Why is it important?

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 and sensitive data even if they don’t have CRM privileges to do so.

CB Replicator, is the only out-of-the-box solution that remedies this issue by automatically synchronizing Dynamics CRM privileges with SharePoint permissions.

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.

All versions of Dynamics CRM and SharePoint are supported.

CB Dynamics CRM to 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 fast integration 24/7 live

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 fast integration 24/7 live

100% secure

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 fast integration 24/7 live

Updates and tech support included

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

Supported versions in any combination


  Dynamics CRM 2011, 2013, 2015, 2016
  Dynamics CRM Online
  Dynamics 365 Sales
  Dynamics 365 Customer Service
  Dynamics 365 Field Service

  SharePoint 2010, 2013, 2016
  SharePoint Online
  Office 365

Deployment options

 




  • Deployment time

  • Secure data transfer

  • Increase of users

Self-hosted

Run it on premises or on your cloud servers/virtual
machines

  • 1 hour or less

  • Yes

  • Per 100 users

Microsoft Azure

Rent a Microsoft Azure virtual machine with the software ready to use
  • 30 minutes

  • Yes

  • Per 100 users

Connecting Software

Software as a Service
hosted by Connecting
Software

  • 30 minutes

  • Yes

  • Per any amount

Self-hosted

Run it on premises or on your cloud servers/virtual machines
  • Deployment time?

    Less than 4 hours

  • Secure data transfer?

    Yes

  • Increase of users?

    Per 100 users

SEE MORE

MS Azure

Rent a Microsoft Azure virtual machine with the software ready to use
  • Deployment time?

    30 minutes

  • Secure data transfer?

    Yes

  • Increase of users?

    Per 100 users

SEE MORE

SaaS

Software as a Service hosted by Connecting Software
  • Deployment time?

    30 minutes

  • Secure data transfer?

    Yes

  • Increase of users?

    Per any amount

SEE MORE

Customer success stories

[FEATURED WEBINAR]
Make SharePoint a Safe Harbor for Dynamics CRM Documents

Secure your documents today

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