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About

CB Dynamics 365 to SharePoint Permissions Replicator closes this security gap and keeps your documents safe by an automatic synchronization of Dynamics 365 privileges with SharePoint permissions. It’s the only out-of-the-box solution on the market to do this. Ensure safety & security to all your Dynamics 365 / CRM documents stored in SharePoint folders, fully automated. No more potential losses of sensitive data, reputational risks or GDPR infringement. Our solution replicates the D365 permission schema and ensures your SharePoint folders match your CRM security model. CB Replicator monitors privilege changes for D365 data items in the background and synchronizes these changes to respective items in SharePoint - automatically and instantaneously. Great in combination with SharePoint Structure Creator and CB D365 Seamless Attachment Extractor.

About

KeyDocs is a cloud-based document control and lifecycle management platform that extends Microsoft SharePoint and Microsoft 365. It helps organisations manage policies, procedures, forms and technical documents through drafting, review, approval, publishing and archival workflows. Teams can apply metadata and permissions, schedule reviews, issue alerts, publish approved documents, and maintain version histories and audit trails. Search and reporting help users locate current information and monitor ownership and review status. KeyDocs also provides mobile access, including offline access to published documents on iOS and iPadOS. Plans support smaller teams through enterprise deployments, with options for industry taxonomies, advanced metadata, integrations and support. It is aimed at compliance, risk, operations, quality, HSE and document-control teams managing governed information in regulated and operational industries.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Audience

All

Audience

Risk, compliance, operations, IT, document-control, quality and HSE leaders in organizations managing governed documents, especially in mining, utilities, infrastructure, manufacturing, construction, government, healthcare and financial services.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$4 User /Month
Solution available as SaaS, On-Prem or in Microsoft Azure
Free Version Not Supported
Free Trial Supported

Pricing

AUD 1,000/month
Starter starts at AUD 1,000 per month for up to 50 users, including up to 10 workflow users. Growth starts at AUD 3,000 per month for up to 500 users and 50 workflow users. Pro starts at AUD 4,000 per month for up to 2,000 users and 250 workflow users. Included features vary by plan.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Connecting Software
Founded: 2007
Austria
www.connecting-software.com/dynamics-crm-sharepoint-permissions-replicator/

Company Information

KeyDocs
Founded: 2024
Australia
www.keydocs.com

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Categories

Compliance Supported
Document Control Supported

Categories

Document Control Supported

Document Management Features

Access Controls Supported
Archiving & Retention Not Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Not Supported
Document Assembly Not Supported
Document Capture Not Supported
Document Conversion Not Supported
Document Delivery Not Supported
Document Indexing Not Supported
Document Retention Not Supported
Electronic Signature Not Supported
Email Management Not Supported
File Recovery Not Supported
File Type Conversion Not Supported
Forms Management Not Supported
Full Text Search Not Supported
Offline Access Not Supported
Optical Character Recognition Not Supported
Print Management Not Supported
Version Control Not Supported

Integrations

Connect Bridge Supported
Dynamo Software Supported
Microsoft SharePoint Not Supported
Microsoft Teams Not Supported

Integrations

Connect Bridge Not Supported
Dynamo Software Not Supported
Microsoft SharePoint Supported
Microsoft Teams Supported
Claim CB D365 SharePoint Permission Replicator and update features and information
Claim CB D365 SharePoint Permission Replicator and update features and information
Claim KeyDocs and update features and information
Claim KeyDocs and update features and information