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
Join.me (discontinued)
Score9.8 out of 10
N/A
Join.me, once acquired by LogMeIn in 2019, was an audio, video, and web conferencing tool targeted at SMBs. Its software can be used across various devices and includes features such as one-click scheduling, personal links, interactive whiteboards, and presenter swapping. It has since been discontinued.
$10
per month
Pricing
CB Replicator
Join.me (discontinued)
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.
I would neither recommend nor dissuade anyone from using Join.Me. When it first came on the scene, it was a game-changer as far as providing remote access to other authorized individuals and helped save a great deal of time trying to walk someone less proficient through all the detailed steps of computer repair. However, with the proliferation of Zoom and other conferencing products that also provide built-in remote access through its service, the need for a separate application is now limited and not as essential as its own product.
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
No need to download anything to get started. Once you sign up you can get started from within your browser. This is probably the single best feature, its a get up and go solution for video conferencing and you do not need any software for it to work.
The one click join a meeting URL is genius. Users who struggle with remembering passwords or invites can just click a link and immediately participate in a meeting which means one email and a couple of clicks and a meeting can start.
Good control features - As the main user, you have many control features including deciding who can speak, annotations, screen sharing easily.
Screen Recordings to the Cloud - This can save on time when you have had a long conference, you can save a recording to the cloud and download it later.
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
There should be a complete guide to understand its features before installation because if one feature will be missed then, we can’t get them working properly.
Furthermore, there should be high-quality internet for getting its function and it won’t work without good network coverage.
I think its interface is a little hard for beginners and is not that user friendly.
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.
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
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.
Join.me is one of the easiest programs I've ever used. It's so easy to get it set up and installed and even easier for someone to join a meeting. The controls are very intuitive and labeled appropriately. The UIX makes sense. It's been a reliable product in my app stack-I love it!
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
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.
I honestly haven't reached out to their Support team. I get notifications of what they are working on which is good to see, but I haven't directly spoken with any of them. I think my main reason for this is that join.me gives me just what I need (not much more and not much less).
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
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.
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
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.
If you're looking for something basic that handles a little bit of everything when it comes to meetings, screen shares and remote desktop control join.me is a great options. If you're a super user and really wanting a lot of detailed features and rich user interfaces and money is not an issue you may want to consider use specific options.
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
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.
Customer support solution - join.me has made it so much easier to quickly get with a customer and see their trouble and show them a solution. This saves lots of back and forth time and gives the customer more power over owning their solution.
More efficient communication - without join.me we would waste time going back and forth on emails or slack trying to get our message across. Join.me lets us quickly show AND tell others what's going on. I honestly don't know how we ever functioned without it.
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
