The latest announcement by OpenText™ of Cloud Editions includes some great OpenText SAP Application updates below.

April 2025: What’s new in OpenText SAP Applications CE 25.2

OpenText Content Management for SAP SuccessFactors also called SAP^® SuccessFactors Extended ECM by OpenText CE 25.2 focuses on: 

Delivering major performance enhancements to improve speed, flexibility, and the employee experience. Benefits include:

Performance Enhancement - Enjoy faster response times with operational searches (<1.3s) and HR uploads (<1.2s). No extra setup is required!

Flexible HR Communication – Business Administrators can now upload corporate fonts, including barcode and Google Noto, ensuring brand consistency while reducing support tickets. 

Faster Document Imports – Migrate historic personnel files 2x faster with real-time or scheduled imports, plus improved fault analysis and rerun capabilities. 

Smarter In-App Notifications – Stay updated with embedded analytics and user-driven enhancements while maintaining GDPR compliance. Opt-in via settings to unlock valuable HR insights. 

To enjoy a quicker, more effective integrated SAP SuccessFactors© HR document management solution, see the best practice guide for your updates!

January 2025: What’s new in OpenText SAP Applications CE 25.1

OpenText Content Management for Human Resources also called SAP^® SuccessFactors Extended ECM by OpenText CE 25.1 focuses on: 

We are pleased to present significant enhancements that improve performance, communication, and governance which make every day HR tasks more efficient and secure. Benefits include:

Performance Improvements:

• Faster Home Page Loading – A streamlined loading configuration significantly reduces role-based home page load times, boosting efficiency. 
• Instant Employee Workspace Access – Extensive optimizations now allow workspaces to open in just 10 milliseconds, enhancing user satisfaction and productivity. 

Improved Employee Communication 

• Multiple Attachments Support – Upload multiple enclosures within generated documents, saving time and effort when creating important documents. 

Stronger Employee Record Governance 

• Enhanced Security with Banners/Watermarks – Apply visible security marks on-screen, downloaded, or printed records, protecting against unauthorized screenshots. 
• Faster Dispositions Processing – Employee document disposal now processes almost ten times as fast, improving compliance and administrative efficiency

These enhancements ensure a faster, more efficient, and secure employee management experience. For more information, please reference the OpenText™ Content Management for Human Resources Success Journey Resources 

April 2024: What’s new in OpenText SAP Applications CE 24.2

OpenText Document Presentment for SAP^® CE 24.2 focuses on:

Revolutionizing the SAP Customer Communication Management Workflow with Document Presentment (DP) Connector. Benefits include:

• More efficient processing of SAP spool files, enhanced handling of large volumes of data and complex document
• Increased opportunities for automating document processing workflows and customizing document

OpenText Vendor Invoice Management for SAP^® CE 24.2 focuses on:

Improvements for the Invoice Overview Cockpit. Benefits include:

• Seamless navigation using diagrams as dynamic filters for the tasks in the Accounts Payable Workplace application
• Leveraging SAP CDS consumption views to enrich filters and streamline search help, optimizing the user experience and accelerating processes

Simplifying e-invoice processing.  Benefits include:

• Support additional country-specific mappings out-of-the box: Romania and Spain
• Seamless integration with SAP Document and Reporting Compliance for Romania

Enhancing existing SAP Fiori applications. Benefits include:

• Mandatory rejection reasons lead to improved clarity and accountability
• Seamlessly confirm and proceed to the next action within the Enter Cost Assignment Advanced application

OpenText Core Capture for SAP^® CE 24.2 focuses on:

Eliminating the need to operate and scale own servers. Benefits include:

• Run up to 15 SAP background tasks that send requests in parallel
• Receive extraction results faster than ever

Extracting new Chinese electronic invoice forms. Benefits include:

• Extract the fully digitalized e-fapiao and the e-fapiao new type of invoice
• Recognize general and special Value Added Tax (VAT) forms
• Read, use and transfer the content of QR codes

OpenText Archiving and Document Access for SAP^® CE 24.2 focuses on:

• Support for IAM profiles providing secure access control and granular permissions
• Ability to authenticate email addresses within email notifications, providing increased security and sender password can be entered in the Administration Client

OpenText Core Archive for SAP^® CE 24.2 focuses on:

Custom key management without Core Archive Connector.  Benefits include:

• Store and rotate keys for document encryption with the key management system
• Core Archive Connector is not needed anymore for encryption purposes

Providing virus scanning capabilities for SAP Public Cloud/BTP use cases. Benefits include:

• Enabling virus scanning for documents stored via CMIS
• Scanning all documents from BTP or SAP Public Cloud for viruses during storage

Explore the new features and updates by contacting OpenText today! Don’t miss our May 8th webinar on how Great Lakes Cheese went paperless and modernized their organization with OpenText and SAP SuccessFactors. Register Now!

October 2023: What’s new in OpenText SAP Applications CE 23.4

OpenText Core Capture for SAP^® CE 23.4 focuses on using Core Capture for SAP with OpenText Extended ECM to scan, extract and file documents.

Core Capture for SAP historically supported the Vendor Invoice Management for SAP solution. With this release, the capabilities have been expanded to allow frictionless automation of business-critical information such as Work Orders and HR documents, directly into OpenText Extended ECM for SAP^® and OpenText Extended ECM for SAP^® SuccessFactors^®.

Benefits of this release include:

• Capturing business information with Core Capture for SAP to support SAP S/4HANA and SAP SuccessFactors
• Identifying more optimization potential with detailed analytic insights about extraction results
• Improving recognition of business partners on scanned information
• Extracting information from documents written in Arabic character sets
• The ability to work more efficiently with the Fiori Validation Workplace

July 2023: What's new in OpenText SAP Applications CE 23.3

OpenText Core for SAP^® Success Factors^® CE 23.3 focuses on optimizing greater HR flexibility, control and ease of use with new administration interface.

As part of a greater transition to the Core Content platform, this first phase will merge the administration functionality to provide better flexibility, control and ease of use.

Benefits of this release include:

• Protecting confidential employee files with permission controls at the folder level to ensure compliance with local regulations while making the right information available to roles that need it.
• Empowering user experience with redesigned intuitive administrator management.
• Meeting data residency requirements by increased flexibility with additional geographic support.

April 2023: What’s new in OpenText SAP Applications CE 23.2

OpenText Core Archive for SAP CE 23.2 focuses on seamless, transparent migration of archives from off-cloud to cloud

The new capabilities focus on allowing customers of existing OpenText Archiving solutions for SAP to migrate their on-premises archive into the cloud using new migration tools.

Benefits of the latest migration tool include the ability to:

• Eliminate downtime as the migration runs transparently to end users and automatically routes new archived content to the correct archive.
• Ensure completeness and accuracy with validation of migrated and original archives.

In addition to the migration capabilities, we are also releasing improvements to Core Archive for SAP Solutions:

• Control document versions from the My Archive and Access User Interface
• Set Document Holds using CMIS standards

Digital Asset Management for SAP CE 23.2 now features the ability to streamline product media lifecycle into a single cohesive interface to further enhance our integration with SAP Commerce Cloud

With a completely re-designed set of interfaces, OpenText Digital Asset Management for SAP enables organizations to leverage SAP Commerce Cloud to manage digital assets in a product-centric approach aligned with your commerce and marketing strategy​.

Benefits of the latest update include the ability to:

• Work in a product-centric set of user interfaces, either in SAP Commerce Cloud, and in the Digital Asset Management UI
• Reduce bottlenecks in the approval process with creative agencies and photographers​
• Empower PIM and eCommerce with a single integrated solution with SAP Commerce Cloud
• Organize and synchronize media with SAP Product catalogues and deliver in the required size, format, and resolution through global Content Delivery Networks

The post What’s new in OpenText SAP Applications appeared first on OpenText Blogs.

As consumers, we typically look for reviews or references for products we intend to purchase. Research shows that 93% of consumers will read online reviews before making a purchase and 97% said reviews factor into their buying decisions. In fact, 92% of consumers hesitate to make a purchase if there are no reviews available.¹

We see similar behavior if we seek the services of a professional. If we need our home re-wired or require cardiac surgery, we want to be confident the electrician or the surgeon has the right skills to deliver a successful outcome. Knowing these professionals have received the appropriate training with the corresponding license or degree to validate their skills establishes trust and confidence.

While implementing or upgrading a software solution is not necessarily equal to life-saving surgery, we still want maximum return on our software investment and a successful business outcome. It makes sense to apply the same logic to our decision-making process when we look to staff a project team – have they had the right training or experience and do they possess the right skills?

Fortunately, in the software space, it’s an established industry practice for companies to institute certification programs to validate the skillsets of practitioners working with their products.

Beyond the statistics that highlight the ways certification can increase productivity, innovation, and quality of work, there are other important reasons to ask for a practitioner’s credentials:

• Validation of skills and knowledge: Evidence of expertise in the specific software being implemented ensures practitioners have the necessary skills to handle the project effectively.
• Project success: Relevant experience increases the likelihood of a smooth and successful implementation, reducing risk of delays, errors, and costly mistakes.
• Cost effectiveness: Qualified resources save money in the long term as hiring someone who lacks skill can lead to inefficiencies, budget overruns, missed deadlines or the need to hire additional help.
• Confidence and trust: Verifying credentials helps build trust and confidence in the practitioner’s ability to meet the project’s needs and deliver the expected results.

The OpenText role-based certification program is designed to match real-world job roles, arming practitioners with essential knowledge and skills. By emphasizing role-based certifications, we enable our network of OpenText Professional Services as well as the OpenText Partner Network to build capable and highly skilled workforces.

So, we’ve established the importance of credentials when we are making any kind of investment or purchase. They are critical in helping us validate we’ve got the right practitioner with the right skills for the job. How can we verify the practitioner we’re considering for an OpenText project is sufficiently prepared to effectively implement our software? Ask to see their digital badge.

Drive success with trusted OpenText expertise

“When it comes to our customers, it’s a win-win: if they are successful, OpenText is successful. If we can ensure our practitioners have the expertise needed to implement our products on the OpenText Cloud, it will result in more effective deployments and increased customer success,” Paul Duggan, President, Chief Customer Officer, OpenText.

Certified experts, whether from OpenText or our OpenText Partner Network, can reduce risk and assure success. Verify credentials and make sure to have the right skills on the project team! Contact us for more information.

¹ https://www.dixa.com/blog/3-important-statistics-that-show-how-reviews-influence-consumers/

The post May I see your license and registration, please? appeared first on OpenText Blogs.

It’s time to start thinking about ERP modernization as Microsoft Dynamics GP (Great Plains) reaches its end of life on September 30, 2029. This marks a significant shift for many businesses who have a lot invested in Great Plains. It’s a scary thought to upend a solution that (mostly) works at the moment. But as technology continues to evolve and market dynamics change, it's crucial for organizations to adopt solutions that can support their growth and competitiveness.  

Ensure a smooth transition to Dynamics 365 Business Central (or any other ERP) 

Many businesses will likely follow Microsoft's recommendation to transition to their flagship SMB ERP product, Dynamics 365 Business Central (BC). Others may decide to choose a different ERP or may even feel a strong urge to kick the can down the road. Regardless of how or whether you move forward with a new ERP, OpenText can help you in developing a comprehensive implementation strategy, collaborating with your team and consulting partner to consider all factors, including B2B modernization. By integrating B2B modernization into the planning of the ERP modernization project, businesses can optimize their investment and leverage the full potential of their new system. 

How to develop a well-defined ERP integration transition strategy 

As a global B2B integration leader with over 30 years of experience, OpenText ensures a smooth and efficient migration. We have the technology and teams to quickly analyze your existing transactions and develop a tailored project plan. Minimize disruptions and maximize the benefits of Dynamics 365 Business Central or any other ERP by connecting your business to the largest network of trading partners worldwide. 

OpenText runs the world's largest network of connected partners

Leverage our highly customizable, pre-built Dynamics 365 Integration adapters 

OpenText offers highly customizable EDI integration adapters for ERPs, including for Dynamics 365 Business Central EDI integration adapters. Our pre-built adapters are quick to deploy and provide configurable options to meet your specific needs, ensuring a cost-effective and efficient integration solution, while allowing organizations to maximize the full potential of their ERP modernization efforts.  

Key Benefits of working with OpenText 

• Accelerate your ROI: Maximize your ERP modernization investment with our comprehensive end-to-end B2B integration solution. Streamline your supply chain, automate manual processes, and optimize operations to boost growth and profitability.  

• Expert Guidance: Our experienced team does the due diligence upfront to understand your unique needs. We ensure a timely and on-budget deployment with tailored advice and support throughout the migration process and beyond. 

• Seamless Integration: Integrate your ERP seamlessly into existing systems and customize it to your unique EDI workflows, eliminating the need to adapt operations to a generic integration solution. 

• Scalable Operations: Seize new opportunities and easily adapt to changing business needs with a scalable B2B infrastructure and a variety of add-on capabilities designed to handle any challenge.  

Choose the right partner for your ERP transition 

Don't jeopardize your business's success when transitioning from Dynamics GP to Dynamics 365 BC or any other ERP. Partner with the right vendor to ensure a smooth and easy EDI integration and optimize your operations for growth.  

Learn more about Dynamics 365 ecosystem integration or about one of our other easy EDI integration solutions. Also, stop by our booth at Microsoft 365 DynamicsCon in May 2025.

The post Simplify your Dynamics GP ERP Transition to Dynamics 365 BC appeared first on OpenText Blogs.

As I step into my second week as Chief Product Officer, I’m thrilled to see the incredible innovation driving Cloud Editions 25.1. This launch reflects our commitment to helping you drive efficiency, strengthen security, and accelerate growth.

2025 marks a turning point in shaping the future of business. At the core of this transformation lies information management, a driving force that empowers organizations to unlock the full potential of their talent and data. Our mission is to equip professionals across all disciplines - knowledge workers, cybersecurity specialists, supply chain experts, developers, and IT leaders - with the solutions and services they need to thrive in today’s fast-changing digital landscape. 

With Titanium X, OpenText sets a new benchmark in SaaS innovation, offering an expansive portfolio of solutions that address critical business needs such as content management, service management, threat detection, identity management, observability, and supply chain optimization. By uniting simplicity, intelligence, and security, these innovations empower organizations to confidently navigate the multifaceted challenges of today’s digital landscape. 

The latest Cloud Editions (CE) 25.1, OpenText continues to lead through the seamless integration of cloud, security, and AI technologies. These advancements are not simply responses to change - they are defining it. By forming the foundation for sustainable growth, these innovations empower organizations to not only future-proof operations but drive innovation with absolute certainty. 

For CIOs, business leaders, and IT professionals, the mandate for 2025 is clear: embrace information management as the catalyst for transformation. Now is the time to harness the power of data to unlock potential and drive meaningful progress. Only then can you truly start to reimagine your information for sustainable business growth with longevity.

Following today’s announcement, let’s explore how OpenText is reimagining information management and spearheading cutting-edge innovation:

New innovations in Business Cloud

Secure access to knowledge is essential for staying ahead of the competition. OpenText empowers engineers, IT professionals, and teams with integrated, secure technologies that streamline operations and enhance efficiency to enable greater success in an increasingly complex digital world.

OpenText™ Content Cloud

In this release, we have launched new bundle offerings for our fast-deploying cloud content management solution, OpenText™ Core Content Management. These updates further support businesses battling with fragmented and inefficient access to siloed content and simplifies cloud adoption and the ability to leverage generative-AI. By doing so, we equip decision-makers with the right tools to address the persistent challenges of disconnected information retrieval and onerous searchability, reducing the limitations posed by outdated legacy systems. The result? Unlocked operational efficiencies and improved workplace productivity.

Improvements to OpenText Core Content Management include:

• The integration of OpenText™ Content Aviator: Now available to all customers out-of-the-box and at no additional cost, in an easy to deploy express bundle. OpenText Content Aviator empowers employees to utilize intelligent chat-based conversational search, content discovery, summarization, and translation at the click of a button, boosting knowledge worker productivity by enabling customers to quickly find and understand context across a broader ecosystem of applications.
• A new premium bundle that combines AI-powered SaaS content management with additional capabilities, including digital capture and signature, to enable customers to manage the full lifecycle of their content while reaping the benefits of a flexible SaaS solution.
• Preconfigured business scenarios: Providing sales, HR, product management, and other common cross-departmental functions with pre-built workspaces, templates, and folder structures to enable faster deployment and quicker return-on-investment.

Additionally, OpenText Content Aviator has expanded availability for OpenText™ Core Archive for SAP and OpenText™ Core Content Management for SAP SuccessFactors bringing the productivity boost of a generative-AI assistant to these solutions.

The new bundle offerings, together with the expanded availability of OpenText Content Aviator, empowers organizations to accelerate departmental or enterprise-wide processes in the cloud, aligning with strategic digital transformation initiatives, empowering businesses to operate with agility, optimize productivity, and achieve long-term success in an increasingly complex digital landscape.

OpenText™ Cybersecurity Cloud

In Cybersecurity Enterprise, OpenText™ Core Identity Foundation, our next-generation identity and access management (IAM) SaaS platform, now gives IT directors and leadership within large-scale enterprises and regulated industries greater autonomy over identity and access controls designed to protect high-value data across the entire environment within a single platform.

By simplifying and automating fundamental identification processes, this release enables businesses to access the core collection of OpenText identity and access management capabilities under a single set of integrated microservices. By doing so, organizations can reduce security and compliance costs while ensuring adherence to government, cyber insurance, and internal standards. Additionally, the platform’s SaaS delivery model boosts operational efficiency and guarantees zero-trust security to meet the dynamic needs of modern enterprises.

OpenText™ Experience Cloud

In this release, organizations managing extensive digital asset collections or implementing enterprise-wide digital asset management (DAM) systems now have a powerful tool to unlock the full value of their rich media libraries. Powerful new search is provided by integrating OpenText™ Digital Asset Management (DAM) natively with OpenText™ Knowledge Discovery (IDOL). The new search adopts both advanced retrieval augmented generation (RAG) and AI-powered search to transform how users access and utilize assets.

By marrying these two solutions together, enterprises struggling with inefficient asset discovery, inconsistent metadata tagging across teams, and unnecessary duplication of content creation or procurement, can take advantage of the tool’s natural language search capabilities, powered by secure and private AI, to quickly locate the right assets - even in large libraries where metadata may be incomplete or inconsistent.

With reduced time spent searching, lowered storage costs for redundant assets, and enabled cross-departmental collaboration in content creation, this innovation empowers organizations to scale their digital asset management usage while ensuring iron clad security through a private AI service, eradicating the risk of exposing sensitive assets (unlike a public cloud environment).

OpenText™ IT Operations Cloud

To further increase IT visibility for better incident response and faster mean-time-to-repair (MTTR), we have bolstered the discovery capabilities in our vendor-neutral configuration management solution, deployable as SaaS, on-premises, or in the cloud.  

Advanced Network Discovery for OpenText™ Universal Discovery and CMDB delivers deep, comprehensive visibility into how physical, virtual, and software-defined networking assets are configured. Now IT service management, operations, and network management teams can fully understand how network devices and their configurations support business service delivery - an area typically lacking detailed information from most CMDB discovery methods. The result? Faster MTTR and minimized service interruptions from networking changes.  

CE 25.1 also introduces better visibility into operational technology (OT) and internet of things (IoT) devices by importing configuration data directly from Microsoft® Azure Defender. This ability gives enterprises extended insights into OT/IoT devices without requiring additional discovery tools or compromising OT/IoT security airgaps by deploying probes. 

By increasing IT visibility across both networks and OT/IoT devices, OpenText Universal Discovery and CMDB further becomes a single source of configuration truth that IT, networking, and OT teams can use to troubleshoot faster, improve change success, and increase service delivery reliability. 

New innovations in Business Technology

Moving to the cloud means connected data is key. OpenText provides robust, flexible data platforms deployable in private clouds, public clouds, and via APIs, delivering enterprise-grade capabilities wherever you need them.

OpenText™ DevOps Cloud

To support the developer community, innovations to TruClient 2.0, part of the OpenText™ performance engineering suite of solutions, further elevates performance testing by delivering an intuitive, scriptless tool that meets the needs of testers at all experience levels. Designed to simulate real user behavior and provide robust client-side metrics, TruClient 2.0 puts flexibility, control, and security at the center of the performance testing process. 

Most notably, this release allows browser decoupling, which empowers users to independently manage browser versions, enhancing security and eliminating the need for frequent updates or patches. The addition of Linux® support expands deployment options, while reduced resource requirements streamline operations with a lighter testing footprint. As a result, TruClient 2.0 continues to be a valuable tool for testers with the need to perform efficient, secure, and flexible performance testing for optimized testing process for a seamless experience and greater control over testing environments - a strategic move to future-proof performance engineering.

Looking ahead

With CE 25.1, OpenText is redefining the possibilities of Business AI, Cloud, and Technology. By delivering integrated solutions that simplify complexity, enhance security, and enable scalability, we, at OpenText, continue to proudly empower organizations to thrive in an era of rapid and revolutionary technological change, giving business access to the tools needed to unlock the full potential of their information management.

Looking for more?  

For more on all the CE 25.1 innovations, visit our blog as our subject matter experts guide you on the right solutions for your business as you continue to maximize your AI, cloud, and security journey.

The post Accelerate growth with Cloud Editions (CE) 25.1 appeared first on OpenText Blogs.

We've released numerous features and product updates in the last 12 months, along with hundreds of fixes, to enhance SAP SuccessFactors Extended ECM by OpenText and make it more flexible and performant for our clients. CE 24.4 includes not only these past improvements but also brings a brand-new list of features. Designed to reduce maintenance, enhance accessibility, and speed up HR processes, these updates will give HR professionals more time for strategic initiatives.

A new name for clarity

Before I start, we have an announcement which will simplify the product identity. OpenText has renamed this solution "OpenText™ Content Management for Human Resources" for OpenText contracts. For new customers it will make it easier to quickly understand and identify the product’s purpose. However, SAP contract users will continue to see and reference the product as "SAP SuccessFactors Extended ECM by OpenText." Rest assured; continuity remains a priority.

It was a privilege for OpenText to be a Gold sponsor and for me to attend the SAP SuccessConnect event in Lisbon at the end of October 2024. Throughout SuccessConnect we heard how AI-driven innovation is helping to solve workforce and business challenges, and when I consider the many ways that AI and automation enhanced business processes were delivered in 2024, it seems to me OpenText Content Management for Human Resources CE 24.4 is continuing the theme.

Automated HR business user experience

Summaries across multiple candidate and employee records

Leveraging generative AI, HR teams can now apply summaries across any number of candidate and employee files and folders. This feature enables fast comparisons of applications to speed up the application review process, helping recruiters make quicker, more informed decisions. All users need to do is "Ask" to find employees who do not have an NDA. No more clicking around and searching to find that nugget of information. This could be used to instantly identify risk in a business acquisition by evaluating each employee's file as part of a business merger to find particular contract clauses to improve governance. Previously this level of analysis would take days of precious time and resources.

Automation of offboarding to cut down on administrative tasks

Now, when an employee leaves the company, permissioned access can be changed immediately using a straightforward integrated and automated procedure.

This will improve the offboarding process for retired, terminated, or departed employees. The reduction of high-volume manual tasks for large retail or service companies with high employee turnover will be invaluable. In addition to allowing onboarding to quickly redistribute user licenses to new hires, this automated background synchronization job will help HR administrators stay on top of offboarding ‘paperwork’.

Enhanced employee mobile experience

Digital signatures and multi-signee documents

For global HR teams hiring across regions, supporting diverse digital signature authentication is essential to the security of the organization. Now, customized authentication rules ensure a seamless signing experience, allowing smoother cross-border hiring process. With HR teams that can be located anywhere in the world and hire people from all over the world, this improvement also increases compliance.

Customizable Mobile App interface

Designed with deskless workers in mind, this release allows HR business users to simplify the HR Mobile App experience. By customizing the App to show only essential features, we’re making mobile navigation easier for employees, enhancing usability and efficiency.

Greater user accessibility

Streamlined document generation

With the addition of an employee communication widget on the SuccessFactors Employee Central Home page, users can generate documents easily, without custom setups. This update reduces maintenance requirements and standardizes processes, leading to faster, more reliable communication.

Self-service reporting

To enhance project delivery, we now provide real-time access to document generation status. Certified consultants can address issues quickly, keeping configurations on track and reducing potential delays.

Looking ahead

As 2024 product releases conclude, we see how automation, self-service tools, and AI have taken front and center space in helping to innovate HR business process. We hope this year’s innovations will empower HR professionals to streamline operations, lower ownership costs, and focus on strategic priorities. Our latest features are designed to support HR in reimagining recruitment, onboarding, and the employee experience.

*MySupport Portal login required.

The post Where did the year go? OpenText Content Management for Human Resources CE 24.4 appeared first on OpenText Blogs.

It’s no surprise that artificial intelligence is an increasing priority for small businesses, especially with the rise of AI tools directly integrated within everyday applications, such as Microsoft® 365 Copilot®. In fact, Microsoft’s latest survey of small business trends, challenges, and opportunities revealed that one-third of SMBs consider AI a “top four” priority, and 71% have plans to either begin or accelerate AI investments within the next year.  

Although still new, the benefits of AI for SMBs, such as simplifying both common and complex tasks, are already clear. According to  the Microsoft survey, 84% of those surveyed believe AI has a positive impact on their business, and those who regularly use it see an average increase of 40% in productivity. So, the real question is not “if” tools like Microsoft 365 Copilot can give SMBs a competitive edge, but rather “how.”  

How is Microsoft 365 Copilot optimizing ROI for small businesses? 

The first step in maximizing your opportunity with AI tools like Microsoft 365 Copilot is understanding what they can do. While Microsoft is always expanding the product’s capabilities, there are plenty of current use cases for SMBs available now and in the immediate future. 

Here are a few examples of how SMBs are using Microsoft 365 Copilot to enhance productivity and innovation throughout their business processes: 

• Creating a cohesive experience across M365 applications – Through “graph grounding” when the product responds to user prompts, it enhances its responses by seeking additional context from relevant information stored in Microsoft 365 repositories via Graph requests. This is achieved by accessing and utilizing data from Microsoft Graph, a collection of APIs that provide access to data stored in Microsoft 365. 
• Refining strategic content creation – Copilot in Word reduces the need for redundant or time-consuming tasks by paraphrasing existing content, expanding relevant information in detail, or enhancing documents with statistics. 
• Sorting and managing email conversations – Copilot in Outlook locates specific emails based on topic or custom prompts, summarizes meetings, outlines to-do lists, and drafts or edits email messages, which saves precious time. 
• Boosting form, survey, or poll response rates – The product offers proactive recommendations for follow-ups, including generating form completion reminders or crafting messages. 
• Reviewing and summarizing videos –For Teams meetings, Microsoft 365 Copilot identifies relevant points, including timestamps for topics or speakers, a list of calls to action, or searches for specific topics, words, or phrases.  
• Customizing and automating business tasks – Copilot extensions or API plugins can be built to interact with and process data from various sources, such as targeted searches, natural language queries, and custom pre-defined prompts derived from your graph data. 
• Eliminating manual typing or formula creation – Copilot in Excel can leverage verbal prompts to assist with data analysis or generate formula column suggestions, show insights in charts and PivotTables, and highlight interesting portions of data. This includes the ability to automatically create and calculate formulas for complicated spreadsheets based on user prompts. 
• Reviewing content management and data governance practices – Copilot for Restricted SharePoint Search allows users to disable organization-wide search, and to restrict both Enterprise Search and Microsoft Copilot experiences to a curated set of SharePoint sites of your choice. Additionally, whether you have enabled Enterprise Search or Restricted SharePoint Search, users can interact with files and content they own or that they have previously accessed in Microsoft Copilot.  
• Gaining key insights from employee feedback – The product can document comments to help users easily act on suggestions based on Microsoft 365 Copilot summaries, reports, and analysis across M365 applications. 
• Transforming the collaborative project management process – Copilot in Planner (Preview) streamlines the planning, management, execution and analysis of major projects. 
• Training employees on effective prompt generation – Copilot Labhelps teams learn the drivers of AI-enabled business practices. 
• Supporting the development of secure applications – Microsoft 365 Copilot can effectivity ground, write, analyze, or troubleshoot code and other data or security challenges. Understanding the usage of prompts is key. 

The list above is far from comprehensive, with more features and updates coming every month. For more information on the product’s AI capabilities, check out Microsoft’s AI Copilot Success Kit. 

How SMBs can use Microsoft 365 Copilot to drive greater success

Of course, knowing what the product can do is only half the battle. As a recent report on SMB technology adoption shows, a staggering 77% of SMBs say the number one barrier to AI success is a lack of knowledge. In other words, the best way SMBs can set themselves apart is through early adoption and continuous training with AI tools like Microsoft 365 Copilot.  

If you’re new to AI and want to make the most of a potential investment, you can easily become a Microsoft AI expert by taking advantage of their free Microsoft 365 Copilot training modules. Or, if you’re not sure how the product can optimize your business processes, consider the following use cases based on your industry. 

For product-based, supply chain industries such as retail, manufacturing, or transportation, the product can help you:  

• Predict product demand fluctuations with greater accuracy based on your sales data. 
• Optimize delivery routes by analyzing financial and geographical data. 
• Monitor weather and world events that impact the supply chain, including situations influencing your materials, carriers, or distribution networks. 
• Automatically draft emails to alert impacted partners or customers to mitigate potential disruptions. 
• Support customer service through the creation and analysis of support forms, surveys, and polls. 
• Generate insights into order status, delivery schedules, and shipping options. 

For service-based industries such as insurance, legal, consulting, or real estate, Microsoft 365 Copilot can help you: 

• Draft, review, and summarize essential documents based on business and industry data.
• Generate compelling copy for marketing campaigns, targeted sales outreach, or other important customer-facing messaging. 
• Translate documents, presentations, or sales and marketing collateral into 27+ languages.
• Design engaging PowerPoint presentations based on industry data and customizable themes. 
• Develop comprehensive project management plans including automated progress reports. 
• Automate data entry tasks and improve data analysis along with suggestions for data clarity.
• Respond to customer inquiries with increased efficiency using AI-powered suggestions. 

Microsoft 365 Copilot is not just another product update – it’s a game changer for SMBs. What’s more, Microsoft is dedicated to its continuous improvement through expanded language support, SKU eligibilities, new product features, and performance updates. To stay current on what’s ahead for the product, be sure to check out the Microsoft 365 roadmap. 

How partners can seize the opportunity 

Microsoft 365 Copilot offers a lucrative opportunity for resellers and managed service providers. Partners can boost their earnings significantly through various revenue streams, including foundational productivity setup, integration of business premium add-ons, and specialized training services. By helping organizations lay the groundwork for a Microsoft 365 Copilot environment, partners can sell essential services such as end-user training on how to write effective prompts and interact seamlessly with AI tools. Additionally, partners can qualify for the Tier 2 accelerator, offering an attractive 10.75% rebate—exceeding their profit margin. Supplementing these offerings with SMB workshops and ongoing support services further enhances the value proposition, creating multiple touchpoints for sustained revenue growth. This robust opportunity not only diversifies income but also maximizes profitability through comprehensive incentives and rebates. 

Next steps: Gain the AI advantage with OpenText Cybersecurity 

Now that you know how Microsoft 365 Copilot can give you a competitive advantage, the next step is to work with a knowledgeable partner who can help you optimize and customize the product to support your unique business needs. OpenText™ is here and ready to help businesses like yours on the journey to AI-powered productivity.  

In addition to offering Microsoft 365 Copilot and licenses through our Cloud Service Provider (CSP) network, we work with you one-on-one to develop an effective adoption strategy to optimize specific business challenges or create long-term AI initiatives. We can also help train your teams to expand your knowledge of AI tools to further set you apart in your industry with our AI masterclasses and technical bootcamps. 

Ready to get started? Supercharge your business with Microsoft 365 Copilot. 

The post How SMBs can use Microsoft 365 Copilot for a competitive advantage appeared first on OpenText Blogs.

Small and medium-sized businesses (SMBs) are constantly seeking ways to improve productivity and ignite creativity. Recently, Microsoft 365 Copilot has entered the scene and it’s proving to be a groundbreaking development that's reshaping how SMBs operate. This innovative solution harnesses artificial intelligence to not only streamline everyday operations but also to boost productivity and innovation.  

Copilot's Impact: is it worth it for SMBs? 

Microsoft 365 Copilot was initially launched for larger enterprises and educational institutions in November 2023. Following this initial launch, it expanded availability to small and medium-sized businesses (SMBs), making it accessible to a wider range of customers. 

Copilot helps businesses automate simple, everyday tasks and unearth intelligent insights. It uses smart technology to handle jobs like entering data, setting up calls, answering basic customer questions, and summarizing meetings. Additionally, it crafts complex codes like those used with Excel’s functions—all you need to do is provide the right prompts. The cost of using Copilot for a year is generally $360 per user, but the value depends on how much a business needs it and what they use it for. Nonetheless, investing in Copilot typically pays off due to increased efficiency, and because Copilot works quickly and makes fewer mistakes, customers tend to be happier and more loyal. 

Microsoft set a strong example by incorporating Microsoft 365 Copilot suite for their teams. This move significantly boosted productivity and improved the quality of work across the company. They shared insights showing that "83% of Copilot users reported enhanced sales productivity, and 64% noted it aided in making customer interactions more personalized." With Copilot's smooth integration into everyday tools like Word, Excel, PowerPoint, Outlook, and Teams, it quickly became essential for Microsoft staff. Interestingly, their research showed that 77% of users indicated they couldn't imagine going back to working without Copilot after trying it. For more on how Copilot transformed operations at Microsoft and its impact, take a look at their Inside Track blog. 

What’s more, the impact of Copilot on enhancing creativity among its users is quite remarkable. According to the Microsoft Work Trend Index Special Report, a significant number of users experienced a boost in their capabilities since using Copilot. Specifically, 57% felt that Copilot made them more creative, with 68% stating it helped kick-start their creative process. Furthermore, an impressive 72% of users reported that Copilot was instrumental in helping them generate ideas while writing. These statistics underscore the valuable role that Copilot plays in not only enhancing productivity but also in fostering a creative mindset among users. For more insights into how Copilot is shaping creative processes at work, you can read more on Microsoft's website. 

The partner opportunity with Copilot  

The naming of Copilot is no coincidence – if you are a pilot, AI is your copilot, helping you take off, navigate, and land safely. Likewise, the rising demand for AI in business presents a meaningful opportunity for OpenText™ Partners to help customers of all sizes become AI-powered organizations. Below are a few examples of how including Microsoft Copilot in your service offerings is a strategic move that can significantly enhance your business's value proposition and open up lucrative new revenue streams: 

Sell Copilot licenses 

You have the opportunity to sell Copilot licenses directly to your clients. This not only adds a valuable product to your portfolio but also ensures a steady income from license renewals. Furthermore, as businesses increasingly adopt AI solutions, the demand for Copilot is set to rise, providing a sustainable growth avenue. 

Provide support 

Offering dedicated support services for Microsoft Copilot is another key aspect of this opportunity. By ensuring that your clients have access to expert advice and troubleshooting, you can improve their overall experience and satisfaction with the product. This proactive support not only reduces downtime but also empowers clients to leverage Copilot fully, maximizing their return on investment. 

Include training as a separate offering 

By developing a training program tailored to Copilot, you can position your business as an expert. For example, by educating users on prompt writing and effective interaction, businesses can maximize its potential. Effective training helps clients understand and utilize the full potential of Copilot, leading to higher adoption rates and more successful outcomes. Additionally, offering training services builds client confidence and reinforces your role as a trusted advisor. This not only strengthens client relationships but also opens doors to further business opportunities as clients seek guidance on additional solutions or advanced features. 

Leverage incentives 

Microsoft’s Tier 2 accelerator program provides significant financial incentives to partners who are actively engaging with Microsoft's ecosystem. This program offers up to 10.75% in rebates, a substantial reward that underscores Microsoft's commitment to supporting growth and success. 

What’s more, you can tap into your current customer base to spark interest in Copilot and broaden your audience. Currently, you can take advantage of a 15% discount September 1 – December 31, 2024, for purchases of 10 – 300 seats, providing a great opportunity for your team to explore AI.  

How OpenText can help 

Once your Copilot Business is built and it’s time to scale, you can lean on support from OpenText and Microsoft to help define your AI goals and strategies, develop your sales and technical skills, and take new AI-powered services and solutions to market.  

We are happy to act as an extension to your team, ready to support and collaborate with you on the journey to AI-powered productivity. In addition to offering Microsoft 365 Copilot licenses through the CSP network, we work with your business one-on-one to help achieve your business goals and objectives, including AI initiatives and product presales, benefits, and incentives consulting.   

We can also help you build and train your Microsoft 365 Copilot teams with learning paths that enable greater innovation and long-term success. And if you ever need assistance with sales plays and marketing assets, our marketing support services offer valuable insights to level up your business.  

If you’re not already an OpenText partner, learn more about our Partner Ecosystem and join today.  

The post Maximize profits with Microsoft® 365 Copilot for SMBs  appeared first on OpenText Blogs.

Calling all OpenText partners! Ice and Skye, our AI-generated guides, are eager to welcome you to OpenText World 2024 at The Venetian Resort, Las Vegas, November 18-21. Join us for our exclusive OpenText Partner Summit on November 18, then enjoy the premiere information management conference to see how reimagining information can reinvent knowledge workers and reinvigorate business.

Here are just a few reasons to attend:

Unlock the power of partnership

At the OpenText Partner Summit you’ll have a chance to meet the OpenText Channel and Alliances leadership team in person and discover how to unlock the power of partnership. We’ll share information and insight into opportunities such as ways to increase your business with SAP, how to break into the mid-market, and strategies for boosting pipeline through joint marketing opportunities.

Once the conference starts, visit the OpenText Partner Network booth in the expo to learn more about the systems, tools, and resources available to you. You’ll get a look at new demo tools and hear about best practices for getting the most out of our marketing campaign assets.

Get inspired

The conference kicks off with Venus Williams, our special guest speaker at OpenText World 2024! Don’t miss your chance to hear the Grand Slam champion, gold medal Olympian, author, and entrepreneur live and in person.  Also OpenText CEO and CTO Mark J. Barrenechea will present his vision for the future, and OpenText EVP and Chief Product Officer Muhi S. Majzoub will outline the latest innovations in our Cloud Edition (CE) releases. And don’t miss OpenText Executive Vice President and Chief Digital Officer Shannon Bell who will offer a behind-the-scenes look at how OpenText is using its own technology to drive innovation.

Skill up

With two packed days of pre-conference training sessions November 17 and 18, you can uplevel your skills and expand your knowledge. Learn from experts as they walk you through hands-on activities and best practices. And user adoption training sessions will show you how to help your customers get the most out of OpenText products. This two-day training opportunity is available for $1,599 USD as an add-on to the in-person conference pass.

The benefits of these training sessions include:

• Learning from instructors who are experts in their fields.
• Taking advantage of in-person instruction for the fastest path to proficiency.
• Immersing yourself in guided classroom experiences that remove distractions.
• Studying alongside peers in similar roles.

Participants also get priority access to the training breakout sessions during the conference, as well as a voucher for a FREE certification attempt which they can use after the conference (in addition to the FREE certification attempt included in the conference registration).

Read more about the details and benefits of pre-conference training.

Be the pro

Take advantage of a FREE certification opportunity in dozens of OpenText products spanning key technology areas, including content management, analytics and AI, cybersecurity, digital experience, IT operations, and DevOps. As part of your in-person conference pass, you are entitled to one FREE attempt at becoming a certified information management expert.

The benefits of certification include a chance to:

• Help your organization meet their Partner Program requirements for product certification.
• Gain a competitive advantage by validating skills and expertise.
• Demonstrate relevant skills with role-based certification.
• Establish yourself as an expert across your professional network.
• Provide an objective measurement of technical proficiency.
• Feel confident knowing your certification is valid for 3 years.

Chart the course

See the most recent product innovations, including our new CE 24.4 offerings. Hear about our latest products and see them in action with live demos, explore product roadmaps, and gain insight into how information management can fuel organizations.

Make connections

Have conversations with experts and peers to help you determine which solutions solve your customers’ needs. Network on the expo floor, in between keynotes, and at exclusive evening events. Talk to customer and solution experts from OpenText to get your questions answered and learn tips and tricks.

Forge your learning path

No matter where you are on your learning journey, you’ll find options to help effectively adopt and use OpenText products at our Learning Services booth. Speak to a training consultant who can assess your learning needs, identify areas of focus, and start your training strategy. You’ll create a tangible plan to grow or diversify skills, improve productivity, and certify proficiency.

Return home inspired

You’ll come away from OpenText World with expansion plans for your company, new relationships with our salespeople, and great insights into areas where you can align with OpenText for years to come.  

Register today at the full-conference price of $1,999 USD and get $200 off with the discount code PAR24OTW200.

The post Partners: Why you should attend OpenText World 2024! appeared first on OpenText Blogs.

Companies often struggle with rigid and inflexible B2B integration solutions, hindering their ability to flow EDI transactions efficiently between internal systems such as Microsoft Dynamics 365 Business Central and their external trading partners. This, in turn, can lead to delays, errors, missed opportunities, and higher costs.

Unlike rigid off-the-shelf adapters, OpenText customers can choose from pre-built components to create a tailor-made solution that seamlessly integrates their Microsoft Dynamics 365 Business Central with any internal or external system. Our modular approach lets you pick and choose capabilities and services, keeping you within

budget while maximizing value.

This solution provides:

• Rapid Deployment and Affordability: Faster implementation compared to fully custom integrations and lower total cost of ownership.
• Flexibility and Customization: Ability to tailor the solution to specific needs, unlike rigid off-the-shelf adapters.
• Real-Time Visibility and Insights: Instant visibility and management of all EDI transactions, optionally embedded centrally in your Dynamics 365 Business Central user interface.
• Shipment Intelligence: Options to add enterprise-level capabilities such as real-time shipment tracking that can alert for potential disruptions.
• Microsoft-approved Connectivity: Eliminate concerns about compatibility or security.
• Scalability and Futureproofing: Grow your business with a budget-friendly enterprise-level platform that can expand functionality as needed.

Watch our FREE on-demand webinar

This webinar and demo showcase EDI integration adapters for Dynamics 365 Business Central and Dynamics 365 Finance & Operations. The webinar is ideally suited for businesses who want to:

• simplify their B2B infrastructure and develop it into a more flexible and agile system
• maximize the value of their Dynamics 365 ERP with customized integration needs
• keep implementation efforts on-budget and on-time

See Dynamics 365 EDI integration in action.

The power of Microsoft Dynamics 365 and OpenText ERP integration...

When it’s powered by OpenText’s ERP integration solution, the Microsoft Dynamics dashboard is automatically populated with the EDI transaction flowing from external trading partners.

...With the visibility provided by OpenText Lens

OpenText™ Lens™ is a powerful, user-friendly cloud application delivering visibility into the data flows between your enterprise applications and connected systems, customers, suppliers and trading partners.

Why trust your Microsoft Dynamics EDI integration to OpenText?

• Experience you can trust: With over 30 years of expertise managing ERP integrations of all shapes and sizes, we've seen it all. We handle thousands of customer requests monthly, and that knowledge underpins every project we undertake.
• Planning you can rely on: No more surprises or delays! Our proprietary data discovery tool maps out your entire project landscape, including any potential compliance hurdles, before we even break ground. This ensures smooth sailing from start to finish.
• Implementation at warp speed: With over 1,400 customer support resources at your disposal, we ensure your project is staffed and executed based on a clear, mutually agreed-upon timeline. No more waiting in the slow lane.

Stop struggling and start streamlining transaction flows to and from your Dynamics 365 Business Central. Learn more about our customizable ERP integration adapters and B2B/EDI solutions configured to fit any size company and budget.

What is B2B Integration?

The post Customizable Dynamics 365 EDI integration – See the demo appeared first on OpenText Blogs.

Today now more than ever, organizations are struggling with how to get the most out of their systems and how to better enable their teams to produce the best results possible, while helping to reduce resources and costs. OpenText™ and Salesforce^® are helping organizations to keep up with the demands of the business and the high pace of customer expectations with productivity apps to meet their needs.

Building a solid information foundation is the cornerstone to successfully speeding up workflows and simplifying tasks across the business to gain a competitive information advantage. Modern information management is required to help you find documents easily, collaborate across the business, and automate always-on data integration, controlling information sprawl, and reducing costly errors caused by poor information governance or missing documents. These are the fundamental building blocks that provide smarter document solutions for high performing Sales & Service teams. 

1. Go from document chaos to streamlined information

To avoid costly errors, Sales colleagues need to work with the latest version of contracts, product information, customer order history, and much more. To sell more successfully, they should reuse materials that have resonated with other customers. Ensuring they have what they need and is always at their fingertips can be difficult. They need a document solution that surfaces all documents within Salesforce on demand in a series of intelligent business workspaces attached to salesforce objects. OpenText can help with this. By failing to create that single source of truth within Salesforce with document sources that live in silos across the business, you run the risk of longer sales cycles, poor customer service, missed upsell opportunities, and countless hours of wasted time.

2. Make content and data accessible and relevant  

Provide contextual engagement, enterprise-wide information connectivity, and document creation related to specific cases or opportunities. Sales and Services representatives can access the relevant information they need dynamically within the systems they already use. This helps them be more efficient and on target when it comes to client development, support, and effective communications. By centralizing your content in Salesforce using OpenText, you’re taking the first step in optimizing operational processes and ensuring sales reps have access to all essential customer information with all documents and data together in one view. You gain more insights to satisfy needs faster and delight more customers with better experiences.

3. Get Salesforce integrated with all the right tools 

Everyone knows individuals and teams are living in their own ecosystems, including SAP®, Microsoft, ServiceNow®, and of course, Salesforce. So, if you want to break down information silos, and have better team collaboration, you need to start by connecting your Salesforce environments and other systems with a content management platform like OpenText. Providing an information backbone and powerful enterprise-grade document management tools, enables users to automate manual admin tasks and accelerate document related processes. Have users stay within the systems they are comfortable with to access, create, and collaborate on mission-critical documents that they depend on every day. Optimize Salesforce customer workflows, by also securely sharing, sending documents for digital signatures, and creating personalized communications at every step of the customer journey. As a result, your team will close more business.

As a trusted Salesforce partner since 2016, OpenText now has 7 information management applications on the Salesforce AppExchange that are used by top organizations globally. See how OpenText and Salesforce are teaming up to help our customers be more productive! – check out the top-rated productivity apps here.

The post 3 tips to be more productive with Salesforce appeared first on OpenText Blogs.