CB Dynamics CRM – 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 CRM 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 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.
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 CRM Online
Dynamics 365 Sales
Dynamics 365 Customer Service
Dynamics 365 Field Service
SharePoint 2010, 2013, 2016, 2019
SharePoint Online
Office 365
Deployment options
SharePoint Structure Creator
An add-on feature for CB Dynamics 365 SharePoint Permissions Replicator. It automatically creates or selects document libraries in SharePoint based on defined rules to avoid reaching unique permission scope limitations. And it is smart. SharePoint Structure Creator will put documents into distributed document libraries which are created according to the rules you define:
Based on date (Yearly, Quarterly, Monthly, Weekly, Daily or custom rule)
Based on starting character(s) of record name
Based on starting character(s) of record ID
Document library per record
Structure Creator Core Features
Automated Creation of Document
Libraries
Enhanced User Experience
Available for On-premises or
Microsoft Azure Deployment
Rich Configuration Possibilities
Automated Creation of Document Libraries
Available for On-premises or
Microsoft Azure Deployment
Enhanced User Experience
Rich Configuration Possibilities
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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