Posts Tagged ‘SharePoint Permissions’

Connecting Software's Logo How to Setup a Dynamics 365 integration with SharePoint

If you are looking for a CRM / SharePoint integration and the CRM you have is Dynamics 365 Customer Engagement, we have good news for you. Microsoft provides a native SharePoint integration in Dynamics 365. Many companies go ahead with it because getting it to work is pretty straightforward, and there are plenty of benefits. …

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Connecting Software's Logo Partnering to Solve a Hidden Dynamics 365 Implementation Problem | Dynamics Success Stories

    > 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 …

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Connecting Software's Logo 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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Connecting Software's Logo 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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Connecting Software's Logo 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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Connecting Software's Logo 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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Connecting Software's Logo 3 Document Management Tips to Boost Security and Performance in Dynamics 365

Microsoft Dynamics 365 users end up having it as part of their daily routine and infrastructure. All kinds of valuable information are in there and Dynamics easily becomes crucial for the company. In spite of that, some important aspects are often overlooked. For example, have you noticed the number of attachments and documents that end …

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Connecting Software's Logo 5 Smart Ways to Make Dynamics 365 Work Better for You

Your Dynamics 365 is already doing many things for you. But software developers are here for you to make it work even better. Check our suggestions on how you can improve the performance of your CRM, increase security and cut maintentance costs. Photo by Scott Graham on Unsplash Integrate Dynamics 365 with SharePoint Documents in …

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Connecting Software's Logo What About Security between Dynamics 365 and SharePoint?

One of the leading CRM systems nowadays is Microsoft Dynamics 365. Together with SharePoint, it provides great document collaboration features, and many organizations around the world already use them as a duet. In this post, we will discuss how to ensure security settings synchronization between Dynamics 365 and SharePoint. It is going to be very …

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Connecting Software's Logo Segurança de documentos - Dynamics 365 e SharePoint

Atualmente, um dos principais sistemas de CRM é o Microsoft Dynamics 365. No entanto, o espaço disponibilizado pelo Dynamics 365 para documentos não é suficiente para muitas empresas. Uma opção é usar a integração disponibilizada pela própria Microsoft e colocar os documentos no Microsoft SharePoint. Desta forma, as empresas usufruem ainda dos recursos de gestão …

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