Make SharePoint a Safe Harbor

for Dynamics CRM Documents

Thomas BerndorferCEO

Jefferson TakahashiProduct Manager

CB Dynamics CRM – SharePoint Permissions Replicator

Bobby ForesterExecutive Director -

SharePointWOW

Starting SoonWebinar presented to you by:

Connecting Software – A Business Critical SharePoint Partner

Already recommended by

Make SharePoint a Safe Harbor

for Dynamics CRM DocumentsCB Dynamics CRM – SharePoint Permissions Replicator

Make SharePoint a Safe Harbor

for Dynamics CRM Documents

Active Users

100 000+ 100+ Installation

s5 Continents

CB Dynamics CRM – SharePoint Permissions Replicator

Available as

Cloud

On-premises

This webinar will help you to…

Learn the right way of using SharePoint to store your documents from Dynamics CRM in the safest manner.See how this solution will protect your documents from threats and misusage through live examples.

Understand why your existing SharePoint / O365 installation will not be disturbed or harmed.

Use minimal resources and time, therefore reaching your ROI in just a couple of months.

The Current Way

Dynamics CRM SharePoint

CRM’s SharePoint Document Location

Microsoft’s SharePoint integration with Microsoft Dynamics CRM

Why should you store your CRM files on SharePoint?

CHEAPER AND FASTER

MORE EFFICIENCY & FLEXIBILITY

BETTER DOCUMENT CONTROL

Excellent for TEAM WORK

The Current Way?!

Dynamics CRM permissions ARE NOT being replicated into SharePoint!

PROBLEMMEDICAL INFOName…Age..Address…Concerns…

OFFERS

$2000AGREEMENT

S

CONTRACTS

COURT CASES

The Current Way?!

PROBLEM

Dynamics CRM permissions ARE NOT being replicated into SharePoint!

Sensitive documents are exposed and unprotected.

Everyone can see everything.

MEDICAL INFOName…Age..Address…Concerns…

OFFERS

$2000AGREEMENT

S

CONTRACTS

COURT CASES

DANGER

The Right Way

SOLUTION

Dynamics CRM - SharePointPERMISSIONS REPLICATOR

Security roles Sharing with cascading behavior Manager/position based hierarchy Business units hierarchy Access team templates Record ownership

ON-PREMCLOUD

AVAILABLE :

Covers whole security model of Dynamics CRM

SUPPORTED VERSIONS :

2011 - 2016

2010 - 2016

How does it work?

SharePoint

CRM Document library

No Direct access to backend database of

neither SharePoint nor Dynamics CRM

Interaction with Dynamics CRM &

SharePoint through APIs ONLY

Secure Communication via SSL

Access only using SharePoint Site Admin

credentials

Dynamics CRM API API

ONLY SharePoint Site Admin

More! Manager based hierarchy controlled access

user 1user 2manager

user 1user 2manager

CB Replicator

user 1 user 2

More! Different rule for opportunity and case entities

user 1user 2

READ access WRITE access

user 1user 2

Document

user 1 user 2

WRITE accessREAD access

opportunitycase

user 1 user 2

opportunitycase

CB Replicator

CUSTOM REQUIREMENTby adjusting configuration

of CB Replicator

More! Access team template controlled record access

READ accessteam

READ & WRITE access

team

The record access is controlled via custom logic

The team memberships are populated based on EXTERNAL

RULESThese rules are changing in the time

The CB Replicator recognizes all the changes automatically and

dynamically alterns SharePoint settings

Dynamics CRM

SharePoint

Use SharePoint AS YOU KNOW IT

CHANGES

NOIn SharePoint or Dynamics CRM

RISKNOof messing up your documents or

SharePoint structure

Minimal Resources & Time

Custom development Our product

Updating

Hiring teamSpecification of

requirementsDevelopment

TestingDebugging

HIGH ROI

Experience the Benefits

YOUHAVETHE POWER

Increase the power of your SharePoint WITHOUT RISK

YOU ARE IN CONTROL over your SharePoint and we make everything secured

Contact usGet more infoGet your free

trialoffice@connecting-software.com

We love to hear back from you

www.linkedin.com/in/tberndorfer1sk.linkedin.com/in/tjeff