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The #1 Challenge with the Integration of Dynamics and SharePoint, and How to Overcome It

Integrating SharePoint with Dynamics 365/CRM is undoubtedly useful. However, after overcoming the initial challenge of the integration itself, you’ll encounter another significant issue: the security permissions from Dynamics are not transferred to SharePoint. This poses a serious risk!

In this demo, we are going to see how CB Dynamics 365 to SharePoint Permissions Replicator fills that security gap and makes the integration between Dynamics and SharePoint, handy, reliable, and secure. 

CB Dynamics 365 to SharePoint Permissions Replicator operates in the background and all privileges in Dynamics are seamlessly transferred to SharePoint. The issue is resolved behind the scenes, allowing users to continue their work without interruption. Once activated, CB Dynamics 365 to SharePoint Permissions Replicator ensures that SharePoint users do not have access to CRM record folders they shouldn't see. It fully supports the entire security model of Dynamics 365/CRM, including security roles logic, business unit hierarchy, sharing, cascading behavior, manager/position-based hierarchy, and record ownership (user/team), among other complexities. Regardless of how intricate or frequently changing your security permissions scenarios are, CB Dynamics 365 to SharePoint Permissions Replicator handles them effortlessly. This solution is globally deployed and unique in the market. Test it for free and have it up and running in minutes.

Our customers also appreciate our other products for: 

Do you want to test it yourself? No worries, you can have SaaS free trial or try it in a self-hosted environment.

Contact us, and we’ll demonstrate how these solutions can benefit you!