Apps for Microsoft

OpenText Extended ECM for Microsoft Dynamics 365 Customer Engagement

Add enterprise information management business processes to Microsoft Dynamics 365 for enhanced productivity

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Overview

See how connecting data to processes drives revenue and customer satisfaction

OpenText™ Extended ECM for Microsoft® Dynamics 365™ Customer Engagement makes enterprise information available in Microsoft Dynamics 365 for real-time collaboration and enhanced productivity. Available on-premises or in the cloud, Extended ECM for Microsoft Dynamics 365 Customer Engagement ensures a single source of truth for customer-facing content.

Why choose OpenText Extended ECM for Microsoft Dynamics 365 Customer Engagement?

  • Seamless integration

    Streamline content management processes at the enterprise level to empower sales, marketing and customer relations with accessible and accurate information.

  • Bi-directional information

    Organize information for use within Microsoft Dynamics while keeping it available for business processes within other applications.

How Extended ECM for Microsoft Dynamics 365 can benefit business

Discover the advantages of using Extended ECM for Microsoft Dynamics 365 Customer Engagement.

  • Accelerate sales cycles

    Connect content to the Microsoft Dynamics 365 CRM solution to streamline business process flows, improve customer satisfaction and close deals faster.

  • Ensure content consistency

    Automatically reflect real-time changes to customer data across all integrated systems to ensure accurate and up-to-date content.

  • Authorize user access

    Use roles-based access and pre-defined business rules to enable content stakeholders to securely view, edit and manage information.

  • Surface 360-degree insights

    Equip client teams with dynamic, real-time data integrated from other platforms without leaving Microsoft Dynamics 365.

Features

  • Business Workspace creation

    Offers a virtual representation of a business process where users can directly save, access and share content with all stakeholders.

  • Metadata creation

    Allows users to quickly locate and share content through automatic and transparently applied metadata.

  • User Interface integration

    Integrates content directly into the Dynamics UI, respecting security models and access control.

  • Templated workspaces

    Create new Business Workspaces to map to business processes using a templated configuration view to remove the need for custom development.

Take advantage of OpenText and partner services

Professional Services

OpenText Consulting Services combines end-to-end solution implementation with comprehensive technology services to help improve systems.

Partners

OpenText helps customers find the right solution, the right support and the right outcome.

Training

OpenText Learning Services offers comprehensive enablement and learning programs to accelerate knowledge and skills.

Communities

Explore our OpenText communities. Connect with individuals and companies to get insight and support. Get involved in the discussion.

Extended ECM for Microsoft Dynamics 365 Customer Engagement resources

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Extended ECM for Microsoft Dynamics 365

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