ics cool energy история успеха клиента

Тысячи документов, автоматически защищенных в SharePoint

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The CB Dynamics CRM – SharePoint Permissions Replicator secures our documents and I can recommend it to other companies

– Phil Cole, Group Business Systems Analyst & Project manager for CRM


Заказчик: ICS Cool Energy
Штаб-квартира: Southampton, UK
Деятельность: Производство
Применение продукта: CB Dynamics 365 to SharePoint Permissions Replicator


Editor’s note: This article was last updated on April 2021. The product mentioned below as CB Dynamics CRM – SharePoint Permissions Replicator was renamed in 2019 to CB Dynamics 365 to SharePoint Permissions Replicator

О ICS Cool Energy

ICS Cool Energy является компанией-специалистом в области температурного контроля с более чем 25-летним международным опытом. Ее клиентами являются как небольшие предприятия, так и крупные международные бренды. Они предлагают решения наряду с обслуживанием и техническим обслуживанием требований по температурному контролю для клиентов из самых разных отраслей, таких как пищевая промышленность, производство напитков, химическая, фармацевтическая, медицинская, пластмассовая, резиновая, в дополнение к решениям по отоплению, вентиляции и кондиционированию воздуха для центров обработки данных, серверных комнат, фабрик, заводов, гостиниц и досуговых центров.

ICS Cool Energy имеет офисы в Великобритании, Германии, Швейцарии, Австрии, Польше, Италии, Франции и Нидерландах, а также реселлеров на 4 континентах.

Вызов

ICS Cool Energy uses Dynamics CRM online alongside Office 365 to create quotes for customers. These documents are all stored in SharePoint Online. Moreover, they utilize Dynamics CRM to register Leads, Opportunities, Quotes, and Orders and maintain their full price list within Dynamics CRM to speed up the pricing process.

ICS Cool Energy has 140 licensed Dynamics CRM users that store quote documents, together with any related documents used to build up their projects. Over time, the company found that more than 80,000 existing documents were not properly protected in SharePoint. These documents represent immense value for the company and there was an urgent need to protect them.

Phil Cole manages the CRM project at ICS Cool Energy. The CB Replicator was recommended to him by their CRM partner. He was surprised how well it replicated the full range of permissions within CRM into SharePoint.

Решение

ICS Cool Energy got in touch with their partner eBECS, a DXC Technology Company. eBECS is a leading Microsoft partner in the UK with vast experience in CRM and ERP systems. They recommend the CB Dynamics CRM - SharePoint Репликатор разрешительных документов с Connecting Software чтобы помочь решить проблему.

Already during the trial period, they found that the software was stable and running smoothly. CB Replicator successfully fixed all the permissions so they decided to give it a go. Going forward, all records and new documents in the database of ICS Cool Energy are secured, protected, and safe.

Communication with Connecting Software was smooth, easy, and problem-free for ICS Cool Energy. All questions were easily and quickly solved by the Connecting Software support team, though this was rarely needed because of the high quality of the documentation. ICS Cool Energy also had a few Lync/Skype sessions with the support team, which were very helpful.

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