Case Study: ICS Cool Energy Secures SharePoint Documents with Connecting Software’s Permissions Replicator

Thousands of Documents Automatically Protected in SharePoint

ICS Cool Energy, a temperature control specialist, faced a significant security challenge. They used Dynamics CRM and SharePoint Online to create and store valuable customer quotes, but over 80,000 documents were left unprotected. To secure this data, they turned to their partner and the recommended solution from Connecting Software: the CB Dynamics CRM to SharePoint Permissions Replicator.

Connecting Software implemented its replicator to automatically and securely synchronize Dynamics CRM permissions to SharePoint. The result was that all existing and new documents were successfully secured. The solution ran smoothly with minimal need for support, and the client reported excellent communication throughout the process, ultimately protecting their critical business documents.

ICS Cool Energy

Phil Cole

Group Business Systems Analyst & Project manager for CRM