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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

SharePoint Flex CRM caters to businesses of all sizes that utilize SharePoint, aiming to optimize the management of interconnected data. We build on SharePoint's strengths while addressing its shortcomings, ensuring that your organization can leverage our two decades of expertise in relationship management software for substantial benefits. With SharePoint Flex, you can enhance operational efficiency, streamline processes, cut costs, and boost productivity, all while working within your current SharePoint framework. This solution enables you to organize and oversee information effectively, providing valuable insights into your business operations. Specifically crafted to amplify the capabilities and worth of SharePoint, SharePoint Flex facilitates the swift creation of tailored and scalable information and relationship management tools. By capitalizing on your existing SharePoint investment with an affordable yet robust solution like Flex, you are making a wise choice for your business's future. Not only are users already familiar with SharePoint, but Flex simplifies their experience even further, ensuring a seamless transition to enhanced functionality. Ultimately, adopting SharePoint Flex could lead to significant improvements in both efficiency and overall business performance.

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

$18 per month
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 Yes 
iPad App Yes 
Android App Yes 
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

LookOut Software

Country

Spain

Website

sharepointflex.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

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation Yes 
Social Media Integration No 
Task Management Yes 
Territory Management Yes 

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