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OpenText Extended ECM for Microsoft® Dynamics 365 Customer Engagement

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OpenText Extended ECM for Microsoft® Dynamics 365 Customer Engagement overview

See how to enable superior customer service and grow revenue

Organizations must connect their client data, sales, marketing, customer service and field services business processes. OpenText™ Extended ECM for Microsoft® Dynamics 365™ Customer Engagement provides organizations the critical connection between business processes and Microsoft Dynamics 365 for better collaboration, workplace productivity and to ensure 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 Customer Engagement features

  • Automated business workspaces icon

    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.

  • Metadata creation icon

    Metadata creation

    Transparently applies metadata to locate and deliver content quickly and efficiently wherever it is needed.

  • Content collaboration icon

    Content collaboration

    Offers access to business workspace content in Microsoft Teams and leverages intuitive content co-authoring capabilities.

  • Share data across business applications icon

    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.

  • Flexible deployment

    Flexible deployment

    Extended ECM Platform runs in hyperscalers, such as Microsoft Azure, Amazon Web Services or Google Cloud and deploys in the cloud, on-premises or in hybrid environments.

  • Extended ECM Platform icon

    Extended ECM Platform

    Integrates Enterprise Content Management with lead applications to bridge silos and enhance information flow.

OpenText Extended ECM for Microsoft® Dynamics 365 Customer Engagement benefits

  • Accelerate sales cycles and productivity

    Connect content to the Microsoft Dynamics 365 Customer Engagement business process flows with extended ECM Business Workspaces.

  • Maximize content value

    Automatically populate relevant information from content updates to all connected systems and ensure improved data quality.

  • 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.

  • 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.

Contact us to speak to an OpenText Extended ECM for Microsoft expert