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
Vasion
Score 8.3 out of 10
N/A
Vasion (formerly MaxxVault) is a document management solution now from PrinterLogic (acquired November 2019) designed to enable organizations to digitize content and automate workflows to drive compliance, scalability, and accountability.
N/A
Pricing
CB Permissions Replicator
Vasion
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.
The best case we've found for Vasion is the one that explains why we moved to Vasion in the first place. Our Windows print servers were extremely temperamental for our Azure devices and, in many cases, would take 20 minutes or more to just set up correctly. We would then have issues with printers not printing for long periods or with print jobs not showing up in the printer queue. It was also hard for the staff to install their own printers when the one they normally used went down. It was also very hard for staff to figure out how to navigate the printer list to install printers. Vasion made all of this very easy and gave the staff one easy web page to find the printer they want and install it.
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
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.
I would say its around 7. For us it was easy to do deploy, to use the centralised control, and not too complex compared to other printing services. However, some workflows became complicated depending on configuration. In our case, it was a bit complicated after a while. But its still user friendly.
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.
Vasion had a much better interface for installing printers for staff. It was very easy for staff to manage their own printers and install what they want or need. Vasion also seemed to be better equipped for reporting and use by our non-technical staff. We were also impressed with the support of Vasion and how easily they answered all of our questions.
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.
Having seen similar organizations implement software solutions costing upwards of $1 million, I can safely say the ROI on our MaxxVault implementation has paid off massively for our customers and staff. We could not do what we're doing without MaxxVault.
