Overview: SharePoint Security Sync - Synchronize Dynamics 365 CRM and SharePoint Security Model

SharePoint Security Sync integrates Dynamics 365 CRM & PowerApps with SharePoint to provide seamless document management and security for confidential documents stored in SharePoint. It enhances user experience in document management by providing various functions such as drag & drop, upload, download, generate link, email, etc. within Dynamics 365 CRM & PowerApps. Moreover, users are given access to SharePoint folders based on the security roles defined in Dynamics 365 CRM.

Auto-Sync Privileges

With the help of SharePoint Security Sync, the user privileges of SharePoint are auto-synced with the user privileges of Dynamics 365 CRM. Any changes made to the security role of a user in Dynamics 365 CRM will be replicated in SharePoint with the help of this SharePoint Security Sync feature.

Custom Folder Structure:

Users can now set up a personalized folder structure in SharePoint to store and manage CRM documents and attachments. They can adjust the library and folder setup in SharePoint to fit their specific needs.

MetaData:

Allows users to customize document organization to fit their needs. With this, they can add custom columns to store different types of data. This makes it easy to include important information of the respective document.

File Level Syncing:

This feature syncs file access based on user, business unit, organization, or custom levels, ensuring real-time uploads and notes are visible only to authorized users.