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 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


Optevia Dynamic Correspondence

Frequently within the Public Sector we encounter a need for the CRM system to generate more complex documents than can be created using the standard Mail Merge facilities.

Optevia Dynamic Correspondence is our solution to reduce the time and pain of creating complex document sets and contracts directly within Microsoft Dynamics CRM.

The solution enables customers to automate the creation of Microsoft 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.