OpenText Extended ECM for Microsoft® Dynamics 365
Build digital workplaces and improve efficiencies
OpenText Extended ECM for Microsoft® Dynamics 365 overview
Organizations must connect their client data, sales, marketing, customer service and field services business processes. OpenText™ Extended ECM for Microsoft® Dynamics 365™ provides organizations the critical connection between business processes and Microsoft Dynamics 365 for better collaboration, workplace productivity and to esnure a single source of truth for customer-facing content.
What is Extended ECM?
Enterprise content management is the discipline of managing all unstructured content in a central repository, enhancing content with valuable metadata and enabling compliance. Extended enterprise content management allows customers to integrate key business content and metadata directly within the context of leading enterprise applications, such as CRM, HXM and ERP. Users can take advantage of having all enterprise content where they need it in whatever device and interface they are using and, ultimately, make more intelligent decisions.
OpenText Extended ECM for Microsoft® Dynamics 365 features
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Automated business workspaces
Triggers business workspace creation or updates based on business rules and templates for key events, such as adding a new case entity record.
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Metadata creation
Transparently applies metadata to locate and deliver content quickly and efficiently wherever it is needed.
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Content collaboration
Offers access to business workspace content in Microsoft Teams and leverages intuitive content co-authoring capabilities.
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Share data across business applications
Provides the flexibility to tie external systems to connect data from external systems, such as SAP, to Microsoft Dynamics 365 business workspaces.
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Flexible deployment
Runs in hyperscalers, such as Microsoft Azure, Amazon Web Services or Google Cloud and deploys in the cloud, on-premises or in hybrid environments.
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Extended ECM Platform
Integrates Enterprise Content Management with lead applications to bridge silos and enhance information flow.
OpenText Extended ECM for Microsoft® Dynamics 365 benefits
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Accelerate sales cycles and productivity
Connect content to the Microsoft Dynamics 365 Customer Engagement business process flows with extended ECM Business Workspaces.
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Maximize content value
Automatically populate relevant information from content updates to all connected systems and ensure improved data quality.
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Authorize rights-based user access to information
Enable content stakeholders to view, edit and manage the information they need using rights-based access and pre-defined business rules.
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Surface realtime data and 360 degree insights
Leverage dynamic, realtime content to ensure client teams always have a "single point of truth" as a reference.