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.

3SECURITY RISKwhen 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

4DYNAMICS 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

5FEATURES

large user base

quick installation, no maintenance

opens doors for much larger deals

10-30 EUR per CRM user.

100 users packages20% update & maintenance

6SUPPORTED PLATFORMSin any combination

Dynamics CRM 2011

Dynamics CRM 2013

Dynamics CRM 2015

Dynamics CRM online

Dynamics CRM 2016

SharePoint 2010

SharePoint 2013

SharePoint 2016

SharePoint online

AWARDS AND EXPERTISE

SHORT DEMO

9FEATURES

Multitenancy (Tenants)

User mapping

Permission mapping

URL Aliases

Entity filter

Force full iteration

Clear local database

Log file

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