CB Dynamics CRM - Sharepoint Permissions Replicator Reviews

8 Ratings
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Score 6.8 out of 101

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Ronald Socorro profile photo
Score 8 out of 10
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It is an effective follow-up tool for the client portfolio, allowing to make a profile of these, in order to determine the cross-selling of used or used products, adapting them to the needs of the clients. It is friendly, with complete reports and a graphical interface that facilitates the understanding of the tool.

It is ideal how it is integrated with other Microsoft applications, especially email tracking. The learning curve is relatively fast, allowing a better use of the resource.

As described above, it allows it to be a tool for easy implementation, improving response times, integrating with the company's operating platforms, and facilitating the monitoring of the client portfolio.

  • Visually friendly for the end user, maintaining the most common design style for workers
  • The adaptation time and the learning curve is relatively shorter than other similar applications
  • 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 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.
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About CB Dynamics CRM - Sharepoint Permissions Replicator

CB Replicator is an out-of-the-box solution that automatically synchronizes Microsoft Dynamics CRM privileges with SharePoint permissions. This allows users to control access to private documents and sensitive data stored in SharePoint based on CRM privileges.

According to the vendor, CB Replicator secures the Microsoft Dynamics CRM / SharePoint combination, allowing users to save CRM storage costs (since Dynamics CRM documents can be stored securely in SharePoint), and increase collaboration, compliance and efficiency. The vendor says CB Replicator is the only out-of-the-box solution to fix this security issue worldwide.
Categories:  Document Management

CB Dynamics CRM - Sharepoint Permissions Replicator Screenshots

CB Dynamics CRM - Sharepoint Permissions Replicator Integrations

Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), Microsoft Dynamics 365, Microsoft SharePoint

CB Dynamics CRM - Sharepoint Permissions Replicator Competitors

Custom coding, MCS

Pricing

Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?Optional
EditionPricing DetailsTerms
CB Dynamics CRM to SharePoint Permission Replicator for 100 User$3,600per 100 users

CB Dynamics CRM - Sharepoint Permissions Replicator Customer Size Distribution

Consumers
0%
Small Businesses (1-50 employees)
5%
Mid-Size Companies (51-500 employees)
55%
Enterprises (> 500 employees)
40%

CB Dynamics CRM - Sharepoint Permissions Replicator Support Options

 Free VersionPaid Version
Phone
Live Chat
Email
Video Tutorials / Webinar
Forum/Community
FAQ/Knowledgebase

CB Dynamics CRM - Sharepoint Permissions Replicator Technical Details

Deployment Types:On-premise, SaaS
Operating Systems: Windows
Mobile Application:No
Supported Countries:Global
Supported Languages: English