And other happy customers…

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.

CB Dynamics CRM to SharePoint Permissions Replicator

Watch a live product demo

Features

dynamics CRM sharepoint integration easy installation

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 fast integration user mapping

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.

dynamics CRM sharepoint secure integration

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

dynamics CRM sharepoint integration updates and tech support

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 CRM Online
  Dynamics 365 Sales
  Dynamics 365 Customer Service
  Dynamics 365 Field Service

  SharePoint 2010, 2013, 2016, 2019
  SharePoint Online
  Office 365

Deployment options

 




  • Deployment time

  • Secure data transfer

  • Increase of users

Self-hosted

Run it on premises or on your cloud servers/virtual
machines

  • 1 hour or less

  • Yes

  • Per 100 users

Microsoft Azure

Rent a Microsoft Azure virtual machine with the software ready to use
  • 30 minutes

  • Yes

  • Per 100 users

Connecting Software

Software as a Service
hosted by Connecting
Software

  • 30 minutes

  • Yes

  • Per any amount

Self-hosted

Run it on premises or on your cloud servers/virtual machines
  • Deployment time?

    Less than 4 hours

  • Secure data transfer?

    Yes

  • Increase of users?

    Per 100 users

SEE MORE

MS Azure

Rent a Microsoft Azure virtual machine with the software ready to use
  • Deployment time?

    30 minutes

  • Secure data transfer?

    Yes

  • Increase of users?

    Per 100 users

SEE MORE

SaaS

Software as a Service hosted by Connecting Software
  • Deployment time?

    30 minutes

  • Secure data transfer?

    Yes

  • Increase of users?

    Per any amount

SEE MORE

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

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.