Case Study: Ivanhoé Cambridge Secures CRM Documents in SharePoint with Connecting Software

Real Estate Industry Leader Keeps Customer Records Safe

Ivanhoé Cambridge, a global real estate industry leader, faced a significant security challenge. Their Microsoft Dynamics CRM integration with SharePoint did not automatically replicate security permissions, creating a high-risk situation where confidential documents could be accessed by unauthorized users. To address this gap, they turned to Connecting Software for a solution.

Connecting Software implemented their CB Dynamics CRM to SharePoint Permissions Replicator. This solution automatically enforces Dynamics CRM user rights within SharePoint, ensuring documents are only accessible to authorized personnel. As a result, Ivanhoé Cambridge seamlessly met data privacy requirements, mitigated maintenance needs, and could immediately begin working with securely delivered documents on new teams' sites.

Ivanhoé Cambridge