Case Study: Sabert achieves secure CRM-SharePoint permission replication with Connecting Software

Automatic permission replication helps top manufacturer keep customer records safe

Sabert, a leading global manufacturer of food packaging, needed to securely integrate their Microsoft Dynamics CRM with SharePoint. However, the out-of-the-box integration allowed all users to access all customer documents, posing a serious risk to confidential data. The challenge was to enforce Dynamics CRM security permissions in SharePoint to prevent unauthorized access.

Connecting Software implemented their CB Dynamics CRM – SharePoint Permissions Replicator to automatically synchronize permissions from CRM to SharePoint in real time. This solution provided Sabert with a secure integration, ensuring that only authorized personnel could access sensitive documents. The result was peace of mind for the client, with the company's VP of IT praising the product for working reliably without requiring ongoing maintenance.

Sabert

Mike Freeman

VP of Information Technology