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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

CB Dynamics 365 SharePoint Permissions Replicator closes the security gap and protects your documents by an automatic synchronization between Dynamics 365 privileges and SharePoint permissions. This is the only solution available on the market that does this. Fully automated, ensure safety and security for all Dynamics 365 / CRM documents. There are no more risks of data loss, reputational risk or GDPR violations. Our solution replicates D365 permission schema, and ensures that SharePoint folders conform to your CRM security model. CB Replicator monitors privileges for D365 data items and synchronizes these modifications to respective SharePoint items - instantly and automatically. It works well with SharePoint Structure Creator and the CB D365 Seamless Attachment Extractor.

Description

Effortlessly create documents directly from your SharePoint lists or libraries, allowing for the rapid generation of proposals, presentations, and reports without any errors. You can easily export chosen SharePoint elements, views, or entire lists into customizable Word reports, incorporating specific metadata, charts, images, and additional features. With the ability to refresh content without needing to open the files, you can eliminate the hassle of copy-pasting, manual entry, and other tedious tasks. Seamlessly perform mail merges for business letters, labels, tailored proposals, contracts, worksheets, and much more. You have the flexibility to compile a document from various items, generate individual documents for each SharePoint list item, or merge multiple documents into a single file. Additionally, you can break down frequently used content into smaller sections and then combine them into cohesive documents by simply checking boxes. Within seconds, you can assemble personalized Word documents or PowerPoint presentations, streamlining your workflow and enhancing productivity remarkably. This innovative approach saves valuable time and ensures accuracy in all your documentation needs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Connect Bridge Yes 
Dynamo Software Yes 

Integrations

Connect Bridge No 
Dynamo Software No 

Pricing Details

$4 User /Month
Solution available as SaaS, On-Prem or in Microsoft Azure
Free Trial Yes 
Free Version No 

Pricing Details

$999 one-time payment
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Connecting Software

Founded

2007

Country

Austria

Website

www.connecting-software.com/dynamics-crm-sharepoint-permissions-replicator/

Vendor Details

Company Name

EnovaPoint

Founded

2007

Country

Lithuania

Website

www.enovapoint.com

Product Features

Compliance

Archiving & Retention No 
Artificial Intelligence (AI) No 
Audit Management No 
Compliance Tracking No 
Controls Testing No 
Environmental Compliance No 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management No 
OSHA Compliance No 
Risk Management No 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation No 

Document Control

Archiving & Retention No 
Automated Routing No 
Change Management No 
Compliance Management No 
Electronic Signature No 
Escalation Management No 
Periodic Review No 
Version Control No 

Document Management

Access Controls Yes 
Archiving & Retention No 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving No 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery No 
Document Indexing No 
Document Retention No 
Electronic Signature No 
Email Management No 
File Recovery No 
File Type Conversion No 
Forms Management No 
Full Text Search No 
Offline Access No 
Optical Character Recognition No 
Print Management No 
Version Control No 

Product Features

Document Management

Access Controls No 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion Yes 
Document Delivery No 
Document Indexing No 
Document Retention Yes 
Electronic Signature No 
Email Management No 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search No 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management No 
Version Control Yes 

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