Overview
SharePoint Security Sync is a comprehensive solution for integrating Microsoft Dynamics 365 CRM 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.
Recent Updates
- Support to create customized document library structure within SharePoint
- Open folders present on SharePoint site directly from within CRM for easy document management
- Seamless integration with DocuSign for eSignature
- Store attachments/documents of Dynamics 365 CRM records on the basis of hierarchy in SharePoint
