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Average Ratings 0 Ratings

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ease
features
design
support

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Description

CB Dynamics 365 SharePoint Permissions Replicator closes the security gap and protects your documents by an automatic synchronization between Dynamics 365 privileges and SharePoint permissions. This is the only solution available on the market that does this. Fully automated, ensure safety and security for all Dynamics 365 / CRM documents. There are no more risks of data loss, reputational risk or GDPR violations. Our solution replicates D365 permission schema, and ensures that SharePoint folders conform to your CRM security model. CB Replicator monitors privileges for D365 data items and synchronizes these modifications to respective SharePoint items - instantly and automatically. It works well with SharePoint Structure Creator and the CB D365 Seamless Attachment Extractor.

Description

Crow Canyon’s Request Manager for SharePoint and Office 365 is designed to address a variety of business requirements, enabling enhanced service delivery and quicker response times for nearly any request, including SharePoint approval workflows. By removing the necessity for tedious follow-up emails and phone calls, it streamlines processes significantly. Additionally, it implements necessary procedures and controls to ensure compliance with regulations while allowing organizations to track service levels effectively. Customization options are available to tailor the system to meet specific organizational needs. As a result, employees can focus more on their core responsibilities, leading to increased customer satisfaction and improved productivity across departments such as IT, Facilities, HR, Payroll, Marketing, and Finance. This tool also encompasses scenarios that our standard applications — which are intended for specific, defined functions like help desk operations, work orders, and asset management — do not cover, thereby filling crucial gaps in functionality. By integrating this solution, businesses can enhance their operational efficiency and better meet their unique requirements.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Connect Bridge
Dynamo Software
Microsoft 365
Microsoft SharePoint
Microsoft Teams

Integrations

Connect Bridge
Dynamo Software
Microsoft 365
Microsoft SharePoint
Microsoft Teams

Pricing Details

$4 User /Month
Free Trial
Free Version

Pricing Details

$249 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Connecting Software

Founded

2007

Country

Austria

Website

www.connecting-software.com/dynamics-crm-sharepoint-permissions-replicator/

Vendor Details

Company Name

Crow Canyon Software

Founded

1999

Country

United States

Website

www.crowcanyon.com/sharepoint-applications/sharepoint-approval-workflow/

Product Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Document Control

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
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

Product Features

Issue Tracking

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management

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