Protect the Dynamics CRM – SharePoint Security Model

The major problem of storing Dynamics CRM documents in SharePoint is the missing permissions / privileges synchronization. This allows unauthorized SharePoint users to reach private documents even if they DONĀ“T have CRM privileges to access them. Sensitive data like company secrets, contracts or signatures are often unknowingly shared with external employees, salesmen or partners.

CB Permissions Replicator fixes this issue and keeps your documents safe by automatic synchronization of Dynamics CRM privileges with SharePoint permissions. This is so far the only out-of-the-box solution for this problem.

keep documents safe automatic synchronization permissions solution

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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

For more info see the White paper [PDF]
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CB Dynamics CRM SharePoint Permissions Replicator Features

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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

CB Replicator can map your Dynamics CRM users with SharePoint users automatically in case you are using Active Directory. There is also an option to map all users manually.

dynamics crm sharepoint many users protect documents secure

100% secure

Dynamics CRM 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

With the purchase of CB Replicator you will get support and all future updates. CB Dynamics CRM – SharePoint permissions replicator is based on our Connect Bridge product which is included with the purchase of Replicator.

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