Optevia Products
Optevia Dynamics - Delivering added value from Microsoft Dynamics CRM deployments
Optevia has developed Optevia Dynamics, a proven set of cross-sector, software products specifically aimed at enhancing the base Microsoft Dynamics CRM solution for local government, central government agencies and fire & rescue services. The range includes:
Optevia Dynamic Decision 4.0
Optevia Dynamic Decision is a complete toolkit for creating, editing and publishing web-based decision trees and data capture wizards, for self-service support and call centre scripting.
Completed scripts can be deployed on the web or intranet, and they can be integrated into Microsoft Dynamics CRM or Microsoft SharePoint. Form data can be automatically entered into Microsoft Dynamics CRM, and a comprehensive API (Application Programming Interface) extends the capabilities of Optevia Dynamic Decision even further to allow it to integrate with any other application or database. The runtime system is entirely web-based, so no special software or download is required by the end user other than a web browser. The runtime system handles all data capture, validation and form navigation automatically without coding.
Benefits
The benefits of the Optevia Dynamic Decision are that it improves the customer experience; it can reduce reliance on support staff, speeds up data entry, and ensures that only accurate and pre-qualified information is entered by the user.
Optevia Dynamic Audit
Optevia Dynamic Audit allows an organisation to keep track of changes made to records and fields in Microsoft Dynamics CRM.
The product can be used to maintain a log of when a record was created or deleted or when the field was updated; the date and time the change took place and by whom. When using the field update setting, the before and after values are captured to provide traceability of the changes. Optevia Dynamic Audit has been designed to support the Microsoft Dynamics CRM security model. Three roles have been defined that allow an organisation to:
- assign individual user rights to ‘administer’ the audit settings
- ‘view all logs’ to display a complete list of all the field changes across all record types
- or view ‘individual record logs’
Using Optevia Dynamic Audit, an organisation can define which records are to be audited, including new records, as well as single or multiple fields on a record.
Three audit reports are provided that allow an organisation to keep track of the settings and changes that are being monitored. These comprise:
- an ‘admin audit logs’ report
- an ‘audit logs’ report
- and an ‘audit settings’ report
Data presented in the reports can be exported into Excel for further analysis as required.
Benefits
The benefits of Optevia Dynamic Audit include higher overall system security and improved data integrity, easier record management and compliance with government audit standards.
Optevia Dynamic Data De-Duplication
Optevia Dynamic Data De-Duplication helps ensure that multiple duplicate data entries are reduced to their minimum at the time of entry into Microsoft Dynamics CRM. This utility searches for potential duplicates when a new individual or organisation is loaded into Microsoft Dynamics CRM. Options are presented for the user to consider before either selecting an existing record or continuing with the entry of new data.
Benefits
Optevia Dynamic Data De-Duplication reduces the wasted time and cost associated with multiple inaccurate data entries.
Optevia Dynamic Opentext (e.Docs) Interface
Optevia Dynamic Opentext (e.Docs) Interface enables documents and emails stored within the Opentext e.Docs Electronic Document Record Management System (EDRMS) to be referenced and viewed from a contact or organisation record within Microsoft Dynamics CRM. This helps ensure a complete historical record of all interactions an organisation has had with its customers, including written & email correspondence.
Benefits
Optevia Dynamic Opentext Interface improves the quality of customer interactions as service staff can access all documents related to that customer in addition to their contact history.
Optevia Dynamic Portal
Optevia Dynamic Portal enables public sector, Microsoft Dynamic CRM user organisations, such as local authorities, fire and rescue services and central government agencies, to extend customer transaction channels with citizens, partner organisations and agencies to include the web. This provides citizens and service partners with 24-7 access to information and services and, in so doing, reduces communications and customer service costs for user organisations.
Optevia Dynamic Portal is tailor-made to handle the exchange of information between citizens and public sector bodies and or their partner organisations securely, quickly, efficiently and at lower cost than is possible using telephone and face-to-face communication channels.
With Optevia Dynamic Portal, Microsoft Dynamic CRM user organisations can choose to web enable as many or as few of their services as they wish, and these could include business processes from a range of departments, such as Council Tax and benefits, social housing enquiries, Technical Fire Safety enquiries, or grant applications.
This could also include for instance a local authority’s Social Services department communicating effectively with a fire service concerning a Home Fire Safety check on behalf of a citizen; or a Development Agency communicating with a business that has requested some form of financial or Professional support.
Customised with the look and feel of the organisation, Optevia Dynamic Portal enables citizens and partners to conduct business entirely over the web. This includes requests, viewing the progress of an application, checking retained details, checking balances and making payments for virtually anything provided by a public sector body.
Optevia Dynamic Correspondence
A truly unique software product, Optevia Dynamic Correspondence reduces the time and pain of creating complex document sets and contracts for Optevia’s public sector, Microsoft Dynamics CRM customers
.
It enables customers to automate the creation of MS Word documents by pulling and merging pre-written and pre-approved content, such as Terms and Conditions or other standard paragraphs, from Microsoft Dynamics CRM into new template documents based on pre-defined rule sets.
Optevia Dynamic Correspondence can pull and merge content according to an unlimited number of rule sets, such as applying a specific Term and Condition to a contract according to the service or product purchased by their own end-user customers.
An intelligent add-on to the standard mail merge function in Microsoft Dynamics CRM, Optevia Dynamic Correspondence is a proven software product already in use by a number of Optevia’s public sector Microsoft Dynamic CRM customers including the Welsh Assembly and Human Tissue Authority.
Optevia Dynamic Integration Hub
The Optevia Dynamic integration hub is a unique method of linking Microsoft Dynamics CRM with multiple back-office IT systems. The software enables customers to completely avoid the £80-£90k cost of purchasing Application Programme Interface (API) from back-office IT vendors to handle the integration. By comparison, Optevia’s new Dynamic Integration hub costs just £20,000 for unlimited integrations between Microsoft Dynamics CRM and multiple systems.
The Optevia Dynamic integration hub is provided by Optevia as a packaged solution. Optevia also supplies supporting analysis, implementation & support services to help Local Authorities make an even greater return on their investment in the Microsoft Dynamics CRM standard packaged solution.
