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CB CRM to SharePoint Permissions Replicator

Connecting Software

5.0 (1)

Application to secure your Microsoft Dynamics 365 (CRM) documents stored in SharePoint.

Prevent unauthorized users from reaching sensitive CRM documents in SharePoint

Ensure safety & security to all your Dynamics 365 / CRM documents stored in SharePoint folders, fully automated. No more potential losses of sensitive data, reputational risks or GDPR infringement. Our solution replicates the Dynamics CRM permission schema and ensures your SharePoint folders match your CRM security model. 

The problem with storing Dynamics 365 documents in SharePoint is the missing permissions/ privileges synchronization. This allows unauthorized SharePoint users to reach into documents, even if they DON´T have CRM privileges to access them. Sensitive data are unknowingly shared with others, like externals or employees from other departments.

CB Dynamics CRM to SharePoint Permissions Replicator closes this security gap and keeps your documents safe by an automatic synchronization of Dynamics CRM privileges with SharePoint permissions. It’s the only out-of-the-box solution on the market to do this. 

“Sensitive documents with budget and discount information are not viewed across sales organizations,” - Dennis Lembcke, Project Manager and Senior Consultant at proMX about the CB Replicator application in their company.  

After the installation the app runs in the background and from this moment it is fully automated. Covers ALL versions of Dynamics 365 / CRM and SharePoint / SharePoint Online (Office 365) issued since 2010. 

Main Benefits: 

  • Maintains your documents’ confidentiality & security 
  • Runs in the background automatically tracking and applying changes whenever they occur 
  • Ensures same documents are always accessible to appropriate users in both environments. 

Core Features:

  • Fast installation, no maintenance, 24/7 reliability, scalable to your needs. 
  • Covers the entire security model of Dynamics 365 (CRM) including:  Full security roles logic support, business units hierarchy, sharing, cascading behavior, manager / position based hierarchy, and more. 

Public Sector References:

Canadian House of Commons, Department of Justice Canada (ask about others).

Enterprise References:

Infineon, Securitas, ZF Friedrichshafen, Ivanhoe Cambridge, Compass Group, and many more.

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