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.
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.
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.
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.
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
Software as a Service
hosted by Connecting Software
Discover an add-on feature
Connect from any database to D365 Online
CB Dynamics 365 Seamless Attachment Extractor
SharePoint Structure Creator
Customer success stories
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”
Head of Applications, IT at Liebherr Tower Cranes
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”
Project Manager at ZF Friedrichshafen AG
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”
Head of Client Business Solutions Compass Group PLC
Getting data into Microsoft Dynamics 365 automatically
“Sensitive documents with budget and discount information are not viewed across sales organizations”
Project manager and senior consultant at proMX
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
Transpower & CB Replicator
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.”
Director of Application Development
ICS Cool Energy & CB Replicator
“The CB Dynamics CRM – SharePoint Permissions Replicator secures our documents and I can recommend it to other companies”
Group Business Systems Analyst & Project manager for CRM
Real Estate Industry Leader Keeps Customer Records Safe
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.”
Director of Support Services at Wingerdbloei
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.”
VP for Information Technology