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 Replicator, is an out-of-the-box solution that is designed to remedy this issue by automatically synchronizing Dynamics CRM privileges with SharePoint permissions.
$3,600
per 100 users
PDF Xchange Viewer and Editor
Score 8.7 out of 10
N/A
PDF Xchange Viewer and Editor is a pdf editing and conversion software offering from Tracker Software Products. It includes features such as create pdf and convert to pdf.
N/A
Pricing
CB Permissions Replicator
PDF Xchange Viewer and Editor
Editions & Modules
CB Dynamics CRM to SharePoint Permission Replicator for 100 User
It is an ideal program for the portfolio of already consolidated clients, for large financial companies with a high professional profile. In the cases that I do not recommend it, it is for small and medium-sized financial companies, with a portfolio of clients in training, since the cost-benefit ratio is not attractive.
If you'd like to switch from Adobe to a less expensive and more robust solution, you can choose PDF X Change. It does everything other expensive solutions do. We are using it to add some additional information on scanned PDF files and Sign them and it does it in a simple and easy way. You can use to combine multiple files into one, creating PDF from different resources.
The graphics could be developed in a better way, they should be more modern, friendly and show the information in more detail.
Develop a module in the application that allows personalization by the user, giving him the possibility to manage a tool made by him to suit him. Moves the APPS Mobile concept to the design of the program.
Although the tool is well integrated with Microsoft, you can think of a development of integration with social networks or mobile developments, both users, and customers.
Develop a more economical and simple version, aimed at small and medium enterprises, with small client portfolios
There have been a couple of instances where I struggled to locate a feature that I thought was missing. A quick reply from support staff usually help me find and understand the feature better.
It is a complementary tool of the main CRM, which provides an adequate management of the documentation, reports, files that are derived from the business activity. It offers adequate levels of security for small businesses, the implementation is easy compared to other tools, it is easy to use, it offers adequate file capacity. In the future it can be strengthened with access to the cloud, development of apps and integration with other platforms.
As it has already been said before, it is a simple implementation program, easy to use, with a short learning curve, with a friendly interface, a good design, a security according to the type of company and with the possibility of personalization. It provides an accessible cost tool to improve business management and document management.
It's easy to use, making it very efficient for us as we do not have to train additional people on how to use this software. It opens up documents quickly and saves quickly as well. Overall the usability is not an issue for us at all. It is also extremely easy to integrate it with other PDF programs.
Performance wise, PDF Xchange Viewer and Editor is flawless. It runs fast, and I haven't experienced any immediately crashing. The reports save quickly, and the document size is never an issue. It saves into a regular PDF, and we're able to open it on any other program or computer. All text boxes, features, and headers show up flawlessly on other programs.
Until now, technical support has not been required to a large extent, but for this question three variables must be taken into account; The level of complexity of the implementation of the tool, the courses, tutorials, training and learning curve of the users, and finally the technical support as such. This tool has implementation attributes and ease of use, reducing the incidence of technical support.
Check the seller's website, read the technical specifications of the product, calculate the investment in personnel, software and hardware, validate that the management modules document is what they are looking for. Project the integration of the program with the systems that the company manages. Read many reviews and note the most important points of the user experiences.
Basically, my main experience is focused on Dynamics, I have worked with similar tools developed in a particular way by the firms for which I have worked. They are monitoring tools developed by the system and planning area. For the internal use of the company. Obviously, this is a leading international program.
PDF Xchange hits a sweet spot for me and my users. It is powerful, includes a full suite of creation, markup, and management tools. It is very affordable.
Bluebeam is too much that isn't print and PDF related. It is EXPENSIVE ... more than $300 per person before almost mandatory additional training.
PDF Creator is good for PDF creation. It doesn't include markup and management tools.
Without speaking directly of figures, on the positive side of the implementation of the program is tied to the time of learning the tool. In practice, it is much easier to learn by professionals, making the implementation time short, as well as, minimizes the margin of error in the initial handling of the program.
As it is a tool for easy learning and with a reduction in the margin of error due to the learning curve, it allows working only with the technical support offered by the provider, without having the need to create an internal department of attention to the user, which lowers costs.
