At Connecting Software, we have seen many successful companies organising their business processes via Dynamics 365 & SharePoint. They are usually happy with the pair - until they notice a very serious gap that puts their sensitive information at risk. Standard Dynamics 365 & SharePoint integration lacks automatic synchronisation of CRM privileges with SharePoint Permissions. Therefore, any restricted documents in Dynamics 365 turn unguarded in SharePoint.
We have developed a solution that effectively solves this issue and ensures a smooth and secure workflow between these Microsoft products.
If you are a Microsoft Cloud Provider or Consultant, maximize the number of Dynamics 365 & SharePoint deployment deals by including CB Dynamics 365 to SharePoint Permissions Replicator as a must-have in your package!
Why CB Dynamics CRM-SharePoint Permission Replicator Is a Must-have
Dynamics 365 & SharePoint is an effective pair which allows diverse functionality at Customer Relationship Management (CRM) and smart document collaboration and storage with affordable pricing.
However, the lack of permissions synchronization between the two can be a deal breaker.
Imagine your customers first deploy the two systems and notice the security risk only after sensitive data has been seen by those without permissions… They will certainly not be very happy with the service provider who didn’t warn them of the issue.
How CB Dynamics CRM-SharePoint Permission Replicator Works
CB Dynamics 365 to SharePoint Permissions Replicator automatically synchronizes privileges and permissions from the Dynamics 365 CRM to Microsoft SharePoint. All sensitive data restricted in the CRM system, such as contract values, potential deals, signatures, and any personal information, automatically becomes restricted in SharePoint.
With a Microsoft Azure virtual machine, this solution is deployed within 30 minutes. Once installed and set up, it runs 24/7 without any unnecessary maintenance. Moreover, this solution is highly stable, 100% secure, and capable of synchronizing the permissions of thousands of users in the public sector, banks, insurance companies, and many other organizations.
The Ultimate Product
There is no doubt about it: CB D365 to SharePoint Permissions Replicator is the ultimate solution to put the Dynamics 365 & SharePoint pair on the right track. And for Microsoft cloud service providers (CSPs), it is now easier than ever to sell the product via a co-sell agreement with Microsoft.
CB Dynamics 365 to SharePoint Permission Replicator is listed both on AppSource and Azure Marketplace. It is also available via Azure Government, a trusted cloud for US government agencies.
Being a Microsoft Partner excelling with the Marketplace Rewards Program, we are happy to assist other Microsoft cloud service providers in their quest to deliver impeccable services to clients.
Become Our Partner
As Toby Richards, General Manager, Partner GTM and Programs at Microsoft, mentioned in an interview all the way back in 2019: “creating new partner-to-partner market opportunities that deliver on integrated solutions for small and large businesses, and which address unique industry solution needs, will be a key integrator for success in the coming year. If partners use these resources to go to market with Microsoft and each other, opportunities to excel with new solution design, geographic expansion, and new business growth opportunities are sure to follow”.
Even though several years have passed, at Connecting Software we couldn't agree more with his opinion! We have put continuous effort into developing trusted relations with our partners. Check out all the details of our partner program and jump on board!
Being WCAG 2.1 AA Compliant
And before we close off, we could not miss the chance to mention that the self-hosted version of CB Dynamics 365 to SharePoint Permissions Replicator has become WCAG 2.1 AA Compliant!
We wrote all about it in this article, and we are proud of having kickstarted this initiative in our product line. Although the initial motivation for this feature came from a customer request, we have been inspired to implement it across all our products, ensuring this valuable knowledge is shared across all our development team.
If you are interested in ensuring the security of the Dynamics 365 documents you have living in SharePoint but are not ready to commit just yet, feel free to give our free 15-day SaaS or self-hosted trials a go.
About the Authors
By Diogo Gouveia and Anastasia Mazur
“Do you have any questions or comments about this article or about CB Dynamics 365 to SharePoint Permissions Replicator? We would love to have your feedback!"