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
PowerDMS by NEOGOV
Score7 out of 10
N/A
PowerDMS by NEOGOV is a software platform designed to recruit, train, equip, and protect employees across their careers, used for policy management, community engagement, and staff scheduling.
N/A
Pricing
CB Replicator
PowerDMS by NEOGOV
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.
This software is very well suited for law enforcement agencies of all sizes from 5 to 5000 officers. There is a mobile app that allows officers to quickly and easily search while out in the field or on a call. They can quickly review a policy, locate a form, pull up a map and much more using either the mobile app or the desktop application.
Policy management- [Users] sign for, and can take [tests] to prove understanding of policy right in the application. As [the] policy is updated, old versions are retained, so that we not only know what a policy contains, we can track changes and provide information on what a policy was at any given time in the past.
Training- Users receive notifications when training is due and are guided to complete the training. If the training requires recertification, PowerDMS can be configured to alert the user that re-training is needed, without a supervisor needing to keep track. All documents used in training, including presentations and videos, can be contained in the PowerDMS course, so we can prove not only that an employee was trained, but exactly what curriculum was use din any given training.
Accreditation Assessment- [Our] accreditation standards manual is uploaded directly into PowerDMS. Proofs are accomplished using the actual policy and procedure, as well as the documents created during the workday. There is absolutely no duplication of effort.
Communications accountability- Email [can] be read and forgotten. With PowerDMS, a document can be distributed for user signatures, insuring that the user took affirmative action to read and understand the document.
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
The Workflow process in PowerDMS is not as easy to grasp as some of the other concepts and requires a little more explaination, especially for non-administrative background users.
Users are unable to view the steps in a Workflow template in order to determine which Workflow would work best for their needs when routing documents.
It would be great to have multiple message options for past due inbox notifications in addition to the options for past due tasks to encourage users to go to their inbox to review their messages.
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.
I have had nothing but positive experiences with PowerDMS from day one. If we ever run into a situation we are unsure of, PowerDMS support has ALWAYS been able to answer us basically immediately. I really love that they are constantly seeking to improve and expand.
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.
There is a learning curve as with any software system and I have found those users who consistently use the system more have a much higher success rate than those who only log in to sign off on documents. Now that most users have been in the system for over 2 years I consistently hear how much easier the processes are than they originally thought they would be
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
We use PowerDMS in the cloud so our performance might be different from other users who use on-premise. The program has always been up with very minimal downtime and always seems responsive and snappy when navigating the UI and searching documents. We don't currently have any integrations with other software.
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 just wish we had some in-state support. The contacts I have had with customer support have been great. Awesome communication, problem-solving, and support. I have talked to and met Stephanie Williams (CSA for Power DMS) at the most recent Entrust conference. She was professional and devoted time to addressing our agency needs.
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.
Implementation of PowerDMS was near seamless. The product was able to input existing policies and procedures within a few hours, which helped to lay the foundation for future use. Having PowerDMS on-boarding readily available was also a huge benefit.
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.
PowerDMS is a lot different than Linkedin Learnings. In PowerDMS you have to create your own courses versus in Linkedin Learnings they provide extensive content on a wide variety of subject matter. Linkedin Learnings is what we have used in our organization for Bias Training and Ethics Training. PowerDMS is the repository for documents and Trainings, so the systems work very differently
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.
Created efficient processes for approving document revision
Migrated what originally was a paper system to electronic
Accessible for any employee by logging in, employees do not have to seek out policy and procedure binders, and updated documents can be automatically sent to inboxes when updated.
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
