Microsoft Dynamics - OpenText Product Traceability Integration and Automation

Common Integration Use Cases Between Microsoft Dynamics and OpenText Product Traceability

Microsoft Dynamics and OpenText Product Traceability complement each other well in environments that require strong operational control, customer visibility, and end-to-end product accountability. Dynamics manages core business processes such as sales, finance, inventory, and service, while OpenText Product Traceability provides detailed tracking of product genealogy, lot and serial history, compliance evidence, and recall readiness. Together, they help organizations connect commercial operations with traceability records across the supply chain.

1. Lot and serial number synchronization for order fulfillment

Data flow: Microsoft Dynamics - OpenText Product Traceability

When sales orders, production orders, or shipment transactions are created in Microsoft Dynamics, the related lot or serial identifiers can be sent to OpenText Product Traceability to establish a traceability record. This ensures that every shipped unit is linked to its source materials, production batch, and fulfillment event.

• Improves shipment accuracy and product genealogy tracking
• Supports downstream traceability for regulated or high-value products
• Reduces manual entry of batch and serial data across systems

2. Product genealogy and traceability history returned to customer service teams

Data flow: OpenText Product Traceability - Microsoft Dynamics

Customer service agents working in Microsoft Dynamics can access traceability details from OpenText Product Traceability, such as manufacturing history, lot lineage, shipment path, and affected customer orders. This gives support teams the information needed to answer product inquiries quickly and accurately.

• Speeds up customer issue resolution
• Improves response quality for warranty, quality, and compliance questions
• Helps service teams identify impacted customers during investigations

3. Recall management and impacted order identification

Data flow: Bi-directional

When a quality issue is identified in OpenText Product Traceability, the affected lots or serial numbers can be sent to Microsoft Dynamics to identify open orders, shipped orders, customers, and inventory locations. Dynamics can then support recall execution, customer communication, credit processing, and replacement order creation.

• Shortens recall response time
• Enables precise identification of impacted customers and inventory
• Supports coordinated action across quality, operations, and finance teams

4. Inventory quarantine and release based on traceability status

Data flow: OpenText Product Traceability - Microsoft Dynamics

When OpenText Product Traceability flags a lot or serial number as under review, quarantined, or released, that status can update inventory controls in Microsoft Dynamics. This prevents restricted product from being allocated, shipped, or consumed before quality approval is complete.

• Reduces risk of shipping non-compliant inventory
• Improves control over hold and release workflows
• Aligns warehouse execution with quality decisions

5. Supplier and raw material traceability for production planning

Data flow: Microsoft Dynamics - OpenText Product Traceability

Purchase receipts, supplier lot numbers, and material consumption records from Microsoft Dynamics can be passed to OpenText Product Traceability to build a complete upstream traceability chain. This is especially valuable for manufacturers that need to prove which raw materials were used in a finished product.

• Strengthens supplier accountability
• Supports compliance with industry and customer traceability requirements
• Provides visibility into material usage by production batch

6. Quality incident linkage to financial and operational records

Data flow: OpenText Product Traceability - Microsoft Dynamics

When OpenText Product Traceability identifies a quality incident, the related lot, shipment, and customer order data can be sent to Microsoft Dynamics to support financial reserves, return processing, replacement fulfillment, and root-cause analysis. This helps finance and operations teams work from the same incident record.

• Improves accuracy of returns and credit workflows
• Supports financial impact analysis for quality events
• Connects operational defects to business outcomes

7. Audit-ready compliance reporting across operations and traceability

Data flow: Bi-directional

Microsoft Dynamics can provide transactional data such as orders, receipts, shipments, and inventory movements, while OpenText Product Traceability contributes genealogy, chain-of-custody, and event history. Combined, these records can be used to generate audit-ready compliance reports for regulators, customers, and internal quality teams.

• Reduces time spent compiling audit evidence
• Improves consistency between operational and traceability records
• Supports industry requirements for documentation and proof of control

8. Customer order status enriched with traceability milestones

Data flow: OpenText Product Traceability - Microsoft Dynamics

As products move through production, testing, release, and shipment stages in OpenText Product Traceability, milestone updates can be pushed into Microsoft Dynamics so sales and service teams can provide more accurate order status updates. This is particularly useful for custom, regulated, or high-value products where customers expect detailed progress visibility.

• Improves customer communication and trust
• Reduces manual status checks between departments
• Helps sales and service teams manage expectations proactively