OpenText Lens - Data Visibility - Microsoft Dynamics Integration and Automation

Common Integration Use Cases Between OpenText Lens - Data Visibility and Microsoft Dynamics

1. Sensitive Content Discovery for Customer and Financial Records

Data flow: OpenText Lens - Data Visibility ? Microsoft Dynamics

OpenText Lens scans unstructured repositories to identify sensitive content such as contracts, invoices, customer correspondence, and personally identifiable information. Relevant findings can be pushed into Microsoft Dynamics to flag related customer, vendor, or account records for review.

• Helps finance and customer service teams prioritize records that may contain regulated data.
• Supports privacy, retention, and access-control decisions inside Dynamics.
• Reduces compliance risk by linking content risk insights to operational records.

2. Data Cleanup Prior to ERP or CRM Migration

Data flow: OpenText Lens - Data Visibility ? Microsoft Dynamics

Before migrating documents and related business records into Microsoft Dynamics, OpenText Lens can identify redundant, obsolete, or duplicate content across file shares, archives, and collaboration platforms. Migration teams can use these insights to determine what should be moved, archived, or discarded.

• Improves migration quality by reducing unnecessary content volume.
• Prevents outdated documents from being attached to active Dynamics records.
• Shortens migration timelines and lowers storage and licensing costs.

3. Contract and Agreement Risk Review for Sales and Finance

Data flow: Bi-directional

OpenText Lens can analyze repositories for contracts, amendments, and supporting documents, then send risk indicators to Microsoft Dynamics. In return, Dynamics can provide account, opportunity, or vendor context so legal and finance teams can prioritize high-value or high-risk agreements for review.

• Helps sales operations identify contracts with missing terms or outdated clauses.
• Supports finance teams in reviewing agreements tied to revenue recognition or payment terms.
• Creates a more complete view of business risk across documents and transactional data.

4. Customer Case and Service Record Enrichment

Data flow: Microsoft Dynamics ? OpenText Lens - Data Visibility

Microsoft Dynamics can provide customer, case, and service record context to OpenText Lens so the platform can locate related unstructured content such as emails, notes, reports, and attachments. This helps service teams understand what information exists outside the ERP or CRM record.

• Improves case resolution by surfacing relevant supporting documents.
• Reduces time spent searching across shared drives and archives.
• Gives service managers better visibility into content tied to open cases or escalations.

5. Retention and Records Management Alignment

Data flow: OpenText Lens - Data Visibility ? Microsoft Dynamics

OpenText Lens can identify content that is obsolete, duplicated, or past retention thresholds and pass those findings to Microsoft Dynamics for operational follow-up. Teams can then update record status, trigger review workflows, or initiate disposition actions for related business records.

• Supports consistent retention decisions across structured and unstructured data.
• Reduces legal and regulatory exposure from over-retained content.
• Helps records, compliance, and business teams work from the same disposition queue.

6. Vendor and Supplier Document Governance

Data flow: OpenText Lens - Data Visibility ? Microsoft Dynamics

OpenText Lens can scan supplier document repositories to identify missing, outdated, or sensitive files such as certificates, insurance documents, and compliance attestations. These findings can be linked to vendor records in Microsoft Dynamics to support procurement and accounts payable workflows.

• Improves supplier compliance monitoring.
• Helps procurement teams identify vendors with incomplete documentation.
• Reduces payment and audit issues caused by missing supporting files.

7. Operational Reporting on Content Risk by Business Unit

Data flow: OpenText Lens - Data Visibility ? Microsoft Dynamics

OpenText Lens can classify unstructured content by sensitivity, age, and repository location, then feed summary metrics into Microsoft Dynamics dashboards. Business leaders can view content risk alongside finance, sales, or service performance data to make better operational decisions.

• Provides executives with a combined view of operational and content risk.
• Helps departments prioritize cleanup efforts based on business impact.
• Supports governance reporting without requiring manual spreadsheet consolidation.

8. Exception Management for High-Risk Records

Data flow: Bi-directional

When OpenText Lens identifies high-risk content, such as confidential customer files or obsolete financial documents, it can create exceptions or tasks in Microsoft Dynamics for owners to review. Dynamics can then send status updates, ownership changes, or resolution outcomes back to OpenText Lens for audit tracking.

• Creates a closed-loop workflow for governance exceptions.
• Improves accountability by assigning remediation tasks to the right business owner.
• Provides audit-ready tracking of review and resolution activity.