Sync Security Privileges in Dynamics 365 CRM - SharePoint Security Sync

SharePoint Security Sync is an integration solution for Microsoft Dynamics 365 CRM and SharePoint, designed for secure document management. It synchronizes Dynamics 365 CRM security roles with SharePoint, ensuring that only users with access to specific CRM records can access the corresponding SharePoint folders. Additionally, it allows you to overcome the SharePoint document library limit of 5000 items by creating customized folder structures tailored to your organization’s document management needs, enabling efficient storage across multiple libraries.

Additionally, it includes features like metadata synchronization, file overrides, file-level synchronization, and customizable subfolder structures to optimize document management.

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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.

Key Features

• Real-Time Security Sync: Control SharePoint folder access based on security roles defined in Dynamics 365 CRM, with automatic synchronization of privileges whenever user permissions change, be it through record sharing or team additions
• Attach2Dynamics UI: Drag and drop multiple files and folders (up to 1.5 GB) for upload, create anonymous document links for external sharing, manage files with deep search, view, rename, and delete options, and directly access SharePoint folders
• Metadata: Add and sync metadata information from CRM to SharePoint, ensuring consistent and convenient data management
• Subfolder Structure: Create and sync subfolders based on the hierarchical structure in CRM to SharePoint
• File-Level Syncing: Migrate files and sync file-level privileges based on various access-level privileges
• Bulk Migration Job: Perform migration of Dynamics 365 CRM attachments in bulk, including notes, activities, emails, and sales literature attachments from CRM to SharePoint while tracking the migration status
• Custom Folder Structure: Create customized folder structures within SharePoint for storing and managing CRM documents/attachments
• Historic Folder Security: Sync the security privileges for existing folders associated with Dynamics 365 CRM records
• Multiple SharePoint Site and Folder Support: Connect and actively manage files and folders on more than one SharePoint site and folder
• Copy/Move Attachments: Copy/Move Notes, Email, Email Content, and Sales Literature Attachments to further save disk space
• DocuSign Integration: Seamless integration with DocuSign for eSignature
• Hierarchy Structure: Store CRM records in SharePoint based on hierarchy
• Create Multiple Folders for Activities: Create multiple folders for activity entities in SharePoint
• Migrate Email Body Content: Upon sending, shift Email Body Content to cloud storage, enabling direct HTML access in SharePoint

How SharePoint Security Sync can make the most out of your CRM investment?

• Transfer data to SharePoint through an easy-to-use interface, helping reduce CRM storage costs.
• Restrict SharePoint document access based on CRM permissions, protecting sensitive information.
• Customize SharePoint document libraries to fit your CRM data needs, creating a personalized structure.
• By leveraging Dynamics 365 SharePoint Security, organizations can restrict document access based on CRM permissions, ensuring data security and compliance.

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Attach2Dynamics: Smartly manage CRM attachments and documents by integrating with preferred cloud storage, viz. SharePoint, Dropbox, and Azure Blob Storage!

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