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
ProcessMaker
Score8.8 out of 10
N/A
ProcessMaker is a process automation platform that helps organizations optimize and scale their business operations. By combining workflow automation, AI-driven decision-making, and advanced analytics, ProcessMaker empowers businesses to streamline complex processes, improve efficiency, and enhance customer experiences.
N/A
Pricing
CB Replicator
ProcessMaker
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 task mining component is well suited for processes where there are a lot of steps performed in a variety of systems, particularly by a single individual on a team. It also requires a robust activity ID to be able to track an activity. It is not well suited when trying to track a process where the content is in an email.
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
User interface. It is clean and easy to understand. You won't get overwhelmed the second you log in.
The workflow maker. With a drag and drop interface, you can easily visualize and implement what you want on the screen. Out of all the programs we tested, this one had the easiest process maker and designer.
Ease of understanding. My biggest recommendation would be that this program is easy to access for anyone. There are complications (see negatives) but this program can be implemented quickly and efficiently, and nearly anyone can learn to use it. You will not feel like you are in the dark with 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
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
Complications when you get to the more advanced pieces. When trialing, I found that the more advanced a process got, the more complicated it got for me in coding. When you begin using the more advanced features, you will find that you need to have a basic knowledge of coding - otherwise you won't go any further. This was my sole issue. Unfortunately, it was one that would have brought the school to a grinding halt if they were to ever get more complicated than they were.
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.
I gave this overall rating for ProcessMaker due to its overall flexibility, design and ease of use for most. Examples of this from us include it being an excellent and trustworthy tool for automating processes, the abilities and capabilities for real-time process tracking and the web-based accessibility and implementation which allows for easy access and management of the tool.
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.
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.
Before making the decision to get ProcessMaker, we assessed different and best options in the market, which are also quite competitive. KiSSFLOW, Blueworks Live, and Bizagi, being the most relevant and ADONIS, to mention the ones we consider the most relevant and capable of meeting our needs. In the end, we went for ProcessMaker because of mainly three things as described before: 1. Real-time process status tracking. 2. Metrics and dashboards. 3. Ease of use for constructing diagrams.
The capability is robust and quite industry agnostic. It would benefit significantly with some out of the box models - e.g. procure to pay on SAP and similar. They could also develop industry specific examples which could kickstart the implementation for organizations.
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.
I'm using Communication edition to introduce BPMN in my organization. I can build the first process in a short time, make my boss more confident with my job.
But, with ProcessMaker, we need more time to design code to handle the process, and without PHP/Javascript Programmer, it seems hard to work with more and more processes online.
However, IE Browser is not well supported, somewhat let the user confuse.
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
