SharePoint Security sync
Keep Dynamics 365 and SharePoint Permissions in Sync
Extend Dynamics 365 Security to SharePoint with Automated Permission Synchronization
Delivering Trusted Solutions Globally
Your CRM is secure. But are your SharePoint documents?
The Security Gap: Dynamics 365 security roles don’t automatically sync with SharePoint permissions. This means users restricted from CRM records could still access linked documents, leaving sensitive business data exposed.
How we Help: SharePoint Security Sync by Inogic automatically synchronizes supported Dynamics 365 security permissions with SharePoint, so document access stays aligned with CRM access rules as users, teams, roles, and record ownership change. You can also organize documents into custom folder structures, map CRM fields to SharePoint metadata, and manage documents from within Dynamics 365.
What Global Enterprises Challenge Does It Address?
Face Rising Storage Costs
Storing notes and email attachments in D365 uses paid CRM storage, billed per GB.
Bulk Attachment Migration
Move notes and email attachments to SharePoint to free up CRM storage.
Unauthorized File Access
Reported Unauthorized File Access to Sensitive Business Data
Automated Permission Sync
Replicate Dynamics 365 and SharePoint Permissions in real-time
SharePoint’s List View Limit
Can restrict queries in large, unstructured libraries.
Custom Folder Structure
Custom folder structures keep unique permissions under SharePoint’s recommended 5,000 per library.
Why Choose SharePoint Security Sync?
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Protect Sensitive Documents
Keep SharePoint document access aligned with Dynamics 365 security permissions to help prevent unauthorized access.
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Runs Natively in Dynamics 365
Installs as a managed solution. No external server or middleware, so no additional cost involved, and document stays in SharePoint.
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Reduce Compliance Risk
Apply consistent access controls across CRM and SharePoint to support internal audits and data privacy requirements.
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Scale With Your Business
A cost-effective way to maintain consistent document security as your users, records, and SharePoint libraries grow.
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Simplify Permission Management
Eliminate 90% of manual permission updates with automated Dynamics 365-to-SharePoint synchronization.
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Certified App on Microsoft Marketplace
Available on Marketplace and validated by Microsoft for quality, security, and compatibility, so you can deploy with confidence.
Industries We Serve
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Government & Public Sector
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Financial Services & Banking
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Manufacturing & Distribution
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Healthcare & Life Sciences
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Insurance
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Legal Services
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Professional Services & Consulting
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IT & Technology
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Education
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Construction & Engineering
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Real Estate & Property Management
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Retail & Consumer Services
Key Features
Core Features That Make SharePoint Integration In Dynamics 365 Powerful
SharePoint Security Sync ensures any changes made to users, teams, record ownership, or security roles in Dynamics 365 are automatically mirrored in SharePoint. This maintains consistent, document-level access control across both platforms, eliminates manual permission management, and significantly reduces the risk of unauthorized data access.
- Automated User, Team, & Role Replication
- Real-Time Ownership & Privilege Alignment
- Strict Document-Level Access Enforcement
As business needs evolve, document permissions in SharePoint automatically adjust whenever records are assigned, shared, or user security roles are modified in Dynamics 365. This ensures role-based access control (RBAC) remains strictly enforced without manual administrative overhead.
- Immediate Access Updates on Record Assignment
- Automated Permission Inheritance for Shared Records.
- Dynamic Access Realignment on Security Role Changes.
Create Custom SharePoint Folder Structures for Organized Document Storage
Build scalable, business-friendly folder hierarchies that organize documents by customer, project, department, date, or any CRM field. Well-structured folders make documents easier to find, help you manage SharePoint’s 5,000-item threshold, and support secure Dynamics CRM and SharePoint integration for enterprise document management.
- Custom document library
- Folder by any CRM fields
- Subfolder structure
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.
Is your SharePoint access still out of sync with CRM?
See how Dynamics 365 SharePoint Security updates permissions automatically when roles change.
Additional Features
Complete Document Management in One Solution
Extend Dynamics 365 and SharePoint beyond permission sync with built-in document lifecycle, governance, and migration tools, no third-party add-ons required.
Document Lifecycle Management
- Seamless Drag-and-Drop File Uploads.
- In-App File Preview, Download, Rename and Delete Copy Link
- Flexible File Overwrite & Versioning Rules.
Secure Document Sharing and Collaboration
- Direct Dynamics 365 Email Attachment & Link Sharing
- Integrated Native e-Signatures (DocuSign)
- Customized Email & Communication Link Templates
Bulk Migration & Data Sync
- Automated Historical Bulk Document Migration.
- Complete Email Content & Attachment Migration.
- Automated Folder Hierarchy
Access Control & Governance
- Role-Based Security & Action Templates.
- Granular User Permission Controls (Upload/Download/Share)
- Centralized File-Level Access Governance
Information Vault
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
testimonials
They Synced It. They Stayed Secure
"Trusted by Organizations Worldwide"
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Microsoft Certified solution with proven permission synchronization
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Documents stay in your own SharePoint, with access governed by Dynamics 365
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Responsive technical support, as highlighted by customers
Recent Updates
New in 2026: Smarter Dynamics 365 SharePoint Integration & Security Enhancements
Build folder hierarchies based on customers, projects, cases, dates, or any Dynamics 365 field to keep documents organized and permissions aligned.
Automatically map Dynamics 365CRM fields to SharePoint metadata columns to improve document search, filtering, categorization, and document management.
Keep Dynamics 365 security roles, users, teams, business units, and record-level permissions synchronized with SharePoint automatically as changes occur.
Standardize document access across departments with reusable security templates that simplify permission management and strengthen SharePoint governance.
Our Blogs
SharePoint Metadata – Enhance document searchability in Dynamics 365 CRM integration!
Organizations today face the challenge of managing vast amounts of information..
Restrict Unauthorized Users to Access CRM Data in SharePoint
In Dynamics 365 CRM, managing access to records is essential for maintaining security and protecting…
How the New Power Pages Security Workspace Enhances Site Protection
The synergy of Microsoft Dynamics 365 CRM and SharePoint is undeniable…
Frequently Asked Questions
No. The native Dynamics 365 SharePoint online integration enables document storage in SharePoint but does not automatically synchronize Dynamics 365 security roles, ownership, or record-level permissions. SharePoint Security Sync fills this gap by keeping SharePoint document access aligned with Dynamics 365 security
You can automatically sync security privileges between Dynamics 365 and SharePoint using SharePoint Security Sync. The solution helps organizations replicate the Dynamics 365 security model in SharePoint by synchronizing users, teams, security roles, ownership, and record-level permissions. Any changes made in Dynamics 365 are automatically reflected in SharePoint, ensuring document access remains aligned with CRM security policies.
SharePoint Security Sync automatically synchronizes users, teams, business units, ownership, and security roles between Dynamics 365 and SharePoint. As permissions change in Dynamics 365, SharePoint is updated automatically, reducing manual administration while maintaining secure document access.
SharePoint Security Sync automatically replicates the Dynamics 365 security model in SharePoint. It synchronizes user access, team memberships, ownership changes, and record-level permissions. This helps organizations maintain consistent document access without manual permission management.
SharePoint Security Sync includes a Bulk Synchronization Tool that can sync existing Dynamics 365 records, documents, emails, and attachments to SharePoint. During the synchronization process, the appropriate security permissions are also applied. It also helps you sync Dynamics 365 attachments with SharePoint, ensuring existing documents remain accessible only to authorized users.
Yes. SharePoint Security Sync can automatically map Dynamics 365 fields to SharePoint metadata columns. This strengthens SharePoint and CRM integration by keeping business data and document metadata synchronized.
SharePoint Security Sync allows you to create folder structures based on customers, projects, cases, dates, or other Dynamics 365 fields. This helps teams organize documents in a way that matches their business processes while maintaining the correct security permissions
Using a dedicated Dynamics 365 and SharePoint security solution like SharePoint Security Sync helps strengthen document security. It automatically synchronizes security roles and permissions between Dynamics 365 and SharePoint, reducing manual effort and helping protect sensitive business documents.
SharePoint Security Sync helps you manage SharePoint documents and metadata directly from Dynamics 365 CRM. It automatically synchronizes security permissions, maps Dynamics 365 fields to SharePoint metadata, supports custom folder structures, and provides bulk synchronization for documents, emails, and attachments. This helps organizations keep documents organized, secure, and easy to access without leaving Dynamics 365 CRM.
SharePoint Security Sync helps improve data privacy by automatically synchronizing users, security roles, ownership, and record-level permissions between Dynamics 365 and SharePoint. This ensures only authorized users can access business documents while reducing manual permission management.
Automate role-based security between Dynamics 365 CRM and SharePoint for secure document access
