What is SharePoint Structure Creator?

SharePoint Structure Creator is an add-on feature for CB Dynamics 365 SharePoint Permissions Replicator. CB Permissions Replicator secures the Dynamics CRM documents you store in SharePoint, solving a major security flaw in the out-of-box integration.

With this add-on you can take it one step further and get those SharePoint documents neatly organized. That will increase your team’s productivity when they are on SharePoint and it will prevent you from reaching the unique permission limits as your organization grows.

How it works?

This add-on automatically creates or selects document libraries in SharePoint based on defined rules to avoid reaching unique permission scope limitations. It is flexible and it is smart. It will follow the rules that you set up and organize all the SharePoint side so that it makes sense to you.

Once you have CB Permissions Replicator installed, the only thing you need to do to have SharePoint Structure Creator working is to activate it. A simple click of a button… it couldn’t be any simpler!

The configuration is also straightforward, as you fill in a short form indicating the rules that SharePoint Structure Creator should follow. SharePoint Structure Creator will put documents into distributed document libraries which are created according to the rules you define:

A document library per letter or letter set (based on starting character(s) of the record name or the starting character(s) of the record ID)

A document library per period (year, quarter, month, week, day or custom)

A document library per record

  A combination of the above rules (coming soon)

After you finish this simple but powerful configuration, everything is automatic. It is also mostly transparent for the final users: in Dynamics it is not visible, and, in SharePoint, it is only visible according to the user’s permissions.

CB Replicator ensures the Dynamics 365 privileges are correctly mapped to SharePoint’s permissions. This guarantees security remains flawless.

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Structure Creator core features

Automated creation of document libraries

Enhanced user experience

Available for on-premises or Microsoft Azure deployment

Rich configuration possibilities

And so much more. So talk with our experts today.

This is an add-on feature of our CB Dynamics 365 to SharePoint Permissions Replicator product for self-hosted deployment.

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See also CB Dynamics 365 Seamless Attachment Extractor

Customer success stories

What happens if I acquire?

Support

We have a specialized support team for CB Replicator and SharePoint Structure Creator, trusted and Microsoft Certified. You can also get SharePoint Structure Creator from one of our 100+ partners around the world. They are close to you and can support you the best.

What if I change my mind?

You can activate and deactivate SharePoint Structure Creator at any time you like. This is a tool you’ll love, but not a tool you’ll get locked into.

When you deactivate SharePoint Structure Creator, the structure that was created during the period you had this add-on active is kept. It is just that new documents will no longer be put into the folders according to the rules you had defined. They will again go all to the same folder.

In case you could not find all answers to your questions, we would love to hear from you and support you in a short call.

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