CB Dynamics CRM SharePoint Permissions Replicator

This document is a case study detailing the implementation of the CB Dynamics CRM - SharePoint Permissions Replicator at ICS Cool Energy, a temperature control specialist company. The case study outlines the business challenges faced by ICS Cool Energy, which included the need to secure over 80,000 documents stored in SharePoint that were not properly protected. The company utilizes Dynamics CRM online and Office 365 for managing customer quotes and related documents. Phil Cole, the Group Business Systems & Project Manager, highlights the effectiveness of the permissions replicator in securing documents and maintaining permissions from CRM to SharePoint. The document also describes the collaboration with their Microsoft partner, eBECS, who recommended the replicator. The trial period demonstrated the software's stability and efficiency, leading to a decision to implement it fully. The support received from Connecting Software was noted to be smooth and effective, ensuring a successful deployment.