CB Dynamics 365 to SharePoint
Permissions Replicator
Secure your Dynamics CRM documents stored in SharePoint with one powerful solution
Why is it important?
A major problem of storing Dynamics 365 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 365, 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.
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Features
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.
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.
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
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 365 Customer Engagement, including
Dynamics 365 Sales
Dynamics 365 Customer Service
Dynamics 365 Field Service
SharePoint 2010, 2013, 2016, 2019
SharePoint Online
Office 365
Discover an add-on feature
Connect from any database to D365 Online
Do you have data on a SQL Server database that you want to get into your D365 online? Using this add-on, you can do a one-time migration or even an integration that keeps data in sync in both the database and D365. Is your database not SQL Server? Not a problem, you can use MySQL, Oracle or whatever relational database you need.
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), AzureBlobStorage or AzureFileStorage without affecting the end-user experience.
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.
Customer success stories
“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
“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
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