Benefits of OpenText AppEnhancer and Microsoft Dynamics Integration

An organization combines multiple capabilities into seamless processes that work together to meet a common business goal—whether to increase sales, grow revenue, or improve profitability.

Departments and functions like finance, sales, marketing, and customer service need to share data: customer information, sales data, service requests, and much more, to meet their goals and provide a positive customer experience. 

Connecting business processes and data across existing enterprise systems such as ERP, financial or HR management systems is essential for smooth collaboration and productivity and ensures a single source of truth for customer-facing content.

OpenText AppEnhancer, (previously known as ApplicationXtender) is a single, enterprise-ready system that takes care of content management, business process management, and forms automation across departments. 

Microsoft Dynamics is an integrated, data-driven software solution that provides sales, finance, marketing, and customer service teams with actionable insights and helps them manage customer relationships better.

AppEnhancer seamlessly integrates with Microsoft Dynamics, as well as other third-party applications. It also works with several APIs, LOB connectors, and web services.

OpenText AppEnhancer integration with Microsoft Dynamics

Today businesses extensively use cloud-based SaaS applications and mobile apps and store their enterprise data on the cloud. Users need to access and process real-time data from these various systems so business owners and stakeholders can make effective decisions. The challenge is to create a connected ecosystem across the enterprise. 

Here's an overview of some key capabilities of the AppEnhancer content management platform that help create a connected enterprise:

• AppEnhancer uses a resource-centric REST API, one of the most popular choices for working with various data types and interfacing with well-known third-party applications. REST is not restricted to the XML format like its predecessor SOAP and can work with less bulky formats such as HTML, JSON, and plain text. It uses HTTP requests to access and transmit data. Therefore, it delivers faster response performance and consumes less bandwidth and resources.

• OpenText AppEnhancer allows users to access information stored in the cloud, across multiple servers, and in various formats. Once integrated with MS Dynamics, you can customize its API to pull documents, extracted data, and information into MS Dynamics. The AppEnhancer API allows the decoupling of data from the source and makes it available, consumable, and independent from the source system.

• AppEnhancer works within your existing infrastructure and systems, whether on-premises or in the cloud. It supports single sign-on technologies and authentication engines to enable tight integrations with other applications, improving security and offering a seamless user experience.

• OpenText AppWorks, an add-on to the AppEnhancer content management platform, further enables data sharing between business applications. It helps power administrators to develop apps that cater to the customized needs of the organization. It is a no-code/low-code platform that your development teams can use to quickly build apps to pull and push data between data sources. For example, create an app to perform a 3-way match between purchase orders, invoices and receiving tickets.

• AppEnhancer features a forms and workflow engine that can be swiftly deployed to manage tasks within processes like employee onboarding, managing inventory, and matching PO data with shipping documents— without the need for complex and time-consuming development.

The benefits of integrating AppEnhancer with Microsoft Dynamics

Integrating applications such as Microsoft Dynamics with OpenText AppEnhancer helps enterprises manage their ever-increasing volume of business information.

It connects content with essential transactional processes within the MS Dynamics interface to streamline workflows and improve collaboration and productivity.

Integration brings all business content into a central repository, from which users can access any content when they need it, where they need it, and on whatever device and interface they are using. 

Users can view, edit and share transactional documents like contracts, work orders, diagrams, and case reports from the ECM directly within Dynamics, without switching screens away from their Dynamics 365 or Teams applications.

All the information needed to process transactions is instantly available directly from Dynamics screens, including email, scanned images, electronic documents and forms—so users can continue to work in familiar applications with seamless connections to the content from other apps.

Integration of the AppEnhancer content management system with MS Dynamics speeds up downstream business processes. It bridges information silos between the ECM and transactional data in other enterprise systems and enhances information flow. In addition, it accelerates workflows by associating all needed documents at any point in the transaction with a click in MS Dynamics. 

Security is a primary concern for enterprises, especially when data is accessible via various devices and stored in the cloud. AppEnhancer integrated with Dynamics maintains a connected view of processes and content to keep information compliant, controlled and secure. It mitigates security risks for all business content stored on the cloud or on-premises. AppEnhancer's robust access control and security features allow for granular control of what users can see, manage or share. Role-based permissions, security protocols, and access rights are centrally managed to ensure authorized users can always access the specific information they need. 

Integrating your ECM and ERP provides a federated search function that helps in faster content retrieval and reduces the chances of errors that could occur from manual search and retrieval processes.

The search functionality is augmented by accurate and consistent metadata for all business documents. AppEnhancer has automated data capture and indexing capabilities. With integration, you can automatically pull values from Dynamics data as keywords used to classify and index the documents, thus shortening cycle times and reducing manual data entry errors.

RDS: Your partner for OpenText AppEnhancer integrations

We have a deep bench of AppEnhancer consultants with extensive experience managing integrations with MS Dynamics and other Microsoft products.

We work directly with the product development team at OpenText and can assist you with data capture, systems integration, data migration, or workflow automation. 

We offer a range of professional services around consulting and custom development that help enterprises with their AppEnhancer maintenance, upgrades and support to maintain business continuity and support effective decision-making for stakeholders.

Talk to our AppEnhancer document management consultants for your company's OpenTextAppEnhancer integration requirements.