Case Study: Compass Group safeguards sensitive information with Connecting Software’s Dynamics CRM–SharePoint Permission Replicator

How Food Service Giant Safeguarded Clients Sensitive Information Using Connecting Software’s Solution

Compass Group PLC, a global leader in contract food service, faced a significant security challenge after a large-scale Microsoft Dynamics 365 rollout. Their CRM system’s security permissions were not automatically synchronizing with their integrated SharePoint, creating a risk that sensitive client data like contracts and salaries in SharePoint could be accessed by unauthorized users. This manual management gap was deemed unacceptable for their global operations, leading them to seek a solution from Connecting Software.

Connecting Software implemented their CB Dynamics CRM - SharePoint Permissions Replicator to automatically synchronize access rights between the two systems. This solution ensured that文档 confidentiality in SharePoint was always matched to the strict permissions set in Dynamics 365, eliminating the risk of oversharing sensitive information. For Compass Group, this was critical for both operational security and compliance with GDPR regulations, as it automatically and efficiently enforced their data access policies without requiring manual administration.

Compass Group

Anthony Crook

Head of Client Business Solutions