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Product Features

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.

-+ What are the advantages of using Microsoft Power Platform?

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.

-+ Is TALXIS customizable to suit my business needs?

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.

-+ Is there a list of all modules and functions supported by TALXIS?

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.

-+ How does TALXIS compare to SaaS applications like PipeDrive, ClickUp, Salesforce or

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:

  • Management Advisory and Tailored Implementation: When you choose TALXIS, you’re not just purchasing software; you’re also getting management advisory coupled with tool implementation that best fits your specific requirements.
  • User-Friendly Customization: We believe that customizing applications should be as simple and user-friendly as possible within the context of each individual’s work. We aim to avoid overwhelming users with unnecessary features – a contrast to platforms like Salesforce which often require hiding extra buttons to reduce complexity.
  • Advanced Features on a Robust Platform: TALXIS is built on one of the most advanced low-code platforms available – Microsoft Power Platform. This allows us to develop nearly any feature you might need. While not all functionalities may look exactly like those in competitive products, TALXIS can be extended with custom UI controls and server-side extensions to meet your needs.
    On a market filled with various low-code/no-code platforms, we chose Microsoft Power Platform  because it stands out as highly advanced, seamlessly integrated with M365 and Azure and offers sophisticated tools for governance and documentation. These are areas where we perceive gaps in competitive platforms.

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.

-+ How do TALXIS and Microsoft 365 integrate and complement each other?

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:

  • Natural Extension to M365 Tools: TALXIS acts as a natural extension of M365 tools, filling in gaps and expanding capabilities. Whether it’s adding custom functionalities or refining existing features, TALXIS integration makes M365 more adaptable to specific business needs.
  • User Interface Synergy: TALXIS aligns with the M365 user interface, adopting similar design concepts. This integration ensures a familiar and intuitive experience for users who are already accustomed to M365.
  • Seamless Workflow Integration: TALXIS integrates key elements of M365 such as emails, files, contacts, Teams communications, calendar events and even call functionalities. This integration allows for a seamless flow of information, optimizing the overall productivity and efficiency of users.
  • Data-Level Integration: At the core of the TALXIS-M365 synergy is the data-level integration. This can range from direct connections to the Microsoft Graph API to native integrations within the Power Platform. It also includes data synchronization, ensuring consistency of information across both platforms.

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.

-+ What is the relationship between TALXIS and Dynamics 365?

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.

-+ How does TALXIS interface with other software and systems?

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.

For more in-depth information about Microsoft’s connectors, you can visit their page on Microsoft learn. The list of all supported connectors can be found here.

Technical Aspects

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.

-+ What are the login options for TALXIS Portal and other TALXIS applications?

Users can use several authentication methods to suit different user preferences:

  • Microsoft Entra ID (formerly known as Azure Active Directory): Employees can use their existing work accounts to log in seamlessly.
  • Self-Registration: New users have the option to register and create their own username and password, which may include additional security measures like two-factor authentication.
  • External Identity Providers: For organizations utilizing other identity services, users can log in via external identity providers supported by TALXIS (such as Google, Facebook).
  • Magic Links: For ease of access, we also support the use of magic links – secure, time-limited URLs that automatically log users in, allowing for quick, password-free login.

Each method is designed to provide secure and flexible access, ensuring that authentication aligns with your organization’s policies and user preferences.

-+ Which prerequisites must be met for deploying our solution?

In order for TALXIS to function, we must confirm together that our verified application will have the following capabilities:

  • User Identity: It can utilize Microsoft Entra’s (formerly known as Azure Active Directory) user identities for login.
  • Power Platform Integration: It can import solutions that we develop into the Power Platform environment.
  • SharePoint File Access: It has the necessary permissions to be authorized to work with files stored in SharePoint.

Confirmation of those criteria will make sure that the deployment of TALXIS is smooth and successful.

-+ What are the steps involved in the TALXIS deployment process?

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.

  1. Consent Application Registrations: This first step is usually carried out by a global (tenant) administrator (we also offer full tenant management if the customer prefers this option). It allows TALXIS to interact with your Dataverse environments in a secure manner. The automated deployments are not possible without this step.
  2. Environment Preparation: Before deploying, you will need to provision an environment and provide interactive access to it. Following actions are done by the Power Platform administrator, but we also offer full Power Platform management if the customer prefers this option.
    1. Create a New Environment: This is managed by the Power Platform administrator. A new, isolated Dataverse environment is needed for deployment. This not only prioritizes security, by preventing us from accessing other Power Platform applications in your tenant, but also ensures that TALXIS applications are exclusively managed by us.
    2. Provide an interactive access to an environment: To ensure proper configuration and security, we require that one interactive user is set up in your isolated Dataverse environment. This user is created by the tenant administrator and added to the isolated environment by a Power Platform administrator. This is crucial for configuring managed applications, such as setting up connections for connection references used in managed flows.
  3. Final Manual Configuration: This final step is done by the Dataverse environment System administrator and we perform it, focusing on setting up specific application IDs and configuring the necessary security permissions and roles to ensure a secure and effective deployment.

Don’t hesitate to consult us with specific tenant situations. For a comprehensive guide, please refer to our detailed deployment documentation.

-+ How does the deployment look in practice, what are the usual problems and how can we battle security through obscurity?

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.  

Granting access to service principals

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.

Why is it a problem?

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.

What to take away and how can we battle security through obscurity, together.

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.

-+ Is there an option to host the solution in our own Azure subscription?

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:

  • Maintenance Efficiency: Maintenance, updates, and bug fixes are streamlined within our managed environment. Hosting independently complicates these processes and leads to higher costs.
  • Direct Support: Our support structure is optimized for hosting on our own Azure infrastructure. Self-hosting limits the direct and efficient support you would otherwise receive from us.
  • Cost Considerations: Without our direct oversight, there’s a potential for increased costs as we are less able to help prevent unnecessary expenses in a self-hosted setup. Also, operating costs could be higher as you would not benefit from the shared capacity and optimized infrastructure that our dedicated environment provides.
  • Support Package Not Included: Typically, our pricing includes a support package, which will not be available if you choose to self-host, adding to your overall investment.
  • Telemetry Data: Our access to telemetry is critical for improving our services. Self-hosting restricts this flow of information and limits our ability to make our software better.
  • Security and Compliance: Our Microsoft Azure environment employs separate subscriptions with restricted access and uses Just-In-Time (JIT) and Privileged Identity Management (PIM). When absolutely necessary, these allow authorized support engineers to access the infrastructure components only to resolve issues or deploy hotfixes. All access requests require explicit approval and undergo auditing. By hosting with us, you place your security in the hands of experts, thereby avoiding the intricacies involved in self-managing these critical aspects.

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

Security and Compliance

Here you can explore topics related to the security measures TALXIS employs, as well as our adherence to GDPR regulations.

-+ How is TALXIS secured?

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.

-+ Is TALXIS GDPR complaint?

Yes, TALXIS is fully compliant with the General Data Protection Regulation (GDPR). Here’s how we ensure the safety and privacy of your data:

  1. Data Handling: We do not store your data. We process it only for the duration of your relationship with us as a customer and for the specific time period in which we provide services to you.
  2. Data Use: The data is processed solely for the purpose of delivering our services and fulfilling the functionalities of the software. We handle only the essential data required for the software to function, as well as any additional data that you upload.
  3. Access: Our team does not have access to your data.
  4. Purpose of Data Collection: Any personal data provided to us are used exclusively for fulfilling the terms of our contract with you.
  5. Third-Party Processors: TALXIS exclusively collaborates with Microsoft as our third-party data processor, utilizing their suite of cloud services including Dataverse, Azure and other Microsoft products. You can find more information on Microsoft’s GDPR practices here and also in this document, which is an experts’ report from a Czech court confirming that Microsoft Azure meets the GDPR requirements. Should we decide to include additional data processors, we will inform you beforehand.
  6. Customer-Administered Databases: Any other databases that are integrated into the software are administered solely by the customer.
  7. Transparency: If you have any questions or specific requests regarding GDPR compliance, feel free to reach out to us at
  8. Internal Practices: Within the company, we follow strict protocols and undergo regular training. We implement both organizational measures, such as Non-Disclosure Agreements (NDAs), and technical measures, including Multi-Factor Authentication (MFA) and encryption, to further protect your data.

For more details on our GDPR compliance, you can view our Privacy Policy and Terms and Conditions.

Contracts and Licenses

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.

-+ What do I need to know about TALXIS license agreements?

Our license agreement is designed to be as transparent and straightforward as possible. To summarize:

  1. License Requirements: TALXIS typically includes certain third-party licenses, such as Power Apps licenses. Should your contract not cover these due to existing licenses you may already have (or for any other reason), you will be responsible for securing all necessary licenses to enable full functionality of the software. We will outline the specific licenses included and any that you may need to acquire in your contract. It’s also important to maintain these licenses to ensure the continuous operation of our software.
  2. Non-Exclusive License: We grant you a non-exclusive, non-transferable, and territorially unlimited license to use our software. This license is not for resale and you’re not allowed to copy or distribute the software.
  3. User Account Limitations: Your license is limited to a specific number of user accounts. Each account should be used by one person only, and we monitor this to ensure compliance.
  4. Basic Support Included: Each license includes basic support package to help ensure your smooth operation of our software. Should you require more extensive support services, additional support packages (PSA) are available for purchase. Detailed information about our support options is available here.
  5. License Duration: The license is granted for the duration of our agreement plus an additional 30 days. As TALXIS is a SaaS product, the license grants you the right to use TALXIS as a service throughout this period.
  6. No Source Code Access: Access to the source code of our software is not provided unless it was specifically and uniquely developed for your project and such access was expressly agreed upon in the contract. You are not allowed to reverse engineer our software. However, under certain conditions, you may be able to integrate our software with other systems.
  7. Third-Party Service Collaboration: Our agreement allows you to collaborate with third-party services exclusively for the purpose of system integrations, data migration, etc. These activities must be conducted in accordance with our terms and conditions, ensuring they remain within the prescribed usage of our software.
  8. Service Availability: We reserve the right to interrupt the operation of TALXIS, and potentially that of Third-Party Products, for necessary updates, improvements, or other critical interventions. Interruptions are subject to the following conditions:
    • Scheduled maintenance will typically occur between 18:00 and 6:00 and will be announced at least two days in advance.
    • In the case of unexpected serious issues with the Software, we may need to suspend operations immediately and without prior notice to perform essential troubleshooting.
  9. Audit Rights: We respectfully reserve the right to audit your use of our software to confirm compliance with our terms. Your assistance and cooperation during these reviews would be greatly appreciated as it helps to ensure that everything runs smoothly for all involved
  10. Changes to our Terms of Service: Updates to Terms of Service: We may update our Terms of Service to stay aligned with legal and regulatory standards. In such an event, we will inform you and make the updated terms available on our website and in writing, allowing you to review them and respond. For a detailed explanation of the process, please see point 16 in our Terms and Conditions.
  11. Limitation of Liability: Our agreement specifies that while users are required to adhere to the terms and conditions of the license, our company’s liability for user breaches is significantly excluded and limited. We strive to ensure quality and compliance, but we do not accept liability for unauthorized use or violations of the terms.
  12. License Fee: The fee for the license is usually included in the price of the software, unless specified otherwise.

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.

-+ Will our company receive the source code?

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.

-+ What happens if the pricing changes or the service is discontinued?

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.

-+ Do I get a warranty for the custom modifications done to TALXIS?

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.