Case Study: Freedom Graphic Systems secures CRM-to-SharePoint permissions with Connecting Software's CB Dynamics CRM to SharePoint Permissions Replicator

Freedom Graphic Systems breaks free with CB Replicator

Freedom Graphic Systems, a provider of direct mail and logistics solutions, faced the challenge of securely syncing permissions between their Microsoft Dynamics CRM and SharePoint Online. Their two distinct user groups required that complex, cascading access rules from CRM be precisely mirrored in SharePoint to protect business documents without incurring high development costs or expensive CRM storage fees. They turned to vendor Connecting Software for a solution using their CB Dynamics CRM to SharePoint Permissions Replicator service.

The solution from Connecting Software was implemented as a SaaS application that automatically and continuously monitors for permission changes in CRM and replicates them in SharePoint in real-time. The result was a seamless, maintenance-free integration that required no manual intervention and eliminated any risk of unauthorized document access. Brian Hunsaker, Director of Application Development, reported the implementation was effortless and that the application has run flawlessly with zero incidents, allowing his team to focus on core business objectives instead of system maintenance.

Freedom Graphic Systems

Brian Hunsaker

Director of Application Development