SharePoint Success Stories

Featured image for “How Stars Behavioral Health Group Reduced Dynamics 365 Storage Costs by Moving Attachments to SharePoint”

How Stars Behavioral Health Group Reduced Dynamics 365 Storage Costs by Moving Attachments to SharePoint

October 29, 2026
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Ana Neto
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Success stories
As the volume of documents stored in Dynamics 365 increased, Stars reduced storage costs by moving attachments to SharePoint with CB Dynamics 365 Seamless Attachment Extractor.

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Featured image for “ORBIS and Connecting Software Close the Hidden Microsoft Dynamics 365 Permissions Gap”

ORBIS and Connecting Software Close the Hidden Microsoft Dynamics 365 Permissions Gap

October 16, 2026
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Ana Neto
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Success stories
“It does exactly as the name states. It replicates the permissions from Dynamics CRM to SharePoint. After a quick setup, it just works!”

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Featured image for “Secure Documents, Global Success: The Systemair Story”

Secure Documents, Global Success: The Systemair Story

February 24, 2026
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Ana Neto
 / 
Success stories
Discover how Systemair, a global leader in energy-efficient climate solutions, tackled the security gap in their Microsoft Dynamics 365 and SharePoint integration as the company scaled.

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Featured image for “Preventing Sensitive Data Exposure in SharePoint: Lessons from a German Agricultural Association”

Preventing Sensitive Data Exposure in SharePoint: Lessons from a German Agricultural Association

August 5, 2025
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Ana Neto
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Success stories
Many organizations rely on the default Dynamics-to-SharePoint integration, assuming permissions will carry over as both systems are Microsoft but they don’t…

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Featured image for “Improving Document Security at the Waalitj Foundation”

Improving Document Security at the Waalitj Foundation

January 29, 2025
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Ana Neto
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Success stories
The Waalitj Foundation faced the challenge of preventing unauthorized access to sensitive SharePoint documents so they now automate the replication of permissions from …

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Featured image for “How the National Lottery Heritage Fund Seamlessly Integrated Salesforce and SharePoint”

How the National Lottery Heritage Fund Seamlessly Integrated Salesforce and SharePoint

April 8, 2024
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Ana Neto
 / 
Success stories
It is a challenge when you have 1.5 million documents that you want available from Salesforce and SharePoint…

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Featured image for “How MSU Leveraged Document Extractor to Reduce Salesforce Storage and Improve Access to Files”

How MSU Leveraged Document Extractor to Reduce Salesforce Storage and Improve Access to Files

February 26, 2024
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Ana Neto
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Success stories
MSU had quite a challenge: implementing Salesforce in their University Advancement department while replacing their legacy SharePoint system from the 1990s…

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Featured image for “Automating Permission Replication: Connecting Software Solutions Improve Document Access at Liebherr”

Automating Permission Replication: Connecting Software Solutions Improve Document Access at Liebherr

February 28, 2023
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Ana Neto
 / 
Success stories
Liebherr used two Connecting Software solutions to streamline Dynamics 365 and SharePoint’s permission management

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Featured image for “ORBIS and Connecting Software Partner to Solve a Hidden Dynamics 365 Problem”

ORBIS and Connecting Software Partner to Solve a Hidden Dynamics 365 Problem

April 29, 2022
 / 
Ana Neto
 / 
Success stories
“Dedication to customer success and reaction time with any of our requests is outstanding and the quality of their products makes the make-or-buy decision a no-brainer!”

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