A major problem of storing Dynamics 365 documents in SharePoint is the missing synchronization of privileges and permissions. This allows unauthorized SharePoint users to access private documents and sensitive data even if they don’t have CRM privileges to do so. CB Replicator, is an out-of-the-box solution that is designed to remedy this issue by automatically synchronizing Dynamics CRM privileges with SharePoint permissions.
$3,600
per 100 users
Wondershare PDFelement
Score 8.0 out of 10
N/A
PDFelement is a document management solution from Wondershare Software headquartered in China.
$79.99
per year per user
Pricing
CB Permissions Replicator
Wondershare PDFelement
Editions & Modules
CB Dynamics CRM to SharePoint Permission Replicator for 100 User
$3,600
per 100 users
PDFelement
79.99USD
per year per user
PDFelement
129.99USD
one-time fee per user
Offerings
Pricing Offerings
CB Replicator
Wondershare PDFelement
Free Trial
Yes
Yes
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
$80 per user
No setup fee
Additional Details
—
For Individuals:
Yearly Plan: $79.99/user;
2-Year Plan: $109.99/user
Perpetual Plan(one-time): $129.99/user
For Teams:
Yearly plan starts at $109/year for 1 user
For Education:
Yearly Plan: $47.99/user;
Perpetual Plan(one-time): $99.99/user
It is an ideal program for the portfolio of already consolidated clients, for large financial companies with a high professional profile. In the cases that I do not recommend it, it is for small and medium-sized financial companies, with a portfolio of clients in training, since the cost-benefit ratio is not attractive.
PDFelement Pro is well suited for all of our needs and our clients' needs. I bought the Windows version and liked it so much that I purchased the Mac version at the discount that I was offered at checkout. It performs well and is easy to learn and use. Companies could save so much money by using PDFelement instead of Adobe Acrobat Standard/Pro
The graphics could be developed in a better way, they should be more modern, friendly and show the information in more detail.
Develop a module in the application that allows personalization by the user, giving him the possibility to manage a tool made by him to suit him. Moves the APPS Mobile concept to the design of the program.
Although the tool is well integrated with Microsoft, you can think of a development of integration with social networks or mobile developments, both users, and customers.
Develop a more economical and simple version, aimed at small and medium enterprises, with small client portfolios
I wish there was a lighter program for just reviewing a document and then to transition seamlessly to an editing mode. It takes a few seconds longer to load than Preview on my Mac, and based on that frustration, I use Preview to view documents.
It is a complementary tool of the main CRM, which provides an adequate management of the documentation, reports, files that are derived from the business activity. It offers adequate levels of security for small businesses, the implementation is easy compared to other tools, it is easy to use, it offers adequate file capacity. In the future it can be strengthened with access to the cloud, development of apps and integration with other platforms.
As it has already been said before, it is a simple implementation program, easy to use, with a short learning curve, with a friendly interface, a good design, a security according to the type of company and with the possibility of personalization. It provides an accessible cost tool to improve business management and document management.
There is a lot of learning. Although some of the functions you can probably pick up relatively quickly, some of them, including compressing the size or using a different language, remains a myth to me.
Until now, technical support has not been required to a large extent, but for this question three variables must be taken into account; The level of complexity of the implementation of the tool, the courses, tutorials, training and learning curve of the users, and finally the technical support as such. This tool has implementation attributes and ease of use, reducing the incidence of technical support.
Recently I have had a problem with introducing another laptop to the same license. I wrote an email to the Support Team of Wondershare Software and they successfully fixed the issue in less than 24 hours. Very unusual and impressive.
Check the seller's website, read the technical specifications of the product, calculate the investment in personnel, software and hardware, validate that the management modules document is what they are looking for. Project the integration of the program with the systems that the company manages. Read many reviews and note the most important points of the user experiences.
Basically, my main experience is focused on Dynamics, I have worked with similar tools developed in a particular way by the firms for which I have worked. They are monitoring tools developed by the system and planning area. For the internal use of the company. Obviously, this is a leading international program.
I haven't used any other product besides PDFelement. I found a product that I love and I'm sticking with it. I will say that I went with PDFelement based on reviews and based on the features that this product supplies vs. the others. I trust the company behind PDFelement (been using Wondershare Ultimate Video Converter for years), so I trusted the name
Without speaking directly of figures, on the positive side of the implementation of the program is tied to the time of learning the tool. In practice, it is much easier to learn by professionals, making the implementation time short, as well as, minimizes the margin of error in the initial handling of the program.
As it is a tool for easy learning and with a reduction in the margin of error due to the learning curve, it allows working only with the technical support offered by the provider, without having the need to create an internal department of attention to the user, which lowers costs.
