Document Security and Management with SharePoint Security Sync – SharePoint + Dynamics 365 CRM are now actually better together!

By | June 13, 2020

With the help of our Microsoft AppSource preferred solution Attach2Dynamics, management of Dynamics 365 CRM files and folders on cloud storage viz Dropbox, SharePoint and Azure Blob Storage became easier. The next part is to look after the security of the Dynamics CRM records. The record-based, role-based and field-level security to control access to information and features in Dynamics 365 CRM makes your data safe in the Dynamics 365 CRM environment itself.

But what about when it is moved/copied to SharePoint?

You would want the same customizable security privileges and access levels to be implemented in SharePoint.

Our amazing productivity app SharePoint Security Sync is the security solution you need to secure your classified files and folders. SharePoint Security Sync is an extensive solution for integrating Microsoft Dynamics 365 CRM and Power Apps with SharePoint for managing files and folders. It syncs Dynamics 365 CRM security model with SharePoint and assures same level of security for documents and records. Also, if any changes are made in the security privileges in Dynamics 365 CRM, same changes will be reflected in SharePoint.

Let’s explore key features of SharePoint Security Sync:

Manage Security

Access to SharePoint Folders is controlled by the security roles defined in Dynamics 365 CRM.

Historic Folder Security

SharePoint Security Sync, syncs the security privileges for existing folders associated with Dynamics 365 CRM records.

Drag & Drop

With its user-friendly interface, SharePoint Security Sync allows you to drag and drop multiple files and folders from CRM to SharePoint with ease.

Create link

You can generate anonymous links to the documents stored on SharePoint with the help of SharePoint Security Sync and easily share the documents outside your organization.

File management

Provided you have the right privileges, you can Upload/Download, Create, Rename, View and Delete files/folders from SharePoint using SharePoint Security Sync. You can store all the files and documents in SharePoint as per native folder hierarchy structure. Also, with the help of Deep search you can easily search for files within folders.

Email

You can directly email the SharePoint files as attachments from within CRM without having to click multiple times to download and attach the files.

Real Time Sync

SharePoint Security Sync auto-syncs security changes and modifications based on sharing of the record or adding the user to a team.

Multiple SharePoint Site and Folder Support

You can connect and actively manage files on more than one SharePoint sites and folders.

Email Configuration

With the help of ‘Email Configuration’ feature of SharePoint Security Sync, easily configure and send emails.

Single sign-on

SharePoint Security Sync supports single sign-on that enables to perform all actions in the context of logged-in user.

With all these features, SharePoint Security Sync is a must have productivity apps for Dynamics 365 CRM. It is available for Dynamics 365 v9.x and above and supports On-Premises with IFD and Dynamics 365 Online deployment models.

Download and explore SharePoint Security Sync from our website or Microsoft AppSource for a trial period of 15 days.

Feel free to contact us on crm@inogic.com for a quick demo, feedback or suggestions!

 

 

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