Enforce the Dynamics CRM – SharePoint Security Model

A major problem of storing Dynamics CRM documents in SharePoint is the missing synchronization of privileges and permissions. This allows unauthorized SharePoint users to access private documents even if they don’t have CRM privileges to do so. Sensitive data, such as proprietary information, contracts or signatures are thus often unintentionally shared with external employees, sales representatives or partners.

CB Replicator remedies this issue and keeps your documents safe by automatically synchronizing your Dynamics CRM privileges with SharePoint permissions. CB Replicator is currently the only out-of-the-box solution that fixes this problem.

keep documents safe automatic synchronization permissions solution

Get your free 30-day trial license

How Does It Work?

Normally, after changing account privileges in Dynamics CRM, you would have to manually set up permissions for each SharePoint document related to that account as well. With CB replicator, every time certain privileges are granted in CRM, they are automatically replicated into SharePoint.

After installation the app runs in the background and from this moment it is fully automated.

automatically replicate permissions

Check out a White paper [PDF]
or contact us at office@connecting-software.com

Customer Success Stories

“We analyzed the development effort on our side to do something similar. We realized it would be a large development and financial investment to get at least one quarter of the functionality.”

“It’s one of those software products which you don’t have to think about once you set them up. It does what it says it will do. There are other software companies that say a lot, but don’t do what they say they will do.”

“The SharePoint documents appeared on the newly created teams’ SharePoint sites in a matter of minutes. They could begin to work right away. There was no time lost, waiting for the documents to be securely delivered.”

“The CB Dynamics CRM – SharePoint Permissions Replicator from Connecting Software secures and keeps our documents safe. I can recommend it to other companies”

Brian Hunsaker

Director of Application Development

Mike Freeman

VP for Information Technology

Sébastien Anton

Sharepoint Administrator

Phil Cole

Group Business Systems Analyst, CRM Product manager

Customer Success Stories

“We analyzed the development effort on our side to do something similar. We realized it would be a large development and financial investment to get at least one quarter of the functionality.”

Brian Hunsaker

Director of Application Development

“It’s one of those software products which you don’t have to think about once you set them up. It does what it says it will do. There are other software companies that say a lot, but don’t do what they say they will do.”

Mike Freeman

VP for Information Technology

“The SharePoint documents appeared on the newly created teams’ SharePoint sites in a matter of minutes. They could begin to work right away. There was no time lost, waiting for the documents to be securely delivered.”

Sébastien Anton

Sharepoint Administrator

“The CB Dynamics CRM – SharePoint Permissions Replicator from Connecting Software secures and keeps our documents safe. I can recommend it to other companies”

Phil Cole

Group Business Systems Analyst, CRM Product manager

CB Dynamics CRM – SharePoint Permissions Replicator Features

dynamics CRM sharepoint fast integration 24/7 live

Easy installation

CB Replicator can be easily installed on any Windows based machine or virtual server. Once it is installed and set up, it will run 24/7 without any unnecessary maintenance.

dynamics crm sharepoint integration user mapping

Easy user mapping

If you use Active Directory, CB Replicator can automatically map your Dynamics CRM users with SharePoint users. But you can also map all users manually.

dynamics crm sharepoint many users protect documents secure

100% secure

Dynamics CRM and SharePoint integration with CB Replicator is used by thousands of active users. Also major financial institutions such as banks and insurance companies use this product to protect their sensitive documents

dynamics crm sharepoint document management

Updates and tech support included

The CB Replicator license covers full support and all future updates. The CB Dynamics CRM – SharePoint Permissions Replicator is based on our Connect Bridge platform, which is also included with the product license.

Have any questions? Contact us at:
office@connecting-software.com

The sky is the Limit

Supported versions in any combination



Dynamics CRM 2011
Dynamics CRM 2013
Dynamics CRM 2015
Dynamics CRM 2016
Dynamics CRM Online
Dynamics CRM Sales
Dynamics CRM Customer Service
Dynamics CRM Field Service

SharePoint 2010
SharePoint 2013
SharePoint 2016
SharePoint Online
Office 365