Available on Azure MarketplaceAvailable on AppSource
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Cancer research
New Zeland
And other happy customers...

Why is it important?

A major problem of storing Dynamics 365 documents in SharePoint is the missing synchronization of privileges and permissions. This allows unauthorized SharePoint users to access private documents and sensitive data even if they don’t have CRM privileges to do so.

CB Dynamics 365 to SharePoint Permissions Replicator, is the only out-of-the-box solution that remedies this issue by automatically synchronizing Dynamics privileges with SharePoint permissions.

Stay in compliance with GDPR and save money

The value of fines for breaching compliance regulations varies based on the infringements that occur, but data indicates that from July 2021 the cumulative value of GDPR fines increased exponentially.

CB Dynamics 365 to SharePoint Permissions Replicator can help you remain compliant: because you control who has access to documents in SharePoint. By being compliant not only with GDPR, but also with PCI DSS and other privacy regulations, you will avoid a lot of hassle and hefty fines - read all about it in this article.

Watch a live product demo


Dig deeper and try it out yourself. Would you prefer to use our SaaS or your own servers?

Self-Hosted FREE TRIAL

How does it work?

Normally, after changing account privileges in Dynamics 365, you would have to manually set up permissions for each SharePoint document related to that account as well. With CB Dynamics 365 to SharePoint Permissions Replicator, every time certain privileges are granted in CRM, they are automatically replicated into SharePoint.

After installation the app runs in the background and from this moment it is fully automated.

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Easy installation

This solution can be easily installed on any Windows based machine or virtual server. Once it is installed and set up, it will run 24/7 without any unnecessary maintenance.

Easy user mapping
If you use Active Directory, you can automatically map your Dynamics CRM users with SharePoint users. But you can also map all users manually.
100% secure

Used by thousands of active users, including major financial institutions such as banks and insurance companies that use this product to protect their sensitive documents.


Updates and support

The license covers full support and all future updates. This solution is based on our Connect Bridge platform, which is also included with the product license.

Permission Replicator is accessibleLevel AA conformance, W3C WAI Web Content Accessibility Guidelines 2.1
WCAG 2.1 Compliant

Supported versions in any combination

  Dynamics CRM 2013, 2015, 2016
  Dynamics 365 Customer Engagement, including
  Dynamics 365 Sales
  Dynamics 365 Customer Service
  Dynamics 365 Field Service
  Custom Dataverse solutions

  SharePoint 2013, 2016, 2019
  SharePoint Online
  Office 365

Deployment options



  • Deployment time

  • Secure data transfer

  • Increase of users


Run it on premises or on your cloud servers/virtual
  • 1 hour or less

  • Yes

  • Per 100 users

Microsoft Azure

Rent a Microsoft Azure virtual machine with the software ready to use
  • 30 minutes

  • Yes

  • Per 100 users

Connecting Software

Software as a Service

hosted by Connecting Software

  • 30 minutes

  • Yes

  • Per any amount



Run it on premises or on your cloud servers/virtual machines
  • Deployment time?

    Less than 4 hours
  • Secure data transfer?

  • Increase of users?

    Per 100 users

MS Azure

Rent a Microsoft Azure virtual machine with the software ready to use
  • Deployment time?

    30 minutes
  • Secure data transfer?

  • Increase of users?

    Per 100 users


Software as a Service hosted by Connecting Software
  • Deployment time?

    30 minutes
  • Secure data transfer?

  • Increase of users?

    Per any amount

Discover an add-on feature

Connect from any database to D365 Online

Connect from any database to D365 Online

Do you have data on a SQL Server database that you want to get into your D365 online? Using this add-on, you can do a one-time migration or even an integration that keeps data in sync in both the database and D365. Better still, you can use MySQL, Oracle or whatever relational database you need.
Start exploring
CB Dynamics 365 Seamless Attachment Extractor

CB Dynamics 365 Seamless Attachment Extractor

Save valuable Dynamics 365 Online storage space by having this add-on move attachments to alternative storage automatically and seamlessly. You can choose to move them to SharePoint (2013, 2016, 2019 and Online), AzureBlobStorage or AzureFileStorage without affecting the end-user experience.
Learn more
SharePoint Structure Creator

SharePoint Structure Creator

Get the SharePoint documents you have coming from Dynamics 365 neatly structured. Define the rules that make sense for you and your organization and let our add-on do the rest automatically. Increase your team’s productivity and prevent the problems of reaching the unique permission limits as your organization grows.
See how it works

Customer success stories

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Global Constructions Machine Builder Ensures Document Security with Connecting Software’s Solution

“We are very satisfied. The administrative effort we have to put in is minimal”

Peter Lukschanderl
Head of Applications, IT at Liebherr Tower Cranes

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Global Car Parts Maker Focuses on Security with CB Dynamics 365 to SharePoint Permissions Replicator

““We have received a perfect solution. The cooperation was very constructive, which we greatly appreciated”

Raphael Sick
Project Manager at ZF Friedrichshafen AG

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How Food Service Giant Safeguarded Clients Sensitive Information Using Connecting Software’s Solution

“It was unacceptable to allow unrestricted access to sensitive documentation in SharePoint or to manage it manually”

Anthony Crook
Head of Client Business Solutions Compass Group PLC

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Getting data into Microsoft Dynamics 365 automatically

“Sensitive documents with budget and discount information are not viewed across sales organizations”

Dennis Lembcke
Project manager and senior consultant at proMX

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How Getzner uses CB Dynamics CRM to SharePoint Permissions Replicator to secure document access rights

“As we migrated from Dynamics CRM 2011 to CRM 2016 at the beginning of this year, we used this as an opportunity to look for an alternative for our own solution. Finally, we got the tip for Connecting Software from our business partners.”

Mag. Michael Rümmele
Information Technology department at Getzner

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Transpower & CB Replicator
In order to manage its operations, Transpower relies on many IT systems, including Dynamics CRM and SharePoint. Integration between these Dynamics and Sharepoint systems is available directly from Microsoft; however, different permissions and security models can make the exchange of information between the two systems challenging.
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Freedom Graphic Systems breaks free with CB Replicator

“We analyzed the development effort on our side to do something similar. We realized it would be a large development and financial investment to get at least one quarter of the functionality.”

Brian Hunsaker
Director of Application Development

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ICS Cool Energy & CB Replicator

“The CB Dynamics CRM – SharePoint Permissions Replicator secures our documents and I can recommend it to other companies”

Phil Cole
Group Business Systems Analyst & Project manager for CRM

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Real Estate Industry Leader Keeps Customer Records Safe
“The SharePoint documents appeared on the newly created teams’ SharePoint sites in a matter of minutes. They could begin to work right away. There was no time lost, waiting for the documents to be securely delivered.”
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How Belgian Social Service Protects Personal Data in SharePoint

“We haven’t had any issues with the Dynamics 365 to SharePoint Permissions Replicator. It just does what it has to do.”

Ben Born
Director of Support Services at Wingerdbloei

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Sabert & CB Replicator

“With over 140 business users and six manufacturing plants in three countries, enforcing appropriate access rights to our customer data was a must.”

Mike Freeman
VP for Information Technology

Connecting Software is now ISO certified