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 app is an app that simplifies your document security. This app automatically syncs Dynamics 365 CRM privileges with SharePoint, ensuring that user permissions and access controls are always aligned across both platforms. By automating the process, it creates the custom document library, eliminates manual updates, keeps your security settings consistent, and protects your data from unauthorized access. With SharePoint Security Sync, you save time, reduce errors, optimize storage needs, and maintain a unified security model for enhanced document protection.
Recent Updates
Allows users to create and manage a tailored folder structure within SharePoint, enabling organized storage that fits specific needs and preferences.
Automatically displays the authenticated CRM user’s name in the “Modified By” column for folder and document actions, ensuring confidentiality.
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.
Users can share public links or restrict link sharing by allowing it to send specific intended recipients.
Information Vault
Benefits of using SharePoint Security Sync
Reduced administrative overhead by ensuring automatic syncing of access rights from your Dynamics 365 CRM to SharePoint
Automate library creation that ensures seamless scalability, preventing SharePoint’s permission limits and enabling uninterrupted document storage growth.
Streamlines document management in Dynamics 365 CRM, enhancing search accuracy, reporting efficiency, and automation capabilities.
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
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 reflected in SharePoint, keeping everything up-to-date.
Quickly adjust security roles in Dynamics 365 to fit your business requirements, with changes automatically synced to SharePoint. When sharing or assigning records, security role privileges are updated instantly, ensuring the right access is granted without any manual intervention.
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.
Intuitive interface for SharePoint Files and Folder Management
Easily organize documents by linking CRM fields to custom SharePoint columns. This enhances searchability within CRM, making it quicker to find documents by filtering through SharePoint columns. 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.
Document Management
Drag and drop files/folders from CRM to SharePoint, share folder links, manage files on multiple SharePoint sites, and perform deep searches.
DocuSign Integration
Users can electronically sign documents stored in SharePoint using DocuSign.
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.
Send Documents through Email from CRM:
Share documents via email as links or attachments, offering flexibility for easy access or direct download by recipients.
Configure Email Description
Customize the default link text in emails for better personalization when sending attachments through CRM.
Document Management
Attach files directly to CRM records from the email activity form, streamlining document management and saving time.
The comprehensive Guide to Microsoft Dynamics 365 CRM and SharePoint Security models!
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What Our Customers Are Saying?
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.
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