Finance firm tightens document security with automatic Dynamics 365 CRM – SharePoint permission syncing!

Findango Finance, a financial services provider in Spain, faced the challenge of securely storing client documents as their business grew. To address this, they implemented a combined solution using Dynamics 365 CRM and SharePoint. However, the native integration did not sync user access permissions from CRM to SharePoint, posing a risk to document security. To automate this process and safeguard sensitive documents, Findango Finance leveraged Inogic's SharePoint Security Sync app. This solution automatically syncs user access permissions, saves time by eliminating manual replication, and provides a seamless document management experience within Dynamics 365 CRM. By effortlessly syncing permissions between CRM and SharePoint, Findango Finance resolved complex document security challenges and improved confidentiality.

Article 9m Microsoft Dynamics 365 CRM Tips and Tricks

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