> Problem: ORBIS SE’s customers wanted their permissions synchronized when integrating Dynamics 365 with SharePoint, in their workflows > Solution: CB Dynamics 365 to SharePoint Permissions Replicator > Provider: Connecting Software > Customer: ORBIS SE, which helps SMEs and international corporations to digitalize their business processes. “For a full solution of permission replication, we always …
Posts Tagged ‘sensitive data’
CRM SharePoint Integration and Personal Data Protection | Dynamics Success Stories
> Problem: Missing synchronization of permissions and privileges for family processes in Dynamics 365 and SharePoint > Solution: CB Dynamics 365 to SharePoint Permissions Replicator > Provider: Connecting Software > Customer: Wingerdbloei, a counseling center in Antwerp (Belgium) for young people and families with children “We haven’t had any issues with the Dynamics 365 …
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Have You Heard About the New Dynamics 365 + SharePoint Document Management Suite?
If you have documents and attachments in Dynamics 365, you have probably realized Dynamics document management is not the best. Nonetheless, it is convenient to have the documents right there, where users need them. To get the best of both worlds, you used to have to pick multiple solutions. Fortunately, there is now an all-in-one …
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Microsoft Labs Attachment Management – Deprecation and Alternatives
Microsoft has deprecated the Microsoft Labs Attachment Management solution in June 2021, leading many Dynamics 365 users to look for alternatives. What was the Microsoft Labs Attachment Management? The Attachment Management Microsoft Labs add-on used to be available on AppSource. Admins of Dynamics 365 Online used it to reduce cloud storage costs by moving …
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Dynamics ♥ SharePoint & SharePoint ♥ Blockchain
It was in 2014 that we found out how much Microsoft Dynamics loves SharePoint. This love story actually started back in 2011, when Microsoft Dynamics CRM 2011 native integration with Microsoft SharePoint Server 2010 was launched by Microsoft. Part 1 - Dynamics ♥ SharePoint Dynamics and SharePoint have proved to be a good match because …
The Challenges of Dynamics 365 Document Management and SharePoint Security
After 17 years on the market, our favorite story at Connecting Software is still the story behind our market-leader product CB Dynamics 365 to SharePoint Permissions Replicator. We even have a video on it, but let me get to the point: this story shows what happens when a customer’s need finally reaches the ears of …
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How to Use CRM Integration to Your Advantage - Real World Examples
There used to be a discussion on whether CRM integration was good or bad, but nowadays, CRM integration examples are all around you. Whether to integrate or not is no longer up for discussion. Your CRM will integrate with other software. The question is which software do we choose to integrate with and how to …
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Integration Design Patterns for Dynamics 365
Data migration and integration in Microsoft Dynamics 365 can be complicated because data is often more complex than people realize. When delivering a new implementation of Dynamics 365, or when considering making your CRM system communicate with other IT systems, a proper design for data migration and/or integration is key to success. Let’s start …
Get ready! Top Dynamics 365 Trends Coming your Way in 2021
2020. A year we will remember. A year that was not quite as we expected it to be - to say the least! Still, the Earth keeps spinning, the software world keeps evolving, and you don’t want to fall behind. There are several Dynamics 365 trends out there and you should keep an eye on …
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Can You Boost CRM Technology Acceptance and User Adoption?
User adoption of new technology has been an issue for as long as technology exists. Software is no exception. Organizations deploy new software hoping it will have a big (positive) impact, and sometimes it seems that very impact gets in the way of user adoption. This is very much the case for new CRM systems. …
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