OpenText Extended ECM for Microsoft Dynamics 365 Customer Engagement
Reduce sales cycles, optimize customer and field service and build customer loyalty
Overview
Why choose OpenText Extended ECM for Microsoft Dynamics 365 Customer Engagement?
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Seamless integration
Streamline content management processes at the enterprise level to empower sales, marketing and customer relations with accessible and accurate information.
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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.
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Accelerate sales cycles
Connect content to the Microsoft Dynamics 365 CRM solution to streamline business process flows, improve customer satisfaction and close deals faster.
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Ensure content consistency
Automatically reflect real-time changes to customer data across all integrated systems to ensure accurate and up-to-date content.
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Authorize user access
Use roles-based access and pre-defined business rules to enable content stakeholders to securely view, edit and manage information.
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Surface 360-degree insights
Equip client teams with dynamic, real-time data integrated from other platforms without leaving Microsoft Dynamics 365.
Features
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Business Workspace creation
Offers a virtual representation of a business process where users can directly save, access and share content with all stakeholders.
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Metadata creation
Allows users to quickly locate and share content through automatic and transparently applied metadata.
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User Interface integration
Integrates content directly into the Dynamics UI, respecting security models and access control.
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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.
- Your journey to successOpenText Professional Services
- Accelerate the Information Management journeyConsulting Services
- Comprehensive Information Management services and resourcesExplore Professional Services
Partners
OpenText helps customers find the right solution, the right support and the right outcome.
- Search OpenText's partner directoryFind a Partner
- Industry leading organizations that enhance OpenText products and solutionsStrategic Partners
- Build better software productsOEM Solutions
- Explore OpenText's Partner solutions catalogApplication Marketplace
Training
OpenText Learning Services offers comprehensive enablement and learning programs to accelerate knowledge and skills.
- Meet the demands of all types of users for effective adoptionLearning Services
- Unlimited access to training with personalized tiers to fit your needsLearning Subscriptions
Communities
Explore our OpenText communities. Connect with individuals and companies to get insight and support. Get involved in the discussion.
- Explore ideas, join discussions and networkOpenText’s forums
