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
OpenText Content Suite Platform
Score 7.1 out of 10
N/A
The OpenText Content Suite Platform oversees the lifecycle management of information across the enterprise from capture through archiving and disposition. With agile information governance to address the latest data governance and data privacy best practices, the vendor states their Content Suite reduces risk and empowers organizations to focus on using information to drive strategic growth and productivity.
N/A
Pricing
CB Permissions Replicator
OpenText Content Suite Platform
Editions & Modules
CB Dynamics CRM to SharePoint Permission Replicator for 100 User
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 …
OpenText comes in different versions and you are able to choose depending on your departmental or organizational needs. In terms of functionality and capabilities, it was able to offer more value as it checked all the boxes in terms of long-time retentions, reporting …
OpenText Content Suite Platform replaced an existing Records Management solution and checked all of the boxes in regards to capabilities surrounding search, physical objects, long-term retention, and reporting capabilities.
Having used OpenText Content Suite for a long time, I can say it stands the competition. It offers many versions which is unlike many products in its category. Also, while it is not affordable, I believe the cost is justified considering what a business can achieve with this …
OpenText Content Suite has been an amazing addition to our business thanks to its many features and capabilities. The fact that OpenText offers many versions makes its products competitive because there is so much we can accomplish with these products. Price wise, OpenText …
OpenText is stronger in the management of high volume and secure information. However, SharePoint, while less functional from a document management perspective, provides a much stronger user interface which eases user adoption and the presentation of content. SharePoint also …
SharePoint is not very strong on records management as part of the base system. So after evaluation, it was found to not comply to all needs and therefore discarded. We also evaluated Afresco which is an opensource offering. The problem was that we could not find enough people …
I also used Tridion while at AP. It's tougher to learn (HTML knowledge is very helpful), but it is a much more powerful CMS. Tridion allows for language variation, more customization and the embedding of HD video. OpenText was a legacy system of our internal site. Tridion was …
In my opinion, OpenText Content Suite Platform provides more powerful product and highly integrated solutions more than OCR solution that Abbyy provides. I think OpenText Content Suite Platform obviously provides stronger support and services that Abbyy support and services …
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.
Your organisation has to support the type of document and records management needed for this to work. In an organisation that only needs to store documents and maybe share with many different parties, this might not be the best-suited software. In a large organisation with stringent document and records management policies, this suite is well suited. It makes management of documents across business units easy to manage and control.
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.
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.
OpenText has an outstanding support and knowledge base. All problems which couldn't be solved by us (high complexity cases) were promptly resolved and the resolution also shared with us.
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.
OpenText comes in different versions and you are able to choose depending on your departmental or organizational needs. In terms of functionality and capabilities, it was able to offer more value as it checked all the boxes in terms of long-time retentions, reporting capabilities, physical objects, and searches are great.
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.