CB Dynamics 365 to SharePoint Permissions Replicator

Connecting Software

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

Prevent unauthorized users from reaching sensitive CRM documents in SharePoint


Both Microsoft D365 and SharePoint have advanced security models, but they differ greatly and don’t sync their permissions/privileges under an out-of-the-box integration. Therefore, sensitive data in the CRM like contract values, prospects etc. can be seen in SharePoint by those who have not privileges to access them in D365.


CB Dynamics 365 to SharePoint Permissions Replicator closes this security gap and keeps your documents safe by an automatic synchronization of Dynamics 365 privileges with SharePoint permissions. It’s the only out-of-the-box solution on the market to do this.

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 D365 permission schema and ensures your SharePoint folders match your CRM security model. CB Replicator monitors privilege changes for D365 data items in the background and synchronizes these changes to respective items in SharePoint - automatically and instantaneously. Great in combination with SharePoint Structure Creator and CB D365 Seamless Attachment Extractor.

Use case

At Liebherr, a multinational equipment manufacturer based in Germany, the CB Replicator has synchronized permissions and privileges from D365 to SharePoint and safeguarded all sensitive information. “We are very satisfied as there have been no issues since the initial setup and the administrative effort, we have to put in is minimal”, says Peter Lukschanderl, Head of Applications, IT at Liebherr Tower Cranes.

Key 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
  • Upgrades and maintenance included

Core Features

  • Fast installation, 24/7 reliability and scalable to your needs
  • Covers the entire security model of D365(CRM) including: full security roles logic support, business unit’s hierarchy, sharing, cascading behavior, manager/position-based hierarchy, and more

Supported Versions

  • Dynamics CRM 2011, 2013, 2015, 2016 and Online
  • D365 Sales, Customer Service, Field Service
  • SharePoint 2010, 2013, 2016, 2019 and Online
  • Office 365

Public Sector References

Canadian House of Commons, Department of Justice Canada, ...

Enterprise References

Infineon, Compass Group, Securitas, ZF Friedrichshafen, Spirit AeroSystems, Stora Enso Oyj, ...

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