CB Dynamics CRM - Sharepoint Permissions Replicator

CB Dynamics CRM - Sharepoint Permissions Replicator Reviews

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Ratings and Reviews
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Ronald Socorro | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

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.
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.

CB Dynamics CRM - Sharepoint Permissions Replicator Scorecard Summary

What is 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.

CB Dynamics CRM - Sharepoint Permissions Replicator Screenshots

User MappingStarting and Stopping the ServiceEdit Configuration

CB Dynamics CRM - Sharepoint Permissions Replicator Video

See how CB Dynamics 365/CRM - SharePoint Permissions Replicator bridges the gap between Dynamics CRM and SharePoint solving an inherent document security issue.

CB Dynamics CRM - Sharepoint Permissions Replicator Integrations

CB Dynamics CRM - Sharepoint Permissions Replicator Competitors

  • Custom coding
  • MCS

CB Dynamics CRM - Sharepoint Permissions Replicator Pricing

More Pricing Information

On-premise Editions Pricing
Pricing DetailsTerms
CB Dynamics CRM to SharePoint Permission Replicator for 100 User$3,600per 100 users

CB Dynamics CRM - Sharepoint Permissions Replicator Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)5%
Mid-Size Companies (51-500 employees)55%
Enterprises (more than 500 employees)40%

CB Dynamics CRM - Sharepoint Permissions Replicator Technical Details

Deployment TypesOn-premise, SaaS
Operating SystemsWindows
Mobile ApplicationNo
Supported CountriesGlobal
Supported LanguagesEnglish