OpenText Core Capture Services - Microsoft Dynamics Integration and Automation

Common Integration Use Cases Between OpenText Core Capture Services and Microsoft Dynamics

• Accounts payable invoice capture to ERP posting
  OpenText Core Capture Services extracts invoice header and line-item data from emailed, scanned, or PDF invoices and sends validated records to Microsoft Dynamics for invoice creation, matching, and approval routing. This reduces manual entry, speeds up invoice processing, and improves three-way match accuracy between purchase orders, receipts, and supplier invoices.
• Customer onboarding document intake to CRM record creation
  When new customer applications, tax forms, contracts, and supporting documents are received, OpenText Core Capture Services classifies and extracts key fields such as company name, contact details, and compliance data, then updates Microsoft Dynamics customer records. Sales and operations teams gain a faster onboarding process with fewer data errors and better visibility into customer readiness.
• Digital mailroom for case and service request creation
  Incoming correspondence, claims, complaints, and service requests are captured in OpenText Core Capture Services, classified by document type, and routed into Microsoft Dynamics as cases, activities, or service tickets. This enables centralized handling of inbound communications, faster assignment to the right team, and improved response times for customer service operations.
• Purchase order and order confirmation processing
  OpenText Core Capture Services extracts data from supplier purchase orders or customer order confirmations and passes it to Microsoft Dynamics to update sales orders, procurement records, or fulfillment workflows. This helps operations teams reduce order entry delays, improve order accuracy, and accelerate downstream fulfillment and procurement actions.
• Vendor master data and compliance document updates
  Supplier onboarding documents such as W-9 forms, banking details, insurance certificates, and compliance attestations are captured and validated in OpenText Core Capture Services before being synchronized with Microsoft Dynamics vendor records. Procurement and finance teams benefit from cleaner supplier data, reduced compliance risk, and faster vendor setup.
• Contract and renewal document synchronization
  Executed contracts, amendments, and renewal notices are captured in OpenText Core Capture Services and linked to customer or vendor accounts in Microsoft Dynamics. This supports sales, legal, and account management teams with timely renewal tracking, contract visibility, and improved follow-up on key dates and obligations.
• Dispute and claims documentation for finance and service teams
  Supporting documents for billing disputes, warranty claims, or service exceptions are captured and indexed in OpenText Core Capture Services, then attached to the relevant account, invoice, or case in Microsoft Dynamics. This gives finance and service teams a complete audit trail, shortens resolution cycles, and improves customer communication.
• Bi-directional document status and workflow updates
  Microsoft Dynamics can send workflow status changes such as approval, rejection, or escalation back to OpenText Core Capture Services so document records remain aligned with business process outcomes. This bi-directional integration improves transparency across teams, supports audit requirements, and ensures document repositories reflect the current operational state.