Enhance your Microsoft Dynamics 365 Sales and Service with powerful content and business process management features

Sales, customer service and case management teams are on the frontlines providing superior service and resolving problems to retain happy customers and citizens and grow revenue. While working to ensure customer satisfaction, behind the scenes they deal with manual and fragmented processes and lack of access to critical information. This can result in extended service or delivery times, incorrect product recommendations, unhappy customers, and reduced employee satisfaction.

OpenText™ Content Management for Microsoft® Dynamics 365 connects business content with key sales and service processes to seamlessly bring content, processes and users together. The productivity of sales reps, field service and customer service reps, and case managers is increased as information becomes available when and where it’s needed – and in context of their work. Information is quick to find, easy to act on, and adds fuel to processes driving performance and productivity.

Experience the solution and see how a sales professional creates a contract, collaborates with the contract manager, and with an external customer to confirm the contract quickly and securely in this contract management use case scenario, using Extended ECM and other Content Services from OpenText™. Try it yourself

Capabilities

Accelerate sales cycles

Empowers users through access of relevant content at their fingertips.
Introduces structured content management to reduce content sprawl and make it easier for users to be more productive
Breaks down silos to connect content to business processes.

Ensure content consistency

Automatically reflect real-time changes to customer data across all integrated systems
Enhances Dynamics 365 features with Enterprise grade information governance and records management that records managers require.
Automatically creates relationships between relevant object from integrated business applications

Holistic user access

Applies content permissions based on business rules for consistent access control across applications.
Provides powerful content management features right inside your Dynamics 365 interface
Use roles-based access

Benefits

Accelerate sales cycles
Consistent user access
Simplified Governance
Single source of truth
Maintain control over enterprise information
Enables organizations to comply with complex regulations.

OpenText™ Content Management for Microsoft® Dynamics 365 Sales and Service

by OpenText