WHAT CHALLENGE DOES IT ADDRESS?

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.
Ensure compliance with NIST, GDPR, and other privacy regulations
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?

Managing Access: Crucial for Cloud Security Success
“Misuse of provisioned user access is a leading cause of security incidents. A 2022 study from Gartner Research found that 75% of cloud security failures result from inadequate management of identities, access, and privileges.”

Features

Looking for a complete solution? We've got you covered!
As an indirect reseller on the Microsoft Cloud Solution Provider (CSP) program, we can provide all the necessary software to ensure your project's success, including Azure Virtual Machines.
Real USE cases
REPLICATE YOUR PERMISSIONS NOW AND PROTECT YOUR FILES
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



Ensuring you control where your documents are stored and who has access to them is crucial for compliance with GDPR, NIST, PCI DSS, and other privacy regulations and frameworks. Avoid the hassle and potential fines associated with non-compliance.

Our Suite of Powerful Solutions

SharePoint Structure Creator

Connect from any database to Dynamics 365 Online

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.