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https://dudodiprj2sv7.cloudfront.net/product-logos/jr/h4/CH6K7DMK2LX8.JPEGDynamics is an easy-to-use tool that allows effective monitoring of clientsIt 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,8,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.,,SAP BPC (Business Planning and Consolidation), Sage 500 ERP, SAP Business One,3,1,Reports in real time and in a timely manner, allowing decision making. Constant update of the core of the company, products, customers, cash flow, in real time with all the areas involved. Adequate management of the documents of the administrative activity, with error detection, online correction, avoiding duplication of functions.,Commercial activity reports, performance reports, all online with the participation of all the areas involved in real time. Time savings, paper savings, optimization of the workflow process, with the areas involved in decision making. The management and access to documents in a segmented manner, only by those involved in the process.,Use it as a tool for monitoring and controlling the management of the sales force. Development of sales statistics, to project future needs of the client portfolio and requirements of the markenting area. File of control of the invoicing, and development of automated reports of periodic shipment.,8,No,Product Features Product Reputation Prior Experience with the Product,So far I have not asked myself this question, but as a result of my learning of the last few months, I have discovered the value of the reviews offered by communities of users, vendors and people who use the products. From now on I will pay more attention to this type of tool.,Implemented in-house,No,Change management was minimal,Which is ideal for small companies, since it is not necessary a technician of extensive experience for the implementation of the tool. Saving costs and time. The technical requirements are basic for any office, it does not require an additional investment in sophisticated hardware. Easy to use and with a simple learning curve.,8,8,No,I do not have a case that can answer this question. 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. In spite of what has been described, the need to resort to the technical support urgently speaks well of the tool and its use by users.,The graphical interface, it seems very well designed, is friendly and facilitates the use of the tool, allows a quick identification of the modules. Total control of the data, with good information security gap. Easy to use, with all management modules well defined, with customized profiles.,Integration with other tools that do not belong to the Dynamics family The development of mobile apps, as well as the integration with different email providers. integration in the cloud with other storage tools.,Yes, but I don't use it,8
Windows
CB Dynamics CRM - Sharepoint Permissions Replicator
8 Ratings
Score 5.9 out of 101
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CB Dynamics CRM - Sharepoint Permissions Replicator Reviews

CB Dynamics CRM - Sharepoint Permissions Replicator
8 Ratings
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Score 5.9 out of 101
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Ronald Socorro profile photo
August 06, 2018

CB Dynamics CRM - Sharepoint Permissions Replicator Review: "Dynamics is an easy-to-use tool that allows effective monitoring of clients"

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.
Read Ronald Socorro's full review

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