爱科酷能客户的成功故事

在SharePoint中自动保护数以千计的文件

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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


客户。 ICS酷能
总部: Southampton, UK
活动: 制造业
产品应用。 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

关于ICS酷能

ICS酷能 是一家拥有超过25年国际经验的温度控制专业公司。其客户范围从小型企业到大型国际品牌。 他们为食品、饮料、化工、制药、保健、塑料、橡胶等各行各业的客户提供解决方案以及温度控制要求的服务和维护,此外还为数据中心、服务器机房、工厂、设施、酒店和休闲场所提供暖通空调解决方案。

ICS酷能在英国、德国、瑞士、奥地利、波兰、意大利、法国和荷兰设有办事处,并在四大洲设有经销商。

挑战

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.

解决方案

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 权限复制器Connecting Software 以帮助解决这一难题。

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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