Fueling financial processes with relevant content to increase productivity and control

As organizations try to control the explosion of business content, it becomes more difficult for people to find and use it when and where they…

Deidra (Dei) Jow profile picture

Deidra (Dei) Jow

February 16, 20233 minutes read

Close-up of professionals working at a desk in front of a laptop with paperwork, graphs and charts on the table.

As organizations try to control the explosion of business content, it becomes more difficult for people to find and use it when and where they need it. Relevant content should be at the center of every process but can often be disconnected. To reach peak performance, organizations must find new ways to bring content and processes together.

OpenText™ Extended ECM integrates content management with process applications surfacing business content when and where it’s needed. Behind the scenes, automated governance protects and secures content throughout its lifecycle. This is key when it comes to financial processes that often include managing sensitive and private information.

Watch this video to learn how to drive more efficient financial processes with access to real-time data and content. OpenText™ solutions help organizations improve cash flow, lower costs, reduce liability and achieve a more connected supply chain.

Integrating critical content into Microsoft Dynamics 365 Finance processes

Finance workflows are complicated.  Workers deal with inefficient internal processes, high volumes of documents and a lack of quick access to critical information.  As organizations transition to a post-COVID work environment, they must also master modern work in and around the Microsoft ecosystems of Office 365 and Dynamics 365 business applications. Companies struggle to make meaningful changes to their business due to the volume of content in and around these ecosystems and the complexities of integrating it into daily processes, especially complex financial processes like accounts payable and account receivable.

Accessing content in context

Employees need to easily manage critical financial content and access and store this content to keep it safe while enabling collaboration among distributed teams. Users also need to operate with a single version of truth when referencing any financial content.

Built to address these key challenges, OpenText™ Extended ECM for Microsoft® Dynamics 365™ Finance connects business content with key financial processes in Dynamics 365 Finance to seamlessly bring content, processes, and users together. This is especially important for organizations that need to bridge content from multiple ERPs such as SAP S/4HANA and Dynamics 365 Finance to enable users to collaborate on content from these multiple systems.

Screenshot demonstrating how content is managed within Extended ECM and displayed within with Microsoft Dynamics 365 Finance business application.
Content managed within Extended ECM displayed within the Dynamics 365 Finance business application

Increase financial control with streamlined workflows

Closeup of someone's hand typing on a laptop while the other hand is holding a pen and typing on a calculator.

Streamlined workflows that tightly integrate content and financial processes delivers:

  • Reduced costs of paper handling
  • Reduced cost of audits
  • Increased cash operating cycle
  • Reduced vendor payment errors
  • Improved Accounts Payable and Accounts Receivable

Integrate with Microsoft Teams to eliminate data silos and improve collaboration

To boost user collaboration and productivity, all while staying within the familiar Microsoft Teams and Dynamics 365 Finance user interfaces, CE 23.1 brings the benefits of Microsoft Teams collaboration into Dynamics 365 Finance processes through a new Extended ECM integration.  Enhanced syncing capabilities ensure users of both Teams and Dynamics 365 are always operating with the single version of truth no matter which UI they are working in.

To learn more about Extended ECM for Microsoft Dynamics 365 Finance, visit Microsoft AppSource.

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Deidra (Dei) Jow avatar image

Deidra (Dei) Jow

Dei is a Sr. Product Marketing Manager for OpenText Microsoft solutions. These solutions help customers connect content, people, and processes and enable them to run their complex Enterprise business at scale. She has been in the software industry for 25+ years and previously worked at Microsoft and has a degree in Business Marketing from the University of Hawaii.

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