Optevia Dynamic Solutions

Optevia has developed Optevia Dynamics, a proven set of cross-sector, software products specifically aimed at enhancing the base Microsoft Dynamics CRM solution for our public sector and social enterprise customers.

Optevia Dynamic Correspondence

Optevia’s Dynamic Correspondence, a solution for automating the creation of documents using pre-written and pre-approved content, has been specifically built for the unique needs of the public sector and addresses:

  • Parliamentary Questions
  • Freedom of Information requests
  • Subject Access Requests
  • Complaints
  • Official / unofficial correspondence

In this paper, we explore how a correspondence management system built on Dynamics CRM can expedite an organisation’s need to change and transform.

Optevia Dynamic Correspondence can be deployed in the cloud or on premise. It allows for native integration to MS Office and Outlook and can be integrated into Microsoft Sharepoint.

Optevia Dynamic Correspondence delivers a responsive, accessible and personalised service helping to drive consistent and measurable improvements in business processes.  It:

  • Helps improve flow, visibility and efficiency of response
  • Citizens provided with enhanced channels for public sector interaction
  • Allows cases to be tracked to completion increasing customer satisfaction
  • Automatic filtering of cases to the right respondents


Optevia Dynamic Correspondence is currently used by: Department of Health; Department for Education; Department of Energy and Climate Change; HS2; Scottish Fire and Rescue Services; The Welsh Assembly and The Human Tissues Authority.


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 partnership working where for instance a local authority’s Social Services department may need to communicate 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 Integration Hub

The Optevia Dynamic Integration Hub provides a cost effective solution for integrating other applications within your organisation with your Microsoft Dynamics CRM system.

Based on Web Services/ XML technologies, Dynamic Integration Hub enables bi-directional integration between one or more back office applications and Microsoft Dynamics CRM using the approved Dynamics CRM Application Programming Interface (API).

Where there is no need for expensive Enterprise Application Integration technologies, Optevia Dynamic Integration Hub provides a low cost but effective solution enabling:

  • Data from other applications to be available within Microsoft Dynamics CRM
  • Processes initiated in Dynamics CRM to be fulfilled by back office applications without rekeying and for the status of back office jobs to be available within Dynamics CRM