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CB Dynamics 365 to SharePoint Permissions Replicator

Business Processes: Data Integration
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Secure your Dynamics 365 documents stored in SharePoint with one powerful solution, CB Dynamics 365 to SharePoint Permissions Replicator by Connecting Software.

CB Dynamics 365 to SharePoint Permissions Replicator
Replicator video


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.
This is the best out-of-the-box solution to remedy this issue by automatically synchronizing Dynamics privileges with SharePoint permissions.

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How does CB Dynamics 365 to SharePoint Permissions Replicator 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 this solution, every time certain privileges are granted in CRM, they are automatically replicated into SharePoint.


Easy installation
You can easily install this solution 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.

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

  • Self-hosted
    Run it on-premises or on your cloud servers/virtual machines
  • Microsoft Azure
    Rent a Microsoft Azure virtual machine with the software ready to use
  • Connecting Software
    Software as a Service hosted by Connecting Software

More on Deployment & pricing


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