User Review
( votes)Managing sensitive documents is a critical priority for many organizations, especially nonprofits that handle private donor, operational, and client data. This is particularly true for the Waalitj Foundation, an Australian nonprofit dedicated to strengthening First Nations communities.
The Waalitj Foundation had an existing Microsoft Dynamics 365 / SharePoint integration and needed a streamlined solution for securing their sensitive documents that would work well with that.
Our partnership with the foundation implemented a powerful yet easy-to-use solution that brought together robust document security without any changes to their CRM or document management workflows. The results have been transformative in terms of security, addressing their concerns without harming productivity.
Defining the Challenge
While excelling in its mission of supporting individuals and communities, the Waalitj Foundation found that its existing processes for managing sensitive documents were not keeping pace with growing operational demands and infrastructure changes.
The need resulted from their integration of Microsoft SharePoint and Dynamics 365. This integration is great in terms of efficient storage space use and usability, but the Dynamics privileges are not mirrored in SharePoint. This leaves SharePoint as a potential entry point where anyone can view documents, even if they don’t have the necessary permissions. In fact, everyone can see every document—not what you’d expect from a security standpoint.
Faced with the complexity of managing document permissions, avoiding accidental data mishandling, and ensuring ease of use for staff, the Foundation sought a solution that could meet these challenges without creating additional administrative overhead.
The Solution in Action
Connecting Software collaborated closely with the Waalitj Foundation to introduce a robust integration solution tailored to their needs. An out-of-the-box solution was used, and this approach offered:
- Enhanced Document Security: Protection for sensitive files from unauthorized access or accidental sharing, all while ensuring compliance with privacy regulations.
- No Disruption to Workflows: Everything is automated and happens in the background, so existing Dynamics 365 workflows require no change, and staff is not disrupted.
- Improved Traceability: Knowing who has access to each document and being able to demonstrate it easily greatly simplifies audit processes.
By fully automating document security for their CRM/SharePoint integration, we were able to meet their requirements head-on while their operations remained unchanged.
The full success story, including specific technical insights and lessons learned, is available here: Read the Full Story.
Why It Matters
This Success Story is just one example of how CB Dynamics 365 to SharePoint Permissions Replicator can play a crucial role in the Dynamics and SharePoint integration for organizations. While systems like CRM and document management solutions work seamlessly together, organizations can achieve more than just efficiency—they can ensure the integrity, safety, and correct access control of their most critical information.
For businesses and nonprofits alike, the key takeaway is clear: integration isn’t just about connecting systems; it’s about making sure organizational goals are met without jeopardizing security.
If your organization also uses the Microsoft Dynamics 365 and SharePoint you may be facing similar challenges without even realizing. The Waalitj Foundation’s journey provides valuable insights into how such challenges can be tackled, and we invite you to learn more by exploring the full case study.
About the Author
Ana Neto is a Senior Technical Marketing Specialist and software engineer with more than 25 years of experience.
At Connecting Software, she pairs her technical expertise with a passion for helping organizations improve their workflows, data security, and process integration.
Read more of her insights on the Connecting Software blog.
The post How the Waalitj Foundation Secured Sensitive Documents in their Dynamics and SharePoint Integration appeared first on CRM Software Blog | Dynamics 365.
