Findango Finance, provides financial services to small and midsize firms having trouble getting money from regular banks in Spain. They offer services such as lines of credit, loans, and discounted products, presenting alternatives to the conventional credit options available through traditional banks.
Data Dilemma: Balancing Growth with Document Security
As Findango Finance’s business grew, so did the need to securely store important client documents.
To address this challenge and optimize storage costs, they implemented a combined solution using Dynamics 365 CRM and SharePoint.
While both platforms have access controls, the native integration does not sync user access permissions from CRM to SharePoint. This meant confidential documents like contracts could be accessed by other users.
For IT teams, manually replicating user security privileges from Dynamics 365 CRM to SharePoint proved to be a time-consuming task. They needed a solution to automate this process and safeguard…
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Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.
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