Synchronize Dynamics 365 and SharePoint Security Model using CB Dynamics 365 to SharePoint Permissions Replicator

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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 enables you to store and manage documents in SharePoint while synchronizing the security model of Dynamics 365 to 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. This means you can relax: you have a reliable and automatic way to synchronize Dynamics 365 and SharePoint security models.

Finally, please note this is a tried-and-tested solution. After all, it has been on the market since 2014 and is a Microsoft Preferred Solution.


Learn more about CB Dynamics 365 to SharePoint Permissions Replicator at or start with our 2-minute introductory video.

Secure Your Dynamics 365 files in SharePoint - CB Dynamics 365 to SharePoint Permissions Replicator

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)
  • Cascading behavior

Here is how to start your trial, in a nice explainer video:

Getting started with CB Dynamics 365 to SharePoint Permissions Replicator

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.  In case your query remains unanswered, we warmly invite you to reach out 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.

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Ana Neto - Connecting SoftwareBy Ana Neto


Software engineer since 1997, she is now a technical advisor for Connecting Software.

Connecting Software is a producer of integration and synchronization software solutions since 2004. We operate globally and we are also a proud “Top Member” and "Top Blogger" at CRMSoftwareBlog.


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