Microsoft 365 - OpenText Trading Grid Cartographer Integration and Automation

Common Integration Use Cases Between Microsoft 365 and OpenText Trading Grid Cartographer

Microsoft 365 provides the collaboration, documentation, communication, and reporting tools used by business and IT teams every day. OpenText Trading Grid Cartographer provides visibility into B2B partner connections, data flows, and integration dependencies across EDI and API exchanges. Together, they can support better governance, faster issue resolution, and more coordinated partner onboarding and change management.

1. Centralized B2B Integration Documentation in SharePoint

Integration architects can export partner maps, flow diagrams, and dependency details from OpenText Trading Grid Cartographer into SharePoint as a controlled repository for B2B integration documentation. This creates a single source of truth for trading partner profiles, message types, endpoints, and support contacts.

• Direction: OpenText Trading Grid Cartographer to Microsoft 365
• Business value: Reduces documentation gaps and makes integration knowledge accessible to operations, support, and compliance teams
• Typical users: Integration architects, B2B operations, compliance managers

2. Automated Incident Communication in Microsoft Teams

When Cartographer identifies a failed partner connection, changed route, or impacted integration path, alerts can be pushed into Microsoft Teams channels used by support and business stakeholders. Teams can be configured to notify the right group based on partner, region, or application owner, helping teams respond faster to B2B disruptions.

• Direction: OpenText Trading Grid Cartographer to Microsoft 365
• Business value: Shortens incident response time and improves coordination across support teams
• Typical users: Operations teams, service desk, integration support, business owners

3. Impact Analysis Reports Distributed Through Outlook and SharePoint

Before making changes to an EDI map, API endpoint, or partner route, Cartographer can be used to identify downstream dependencies and affected trading partners. The resulting impact analysis can be published to SharePoint and distributed through Outlook to stakeholders for review and approval.

• Direction: OpenText Trading Grid Cartographer to Microsoft 365
• Business value: Improves change governance and reduces the risk of unplanned partner outages
• Typical users: Change managers, release managers, business analysts, partner operations

4. Partner Onboarding Workflows Using Microsoft Teams and Planner

During new trading partner onboarding, Cartographer can provide the technical view of required connections, message flows, and dependencies, while Microsoft Teams and Planner manage the onboarding tasks, approvals, and handoffs. This helps business and technical teams track progress in one coordinated workflow.

• Direction: Bi-directional
• Business value: Speeds partner onboarding and reduces missed steps between technical and business teams
• Typical users: Partner managers, integration teams, onboarding coordinators

5. Integration Landscape Dashboards in Power BI

Cartographer data can be combined with Microsoft 365 reporting capabilities to create Power BI dashboards showing partner counts, message volumes, integration dependencies, exception trends, and change impact areas. This gives leadership and operations teams a clearer view of B2B integration health and complexity.

• Direction: OpenText Trading Grid Cartographer to Microsoft 365
• Business value: Supports operational oversight and prioritization of high-risk integrations
• Typical users: Integration leadership, operations managers, enterprise architects

6. Controlled Access to Partner Maps and Technical Runbooks in OneDrive and SharePoint

Teams can store Cartographer-generated diagrams, runbooks, and troubleshooting guides in OneDrive or SharePoint with Microsoft 365 security controls, versioning, and access permissions. This ensures support staff always use the latest approved integration references during issue resolution.

• Direction: OpenText Trading Grid Cartographer to Microsoft 365
• Business value: Improves consistency in support processes and reduces errors caused by outdated documentation
• Typical users: Support engineers, operations analysts, documentation owners

7. Executive and Audit Reporting for B2B Integration Governance

Cartographer can supply the technical inventory of partner connections and data flows, while Microsoft 365 tools such as Excel, Word, and PowerPoint can be used to prepare audit packs, governance reports, and executive summaries. This is especially useful for organizations that need to demonstrate control over trading partner connectivity and integration changes.

• Direction: OpenText Trading Grid Cartographer to Microsoft 365
• Business value: Strengthens audit readiness and improves visibility for governance committees
• Typical users: Compliance teams, auditors, enterprise architects, IT leadership

8. Cross-Team Collaboration on Integration Changes

When a partner changes an endpoint, message format, or schedule, Cartographer can identify the affected flows and Microsoft 365 can coordinate the response through Teams meetings, shared Excel trackers, and approval documents in SharePoint. This creates a structured process for assessing, approving, and implementing integration changes across business and IT teams.

• Direction: Bi-directional
• Business value: Reduces change friction and improves accountability across teams
• Typical users: Business analysts, integration architects, operations, partner managers