Case Study: Liebherr achieves secure document access with Connecting Software’s CB Dynamics 365 to SharePoint Permissions Replicator

Global Constructions Machine Builder Ensures Document Security with Connecting Software’s Solution

Liebherr-Werk Biberach GmbH, a global construction machine builder, faced a challenge securing sensitive documents between its Dynamics 365 CRM and SharePoint DMS systems. The standard sync did not transfer security permissions, creating a potential data breach risk. To resolve this, they turned to vendor Connecting Software and its product, CB Dynamics 365 to SharePoint Permissions Replicator.

Connecting Software's solution automatically synchronizes security settings between the two systems in the background. This eliminated the need to manually manage SharePoint rights and allowed for a more complex security model. As a result, Liebherr Tower Cranes is very satisfied, reporting no issues since the initial setup and minimal ongoing administrative effort, which has simplified their overall process.

Liebherr

Peter Lukschanderl

Head of Applications