SECURE
SECURE
Protect the confidential data of your team members and your customers
COMPLIANT
COMPLIANT
Ensure compliance with GDPR and other privacy regulations
RELIABLE
RELIABLE
Secure your documents automatically and in real‑time
TRUSTED
TRUSTED
Choose a Microsoft Preferred Solution that has been the market leader since 2015

WHAT CHALLENGE DOES IT ADDRESS?

CB Dynamics 365 to SharePoint Permissions Replicator
Replicator

Challenge

When you integrate Dynamics and SharePoint and start storing your Dynamics 365 documents in SharePoint, any SharePoint user can access any of these documents. This is a serious security risk! You are allowing unauthorized users to access private documents and sensitive data.

Solution

CB Dynamics 365 to SharePoint Permissions Replicator is the best out-of-the-box solution that remedies this issue by automatically synchronizing Dynamics privileges with SharePoint permissions. This ensures that only users with the appropriate privileges can access your organization’s documents.

Selecta
Sabert
servicenow
New Zealand Government
Lisec
Liebherr logo
Infineon logo
Indiana DOT logo
House of commons logo
Getzner logo

Features

Permissions replicator
Start the replication, and privileges granted in Dynamics will be automatically replicated into SharePoint. No user interaction is required at all.
GET SAAS TRIAL
REQUEST SELF-HOSTED TRIAL
Free, no credit card required, up to 15 days

Real USE cases

Image

Liebherr-Hausgeräte's IT team used a combination of CB Dynamics 365 to SharePoint Permissions Replicator and SharePoint Structure Creator.

“It was the best solution, does exactly what we needed”

Daniel Maier,

CRM Application Officer at Liebherr-Hausgeräte Ochsenhausen GmbH

Read Liebherr’s success story

Company Profile

Activity: Retail

Users: 900

Size: 2000 employees at the Ochsenhausen plant

images-success-story

The Belgian social service Wingerdbloei wanted to protect personal data in SharePoint after they did the Dynamics SharePoint integration.

“We haven’t had any issues with the Dynamics 365 to SharePoint Permissions Replicator. It just does what it has to do.”

Ben Born,

Director of Support Services at Wingerdbloei

Read Wingerdbloei’s success story

Company Profile

Activity: Non-profit

Users: 160

Size: Serves over 450 families per year

REPLICATE YOUR PERMISSIONS NOW AND PROTECT YOUR FILES

GET SAAS Trial
REQUEST SELF-HOSTED TRIAL
Free, no credit card required, up to 15 days

how does it work?

With CB Dynamics 365 to SharePoint Permissions Replicator, every time new privileges are granted in the CRM, they are automatically replicated into SharePoint.

The app runs in the background and the permission replication is fully automated, no matter how many users, how many groups, or how many files.

Do you want to know more?

eliminate security risks

supported versions

  • Dynamics 365 Customer Engagement, including
    • Dynamics 365 Sales
    • Dynamics 365 Customer Service
    • Dynamics 365 Field Service
  • Dynamics CRM 2013, 2015, 2016
  • Custom Dataverse solutions
  • SharePoint 2013, 2016, 2019
    • SharePoint Online
  • Office 365

MORE BENEFITS

Image
Easy installation
Install it once and forget about it. It will run 24/7 without user interaction or unnecessary maintenance, even when you update to other Dynamics or SharePoint versions.
Image
Time-saving User Mapping
Using Active Directory, you can automatically map Dynamics CRM users to SharePoint users. You can also create custom mappings to ensure accurate replication of permissions, even in complex scenarios. This saves time and ensures precise user mapping.
Image
Privacy-Regulation Compliant
Ensuring you control where your documents are stored and who has access to them is crucial for compliance with GDPR, PCI DSS, and other privacy regulations. Avoid the hassle and potential fines associated with non-compliance.
Image
Comprehensive Audit Trail
CB Dynamics 365 to SharePoint Permissions Replicator logs all SharePoint permission changes it does. You get detailed reporting and auditing capabilities, helping your organization track and monitor permission modifications for compliance and security purposes.
Level AA conformance, W3C WAI Web Content Accessibility Guidelines 2.1
WCAG 2.1 Compliant

Our Suite of Powerful Solutions

Get Better. Unleash the Full Potential of Your Business with Our Suite of Solutions.
SharePoint Structure Creator

SharePoint Structure Creator

Get the SharePoint documents you have coming from Dynamics 365 neatly structured. Define the rules that make sense for you and your organization and let our add-on do the rest automatically. Increase your team’s productivity and prevent the problems of reaching the unique permission limits as your organization grows.
See how it works
Connect from any database to D365 Online

Connect from any database to Dynamics 365 Online

Do you have data on a database or legacy system that you want to get into your Dynamics 365 Online? Using this add-on, you can do a one-time migration or even an integration that keeps data in sync in the database and Dynamics. And you can use SQL Server, MySQL, or whatever relational database you need.
Start exploring
CB Dynamics 365 Seamless Attachment Extractor

CB Dynamics 365 Seamless Attachment Extractor

Save valuable Dynamics 365 Online storage space by having this add-on move attachments to alternative storage automatically and seamlessly. You can choose to move them to SharePoint (2013, 2016, 2019 and Online), Azure Blob Storage or Azure File Storage without affecting the end-user experience.

Learn more

NEED MORE CONVINCING?

PEOPLE ALSO ASK

Not seeing what you are looking for in this FAQ? Send us a message
Adam ISO