Why SharePoint Security Sync is a must have app for Dynamics 365 CRM and SharePoint document management?

By | September 14, 2020

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Data security is the most important factor for businesses around the world. And as we know, in today’s world we face many threats with regards to data security. In these situations, adding different layers of security to all business data is quite common. You can also do this with our quite formidable Dynamics 365 CRM / Power Apps and SharePoint integration app – SharePoint Security Sync (Preferred App on Microsoft AppSource).

To give you more detailed information about SharePoint Security Sync, let’s answer the following questions:

What does SharePoint Security Sync do?

SharePoint Security Sync is a comprehensive solution for integrating Dynamics 365 CRM and Power Apps with SharePoint for managing files and folders. It syncs Dynamics 365 CRM / Power Apps security privileges with that of SharePoint which assures the same level of security for documents and records stored in SharePoint.

How will you benefit from SharePoint Security Sync?

SharePoint Security Sync gives you the provision to connect and actively manage documents/attachments on more than one SharePoint sites and folders. It auto-syncs security modifications based on assigning or sharing of the record, adding or removing the user to your CRM team and so on. You can also easily sync the security privileges for existing folders associated with Dynamics 365 CRM records. All in all, you will have one more layer of security protecting your data and providing effortless document management in SharePoint from within Dynamics 365 CRM.

SharePoint Security Sync for Dynamics 365 CRM and SharePoint document management

SharePoint Security Sync for Dynamics 365 CRM and SharePoint document management

What are the interesting features of SharePoint Security Sync?  

SharePoint Security Sync, with its user-friendly interface, allows you to easily drag and drop multiple files and folders from CRM to SharePoint. With the right kind of privileges, you can Upload/Download, Create, Rename, View and Delete files/folders from SharePoint using SharePoint Security Sync. You can easily migrate all your history Email/Notes/Sales Literature attachments in bulk to SharePoint and free up space in your CRM. Moreover, you can store all the files and documents as per the native folder hierarchy structure in your designated SharePoint sites and easily share those documents outside your organization by generating anonymous links to the documents with the help of SharePoint Security Sync.

With these combined capabilities of seamless document management and syncing Dynamics 365 CRM & SharePoint security privileges, SharePoint Security Sync is all you need to add another layer of security to all your confidential documents stored in SharePoint.

Test for yourself these amazing capabilities of our SharePoint Security Sync by downloading it from our website or Microsoft AppSource for a trial period of 15 days.

For any feedback, suggestions or quick demo feel free to contact us on crm@inogic.com

Until then – Stay Safe, Stay Healthy!

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