Microsoft Dynamics - OpenText Core Digital Asset Management Integration and Automation

Common Integration Use Cases Between Microsoft Dynamics and OpenText Core Digital Asset Management

Microsoft Dynamics centralizes customer, sales, service, and financial data, while OpenText Core Digital Asset Management provides controlled storage, organization, and distribution of approved digital assets such as images, videos, documents, and brand content. Together, they help teams connect customer and operational records with the right approved content at the right time.

1. Attach approved marketing and sales assets to customer and opportunity records

Data flow: OpenText Core Digital Asset Management to Microsoft Dynamics

When a sales rep opens an account, lead, or opportunity in Microsoft Dynamics, the integration can surface approved brochures, product images, case studies, and proposal templates from OpenText Core Digital Asset Management. This gives sales teams immediate access to current, brand-compliant content without searching multiple repositories.

• Reduces time spent locating collateral
• Ensures only approved assets are used in customer-facing interactions
• Improves consistency across sales teams and regions

2. Store customer-specific creative assets generated during sales or service processes

Data flow: Microsoft Dynamics to OpenText Core Digital Asset Management

Customer-specific files created in Microsoft Dynamics, such as customized proposals, branded presentations, service diagrams, or signed visual approvals, can be automatically archived in OpenText Core Digital Asset Management and linked back to the related account or case. This creates a controlled asset history for future reuse and audit purposes.

• Preserves important customer-facing content in a governed repository
• Improves traceability for account teams and service teams
• Supports reuse of approved templates and customer-specific materials

3. Link product and pricing content to Dynamics product and catalog records

Data flow: Bi-directional

Product images, spec sheets, installation guides, and launch assets managed in OpenText Core Digital Asset Management can be synchronized with product records in Microsoft Dynamics. When product data changes in Dynamics, the related asset references can be updated, while new or revised assets in OpenText can be associated with the correct product SKU or catalog entry.

• Keeps product content aligned with operational product data
• Supports faster product launches and catalog updates
• Reduces errors caused by outdated or mismatched collateral

4. Deliver service documentation and visual troubleshooting content to case workers

Data flow: OpenText Core Digital Asset Management to Microsoft Dynamics

Service agents working in Microsoft Dynamics can access manuals, repair videos, troubleshooting images, and step-by-step guides stored in OpenText Core Digital Asset Management directly from the case record. This helps agents resolve issues faster and provide more accurate support using the latest approved documentation.

• Shortens case resolution times
• Improves first-contact resolution rates
• Ensures service teams use current technical content

5. Archive customer-approved brand assets and campaign materials for compliance

Data flow: Microsoft Dynamics to OpenText Core Digital Asset Management

When marketing or account teams receive customer approvals, final campaign artwork, or signed brand usage files in Microsoft Dynamics, the integration can automatically store those assets in OpenText Core Digital Asset Management with metadata such as customer name, campaign, region, and approval date. This supports compliance, legal review, and future reference.

• Creates a reliable record of approved customer content
• Supports audit and compliance requirements
• Makes it easier to retrieve historical campaign materials

6. Personalize customer communications with approved media assets

Data flow: Bi-directional

Microsoft Dynamics customer data, such as industry, segment, geography, and lifecycle stage, can be used to select the most relevant approved assets from OpenText Core Digital Asset Management for campaigns, renewals, or service communications. In return, asset usage data can be written back to Dynamics to show which content was sent to which customer segment.

• Improves relevance of customer communications
• Supports targeted campaigns and account-based marketing
• Provides visibility into content usage by customer segment

7. Maintain a single source of truth for brand and customer-facing content

Data flow: Bi-directional

OpenText Core Digital Asset Management can serve as the controlled repository for approved brand assets, while Microsoft Dynamics stores the business context for where those assets are used, such as accounts, opportunities, cases, or campaigns. Integration keeps both systems aligned so teams can see which assets are approved, current, and actively in use.

• Reduces duplicate content storage
• Improves governance over customer-facing materials
• Helps marketing, sales, and service teams work from the same approved content set

Together, Microsoft Dynamics and OpenText Core Digital Asset Management help organizations connect operational records with governed digital content, improving productivity, content control, and customer experience across sales, service, and marketing workflows.