Sync Dynamics 365 Security Model

Available for:

Replicate Dynamics 365 Security Model SharePoint

Dynamics CRM

Dynamics 365 v9.x
and Above

Dynamics 365 Metadata replication

Deployment

On-Premises with IFD and Dynamics 365 Online

 
SharePoint Security Sync

SharePoint Security Sync is a comprehensive solution for integrating Microsoft Dynamics 365 and Power Apps with SharePoint for document management. Microsoft Dynamics 365 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 to SharePoint to ensure secure and reliable access to confidential documents stored in SharePoint.

FEATURES

Sync Dynamics 365 Security Model SharePoint

Friendly UI to drag and drop multiple files and folders from CRM to Cloud Storages

Sync Dynamics 365 Security Model

Ability to generate anonymous links to the documents to share the documents outside of your organization.

Replicate Dynamics 365 Security Model SharePoint

Direct email the files as attachments or links to documents from within CRM without multiple clicks to download and attach the files

Synchronize Dynamics 365 Security Model

Connect and actively manage files on more than one SharePoint sites and folders

Dynamics 365 Metadata replication

Upload, Rename and Delete files from SharePoint provided you have the necessary privileges assigned

Sync Dynamics 365 Security Model SharePoint

Access to SharePoint Folders controlled by the security roles defined in CRM

Sync Dynamics 365 Security Model

Only users that have access to the parent records in CRM will have access to folders in SharePoint

Sync CRM security privileges

Auto-sync privileges upon changes in user privileges based on sharing of the record or adding the user to a team

News and Articles

We keep adding new articles about SharePoint Security Sync. Refer our recent articles and news about SharePoint Security Sync here.

SharePoint Security Sync 

Recent News and Articles

SharePoint Security Sync 

SharePoint Security Sync – A smarter way to Synchronize Dynamics 365 CRM and SharePoint Security Model

September 23, 2019

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