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What is KeyDocs?

KeyDocs stands out as a pioneering cloud-based solution tailored for document control and lifecycle management, significantly augmenting the functionalities of Microsoft SharePoint and Microsoft 365. This platform allows organizations to proficiently manage their policies, procedures, forms, and technical documents through a structured workflow that encompasses drafting, reviewing, approving, publishing, and archiving stages. Teams can take advantage of various features, including the application of metadata, setting permissions, scheduling reviews, issuing alerts, publishing documents, and maintaining version histories along with comprehensive audit trails for meticulous oversight. With powerful search and reporting tools, users can swiftly locate current information while monitoring document ownership and the progress of reviews. Moreover, KeyDocs provides mobile access, enabling users to interact with published documents offline on both iOS and iPadOS devices. Serving a broad range of needs, it accommodates both small teams and large enterprises, offering customizable options for industry-specific taxonomies, advanced metadata, and integrations, in addition to dedicated support. Focused on enhancing compliance, risk management, operational efficiency, quality assurance, and health, safety, and environmental (HSE) initiatives, KeyDocs becomes an indispensable asset for document-control teams engaged with regulated information across various sectors. By leveraging this platform, organizations not only streamline their document management processes but also reinforce their commitment to compliance and operational excellence, thereby fostering a culture of proactive governance and accountability.

What is CB D365 SharePoint Permission Replicator?

The CB Dynamics 365 SharePoint Permissions Replicator effectively bridges the security divide by ensuring that permissions between Dynamics 365 and SharePoint are automatically synchronized, thereby safeguarding your documents. It stands out as the only solution on the market capable of performing this crucial task. With complete automation, it guarantees the safety and integrity of all Dynamics 365 / CRM documents, eliminating the dangers of data loss, reputational damage, or breaches of GDPR compliance. Our innovative solution mirrors the permissions framework of D365, making certain that SharePoint folders are aligned with your CRM's security model. Designed to enhance functionality, the CB Replicator continuously tracks permission changes for D365 data items and seamlessly synchronizes these updates with the corresponding SharePoint items in real-time. Additionally, it integrates smoothly with the SharePoint Structure Creator and the CB D365 Seamless Attachment Extractor, creating a robust ecosystem for document management. By leveraging this solution, organizations can maintain a secure and efficient workflow.

Media

Media

Integrations Supported

Microsoft SharePoint
Microsoft Teams

Integrations Supported

Connect Bridge
Dynamo Software

API Availability

API Availability

Pricing Information

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.

Pricing Information

$4 User /Month
Solution available as SaaS, On-Prem or in Microsoft Azure
Free Trial Offered?

Supported Platforms

SaaS
iPhone
iPad

Supported Platforms

SaaS
Windows
On-Prem

Customer Service / Support

Not specified

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

KeyDocs

Date Founded

2024

Company Location

Australia

Company Website

www.keydocs.com

Company Facts

Organization Name

Connecting Software

Date Founded

2007

Company Location

Austria

Company Website

www.connecting-software.com/dynamics-crm-sharepoint-permissions-replicator/

Categories and Features

Document Control

Not specified

Categories and Features

Compliance

Not specified

Document Control

Not specified

Document Management

Access Controls
Collaboration Tools
Compliance Tracking

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