Replicate Dynamics 365 CRM Security Permissions in SharePoint - SharePoint Security Sync

Managing documents between Dynamics 365 CRM and SharePoint often creates a security gap. While Dynamics 365 enforces strict record-level permissions, SharePoint’s native integration does not automatically inherit them, potentially exposing sensitive documents to unauthorized users.

SharePoint Security Sync bridges this gap by synchronizing Dynamics 365 CRM security roles, record sharing, business unit hierarchy, and team-based access directly to corresponding SharePoint folders. It ensures SharePoint permissions accurately mirror CRM access control - delivering consistent governance, compliance, and document security across both platforms.

Beyond security synchronization, the solution helps organizations overcome SharePoint’s 5,000-item library threshold using configurable folder structures and intelligent document distribution. Metadata sync and file-level permission controls provide structured, scalable, and performance-optimized document management aligned with Dynamics 365 and Dataverse environments.

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SharePoint Security Sync is available for Microsoft Dynamics CRM 9.X and above, as well as Dataverse (Power Apps), supporting the online deployment model.

Core Capabilities

• Real-Time SharePoint Permissions Sync – Automatically replicate Dynamics 365 security roles, record-level sharing, and team access to SharePoint folders.
• CRM-to-SharePoint Access Control Alignment – Ensure SharePoint document security strictly follows CRM record-level permissions.
• Metadata Synchronization – Sync CRM entity fields and business data into SharePoint libraries for enhanced organization and searchability.
• Custom Folder Structures – Create structured hierarchies based on CRM entities, ownership, relationships, or business units.
• Historic Folder Security Application – Apply CRM security rules to existing SharePoint folders and legacy documents.
• File-Level Permission Enforcement – Maintain secure access down to the individual document level.
• Overcome the 5,000-Item Limit – Distribute documents across libraries while maintaining SharePoint performance.
• Multi-Site & Multi-Library Support – Manage documents across multiple SharePoint sites and departments.
• Bulk Attachment Migration – Move CRM notes, emails, activities, and sales literature attachments to SharePoint with migration tracking.

Why SharePoint Security Sync?

Unlike native Dynamics 365 SharePoint integration, this solution ensures automatic SharePoint permissions synchronization, acting as a secure bridge between CRM security roles and SharePoint document libraries without manual intervention.

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