Replicate Dynamics 365 CRM Security Permissions in SharePoint - SharePoint Security Sync
بواسطة Inogic
SharePoint Permissions Sync for Dynamics 365 CRM Integration
Managing documents across Dynamics 365 CRM and SharePoint often creates a critical security gap. While CRM enforces strict record-level access, the standard Dynamics 365 and SharePoint integration does not automatically replicate these permissions, potentially exposing sensitive documents to unauthorized users.
SharePoint Security Sync by Inogic solves this by:
- Automatically replicating the Dynamics 365 CRM security model, including security roles and record-level access in SharePoint.
- Ensuring only authorized users can access documents linked to CRM records.
- Maintaining role-based, team-based, and business unit access across CRM and SharePoint.
- Providing secure, scalable SharePoint document management across Dynamics 365 and Dataverse.
Beyond security synchronization, SharePoint Security Sync enhances Dynamics 365 and SharePoint integration with metadata sync, structured folder hierarchies, and file-level permission enforcement to keep documents organized and secure at scale.
It also helps overcome SharePoint’s 50,000 unique permissions limit by using structured folders to organize documents efficiently.
Ready to close the security gap? Start your 15-day FREE trial or request a Custom Quote, and see how easily you can sync Dynamics 365 security permissions with SharePoint.
Key Capabilities
Sync Dynamics 365 Permissions with SharePoint
Keep SharePoint access aligned with CRM permissions.
- Replicate Dynamics 365 security roles, teams, and record-level sharing
- Keep SharePoint permissions aligned in real time
- Eliminate manual permission management
Granular File-Level Security
Protect documents at the most detailed level.
- Apply permissions at the folder and file level
- Ensure only authorized users can access sensitive documents
- Maintain compliance with enterprise security standards
Metadata Synchronization
Improve document organization and searchability.
- Sync CRM entity fields and business data to SharePoint
- Enable structured document classification
- Keep document metadata aligned with CRM records
Custom Folder Structures
Organize SharePoint documents efficiently as your data grows.
- Create hierarchies based on entities, ownership, or business units
- Optimize folder organization for performance and governance
- Manage SharePoint’s Unique Permissions Limit with Structured Folders
Multi-Site and Attachment Migration Support
Manage documents across environments seamlessly.
- Support multiple SharePoint sites and libraries
- Apply security to existing folders and legacy documents
- Bulk migrate CRM attachments with tracking
SharePoint Security Sync is available for Dynamics 365 CRM v9.x and above, and for Dataverse (Power Apps), with online deployment support.
Learn how SharePoint Security Sync helps secure your SharePoint integration with Dynamics 365 through our website, online docs, or video library, or schedule a personalized demo with our Dynamics 365 experts at crm@inogic.com.
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