Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
DocBoss is a cloud-based platform tailored to meet the documentation needs of suppliers working with engineering companies. It streamlines the entire process, from establishing the initial list of vendor documents to formatting submissions and assembling databooks, relieving users of tasks they would prefer to avoid.
Subscriptions come with various features, such as:
• Automatic population of customer templates, including cover pages, transmittal sheets, and document indexes.
• The ability to create final databooks with just a few clicks.
• Due date tracking, complemented by automated reminder emails to team members.
• Automatic updates to the document list in response to changes in equipment orders.
• Access to a detailed, automated history of all documents and submissions.
• The capability to effortlessly share large files with both customers and suppliers.
• Options to annotate documents and export feedback efficiently.
With these functionalities, DocBoss enhances productivity and simplifies the documentation process for all involved parties.
If you supply engineered equipment on projects governed by formal vendor data requirements, you already know the problem. Every customer has different document codes, numbering formats, cover sheet templates, header and footer requirements, submittal protocols, and databook specifications. Managing all of this across multiple concurrent projects, using spreadsheets and email, consumes skilled project staff time, produces errors, and generates rejections that trigger costly resubmissions. DocBoss was designed from the ground up to eliminate that burden.
API Access
Has API
No
API Access
Has API
No
Integrations
Connect Bridge
No
Dynamo Software
No
Pricing Details
$4 User /Month
Solution available as SaaS, On-Prem or in Microsoft Azure
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Connecting Software
Founded
2007
Country
Austria
Website
www.connecting-software.com/dynamics-crm-sharepoint-permissions-replicator/
Vendor Details
Company Name
DocBoss
Founded
2010
Country
Canada
Website
www.docboss.com
Product Features
Compliance
Archiving & Retention
No
Artificial Intelligence (AI)
No
Audit Management
No
Compliance Tracking
No
Controls Testing
No
Environmental Compliance
No
FDA Compliance
No
HIPAA Compliance
No
ISO Compliance
No
Incident Management
No
OSHA Compliance
No
Risk Management
No
Sarbanes-Oxley Compliance
No
Surveys & Feedback
No
Version Control
No
Workflow / Process Automation
No
Document Control
Archiving & Retention
No
Automated Routing
No
Change Management
No
Compliance Management
No
Electronic Signature
No
Escalation Management
No
Periodic Review
No
Version Control
No
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
No
Document Assembly
No
Document Capture
No
Document Conversion
No
Document Delivery
No
Document Indexing
No
Document Retention
No
Electronic Signature
No
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
No
Full Text Search
No
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
No
Product Features
Document Control
Archiving & Retention
Yes
Automated Routing
Yes
Change Management
Yes
Compliance Management
Yes
Electronic Signature
Yes
Escalation Management
No
Periodic Review
Yes
Version Control
Yes