Improving Document Access at Liebherr

Using the integration that Microsoft provides to connect Dynamics 365 with SharePoint, all documents within Dynamics 365 become visible in SharePoint. This offers advantages in document collaboration and version control. 

However, the existing permission scheme in Dynamics 365 isn't reflected on the SharePoint side. This disconnect means someone without permissions in Dynamics 365 can still access documents through SharePoint.

This case study explores how Liebherr, Europe’s largest privately owned manufacturer of refrigerators and freezers for residential and commercial use, avoided this issue and improved access control to their Dynamics 365 / SharePoint documents by implementing CB Dynamics 365 to SharePoint Permissions Replicator and SharePoint Structure Creator.