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.
Canadian House of Commons, Department of Justice Canada (ask about others).
Infineon, Securitas, ZF Friedrichshafen, Ivanhoe Cambridge, Compass Group, and many more.
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