The Challenges of Dynamics 365 Document Management and SharePoint Security
Connecting Software offers solutions for Dynamics document management and SharePoint security. Their flagship product, CB Dynamics 365 to SharePoint Permissions Replicator, ensures that permissions in Dynamics 365 are accurately mirrored in SharePoint, enhancing security and aligning with privacy standards like GDPR. They also offer CB Dynamics 365 Seamless Attachment Extractor for managing email attachments in Dynamics. The solutions are automated and require no user interaction after initial configuration. In 2023, they have enhanced these solutions with advanced features, including automatic user mapping and improved folder personalization. Connecting Software recommends using SharePoint for document storage and attachments, and their solutions ensure proper security and organization.
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