SharePoint Security Sync

Secure and robust SharePoint integration for Dynamics 365 CRM

Real-time sync of security permissions

SharePoint Security Sync

Overview

SharePoint Security Sync is a comprehensive solution for integrating Microsoft Dynamics 365 CRM and Power Apps with SharePoint for document management. Microsoft Dynamics 365 CRM comes with native integration to SharePoint. With SharePoint Security Sync, the idea is to enhance the user experience and further build upon the integration to make the integration experience seamless between the two systems by not just allowing for associating document folders against CRM records but also sync the security privileges from Dynamics 365 CRM to SharePoint to ensure secure and reliable access to confidential documents stored in SharePoint.
Dynamics 365 8.2 & above
On-Premises with IFD & Online

Recent Updates

  • Drag and drop multiple files and folders from CRM to SharePoint
  • Email the files as attachments or links to documents from within CRM
  • Deep Search, Upload, Rename, View and Delete files from SharePoint
  • Access to SharePoint Folders controlled by the security roles defined in CRM
  • Auto-sync privileges in SharePoint upon changes in user privileges
  • Perform all actions in the context of logged-in user

Deployment

On-Premises with IFD and Dynamics 365 Online