{"id":44225,"date":"2026-04-04T15:00:27","date_gmt":"2026-04-04T09:30:27","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=44225"},"modified":"2026-04-02T12:00:33","modified_gmt":"2026-04-02T06:30:33","slug":"how-to-integrate-dynamics-365-to-replicate-crm-security-permissions-with-sharepoint","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2026\/04\/how-to-integrate-dynamics-365-to-replicate-crm-security-permissions-with-sharepoint\/","title":{"rendered":"How to Integrate Dynamics 365 to Replicate CRM Security Permissions with SharePoint"},"content":{"rendered":"

\"HowIntegrating Dynamics 365 CRM with SharePoint is essential for modern document management. But most organizations overlook a critical issue until it\u2019s too late:<\/p>\n

Your CRM security model does not extend to SharePoint.
\n<\/strong><\/h3>\n

When you use the out-of-the-box Dynamics 365 SharePoint integration, ALL users can see ALL documents in SharePoint, regardless of the security roles you have carefully configured in Dynamics 365 CRM. Your CRM permissions simply do not carry over. A salesperson restricted to their own account records in CRM can freely browse other accounts’ documents in SharePoint. In other words, your document security becomes disconnected from your CRM security model.<\/p>\n

This is not a theoretical risk. It is a real data security and compliance issue that affects businesses worldwide, especially those dealing with sensitive customer data, financial records, legal documents, or GDPR-regulated information.<\/p>\n

Key Takeaways<\/strong><\/h4>\n
    \n
  • Native Dynamics 365\u2013SharePoint integration does not carry over CRM security permissions.<\/li>\n
  • This creates a serious data exposure risk, where users can access documents they shouldn\u2019t.<\/li>\n
  • Microsoft\u2019s native setup enables integration, but does not solve the security gap.<\/li>\n
  • SharePoint Security Sync automatically replicates CRM roles and permissions into SharePoint.<\/li>\n
  • Any changes in CRM (roles, ownership, teams) are reflected in SharePoint in real time.<\/li>\n
  • The result: a secure, unified document management experience with zero manual effort.<\/li>\n<\/ul>\n

    In this guide, you\u2019ll learn<\/strong>:<\/h4>\n
      \n
    1. How to set up the native Dynamics 365 CRM and SharePoint integration step by step<\/li>\n
    2. How to replicate your CRM security roles and permissions directly into SharePoint, closing the permissions gap permanently<\/li>\n<\/ol>\n

      Part 1: Setting Up the Native Dynamics 365 and SharePoint Integration
      \n<\/strong><\/h4>\n

      This section covers the baseline Microsoft server-based SharePoint integration.<\/p>\n

      Step 1: Enable Server-Based SharePoint Integration<\/strong><\/p>\n

      Step 1.1:<\/strong> Navigate to Document Management Settings
      \n<\/strong>In Dynamics 365, go to Settings (the gear icon at the top right) \u2192 Advanced Settings \u2192 System \u2192 Document Management \u2192 Configure Server-Based SharePoint Integration.<\/p>\n

      \"HowStep 1.2: Select SharePoint Online
      \n<\/strong>In the integration wizard, choose Online when prompted for your SharePoint location.
      \nNote: The On-premises option is intended for Dynamics 365 On-Premises environments and will be disabled if you are using Dynamics 365 Online.<\/p>\n

      Step 1.3: Enter and Validate Your SharePoint Site URL
      \n<\/strong>Paste the URL of your SharePoint site (e.g., https:\/\/yourcompany.sharepoint.com\/sites\/CRM). Click Next, and the wizard will validate the URL automatically.<\/p>\n

      Step 1.4: Complete the Wizard
      \n<\/strong>Once validation passes, click Finish to enable the server-based integration. Important: Once server-based integration is enabled, you cannot revert to client-side integration.<\/p>\n

      \"How<\/p>\n

      \"How<\/p>\n

      Step 2: Configure Document Management Settings
      \n<\/strong>After enabling the integration, you need to define which CRM entities will store documents in SharePoint and configure the folder structure.<\/p>\n

      Step 2.1: Open Document Management Settings
      \n<\/strong>Return to the Document Management screen and click Document Management Settings. A wizard will open where you can select which entities (e.g., Account, Contact, Opportunity, Case) will have SharePoint document storage enabled.<\/p>\n

      Step 2.2: Select Entities<\/strong><\/p>\n

      Check all entities for which you want to store documents in SharePoint. You can follow the defaults suggested by the wizard or customize based on your business processes. Click Next when ready.<\/p>\n

      Step 2.3: Validate the SharePoint URL Again<\/strong><\/p>\n

      Re-enter and validate your SharePoint site URL. Once marked as valid, proceed to the next step.<\/p>\n

      Step 2.4: Define Folder Structure
      \n<\/strong>Choose how folders will be organized in SharePoint.<\/p>\n

      Step 2.5: Finish
      \n<\/strong>Click Finish. The wizard creates document libraries in SharePoint for your selected entities. You will see a Documents tab appear on those entity records in Dynamics 365.<\/p>\n

      \"How<\/p>\n

      Your integration is now live, but your data is still exposed.
      \nSharePoint does not respect your Dynamics 365 security model.<\/p>\n

      This builds urgency to continue reading.<\/p>\n

      Part 2: Configuring SharePoint with Dynamics 365 CRM to Replicate CRM Permissions<\/strong><\/h4>\n

      To close this security gap, you need a solution that synchronizes CRM security with SharePoint in real time.
      \nSharePoint Security Sync by Inogic is a purpose-built Dynamics 365 app that automatically syncs CRM security privileges with SharePoint without any additional cost to purchase a VM machine or Azure credits.
      \nAny change to a user’s security role in Dynamics 365 is automatically reflected in SharePoint, with no manual work required.<\/p>\n

      Step 1: Connector Configuration \u2014 Connecting to Your SharePoint Site
      \n<\/strong>The Connector is the link between Dynamics 365 and your SharePoint site. SharePoint Security Sync supports multiple connectors, allowing you to connect to multiple SharePoint sites (e.g., SharePoint_1, SharePoint_2, SharePoint_3), each pointing to a different SharePoint site URL.<\/p>\n

      Step 1.1: Create a New Connector
      \n<\/strong>Navigate to the SharePoint Security Sync App in Dynamics 365. Click on the Connectors entity in the left navigation, then click New to create a new Connector record.<\/p>\n

      Step 1.2: Fill in Connector Fields
      \n<\/strong>Populate the following required fields:<\/p>\n