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What is Synergis Adept?

Adept Software delivers quick and centralized access to vital documents in a secure and collaborative environment, allowing your business to save time, lower risk, and cut operational costs. By consolidating your organization on a single platform, you establish a unified source of truth, providing a clear perspective on both engineering and business documents. Stakeholders can easily find the necessary document from anywhere, which can enhance productivity by 20 to 30%. It is vital for your team to consistently access the most current version of documents to avoid expensive mistakes and safety issues. This system not only increases efficiency but also prevents workflow disruptions by ensuring that documents follow established approval processes smoothly. Timely alerts and notifications help keep projects on track, making design reviews and collaboration across different locations much easier as everyone works from the same system. Furthermore, document vaults can be replicated for local access while Adept ensures that all versions remain in sync. This thorough methodology cultivates a more interconnected and efficient workspace for all participants, ultimately leading to better overall performance and collaboration. Regular updates and user feedback can further refine the system, enhancing its effectiveness.

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

Connect Bridge

Integrations Supported

Connect Bridge

API Availability

Has API

API Availability

Has API

Pricing Information

$19 per user per month
Free Trial Offered?
Free Version

Pricing Information

$4 User /Month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Synergis Software

Date Founded

1985

Company Location

United States

Company Website

www.synergissoftware.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

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Enterprise Content Management (ECM)

Archiving & Retention
Collaboration Tools
Content Lifecycle Management
Digital Asset Management
Document Management
Electronic Signature
Information Governance
Mobile Access
Search
Version Control
Workflow Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Document Control

Archiving & Retention
Automated Routing
Change Management
Compliance Management
Electronic Signature
Escalation Management
Periodic Review
Version Control

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

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