crm@inogic.com  |   support@inogic.com
Inogic logo
Get Quote
SharePoint Security Sync

Secure and Robust SharePoint Integration for Dynamics 365 CRM

Get your FREE 15-Day Trial!

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

#CustomersForLife

Overview

SharePoint Security Sync is a comprehensive solution for synchronizing Dynamics 365 CRM security privileges with SharePoint for document security and management. Microsoft Dynamics 365 CRM comes with native integration with 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 ensuring secure and reliable access to confidential documents stored in SharePoint.

Recent Updates

  • Support to create customized document library structure within SharePoint
  • Thumbnail View and List View on Attach2Dynamics UI
  • Attach Files of Various Records Directly from the Email Form
  • Store attachments/documents of Dynamics 365 CRM records on the basis of hierarchy in SharePoint
presentation

Presentation

icon

Video Library

help

Help

whitepaper

Whitepaper

Download the App and Start your FREE Trial Today!​

Dynamics 365 CRM / Dataverse

Bulk Synchronization Tool

EULA

Enter details to view an immediate quote as per your requirement​

Get Quote

Available on

Dynamics 365 CRM

Online
Dataverse

Microsoft AppSource

Get started with 15 days free trial!

Just looking for ways to optimize your storage space in Dynamics 365 CRM? Check out our Attach2Dynamics that helps you save storage costs by enabling integration with multiple cloud storage like Azure Blob Storage, Dropbox and SharePoint

Comparison between Attach2Dynamics and SharePoint Security Sync

Features

Auto-Sync Privileges

Auto-Sync Privileges

SharePoint Security Sync auto-syncs security privileges in SharePoint upon changes in user privileges in Dynamics 365 CRM. It can be with respect to sharing of the record or adding the user to a team. Any changes made to the security role of a user in Dynamics 365 CRM will be replicated in SharePoint with the help of this SharePoint Security Sync feature.

Read more

Drag & Drop

SharePoint Security Sync comes with a user friendly interface that allows users to drag and drop multiple files and folders from CRM to SharePoint thereby helping users to move/upload folders easily.

Read more
Drag and Drop
Custom Folder Structure

Custom Folder Structure

SharePoint Security Sync gives provision to create a customized folder structure within SharePoint for storing and managing CRM documents/attachments. With this feature, users can now easily customize the document library structure and the record folder structure within SharePoint as per their requirements. The document library structure can be customized by period, by starting character or by any field name. A handy feature to wisely segregate SharePoint documents.

Bulk Migration Job

SharePoint Security Sync is a perfect document management system that enables users to migrate documents in bulk from CRM to SharePoint which helps to free more space from Dynamics 365 CRM. Moreover, it also shows the details and status of the migrating Emails, Notes, and Sales Literature Attachments. For example, if users want to move emails of last ‘X’ weeks from Dynamics 365 CRM to SharePoint in bulk, they can easily do so with the SharePoint Security Sync.

Read more
SharePoint Security Sync Tool

SharePoint Security Sync Tool

SharePoint Security Sync Tool enables users to sync previous records in bulk. Syncing security privileges in record will become easier for users with the help of SharePoint Security Sync. SharePoint Security Sync also provides details of failed syncs which can be synced again in just one click.