The #1 problem with the integration of Dynamics and SharePoint and how to solve it - Demo
Having SharePoint and Dynamics 365 /CRM integrated is handy. Still, once you go through the first hurdle of how to integrate SharePoint with Dynamics 365, you realize that there is another hurdle: the security permissions are not copied over from Dynamics to SharePoint. This is dangerous!
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.
To demonstrate the original security problem, we will see how Alan, sales manager, realizes Veronica, a salesperson with fewer rights and permissions than him, can view documents on the SharePoint side that she can’t access in Dynamics. Even worse, she can edit and delete those documents she should not even be able to see!
The good news is that CB Dynamics 365 to SharePoint Permissions Replicator solves this issue nicely and in a straightforward way.
CB Dynamics 365 to SharePoint Permissions Replicator running in the background, all privileges in Dynamics are copied over to SharePoint. Yes, the problem is solved behind the scenes, and all users keep working as usual.
Once CB Dynamics 365 to SharePoint Permissions Replicator is activated, we are sure that SharePoint users won’t see folders of CRM records that they are not supposed to see.
It covers the entire security model of Dynamics 365 / CRM, including full security roles logic support, business units' hierarchy, sharing, cascading behavior, manager/position based hierarchy, record ownership (user/team), and much more.
No matter how complex security permissions scenarios are, no matter how often they change, once you have CB Dynamics 365 to SharePoint Permissions Replicator running, this problem is taken care of for good!
This is a globally deployed solution that is unique in the market. Test it free. It will be up and running in minutes.
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📍 Website
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▶ Connecting Software:
https://www.connecting-software.com/?...
📍 Product Page:
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▶ CB Dynamics 365 to SharePoint Permissions Replicator
https://www.connecting-software.com/d...
📍 Reading Material:
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▶ Automating Permission Replication: Connecting Software Solutions Improve Document Access at Liebherr
https://www.connecting-software.com/b...
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▶ Bridging the Security Gap in a SharePoint Dynamics 365 Integration
https://www.connecting-software.com/b...
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▶ Dynamics 365: How to Increase Team Collaboration and Keep System’s Health
https://www.connecting-software.com/b...
📍 Contacts:
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▶ Email: [email protected]
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