If you are looking for a trusted solution to synchronize the security privileges of Dynamics 365 CRM in SharePoint, look no further! Connecting Software presents ???????????? CB Dynamics 365 to SharePoint Permissions Replicator.
This market-leading tool has been on the market since 2014 and is a Microsoft Preferred Solution. It enables you to store and manage documents in SharePoint while replicating the security privileges of Dynamics 365 in SharePoint. This ensures that the same level of security is provided in SharePoint as in Dynamics 365 CRM.
CB Dynamics 365 to SharePoint Permissions Replicator is an out-of-the-box solution. It automatically synchronizes Dynamics privileges with SharePoint permissions. This is necessary if you have Dynamics 365 integrated with SharePoint. The integration provided by Microsoft moves the files to SharePoint. The reason you need CB Dynamics 365 to SharePoint Permissions Replicator is to ensure that only users with the appropriate privileges can access your organization’s documents in SharePoint. The app runs in the background, and the permission replication is fully automated. This is true no matter how many users, how many groups, or how many files there are.
Learn more about CB Dynamics 365 to SharePoint Permissions Replicator at https://www.connecting-software.com/dynamics-crm-sharepoint-permissions-replicator/ or start with our 2-minute introductory video.
Available via AppSource and Azure Marketplace
You can purchase CB Dynamics 365 to SharePoint Permissions Replicator subscriptions directly from us or through Microsoft AppSource and Azure Marketplace. The latter two offer you recurring billing options and a simplified procurement process.
If you are looking for a free trial, you will be glad to know you can go for our SaaS trial that has:
- Unlimited users
- All features
- Easy installation – Up and running in minutes
Speaking of features, this tool really has all you might need regarding getting the correct permissions on those Dynamics documents that are now in SharePoint:
- All security roles logic,
- Business units’ hierarchy,
- Manager/position-based hierarchy,
- Record ownership (user/team),
- Record status (active/inactive),
- Access team templates (record access teams), and
- Cascading behavior.
Here is how to start your trial, in a nice explainer video:
If you have any questions about what CB Dynamics 365 to SharePoint Permissions Replicator has to offer, you can start by checking the online FAQ. If you still can’t find the answer you need, we are more than happy to hear your questions through this form.
One of the questions we often get is about deployment. You can deploy the solution as a cloud service via our SaaS portal, Microsoft Azure, Azure Government US, or via self-hosted deployment. You can check the pricing and deployment options for CB Dynamics 365 to SharePoint Permissions Replicator and discover the one that best fits your needs.
If you want our help in the process, we can arrange for one of our team members to show you around on a brief web meeting.
The post Synchronize Dynamics 365 and SharePoint Security Model using CB Dynamics 365 to SharePoint Permissions Replicator appeared first on CRM Software Blog | Dynamics 365.
