Finance firm tightens document security with automatic Dynamics 365 CRM – SharePoint permission syncing!
Findango Finance, a financial services provider in Spain catering to small and medium-sized businesses that face difficulty getting loans from traditional banks, had to balance document security and growth. As their business grew, they needed to securely store important client documents. To tackle this challenge and optimize storage costs, they implemented a combination of Dynamics 365 CRM and SharePoint. However, the native integration did not sync user access permissions from CRM to SharePoint, which meant that confidential documents like contracts could be accessed by unauthorized users.
If you're facing a similar challenge, the post Finance firm tightens document security with automatic Dynamics 365 CRM – SharePoint permission syncing! provides insight into how to tackle this issue and adds value for your business.
The post originally appeared on Microsoft Dynamics 365 CRM Tips and Tricks.
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