Updated · Originally published
Dynamics 365 Case Study
Maschinenringe, a major German agricultural services association, uncovered a security vulnerability when a new intranet app threatened exposure of sensitive documents stored in SharePoint. These documents were supposed to remain protected through Dynamics 365 access controls, but the combination of the SharePoint integration with the new app was about to cause trouble.
By deploying CB Dynamics 365 to SharePoint Permissions Replicator, they automated permission alignment—effectively safeguarding data, eliminating manual intervention, and avoiding support headaches.
"[CB Dynamics 365 to SharePoint Permissions Replicator] is a silent worker in the background who does its job and nothing else. It doesn't suddenly pop up or cause problems. It does what it should do!"
– Leander Kirner, Team Lead CRM & Reporting at Maschinenringe
Key Takeaways
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Don’t rely on the default Dynamics 365 SharePoint integration to copy permissions along with the documents (from Dynamics to SharePoint)
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Anticipate ripple effects when adding new tools
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Automate security before it becomes critical
Want to Know More?
Read the whole case study on Connecting Software’s blog to see how they identified the risk, chose and implemented the solution, and what valuable lessons CRM users can apply when securing integrations in their own environments.
About the Author
Connecting Software is proud to be an active publisher in the CRM Software Blog since 2019. Read more Dynamics 365 insights on the .
