How Does Collaboration for Microsoft + 3DEXPERIENCE Transform the Way You Work with Office Files?

 Collaboration for Microsoft + 3DEXPERIENCE

The Everyday Struggle

We all use Microsoft Word, Excel, PowerPoint, and Outlook every single day.

But when projects get busy, files often get lost in long email threads, different people save different versions, and teams waste time searching for the “right” document.

While CAD models are usually well-managed in PLM systems, the same level of control often isn’t applied to non-CAD files like specifications, reports, presentations, or emails. Yet these documents are just as critical to completing projects on time.

The Solution: Collaboration for Microsoft

Imagine if you could keep working in your familiar Microsoft Office tools — but every document, spreadsheet, presentation, and even email is automatically connected to your project in the 3DEXPERIENCE platform.

That’s exactly what Collaboration for Microsoft delivers. It brings the power of 3DEXPERIENCE directly inside Word, Excel, PowerPoint, Outlook, and even Microsoft Project.

This means not only CAD data, but also all supporting non-CAD documents and communications are stored together in one system. Engineers, project managers, and business teams all work in sync with a true single source of truth.

Key Capabilities Made Simple

Here’s how Collaboration for Microsoft makes work easier:

• Create & Use Templates

No more starting from scratch. Your company’s standard templates for reports, specifications, or presentations are available directly in Office. This ensures every document follows the right format, saving time and improving consistency.

• Check-in / Check-out with Version Control

When you edit a file in Word or Excel, you can check it out to lock it. Once finished, simply check it back into 3DEXPERIENCE.

This keeps a clear record of who edited what, and your team always sees the latest version.

It’s the same discipline CAD designers already rely on — now extended to non-CAD data.

• Revisions Made Easy

Need to update a specification or report? Just create a new revision.

3DEXPERIENCE automatically keeps track of the old versions, so you always have a complete history of changes.

This means engineering changes aren’t just captured in CAD models but also in the supporting Word, Excel, or PowerPoint documents that explain and justify the design.

• Smart Links Inside Office Files

You can insert Smart Links inside Word, Excel, or PowerPoint.

These links connect your file directly to 3DEXPERIENCE project data, so you can access details, attributes, or related documents in just one click.

Even better, a Word report or Excel cost sheet can be directly linked to a CAD assembly in 3DEXPERIENCE — connecting business documents to engineering data.

• Outlook Integration

Important emails don’t have to stay buried in inboxes. With Collaboration for Microsoft, you can check-in Outlook messages directly into 3DEXPERIENCE.

That means project communication is stored, searchable, and linked to the right CAD and non-CAD data.

The Business Value

Collaboration for Microsoft is more than just a connector. It extends the benefits of PLM to every type of data.

⏳ Save Time: No more endless searching for the right file or redoing work.

✅ Reduce Errors: Everyone works on the correct version, whether CAD or non-CAD.

👥 Improve Collaboration : Design data, reports, and emails are all connected and traceable in 3DEXPERIENCE.

🔒 Stay in Familiar Tools: Teams don’t need new training. They keep using Office, but with smarter control.

🌐 One Source of Truth: CAD and non-CAD data finally live together in a single system, making projects smoother and faster.

The result? Engineering, project, and business teams all move faster, with fewer mistakes and better communication.

Conclusion:

With Collaboration for Microsoft, you don’t need to choose between the flexibility of Microsoft Office and the control of 3DEXPERIENCE.

You get the best of both worlds: familiar tools, but with powerful collaboration, version control, and integration across CAD and non-CAD data alike.

It’s time to stop wasting hours on lost files and confusing versions.

Work smarter, faster, and more securely — all within the Office applications you use every day.

Contact Us: Have questions or need assistance? Feel free to reach out!

Phone: +91 94454 24704
Email: mktg@egs.co.in