Category Archives: SharePoint Security Sync

How to Boost SharePoint Performance and Security in Dynamics 365 CRM

Organizations rely heavily on Dynamics 365 and SharePoint integration to streamline collaboration, document management, and business processes. However, poor SharePoint performance can create bottlenecks that impact user productivity and business efficiency. This blog will explore how to improve SharePoint performance in Dynamics 365 through proven strategies, key challenges, and security best practices. Why SharePoint Performance… Read More »

How Dynamics 365 CRM and SharePoint Integration Ensures Secure Document Management

Tired of switching between Dynamics 365 CRM and SharePoint for effective document management? What if your documents were Fully Secure Easy to Search and Find Fully in sync with your CRM access — all in one place? Let’s explore why this is important and discover how you can achieve it easily through SharePoint and Dynamics… Read More »

Use Dynamics 365 Metadata to Auto-Generate Structured Folders in SharePoint!

Struggling with messy, inconsistent SharePoint folders for CRM records? If your teams manually create folders or share files without proper access control, you’re risking a security gap, lost documents, and endless IT support tickets. With SharePoint Security Sync, you can automatically generate structured SharePoint folders using metadata from Dynamics 365 CRM, and instantly apply the… Read More »

Top Questions About Dynamics 365 CRM Document & Storage Management—Answered!

Efficient and secure document management in Microsoft Dynamics 365 CRM is vital for scalable growth, compliance, and collaboration. As businesses handle large volumes of data, integrating cloud storage like SharePoint, Azure Blob, and Dropbox becomes essential to save storage costs. So, how do you control access, keep documents secure, and maintain organization across teams? This… Read More »

Role-Based Access Control for Document Security in Dynamics 365 CRM!

Storing data is easy, but managing access? That’s the real challenge One of the biggest concerns for businesses using Dynamics 365 CRM is controlling who can view, edit, or delete sensitive documents. Granting excessive access poses challenges like the risk of accidental file deletions or data loss. But you want to ensure the security of… Read More »

Start 2025 Right with Top Dynamics 365 CRM Cloud Storage and Document Management tools!

Start of the year is a great time to set goals for a more efficient year ahead. This year, make file and cloud storage management in Dynamics 365 CRM a priority. With Attach2Dynamics and SharePoint Security Sync, Inogic is here to help you start the year with streamlined and secure solutions. How? Let’s dive in… Read More »

How SharePoint Security Sync Enhances Data Privacy with Dynamics 365 CRM & SharePoint Integration!

Managing user identities in CRM-connected systems like SharePoint is crucial for keeping data confidential, private, and accountable. In collaborative setups, actions like creating or editing documents usually show the user’s name in the “Modified By” column in SharePoint. While this is useful, some organizations may prefer using a consistent identity—such as the authenticated user—for better… Read More »

SharePoint Metadata – Enhance document searchability in Dynamics 365 CRM integration!

Organizations today face the challenge of managing vast amounts of information, making it difficult to efficiently organize, access, and retrieve files. Without a structured approach, employees often struggle to find the right documents, leading to wasted time and decreased productivity. This cluttered data environment hampers collaboration and makes it challenging to track the sources of… Read More »

Restrict Unauthorized Users to Access CRM Data in SharePoint

In Dynamics 365 CRM, managing access to records is essential for maintaining security and protecting sensitive information. Integrating Dynamics 365 CRM with SharePoint allows efficient storage of attachments, addressing CRM’s memory limitations and improving document management. However, this integration does not automatically synchronize security privileges between the two systems. To resolve this issue, a dedicated… Read More »

Finance firm tightens document security with automatic Dynamics 365 CRM – SharePoint permission syncing!

Findango Finance, provides financial services to small and midsize firms having trouble getting money from regular banks in Spain. They offer services such as lines of credit, loans, and discounted products, presenting alternatives to the conventional credit options available through traditional banks. Data Dilemma: Balancing Growth with Document Security As Findango Finance’s business grew, so… Read More »