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
NetDocuments
Score2 out of 10
N/A
NetDocuments is a document management solution from the company of the same name in Lehi, Utah.
N/A
Pricing
CB Replicator
NetDocuments
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.
It is ideal where security is your number one concern or where there is a need to share securely across different physical locations. Speed is less than ideal in certain usage scenarios. It is limited by the speed of the internet and it can be difficult to pull large quantities of documents when researching or answering discovery requests, although, that being said, it can be addressed by maintaining your own secure server to contain a mirror of your online documents. But then the security for a mirror falls back on the organization.
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
Delay. At times, there is a delay between saving a document into Netdocuments and actually seeing them in the appropriate workspace. Such a delay is caused by the system indexing the newly added file.
Netdocuments' servers slow down at times causing users to receive error messages. This can be quickly remedied, but can become a nuisance.
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.
The product is simple to learn and adheres to well-known web user protocols. The NetDocuments team spends a lot of time talking to customers regarding how to improve their interface, and are pretty quick about implementing good ideas. The system is reliable and repeatable, and similar functions are laid out consistently and in formats that users are used to.
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
NetDocuments is a performant web app. It is reliable and provides all the functionality of a sophisticated document management system. It also can serve, through its APIs, as a base system for other applications, which enhances its value. Other vendors find the company easy to work with, and it consistently seems to be the first to offer new features and technologies to its customers.
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've never had to contact support, but I won't give it a ten. We've had a few hiccups along the way, but nothing that couldn't be fixed within 24 hours.
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.
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.
NetDocuments has really saved us from hiring more people. The document management system is a core technology to any law firm. Our last DMS was an in-house system. It easily required the attention of half a FTE and offered a fraction of the functionality.
NetDocuments has also been relatively easy for our employees to use. We have a high adoption rate and it allows for our employees (and third parties) to collaborate pretty well.
NetDocuments offers any number of certifications -- e.g. ISO 27001, business associate agreements for HIPAA -- certifications that are required by some clients, that we could not possibly attain with an in-house system.
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
