OpenText Active Documents Trading Grid - Microsoft Dynamics Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and Microsoft Dynamics

1. Purchase Order Distribution from Microsoft Dynamics to Trading Partners

Data flow: Microsoft Dynamics → OpenText Active Documents Trading Grid

When a sales order or procurement order is approved in Microsoft Dynamics, the order can be automatically sent through OpenText Active Documents Trading Grid to suppliers, distributors, or contract manufacturers. This removes manual emailing and ensures the document is delivered securely, tracked, and auditable.

• Reduces order processing delays
• Improves supplier response times
• Creates a reliable audit trail for compliance and dispute resolution

2. Invoice Exchange and Accounts Payable Automation

Data flow: OpenText Active Documents Trading Grid → Microsoft Dynamics

Invoices received from trading partners through OpenText Active Documents Trading Grid can be validated and posted into Microsoft Dynamics for accounts payable processing. This supports faster invoice matching against purchase orders and receipts, helping finance teams reduce manual entry and exceptions.

• Speeds up invoice capture and approval
• Improves three-way matching accuracy
• Supports better cash flow visibility and payment control

3. Shipping Notice and Fulfillment Status Updates

Data flow: Bi-directional

Microsoft Dynamics can send shipment requests or fulfillment details to OpenText Active Documents Trading Grid, while advanced shipping notices and delivery confirmations can flow back into Dynamics. This gives operations and customer service teams a shared view of order progress across the supply chain.

• Improves order tracking and customer communication
• Reduces fulfillment exceptions and manual follow-up
• Supports accurate inventory and delivery status updates

4. Trading Partner Onboarding and Master Data Synchronization

Data flow: Microsoft Dynamics → OpenText Active Documents Trading Grid

Supplier, customer, and partner master data maintained in Microsoft Dynamics can be synchronized to OpenText Active Documents Trading Grid to establish secure document exchange relationships. This ensures trading partner profiles, routing rules, and contact details remain consistent across both platforms.

• Accelerates partner onboarding
• Reduces duplicate data entry and configuration errors
• Improves governance over partner communication channels

5. Order Acknowledgment Processing

Data flow: OpenText Active Documents Trading Grid → Microsoft Dynamics

When suppliers send order acknowledgments through OpenText Active Documents Trading Grid, the response can be automatically updated in Microsoft Dynamics. Procurement and customer service teams can quickly see whether an order is accepted, partially fulfilled, delayed, or rejected.

• Improves visibility into supplier commitments
• Enables faster exception handling
• Supports proactive customer and internal communication

6. Compliance-Ready Document Archiving for Business Transactions

Data flow: Bi-directional

Transaction documents exchanged through OpenText Active Documents Trading Grid, such as purchase orders, invoices, and shipping notices, can be linked to the corresponding records in Microsoft Dynamics. This creates a complete business record for audit, tax, and regulatory review.

• Strengthens document traceability
• Simplifies audits and regulatory reporting
• Provides a single reference point for transaction history

7. Exception Management for Failed or Delayed Document Exchanges

Data flow: OpenText Active Documents Trading Grid → Microsoft Dynamics

If a document exchange fails, is rejected, or remains unconfirmed in OpenText Active Documents Trading Grid, an exception record can be created in Microsoft Dynamics for follow-up by operations or customer service teams. This helps teams prioritize issues before they affect fulfillment or payment cycles.

• Improves operational responsiveness
• Reduces missed shipments or unpaid invoices
• Creates a structured workflow for issue resolution

8. Sales and Customer Service Visibility into Partner Transactions

Data flow: OpenText Active Documents Trading Grid → Microsoft Dynamics

Document exchange events from OpenText Active Documents Trading Grid can be surfaced in Microsoft Dynamics so sales and service teams can see whether a customer purchase order was received, processed, acknowledged, or shipped. This gives frontline teams the context needed to answer customer inquiries accurately.

• Improves customer service response quality
• Reduces time spent searching across systems
• Supports better account management and issue resolution