SECURE
SECURE
Protect the confidential data of your team members and your customers
COMPLIANT
COMPLIANT
Ensure compliance with GDPR and other privacy regulations
RELIABLE
RELIABLE
Secure your documents automatically and in real‑time
TRUSTED
TRUSTED
Choose a Microsoft Preferred Solution that has been the market leader since 2015

WHAT CHALLENGE DOES IT ADDRESS?

CB Dynamics 365 to SharePoint Permissions Replicator
Replicator

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.

Selecta
Sabert
servicenow
New Zealand Government
Lisec
Liebherr logo
Infineon logo
Indiana DOT logo
Image
Getzner logo

Features

Permissions replicator
Start the replication, and privileges granted in Dynamics will be automatically replicated into SharePoint. No user interaction is required at all.
GET SAAS TRIAL
REQUEST SELF-HOSTED TRIAL
Free, no credit card required, up to 15 days
Available at:
AppSourceImage

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

Image

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

Read Liebherr’s success story

Company Profile

Activity: Retail

Users: 900

Size: 2000 employees at the Ochsenhausen plant

success story getzner

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

Read Getzner success story

Company Profile

Activity: Insulation and isolation of vibrations

Size: 380 employees

images-success-story

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

Read Wingerdbloei’s success story

Company Profile

Activity: Non-profit

Users: 160

Size: Serves over 450 families per year

success story ivanhoe cambridge

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,

Read Ivanhoé Cambridge success story

Image

Company Profile

Activity: Real Estate

success story-ics cool

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

Read ICS success story

ics logo

Company Profile

Activity: Manufacturing

Users: 250

success story-transpower

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.

Read Transpower success story

Image

Company Profile

Activity: High Voltage Transmission

Size: 660 employees

success story-sabert

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

Read Sabert success story

Image
success story liebherr cranes

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

Read Liebherr success story

Image

Company Profile

Activity: Equipment builder

Number of employees: 53,659

success-story_compass-group

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

Read Compass Group success story

Image

Company Profile

Activity: Contract foodservice

Number of employees: 550,000

success story freedom

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

Read Freedom Graphic Systems success story

Image
success story zf

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

Read ZF success story

Image

REPLICATE YOUR PERMISSIONS NOW AND PROTECT YOUR FILES

GET SAAS Trial
REQUEST SELF-HOSTED TRIAL
Free, no credit card required, up to 15 days

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?

eliminate security risks

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

Image
Easy installation
Install it once and forget about it. It will run 24/7 without user interaction or unnecessary maintenance, even when you update to other Dynamics or SharePoint versions.
Image
Time-saving User Mapping
Using Active Directory, you can automatically map Dynamics CRM users to SharePoint users. You can also create custom mappings to ensure accurate replication of permissions, even in complex scenarios. This saves time and ensures precise user mapping.
Image
Privacy-Regulation Compliant
Ensuring you control where your documents are stored and who has access to them is crucial for compliance with GDPR, PCI DSS, and other privacy regulations. Avoid the hassle and potential fines associated with non-compliance.
Image
Comprehensive Audit Trail
CB Dynamics 365 to SharePoint Permissions Replicator logs all SharePoint permission changes it does. You get detailed reporting and auditing capabilities, helping your organization track and monitor permission modifications for compliance and security purposes.
Level AA conformance, W3C WAI Web Content Accessibility Guidelines 2.1
WCAG 2.1 Compliant

Our Suite of Powerful Solutions

Get Better. Unleash the Full Potential of Your Business with Our Suite of Solutions.
SharePoint Structure Creator

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.
See how it works
Connect from any database to D365 Online

Connect from any database to Dynamics 365 Online

Do you have data on a database or legacy system that you want to get into your Dynamics 365 Online? Using this add-on, you can do a one-time migration or even an integration that keeps data in sync in the database and Dynamics. And you can use SQL Server, MySQL, or whatever relational database you need.
Start exploring
CB Dynamics 365 Seamless Attachment Extractor

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.

Learn more

NEED MORE CONVINCING?

PEOPLE ALSO ASK

Not seeing what you are looking for in this FAQ? Send us a message
Image