Tag Archives: Dynamics 365 Sharepoint Security

Document Management Solution for your Dynamics 365 CRM – How to choose the better one?

In both personal and professional lives we like being organized, neat and tidy. No one likes to leave one’s home or office space in clutter. The famous phrase – A place for everything and everything in its place – aptly captures this sentiment. The same principle applies when it comes to managing documents/attachments in Dynamics… Read More »

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

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

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… Read More »