Name: CB Permissions Replicator
Price: 3600 USD
Rating: 2 (9 reviews)
Author: Connecting Software

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Bug  Tracking

Software Repositories

Development

Online Proctoring Software

Education

Audit

Business Intelligence (BI)

Collaboration

Enterprise Generative AI

Visual Collaboration

Enterprise

Accounting

Revenue Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Recruitment Automation

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printers

AIOps

C/C++ Integrated Development Environments

Cloud Storage

Cybersecurity Consulting

Data Center Infrastructure Management

Data Quality

Data Virtualization

Desktop Management

Distributed Denial of Service (DDoS) Protection

Fraud Detection

Hadoop-Related

Hosted Virtual Desktop

Integration Platform as a Service (iPaaS)

MLOps

Managed Public Cloud Infrastructure

Mobile Data Security

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Process Mining

Relational Databases

Security Awareness Training

Web Access Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Consumer Ratings & Reviews

Content Management

Email Marketing

Event Registration

Landing Page

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

AI Meeting Assistants

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation Services

Sales

Antivirus

User and Entity Behavior Analytics (UEBA)

Security

Construction Accounting

Hotel Management

Library Management

Mental Health

Multiple Listing Service (MLS)

Pharmacy

Scholarship Management

Telemedicine

Utilities

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Tungsten Power PDF

Tungsten Automation (formerly Kofax)

Vasion

DocLink

Altec

Adobe Acrobat

Adobe

Microsoft Teams

Microsoft

M‑Files

IT Glue

Kaseya

Wondershare PDFelement

Wondershare Technology

Coda

PDFfiller

airSlate, Inc

Square 9 Softworks

Smallpdf

iManage Work

iManage

Microsoft Dynamics 365

Microsoft SharePoint

CB Dynamics CRM to SharePoint Permission Replicator for 100 User

Power PDF Advanced

Power PDF Standard

Power PDF for Mac

Power PDF Business

Google Drive is a cloud file storage, synchronization, and collaboration platform and service, that features Google Docs, Sheets, and Slides for document editing and presentation.

Basic

Business

Google Drive

CB Permissions Replicator

Document management systems (DMS) encompass a set of capabilities for storing, sharing, and converting documents and files in a way that reduces dependence upon, or eliminates entirely, hardware and paper document generation and storage. Central to document management is imaging, file type conversion, versioning, and metadata management with document editing and access controls. Document management type features might also be contained in an enterprise content management (ECM) system or a digital asset management (DAM) system.

Document Management

Webinar CB Dynamics CRM - SharePoint Permissions Replicator

Likelihood to Recommend

Likelihood to Renew

Usability

Support Rating

Implementation Rating

Connecting Software provides a Microsoft Dynamics CRM permissions replicator for SharePoint, so that documents stored in SharePoint can be governed by the access permissions established in the user's CRM. Connecting Software was founded in 2007 and is headquartered in Vienna, Austria.

Connecting Software

Sage 500 ERP

SAP Business One

SAP BPC (Business Planning and Consolidation)

Financial Manager

CB Dynamics CRM - Sharepoint Permissions Replicator 2018-07-21 18:18:40

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Integration with social

Social networks

Well integrated

End user

Learning curve

Good quality

Home

Document Management Systems

CB Replicator

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

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

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.

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.

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.

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.

CB Replicator

Overview

What is CB Replicator?