SharePoint Success Stories

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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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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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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“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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Secure Documents, Global Success: The Systemair Story
February 24, 2026
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Ana Neto
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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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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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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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Improving Document Security at the Waalitj Foundation
January 29, 2025
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Ana Neto
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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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How the National Lottery Heritage Fund Seamlessly Integrated Salesforce and SharePoint
April 8, 2024
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Ana Neto
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It is a challenge when you have 1.5 million documents that you want available from Salesforce and SharePoint…
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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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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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Automating Permission Replication: Connecting Software Solutions Improve Document Access at Liebherr
February 28, 2023
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Ana Neto
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Liebherr used two Connecting Software solutions to streamline Dynamics 365 and SharePoint’s permission management
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ORBIS and Connecting Software Partner to Solve a Hidden Dynamics 365 Problem
April 29, 2022
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Ana Neto
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“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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