Sync Dynamics 365 Privileges to SharePoint Permissions
Sync Dynamics 365 Security Roles with SharePoint Permissions Automatically
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What's SharePoint Security Sync?
SharePoint Security Sync is a Microsoft Certified app that automatically replicates Dynamics 365 security permissions in SharePoint. When organizations use Dynamics 365 SharePoint integration for document management, SharePoint cannot natively replicate the Dynamics 365 security model with SharePoint. This can create security gaps and increase administrative effort.
SharePoint Security Sync automatically synchronizes Dynamics 365 users, teams, security roles, ownership, and privileges with SharePoint, ensuring document access always matches CRM permissions. As Dynamics 365 attachments sync to SharePoint, the correct permissions travel with them, helping organizations improve security, governance, and compliance while reducing manual permission management.
Recent Updates
New in 2026: Smarter Dynamics 365 SharePoint Integration & Security Enhancements
Build folder hierarchies based on customers, projects, cases, dates, or any Dynamics 365 field to keep documents organized and permissions aligned.
Automatically map Dynamics 365CRM fields to SharePoint metadata columns to improve document search, filtering, categorization, and document management.
Keep Dynamics 365 security roles, users, teams, business units, and record-level permissions synchronized with SharePoint automatically as changes occur.
Standardize document access across departments with reusable security templates that simplify permission management and strengthen SharePoint governance.
Information Vault
Benefits of using SharePoint Security Sync
Overcome SharePoint’s 50,000 unique permissions limit by creating structured folder hierarchies while maintaining secure document storage aligned with Dynamics 365.
Reduce security risk by auto-synching access rights from Dynamics 365 CRM to SharePoint, ensuring permissions remain accurate.
Keep adding documents without worrying about SharePoint permission limits.
Securely back up emails and attachments to SharePoint, reducing the risk of data loss while improving visibility and control over CRM communications.
Supported On
Dynamics 365 CRM
Online | On-Premises
Just looking for ways to optimize your storage space in Dynamics 365 CRM? Check out our Attach2Dynamics that helps you save storage costs by enabling integration with multiple cloud storage like Azure Blob Storage, Dropbox and SharePoint
Features
Here’s How It Enhances the Security of SharePoint Document Management
SharePoint Security Sync strengthens Dynamics 365 SharePoint integration by ensuring any change made to users, teams, ownership, or security roles in Dynamics 365 CRM is automatically reflected in SharePoint. This helps maintain consistent document-level security across your Dynamics CRM SharePoint integration, eliminates manual permission updates, and reduces the risk of unauthorized document access.
Automatically synchronize SharePoint permissions to Dynamics 365 users by keeping security privileges, ownership, teams, and roles aligned across both systems. This helps to maintain consistent Dynamics 365 SharePoint security across both systems while reducing manual permission managementx
Easily manage and update Dynamics 365 security roles based on changing business requirements, with real-time synchronization to SharePoint. As records are assigned, shared, or updated, document access permissions automatically adjust to maintain secure role-based access without additional effort.
Create Custom SharePoint Folder Structures for Organized Document Storage
Create scalable and business-friendly folder hierarchies that organize documents by customer, project, department, date, or any CRM field. This improves document accessibility helps overcome SharePoint’s 5,000-item threshold, and supports secure Dynamics CRM SharePoint integration for enterprise document management.
Sync Dynamics 365 CRM Data with SharePoint Metadata Columns
Manage SharePoint documents directly from Dynamics 365 CRM using metadata-driven organization and advanced document categorization. Automatically map CRM fields to SharePoint metadata columns, upload multiple files through drag-and-drop, and maintain synchronized Dynamics 365 SharePoint security without leaving CRM.
More Features
Drag and Drop
Drag and drop multiple files and folders from CRM to SharePoint, allowing you to move/upload folders easily.
Bulk Migration Job
Sync previous CRM records in bulk with SharePoint. Retry failed syncs with one click.
Security Templates
It allows you to control users to perform actions like Upload, Download, Email, Copy Link, and Rename in SharePoint, Dropbox, and Azure Blob Storage.
Override Files
Choose whether to replace existing files or save them as new versions during migration.
DocuSign Integration
Users can electronically sign documents stored in SharePoint using DocuSign.
Configure Email Description
Customize the default link text in emails for better personalization when sending attachments through CRM.
Send Documents through Email from CRM
Share documents via email as links or attachments, offering flexibility for easy access or direct download by recipients.
Retry Failed Sync Jobs
Using the SharePoint Security Sync Tool Sync previous records in bulk and easily manage security privileges. Retry failed syncs with one click.
Email Body Content Migration
Migrate email content, including messages, images, and attachments, from CRM to SharePoint, preserving key details for organized records.
The comprehensive Guide to Microsoft Dynamics 365 CRM and SharePoint Security models!
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Frequently Asked Questions
You can automatically sync security privileges between Dynamics 365 and SharePoint using SharePoint Security Sync. The solution helps organizations replicate the Dynamics 365 security model in SharePoint by synchronizing users, teams, security roles, ownership, and record-level permissions. Any changes made in Dynamics 365 are automatically reflected in SharePoint, ensuring document access remains aligned with CRM security policies.
SharePoint Security Sync automatically replicates Dynamics 365 security roles and permissions in SharePoint. It synchronizes user access, team memberships, ownership changes, and record-level permissions. This helps organizations maintain consistent document access without manual permission management.
SharePoint Security Sync includes a Bulk Synchronization Tool that can sync existing Dynamics 365 records, documents, emails, and attachments to SharePoint. During the synchronization process, the appropriate security permissions are also applied. This helps to ensure documents remain accessible only to authorized users
Yes. SharePoint Security Sync can automatically map Dynamics 365 fields to SharePoint metadata columns. This improves document organization, search, filtering, and categorization while keeping CRM and SharePoint information aligned
SharePoint Security Sync allows you to create folder structures based on customers, projects, cases, dates, or other Dynamics 365 fields. This helps teams organize documents in a way that matches their business processes while maintaining the correct security permissions
No. The native Dynamics 365 SharePoint integration enables document storage in SharePoint but does not automatically synchronize Dynamics 365 security roles, ownership, or record-level permissions. SharePoint Security Sync fills this gap by keeping SharePoint document access aligned with Dynamics 365 security
Automate role-based security between Dynamics 365 CRM and SharePoint for secure document access
