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
Dokmee ECM
Score7.5 out of 10
N/A
An ECM solution for streamlining the digital transformation process in a manner that the vendor states is efficient, cost effective, and user-friendly. Dokmee is presented as a secure, easy to use enterprise content management system designed for a variety of purpose including document capture and storage, search and retrieval, and file sharing. The vendor further states Dokmee adapts to any business model by maximizing accessibility and functionality in…
N/A
Pricing
CB Replicator
Dokmee ECM
Editions & Modules
CB Dynamics CRM to SharePoint Permission Replicator for 100 User
$3,600
per 100 users
No answers on this topic
Offerings
Pricing Offerings
CB Replicator
Dokmee ECM
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
Yes
Yes
Entry-level Setup Fee
$80 per user
No setup fee
Additional Details
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More Pricing Information
Features
CB Replicator
Dokmee ECM
Enterprise Content Management
Comparison of Enterprise Content Management features of CB Permissions Replicator and Dokmee ECM
Feature
CB Permissions Replicator
-
Ratings
Dokmee ECM
9.0
2 Ratings
11% above category average
Content capture & imaging
00 Ratings
9.02 Ratings
File sync, storage & archiving
00 Ratings
9.02 Ratings
Document management
00 Ratings
9.02 Ratings
Records management
00 Ratings
9.02 Ratings
Content search & retrieval
00 Ratings
9.02 Ratings
Enterprise content collaboration
00 Ratings
9.02 Ratings
Security, risk management & information governance
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.
The files are easily customized and editing of different project documents and easy handling of multiple project files easily without risking any document or any business information. Dokmee ECM allows the team to work together through various projects and easy to access drawings and many other files from remote areas and also the uploading is effective.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
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.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info