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
Sync Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Limit SharePoint access to the same level as Dynamics 365 CRM security privileges. Replicate any Dynamics 365 CRM security privileges changes in SharePoint.
Features
Manage Security: Access to SharePoint Folders controlled by the security roles defined in Dynamics 365 CRM
Real Time Sync: Auto-sync privileges upon changes in user privileges based on sharing of the record or adding the user to a team
Historic Folder Security: Sync the security privileges for existing folders associated with Dynamics 365 CRM records
Multiple SharePoint Site and Folder Support: Connect and actively manage files and folders on more than one SharePoint sites and folders
Drag & Drop: Friendly UI to drag and drop multiple files and folders to upload them all at once
Create Link: Generate anonymous links to the documents to share the documents outside of your organization
Email: Email the files directly as attachments or links to documents from within Dynamics 365 CRM without multiple clicks to download and attach the files
File management: Deep Search, View, Rename and Delete files from SharePoint provided you
API Access
Has API
No
API Access
Has API
No
Integrations
Connect Bridge
Yes
Dynamo Software
Yes
Microsoft Dynamics 365
No
Microsoft SharePoint
No
Integrations
Connect Bridge
No
Dynamo Software
No
Microsoft Dynamics 365
Yes
Microsoft SharePoint
Yes
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
Yes
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
Inogic Tech
Founded
2006
Country
India
Website
bit.ly/3s90DdO
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
File Sync
Audit Trail
No
Backup and Recovery
No
Conflict Detection
No
Real Time Synchronization
Yes
Remote Synchronization
No
Synchronization Scheduling
No
Two-Way Synchronization
No