Sync Dynamics 365 Privileges to SharePoint Permissions
Sync Dynamics 365 Security Roles with SharePoint Permissions Automatically
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What's SharePoint Security Sync?
SharePoint Security Sync is an enterprise-grade, Microsoft Certified app purpose-built to replicate the Dynamics 365 security model in SharePoint. When you integrate Dynamics 365 CRM with SharePoint for document and storage management, SharePoint cannot inherit the exact security permissions from Dynamics 365 CRM, leaving a critical access-control gap. SharePoint Security Sync closes that gap by automatically syncing the Dynamics 365 security model with SharePoint, including users, teams, roles, and privileges, ensuring that document access is always aligned with CRM record-level permissions. When you sync Dynamics 365 attachments to SharePoint, the permissions travel with the files, meaning users see only what their CRM role permits.
By removing manual permission management, SharePoint Security Sync reduces the risk of unauthorized access, supports governance and compliance initiatives, and allows IT teams to maintain centralized security control without increasing administrative effort.
Recent Updates
New in 2026: Smarter Dynamics 365 SharePoint Integration & Security Enhancements
Create custom SharePoint folder structures based on year, month, customer, case, project, or any Dynamics 365 CRM field to organize documents in a way that matches your business processes while keeping SharePoint permissions aligned with Dynamics 365 security roles
Automatically sync Dynamics 365 CRM fields with SharePoint metadata columns to improve document search, filtering, categorization, and visibility across SharePoint document libraries
Keep Dynamics 365 and SharePoint permissions synchronized in real time so users, teams, business units, security roles, and record-level access remain consistent without manual updates.
Apply standardized security templates across departments and teams to simplify document access management and strengthen SharePoint governance within Dynamics 365 environments.
Information Vault
Benefits of using SharePoint Security Sync
Overcome SharePoint’s 50,000 unique permissions limit by creating structured folder hierarchies while maintaining secure, organized, and governed document storage aligned with Dynamics 365.
Reduce security risk by auto-synching access rights from Dynamics 365 CRM to SharePoint, ensuring permissions remain accurate without manual intervention.
Automated document library creation prevents unique permission limits in SharePoint, enabling storage growth without disrupting security or operations.
Securely back up emails and attachments to SharePoint, reducing the risk of data loss while improving visibility and control over CRM communications.
Supported On
Dynamics 365 CRM
Online | On-Premises
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
Features
Here’s How It Enhances the Security of SharePoint Document Management
SharePoint Security Sync strengthens Dynamics 365 SharePoint integration by ensuring any change made to users, teams, ownership, or security roles in Dynamics 365 CRM is automatically reflected in SharePoint. This helps maintain consistent document-level security across your Dynamics CRM SharePoint integration, eliminates manual permission updates, and reduces the risk of unauthorized document access.
Automatically synchronize security privileges between Dynamics 365 and SharePoint, even in complex enterprise environments. Any updates to CRM users, teams, ownership, or security roles are instantly reflected in SharePoint, helping maintain consistent Dynamics 365 SharePoint security across both systems while reducing manual permission management
Easily manage and update Dynamics 365 security roles based on changing business requirements, with real-time synchronization to SharePoint. As records are assigned, shared, or updated, document access permissions automatically adjust to maintain secure role-based access without additional effort.
Create Custom SharePoint Folder Structures for Organized Document Storage
Create scalable and business-friendly folder hierarchies that organize documents by customer, project, department, date, or any CRM field. This improves document accessibility helps overcome SharePoint’s 5,000-item threshold, and supports secure Dynamics CRM SharePoint integration for enterprise document management.
Sync Dynamics 365 CRM Data with SharePoint Metadata Columns
Manage SharePoint documents directly from Dynamics 365 CRM using metadata-driven organization and advanced document categorization. Automatically map CRM fields to SharePoint metadata columns, upload multiple files through drag-and-drop, and maintain synchronized Dynamics 365 SharePoint security without leaving CRM.
More Features
Drag and Drop
Drag and drop multiple files and folders from CRM to SharePoint, allowing you to move/upload folders easily.
Bulk Migration Job
Sync previous CRM records in bulk with SharePoint. Retry failed syncs with one click.
The Security Templates
It allows you to control users to perform actions like Upload, Download, Email, Copy Link, and Rename in SharePoint, Dropbox, and Azure Blob Storage.
Override Files
Choose whether to replace existing files or save them as new versions during migration.
DocuSign Integration
Users can electronically sign documents stored in SharePoint using DocuSign.
Configure Email Description
Customize the default link text in emails for better personalization when sending attachments through CRM.
Send Documents through Email from CRM
Share documents via email as links or attachments, offering flexibility for easy access or direct download by recipients.
Retry Failed Sync Jobs
Using the SharePoint Security Sync Tool Sync previous records in bulk and easily manage security privileges. Retry failed syncs with one click.
Email Body Content Migration
Migrate email content, including messages, images, and attachments, from CRM to SharePoint, preserving key details for organized records.
The comprehensive Guide to Microsoft Dynamics 365 CRM and SharePoint Security models!
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Frequently Asked Questions
SharePoint Security Sync supports SharePoint Communication Sites, Team Sites, and SharePoint Subsites. This helps organizations to maintain secure Dynamics 365 SharePoint integration across different SharePoint environments while keeping document permissions synchronized with Dynamics 365 CRM security roles and access controls.
SharePoint Security Sync itself does not impose any storage limitations. However, SharePoint has a security scope limit of 50,000 uniquely permissioned items per list or library. To help organizations overcome this limitation, SharePoint Security Sync supports Custom Folder Structures that organize documents efficiently while maintaining synchronized SharePoint permissions across Dynamics 365 environments.
Yes, users can directly access SharePoint files and folders from within Dynamics 365 CRM using the ‘Open Folder’ feature. This allows users to open SharePoint record folders directly from CRM, improving document accessibility and streamlining Dynamics 365 SharePoint integration workflows.
SharePoint is not included as part of Dynamics 365 licenses, but organizations with eligible Microsoft 365 subscriptions can integrate SharePoint with Dynamics 365 CRM for document management and collaboration.
SharePoint Security Sync helps organizations integrate Dynamics 365 CRM with SharePoint while automatically synchronizing CRM security roles and SharePoint permissions. This enables secure document management, prevents unauthorized document access, and improves Dynamics 365 SharePoint security across both platforms.
For step by step guide, watch our demo video: https://youtu.be/pZzZjULKGcs
Automate role-based security between Dynamics 365 CRM and SharePoint for secure document access
