Audience
All
About CB D365 SharePoint Permission Replicator
CB Dynamics 365 to SharePoint Permissions Replicator closes this security gap and keeps your documents safe by an automatic synchronization of Dynamics 365 privileges with SharePoint permissions. It’s the only out-of-the-box solution on the market to do this.
Ensure safety & security to all your Dynamics 365 / CRM documents stored in SharePoint folders, fully automated. No more potential losses of sensitive data, reputational risks or GDPR infringement. Our solution replicates the D365 permission schema and ensures your SharePoint folders match your CRM security model.
CB Replicator monitors privilege changes for D365 data items in the background and synchronizes these changes to respective items in SharePoint - automatically and instantaneously.
Great in combination with SharePoint Structure Creator and CB D365 Seamless Attachment Extractor.
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Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Restrict user’s level of access in SharePoint to the same level that is assigned to them in Dynamics 365 CRM. Furthermore, replicate any changes made to Dynamics 365 CRM security privileges in SharePoint.
Integrate with SharePoint, Dropbox or Azure Blob as the cloud storage location for your files and attachments.
Drag and drop multiple files and folders to upload them all at once.
Generate anonymous links to the documents to share outside of the organization.
Directly email the files as attachments or links to documents from within CRM.
Upload, Rename, Delete & Search files from cloud storage.
Bulk Migrate Note/Email/Sales Literature attachments to the configured cloud storage.
Security Template to control user privileges to the various actions discussed above.
Learn more
Pricing
Starting Price:
$4 User /Month
Pricing Details:
Solution available as SaaS, On-Prem or in Microsoft Azure
Free Trial:
Free Trial available.
Integrations
Company Information
Connecting Software
Founded: 2007
Austria
www.connecting-software.com/dynamics-crm-sharepoint-permissions-replicator/
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Product Details
Platforms Supported
Cloud
Windows
On-Premises
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online
CB D365 SharePoint Permission Replicator Frequently Asked Questions
CB D365 SharePoint Permission Replicator Product Features
Document Management
Access Controls
Collaboration Tools
Compliance Tracking
Archiving & Retention
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control