Connecting Software
Connecting Software Inc.
4949 S Syracuse St, Ste 550,
Denver, CO 80237
720-577-3030
E-Mail Author
www.connecting-software.com
Founded in 2004, Connecting Software has 1000+ installations and 410K+ active users worldwide.
We work from offices in Denver (USA), Vienna (Austria), Malacky (Slovakia), Madeira (Portugal), and Selangor (Malaysia), and our work extends beyond Dynamics 365 into Exchange synchronization, business software integrations, and document integrity.
“We have been perfecting our craft for over 20 years with clients all over the globe, focused on the US and EU markets”
Thomas Berndorfer, CEO of Connecting Software
Security and trust, verified
- ISO 27001 and ISO 9001 certified (TÜV SÜD)
- WCAG 2.1 Level AA accredited Permissions Replicator
- Listed on Azure Government, and used by more than 30 national departments, public-sector agencies and governments
- Microsoft co-sell partner, with solutions available on AppSource and Azure Marketplace
- Independent and family-owned, free from venture capital and external debt, with 22+ years in the market
Dynamics 365 and SharePoint, with an aligned security model
Your Dynamics 365 security roles already define who sees what. Connecting Software's add-ons make SharePoint honor them, so documents stay organized, traceable and protected without manual permission work. Deploy as SaaS or self-host.
The Dynamics 365 + SharePoint toolkit
- – Automatically replicates Dynamics 365 security roles in SharePoint, so only authorized users can open sensitive CRM documents.
- – Automatically distributes Dynamics 365 documents across SharePoint folders based on configurable rules, preventing individual libraries from reaching the unique permissions limit.
- – Upload multiple files at once and assign SharePoint metadata without leaving the Dynamics 365 record.
- – Moves email and note attachments out of Dynamics 365 into SharePoint automatically, reducing CRM storage use while keeping links on the record.
- – Verifies documents with blockchain-backed digital fingerprints and detects tampering, supporting audits and legal holds.
One package: Prefer to roll these out together? The bundles all five.
Also available:
- to synchronize document libraries across multiple SharePoint environments, also available for other platforms like Google Drive and Nextcloud.
- for mailboxes, calendars, contacts and tasks across Exchange, Office 365 and Outlook, built on the Connect Bridge integration platform.
At a glance
- Works with: Dynamics 365 Customer Engagement (including Sales, Customer Service and Field Service), custom Dataverse solutions, SharePoint Online, and SharePoint 2013–2019
- Deployment: SaaS hosted on Azure (including Azure Government) or fully self-hosted
- SaaS data residency: your choice of United States or European Union
- Try before you buy: 15-day free trials, plus a live demo with a product specialist or solution architect
- Licensing: SaaS or self-hosted subscriptions, also available via Microsoft AppSource and Azure Marketplace
- Support: Support Portal with ticketing and a knowledge base, plus user and developer guides
In a real Dynamics 365 environment
Featured story: Replicating Dynamics 365 permissions to SharePoint: the Liebherr case study
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Challenge: Liebherr needed to prevent users from accessing SharePoint documents when they did not have permission to view the corresponding records in Dynamics 365.
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Setup: Liebherr deployed CB Dynamics 365 to SharePoint Permissions Replicator alongside CB Dynamics 365 to SharePoint Structure Creator to automatically reproduce Dynamics 365 permissions in SharePoint and create an organized, scalable document structure.
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Result: SharePoint document access now follows Dynamics 365 permissions, closing the standard integration’s security gap while simplifying document organization and reducing manual administration.
More stories: and the .
Straight talk from the team
Our CEO, Thomas Berndorfer, openly calls these products "unsexy software." They solve the unglamorous problems that cause real damage when ignored: documents in the wrong hands, storage that fills up, and folders that stop scaling.
If you want to talk to an engineer rather than a salesperson, our solution architects will walk through your environment with you.
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