Protect your Dynamics CRM documents stored in SharePoint. When integrating your Dynamics CRM with SharePoint, user access rights are not copied from Dynamics CRM to SharePoint. CB Dynamics CRM - SharePoint Permissions Replicator is the only out- of- the box product that replicates the entire securi...
Protect your Dynamics CRM documents stored in SharePoint. When integrating your Dynamics CRM with SharePoint, user access rights are not copied from Dynamics CRM to SharePoint. CB Dynamics CRM - SharePoint Permissions Replicator is the only out- of- the box product that replicates the entire security model of Dyanmics CRM to SharePoint. This way, only authorized users have access to Dynamics CRM documents from SharePoint.
Size: 1.86 MB
Language: en
Added: Apr 20, 2016
Slides: 10 pages
Slide Content
Dynamics CRM –SharePoint
Permissions replicator
2
for storing Dynamics CRM documents
Dynamics CRM often contains sensitive documents with signatures, personal information, contract
values and salaries. SharePoint offers a much better way to store them. Storing GB or TB of data in Dynamics
CRM can be really costly. Storing those in SharePoint instead will save you costs. SharePoint offers also
collaboration capabilities so multiple users can work on single document at the same time. Moreover with
SharePoint you can perform a full-text search over the contents of your documents to quickly find what
you are looking for.
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SECURITY RISK
when integrating SharePoint
Employees can see salaries
Signatures are not secured
Sales people can edit documents that
belong to their managers
Contract values are exposed to everyone
Personal information can be copied
Competitors can get access to sensitive
information much more easily
Data can be easily exported
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DYNAMICS CRM -SHAREPOINT
PERMISSIONS REPLICATOR
security roles
sharing with cascading behavior
manager/position based hierarchy
business units hierarchy
access team templates
record ownership
ON-PREMISE
CLOUD
Covers security model of Dynamics CRM
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FEATURES
large user base
quick installation, no maintenance
opens doors for much larger deals
10-30 EUR per CRM user.
100 users packages
20% update & maintenance