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

SharePoint Security Sync by Inogic solves this by:

Replicating Dynamics 365 security roles and record-level access in SharePoint
Ensuring only authorized users can access CRM-linked documents
Maintaining compliance across role-based, team-based, and business unit access models
Providing secure, scalable document management across Dynamics 365 and Dataverse

Beyond security synchronization, the solution enables metadata sync, structured folder hierarchies, and file-level permission enforcement, ensuring organized and performance-optimized document storage at scale.

It also helps overcome SharePoint’s 50,000 unique permissions limit using intelligent folder structuring and document distribution strategies.

Start your 15-day FREE trial or request a Custom Quote, and begin syncing Dynamics 365 security with SharePoint in minutes - no complex configuration required.

Key Capabilities

Sync Dynamics 365 Permissions with SharePoint Privileges

Ensure SharePoint access always matches CRM permissions.

Automatically 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

Enhance document organization and searchability.

Sync CRM entity fields and business data to SharePoint
Enable structured document classification
Improve document discoverability

Custom Folder Structures

Scale document management efficiently.

Create hierarchies based on entities, ownership, or business units
Optimize folder organization for performance and governance
Overcome SharePoint’s permission limits

Multi-Site and 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.

Explore complete insights of SharePoint Security Sync by visiting 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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Explore Inogic’s suite of over 20+ apps designed to maximize your Dynamics 365 CRM experience. Our app portfolio covers a wide range of categories, including geospatial, storage and document management, omnichannel, AI-Enabled Dynamics 365 Apps, user adoption, SaaS management, productivity, visualization, and integration. Take advantage of a free trial today and discover how our apps can transform your CRM experience!

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

por Inogic