{"id":39911,"date":"2024-12-07T14:50:25","date_gmt":"2024-12-07T09:20:25","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=39911"},"modified":"2025-03-21T11:29:18","modified_gmt":"2025-03-21T05:59:18","slug":"how-sharepoint-security-sync-enhances-data-privacy-with-dynamics-365-crm-integration","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2024\/12\/how-sharepoint-security-sync-enhances-data-privacy-with-dynamics-365-crm-integration\/","title":{"rendered":"How SharePoint Security Sync Enhances Data Privacy with Dynamics 365 CRM & SharePoint Integration!"},"content":{"rendered":"

\"SharePoint<\/p>\n

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\u2019s name in the “Modified By”<\/strong> column in SharePoint. While this is useful, some organizations may prefer using a consistent identity\u2014such as the authenticated user\u2014for better confidentiality or easier record-keeping. Without this feature, mismatched user details can lead to confusion or accidentally reveal sensitive information.<\/p>\n

To address this challenge, Inogic<\/a> has woven another string into its umbrella of document management and security. The “Always Folder Creation Under Authenticated User”<\/strong> feature is now available in the SharePoint Security Sync<\/a> app. It ensures all folder or document management actions are linked to the authenticated CRM user. The authenticated user’s name will always appear in the “Modified By”<\/strong> column in SharePoint. It also helps maintain consistency in identity representation, no matter who performs the actions in the CRM system.<\/p>\n

For Example, Peter John, an authenticated CRM user, requires his name to consistently appear in the “Modified By”<\/strong> column for privacy reasons. He enables the feature by navigating to the Entity Configuration section in your CRM, going to the General section, locating the “Always Folder Creation Under Authenticated User” <\/strong>option, and setting it to Yes.<\/strong><\/p>\n

\"Document<\/p>\n

Now, when Megan Bowen, a CRM user under Peter John’s authenticated account, creates a new record in the Account entity and clicks the Attach2Dynamics button, a folder named “Megan Industries” <\/strong>is created and synced to SharePoint. However, because the feature is enabled<\/strong>, the “Modified By”<\/strong> column in SharePoint displays Peter John<\/strong> instead of Megan Bowen.<\/strong><\/p>\n

\"Document<\/p>\n

If the same feature is set to No<\/strong>, the “Modified By”<\/strong> column will reflect the name of the actual user who performed the action. For example, when Megan Bowen creates a record named “Alex Industries”<\/strong> and clicks Attach2Dynamics, the synced folder in SharePoint will display Megan Bowen as the modifier.<\/p>\n

\"Document<\/p>\n

The “Always Folder Creation Under Authenticated User” <\/strong>feature is an essential enhancement for organizations prioritizing privacy and data consistency in their SharePoint integration. By providing control over identity representation, it ensures that authenticated users retain attribution across all folder and document actions, improving transparency and operational efficiency.<\/p>\n

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