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
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
Company Profile
Activity: Retail
Users: 900
Size: 2000 employees at the Ochsenhausen plant
Founded in 1969 in Bürs, Austria, Getzner Werkstoffe GmbH is a leading innovator in the field of vibration isolation and vibration protection for railways, construction and industry.
“We migrated from Dynamics CRM 2011 to CRM 2016 at the beginning of 2017 […] As we had to implement a somewhat more complex authorization structure, it was not immediately clear how we’d proceed (group permissions, business units, security roles). But we received valuable support from Connecting Software, without which we would certainly not have reached our goal so quickly. ”
Mag. Michael Rümmele,
Information Technology department
Company Profile
Activity: Insulation and isolation of vibrations
Size: 380 employees
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
Company Profile
Activity: Non-profit
Users: 160
Size: Serves over 450 families per year
Founded in Quebec in 1953, Ivanhoé Cambridge holds interests in more than 1000 properties through its subsidiaries and partnerships, focusing mainly on office, retail, residential and logistics real estate.
“We didn’t have to look at each individual user and apply the security individually. It did it for us! There was no time lost, waiting for the documents to be securely delivered.”
Ivanhoé Cambridge,
Company Profile
Activity: Real Estate
ICS Cool Energy is temperature control specialist company with over 25 years of international ex perience, with the offices in UK, Germany, Switzerland, Austria, Poland, Italy, France and the Neth erlands and resellers in 4 conti nents.
“The CB Dynamics CRM - SharePoint Permissions Replicator secures our documents and I can recommend it to other companies”
Phil Cole,
Group Business Systems & Project manager for CRM
Company Profile
Activity: Manufacturing
Users: 250
Transpower New Zealand Limited is a state-owned enterprise responsible for electric power transmission in New Zealand. Its main purpose is to connect New Zealanders to their power system through safe, smart solutions for today and tomorrow, and manages assets worth over NZ$5 billion.
Company Profile
Activity: High Voltage Transmission
Size: 660 employees
The world has changed immensely since 1983, when Albert Salama, the founder of Sabert Corporation, sold his first plastic trays out of his apartment in New York.
“With over 140 business users and six manufacturing plants in three countries, enforcing appropriate access rights to our customer data was a must.”
Mike Freeman,
VP for Information Technology
Liebherr, a family owned enterprise with more than 70 years history, is famous not only in Germany but all over the world as the innovators in mobile tower crane building, construction and automation technology.
“ We are very satisfied. The administrative effort we have to put in is minima”
Peter Lukschanderl,
Head of Applications, IT at Liebherr Tower Cranes
Company Profile
Activity: Equipment builder
Number of employees: 53,659
It is the largest contract foodservice company in the world operating in about 50 countries and employing over 550,000 people. Compass Group not only provides food services to thousands of clients around the world but also contributes to such noble goals as fighting hunger, reducing ecological footprint and promoting gender equality.
“ It was unacceptable to allow unrestricted access to sensitive documentation in SharePoint or to manage it manually”
Anthony Crook,
Head of Client Business Solutions Compass Group PLC
Company Profile
Activity: Contract foodservice
Number of employees: 550,000
Based in Aurora, Illinois, Freedom Graphic Systems is a leading provider of one-to-one direct mail, mailing and logistics solutions.
“ 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
ZF Friedrichshafen AG is a global technology company and supplies systems for passenger cars, commercial vehicles and industrial technology, enabling the next generation of mobility with system solutions for integrated safety and automated driving.
“ We have received a perfect solution. The cooperation was very constructive, which we greatly appreciated”
Raphael Sick,
Project Manager at ZF
The Waalitj Foundation, formerly known as the Wirrpanda Foundation, has been a cornerstone in strengthening First Nations communities across Australia.
“The SharePoint file storage was a point of weakness. We needed to replicate the security permissions from Dynamics into SharePoint to remove this weakness. Now permissions are always on sync.”
William Julius,
CRM Administrator
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.
