Replicate Dynamics 365 Security to SharePoint
Sync Security Privileges in Dynamics 365 CRM using SharePoint Security Sync
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What's SharePoint Security Sync?
SharePoint Security Sync is an app that simplifies Dynamics 365 SharePoint security. It automatically replicates the Dynamics 365 security model in SharePoint by syncing user privileges and access rights. It ensures consistent document-level security across Dynamics 365 CRM and SharePoint.
This automation removes the need for manual permission updates, creates custom document libraries, and safeguards sensitive data from unauthorized access. With SharePoint Security Sync, you can effortlessly maintain aligned security structures, minimize risks, optimize storage, and enforce a unified access control system.
Recent Updates
Link CRM fields to custom SharePoint columns for improved document search and auto-synced metadata between Dynamics 365 and SharePoint.
Allows Users to create and manage a tailored folder structure within SharePoint, allowing for organized storage that fits specific needs and preferences.
Allows an admin or manager to impose a security template to the existing team.
File versioning allows users to keep a record of all changes, making it easy to access, restore, or compare earlier versions of the file when needed.
Information Vault
Benefits of using SharePoint Security Sync
Overcome SharePoint’s 5000-file limit with custom folders that enable organized, scalable document management tailored to your Dynamics 365 setup.
Reduced administrative overhead by ensuring automatic syncing of access rights you’re your Dynamics 365 CRM to SharePoint.
Automated creation of document libraries ensures seamless scalability for your business by preventing unique permission limits in SharePoint, allowing your document storage to grow without interruptions.
Safeguards critical communication and data through email backup, reducing the risk of data loss while streamlining email management
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
Automatically Replicate CRM Security Model to SharePoint
With SharePoint Security Sync, you can automatically replicate your CRM security model in SharePoint, ensuring seamless access control. No more manual updates—any changes to user roles, teams, or permissions in Dynamics 365 are instantly reflected in SharePoint, keeping your data secure and your team productive.
Automatically syncs privileges between Microsoft Dynamics 365 and SharePoint, ensuring seamless access control across both platforms. When permissions are updated in Dynamics 365, changes in users, teams, security roles, and even in complex setups, are instantly replicated in SharePoint, keeping everything up to date.
Easily manage and update Dynamics 365 security roles to match your business needs, with real-time sync to SharePoint. As records are shared or assigned, access permissions are automatically updated, ensuring secure, role-based document access without manual effort.
Custom Folder Structure
You can create a tailored folder structure to organize your CRM documents effortlessly. Automate the creation of folders based on daily, weekly, monthly, or yearly periods, making document management more efficient. Adjust the settings to suit your business needs, ensuring that all files are categorized and easy to access. This effectively overcomes SharePoint’s 5000-file limit while enabling structured, scalable document management customized for your Dynamics 365 environment.
Intuitive interface for SharePoint Files and Folder Management
Managing SharePoint files within Dynamics 365 CRM shouldn’t be a hassle. With SharePoint Security Sync, you get a seamless and organized document management experience right inside your CRM. Easily categorize using metadata, upload multiple documents via drag-and-drop, and automatically replicate Dynamics 365 security settings in SharePoint. No more switching between systems—stay productive with a user-friendly interface designed for effortless file handling.
Easily organize documents by linking CRM fields to custom SharePoint columns. This enhances searchability within CRM, allowing users to quickly filter and find files directly within SharePoint. All updates are automatically synced between Dynamics 365 and SharePoint, ensuring seamless metadata management.
SharePoint Security Sync comes with a user friendly interface that allows you to drag and drop multiple files and folders from CRM to SharePoint, thereby helping users to move/upload folders easily.
More Features
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.
Email Body Content Migration
Migrate email content, including messages, images, and attachments, from CRM to SharePoint, preserving key details for organized records.
Send Documents through Email from CRM
Share documents via email as links or attachments, offering flexibility for easy access or direct download by recipients.
SharePoint Security Sync Tool
Sync previous records in bulk and easily manage security privileges. Retry failed syncs with one click.
Structured Folder Replication
Easily replicate SharePoint folder structures by configuring the main folder path in Entity settings.
The comprehensive Guide to Microsoft Dynamics 365 CRM and SharePoint Security models!
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Frequently Asked Questions
SharePoint Security Sync provides support to SharePoint Communication, Team site and SharePoint Subsite.
No, SharePoint Security Sync has no such limit. However, SharePoint has a security scope limit of 50,000 items per list or library with unique SharePoint permissions. This limit should be taken into consideration while moving files to SharePoint. The Custom Folder Structure feature of SharePoint Security Sync can used to create customized document library structure within SharePoint which will help to overcome this limitation imposed by SharePoint.
Yes, by using ‘Bulk Synchronization Tool’ one can sync the previous records in bulk.
Yes, users access files/folders in SharePoint from Dynamics 365 CRM. By using ‘Open Folder’ feature, user can open record folders present on SharePoint site directly from Attach2Dynamics UI.
Yes, SharePoint is included with some Microsoft 365 licenses, but it does not include office web apps or services like Exchange, Teams, Yammer, Delve, etc.
You can use the SharePoint Security Sync app that easily integrates SharePoint with Dynamics 365 CRM. Along with effective document management, this app automatically syncs the Dynamics 365 CRM security model with SharePoint, preventing unauthorized access.
For step by step guide, watch our demo video: https://youtu.be/pZzZjULKGcs
Reach out to us today to know more!
