Case Study: proMX GmbH achieves reliable Dynamics CRM permission replication to SharePoint with Connecting Software’s CB Dynamics CRM – SharePoint Permissions Replicator

proMX relies on CB Dynamics CRM – SharePoint Permissions Replicator

proMX GmbH, a Microsoft Dynamics solutions provider, needed a way to securely manage document access for their client, TROX. The challenge was to prevent 700 CRM users from viewing sensitive sales documents across different international sales organizations. proMX selected the CB Dynamics CRM – SharePoint Permissions Replicator from Connecting Software to address this.

Connecting Software’s solution reliably replicated Dynamics CRM permissions to SharePoint, ensuring sensitive budget and discount documents were only accessible to the correct sales teams. After a minor initial performance issue was quickly resolved via a software update, the solution worked reliably. The project manager from proMX praised the software's detailed functionality and the high quality of Connecting Software's support.

proMX GmbH

Dennis Lembcke

Project Manager and Senior Consultant