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
Smallpdf
Score 10.0 out of 10
N/A
Made in Switzerland, Smallpdf is a company that offers a suite of document management tools for everyone-for work, for home, for life. Founded in Switzerland in 2013, Smallpdf provides what they describe as a simple, secure, and reliable answer to the world's PDF challenges. Smallpdf boasts serving over a billion users in 24 different languages since 2013, and in every country in the world.
$0
Pricing
CB Permissions Replicator
Smallpdf
Editions & Modules
CB Dynamics CRM to SharePoint Permission Replicator for 100 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.
I would suggest Smallpdf for simple needs in terms of PDFs management that can be [easily] resolved such as: size compression, deleting of pages and file conversions. This tool is very user-friendly and easy to use, it is available online so the user doesn't need to download any software. In case of heavy files compression, the tool isn't appropriate since it doesn't support heavy documents.
One of the best things that Smallpdf does is pdf conversion both to and from pdf. It is especially great to transform pdf tables into Excel documents.
PDF splitting is really great since allows for cropping large files and just keep the information necessary; something that comes really handy when presenting information to your supervisors.
PDF merging also works wonders, it allows for mixing several different pdf documents into just one of them. It is extremely easy to set up.
This a really fast pdf reader, it feels really fast compared to other options that tend to feel clunky. Its workspace is super comfortable and well organized so finding a tool you need is always a simple task.
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
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.
Its usability in my work is very important. I have to share various documents with my clients very frequently and most of the documents I send them are in PDF format only. So I use this software very much to convert my Word and Excel files into PDF. And whenever I need to send large file to my clients, I convert them into PDFs and compress them with this tool and then I send those files to my clients.
1.- Because it is easy to use and each function is duly indicated so you can not go wrong. 2.- Its service is fast, it takes only a few seconds to transform the files and in less than a minute it is downloaded and you can occupy it without problem. 4.-This IS online so you do not install anything, which is very useful because you can also use it from a tablet or your mobile
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.
Everything is so simple and works so well, you shouldn't need support, but on the one occasion in several years that I needed it, support was quick and courteous.
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.
As per my understanding, Smallpdf stacks up against the above tool because it is easy to use, the targeted goal only for pdf, handy, and one more thing is that small pdf has created the application for android and iOS. I really found Smallpdf helpful when using it on the fly. Small pdf not only provides for the PDF it also provides the different functions for the other files like excel, HTML, doc, ppt, and many more.
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.
From an initial cost perspective, we've gone from a collection of free and freemium software products that we used in combination to do what we wanted, to paying Smallpdf's per-user license fee.
We estimate that creating the same final product with our old method took about 30 minutes per 1-100 page file. We are now down to approximately 10 minutes, if the input material does not require much manipulation.
Around 50% of tasks used to require advice from a highly-technical user to fix unexpected errors. With Smallpdf we estimate we are now down to less than 20%.
For things that Smallpdf cannot do we find ourselves falling back to old methods which can sometimes create wasted time when we only realize that Smallpdf is not up to the task in the middle of the job.
