FEATURES

Sync Dynamics 365 Security Model SharePoint

Friendly UI to drag and drop multiple files and folders from CRM to Cloud Storages

Sync Dynamics 365 Security Model

Ability to generate anonymous links to the documents to share the documents outside of your organization.

Replicate Dynamics 365 Security Model SharePoint

Direct email the files as attachments or links to documents from within CRM without multiple clicks to download and attach the files

Synchronize Dynamics 365 Security Model

Connect and actively manage files on more than one SharePoint sites and folders

Dynamics 365 Metadata replication

Upload, Rename and Delete files from SharePoint provided you have the necessary privileges assigned

Sync Dynamics 365 Security Model SharePoint

Access to SharePoint Folders controlled by the security roles defined in CRM

Sync Dynamics 365 Security Model

Only users that have access to the parent records in CRM will have access to folders in SharePoint

Sync CRM security privileges

Auto-sync privileges upon changes in user privileges based on sharing of the record or adding the user to a team

News and Articles

We keep adding new articles about SharePoint Security Sync. Refer our recent articles and news about SharePoint Security Sync here.