SharePoint Security Sync

Name: SharePoint Security Sync
Brand: SharePoint Security Sync
Rating: 5 (1 reviews)

Secure and robust SharePoint integration for Dynamics 365 CRM

Real-time sync of security permissions

SharePoint Security Sync - Synchronize Dynamics 365 CRM and SharePoint Security Model

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

Features

SharePoint Security Sync comes with user friendly interface that allows users to drag and drop multiple files and folders from CRM to SharePoint

Users can generate anonymous links to the documents stored on SharePoint to share the documents outside their organization with the help of SharePoint Security Sync

SharePoint Security Sync allows users to directly email the SharePoint files as attachments from within CRM without multiple clicks to download and attach the files

Users can connect and actively manage files and folders on more than one SharePoint sites with the help of SharePoint Security Sync

If the users have necessary privileges, they can Upload, Rename and Delete files from SharePoint using SharePoint Security Sync

SharePoint Security Sync grants access to SharePoint folders controlled by the security roles defined in CRM

SharePoint Security Sync makes sure that only users that have access to the right parent records in CRM will have access to folders in SharePoint

SharePoint Security Sync auto-syncs privileges upon changes in user privileges based on sharing of the record or adding the user to a team

Users can store attachments/documents in SharePoint as per hierarchy with the help of SharePoint Security Sync

SharePoint Security Sync supports single sign-on that enables to perform all actions in the context of logged-in user

Users can easily configure and send emails using the ‘Email Configuration’ feature of SharePoint Security Sync

Download Trial

Dynamics 365 v9.0

Bulk Synchronization Tool

PowerApps

SharePoint Security Sync

Real-time sync of security permissions

SharePoint Security Sync - Synchronize Dynamics 365 CRM and SharePoint Security Model

Overview

Dynamics 365 8.2 & above

Recent Updates

Deployment

Features

Recent News and Articles

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

Download Trial

Contact Us

Follow us

Products

Dynamics 365 Apps

Development