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
- 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