensures you have the control and flexibility you need for the parts of the system tailored to your business.
However, it’s important to note that TALXIS itself is the result of years of development and significant investment. As a result, you benefit from cost-effective implementation and frequent updates – however, the core source code of TALXIS is proprietary.
In the circumstance that we cease to operate, our contract includes terms that would allow for the transfer of TALXIS source code to you. This ensures continuity of our solution and provides a safety net for your business.
In the event of a significant change in our pricing structure, the discontinuation of our service, or the sale of our company, our contract includes safeguards to protect your interests. Specifically, your service will continue under similar terms and conditions that were in effect at the time of your contract signing. Alternatively, we will provide you with the source code and guidelines for self-operation.
While we do not offer a traditional ‘warranty’ for custom modifications to TALXIS, we stand behind the quality of our work and ensure any modifications go through a thorough review and require your acceptance before deployment to production.
This way, we ensure that the deployment process is safe and controlled. Because the software does not change on its own, it cannot become corrupted as long as it is not interfered with outside of this process.
Our dedicated support team is on hand to assist with troubleshooting, updates, and adjustments to keep your system running smoothly.