Overview
SharePoint Security Sync is a comprehensive solution for synchronizing Dynamics 365 CRM security privileges with SharePoint for document security and management. Microsoft Dynamics 365 CRM comes with native integration with 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 ensuring secure and reliable access to confidential documents stored in SharePoint.
Recent Updates
- Metadata: Enables custom columns to store various types of information along with n attachment/ record
- Override File Versioning: Overwrites the existing file if enabled.
- File Level Sync: Ensures files are synced based on access-level privileges during real-time migration.
- Subfolder Structure: Duplicates existing SharePoint folders and files by configuring the main folder path in Entity settings.
The product itself is great if it is configured correctly. We started use this product because the previous MS partner brought this over with little knowledge transfer. Inogic helped us to bring it to a working state. Great customer service from the team, quick response too.
- Gongbo Sun