“We haven’t had any issues with the Dynamics 365 to SharePoint Permissions Replicator. It just does what it has to do.” – Ben Born, Director of Support Services at Wingerdbloei
Headquarters: Antwerp, Belgium
Activity: Non-profit counselling center
Product application: CB Dynamics 365 to SharePoint Permissions Replicator
In the port city of Antwerp in Belgium, a non-profit counselling center Wingerdbloei works with young people and families. Wingerdbloei offers help in difficult parenting situations and provides residential facilities for young people in need. The counselling center has about 160 employees and supports 200 families in Antwerp.
The Problem with Personal Data Protection
According to the Director of Support Services at Wingerdbloei, the work process with families is organized via Dynamics 365 and SharePoint: the CRM holding families’ data files, and SharePoint – the related documents, one directory per family.
“In a standard integration between Dynamics 365 and SharePoint, the directories in SharePoint are open to all our instructors, no matter if they work with this particular family or not. Obviously, it is a violation of privacy and the GDPR”, says Ben Born.
Searching for Solution
As the Director of Support Services explains, Wingerdbloei started searching for a solution to missing synchronization for permissions and privileges immediately. But unfortunately, their consultant – an IT company who was dealing with the CRM installation, could not help. “So, we just started googling. And the Connecting Software’s solution came up”, he remembers.
CB Dynamics 365 to SharePoint Permissions Replicator is the only out-of-the-box GDPR compliant application that remedies this issue by automatically synchronizing Dynamics CRM privileges with SharePoint permissions. And it was exactly what the counselling center was looking for.
The Result: Privileges and Permissions in Sync
Because the IT department of the counselling center is quite small, writing an app with own efforts was out of question, and they knew they would need to rely on a third-party service. Therefore, CB Replicator by Connecting Software was a right choice. Especially as a SaaS solution in this case, which is more convenient and cost-effective for smaller organizations.
“Our team managed the installation easily. My colleague couldn’t believe it was all up and running after only a couple of minutes”, says Ben Born.
The Wingerdbloei representative overseeing the IT infrastructure is completely satisfied with the result of the permissions synchronization between Dynamics 365 and SharePoint: “We haven’t had any issues with the Dynamics 365 to SharePoint Permissions Replicator. It just does what it has to do.”