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
The product itself is great if it is configured correctly. We started use this product because the previous MS partner brought this over with little knowledge transfer. Inogic helped us to bring it to a working state. Great customer service from the team, quick response too.
- Gongbo Sun