cb dynamics crm - sharepoint permissions replicator webinar
Post on 19-Feb-2017
105 Views
Preview:
TRANSCRIPT
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
top related