SharePoint Security Sync – A smarter way to Synchronize Dynamics 365 CRM and SharePoint Security Model

By | September 23, 2019

coming-soonInnovation does not stop at Inogic…

We recently released a new app Attach2Dynamics (A Microsoft Preferred Solution on AppSource) for managing Dynamics 365 CRM attachments on SharePoint, Dropbox and Azure Blob Storage and while working on an enhancement we came across an idea for this new app. Coming Soon! Is our very own amazing NEW productivity app – SharePoint Security Sync.

SharePoint Security Sync is developed keeping in mind the need for document and data security in SharePoint. In a way it assures same level of security for documents and records stored in SharePoint that is provided in Dynamics 365 CRM.

Here is the first exclusive look of our new upcoming app!

SharePoint Security Sync

So what is SharePoint Security Sync?

The answer is in the name itself. SharePoint Security Sync is our productivity app which syncs Dynamics 365 CRM security model with that of SharePoint. It ensures the user has same level of security or access to data in SharePoint that is assigned to them in Dynamics 365 CRM. Further, any changes or modification in security privileges in Dynamics 365 CRM will be synced to SharePoint simultaneously.

Isn’t it amazing? Real time sync of security permissions between Dynamics 365 CRM and SharePoint!

Now what prompted us to develop such an app for Dynamics 365 CRM?

SharePoint Security Sync

Well, it can be rightfully said that Microsoft’s Dynamics 365 CRM is one of the leading CRM systems in market today. So combined with SharePoint, it provides great document management features which appeals to great many organizations around the world.

But now comes the issue of security privileges/permissions between Dynamics 365 CRM and SharePoint.

There is a significant difference between the security models of Dynamics 365 CRM and SharePoint. The level of security to access various records in Dynamics 365 CRM and SharePoint is not the same. This means that the documents or attachments stored in SharePoint is accessible to users without any restrictions. Once moved from Dynamics 365 CRM to SharePoint they are free for all.

So imagine, you have documents related to Quotes, Contracts, Opportunities, etc. in your Dynamics 365 CRM system that is only available to selected few higher authorities in your organization. And you moved those to SharePoint for document storage and management. In a flash all those documents with restricted access becomes available to pretty much everyone in SharePoint. This is a major security crisis.

So, how to make best use of both Dynamics 365 CRM and SharePoint without any such crisis?

This is where our new productivity app SharePoint Security Sync comes in.

With SharePoint Security Sync you can safely store and manage documents in SharePoint.

SharePoint Security Sync – Your Safety Net for Dynamics 365 CRM Document Management.

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