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Average Ratings 0 Ratings

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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

Experience the extensive advantages of PDFs, such as their fixed layout, print-friendly design, efficient archival capabilities, compliance adherence, and accessibility features, along with support for attachments, business processes, workflow actions, digital signatures, and notifications. PDF Share Forms transforms intricate SharePoint forms into a more user-friendly experience. The solution not only allows for automatic extraction of form field data and synchronization with SharePoint columns but also facilitates the integration of various external data sources. You can utilize SharePoint lists or outside databases to create cascading drop-down menus. This is the only PDF form product line designed to empower non-developers while still meeting the demands for sophisticated and compliant SharePoint forms. Integration of forms like W9 and I9 (Employment Verification Form) is quick and efficient, taking less than two minutes to get started. These forms are compatible with mobile devices and can function both online and offline. Additionally, you have the flexibility to deploy and synchronize PDF forms to your own SharePoint server or opt for a cloud-based solution for enhanced accessibility and convenience.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Connect Bridge Yes 
Dynamo Software Yes 
IRI Data Protector Suite No 
Microsoft SharePoint No 

Integrations

Connect Bridge No 
Dynamo Software No 
IRI Data Protector Suite Yes 
Microsoft SharePoint Yes 

Pricing Details

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

Pricing Details

$995 per year
Free Trial Yes 
Free Version Yes 

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 Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Connecting Software

Founded

2007

Country

Austria

Website

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

Vendor Details

Company Name

PDF Share Forms

Founded

2010

Country

United States

Website

www.pdfshareforms.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

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management No 
Collaboration Yes 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

Forms Automation

Approval Process Control No 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing No 
Drag & Drop No 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control No 

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