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Synchronize Dynamics 365 CRM and SharePoint security model using SharePoint Security Sync

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Dynamics 365 CRM and SharePoint together make a great combination that provides flexibility and ease in document management. Many organizations across the world prefer to use both as a combo pack. And this combo pack can be made more formidable with our NEW upcoming productivity app – SharePoint Security Sync.

So, what is SharePoint Security Sync?

SharePoint Security Sync is a productivity app that helps in synchronizing the security privileges of Dynamics 365 CRM in SharePoint. The need to control the accessibility of Dynamics 365 CRM documents and data stored in SharePoint led to the development of this productivity app. In a way it assures same level of security for documents and records stored in SharePoint that is provided in Dynamics 365 CRM. This means whatever security is assigned for user in Dynamics 365 CRM will be replicated in SharePoint. Similarly, any changes or modification in security privileges in Dynamics 365 CRM will be synced to SharePoint simultaneously.

SharePoint Security Sync

Why use SharePoint Security Sync?

Each application has its own unique security model. Such is the case with Dynamics 365 CRM and SharePoint. There is a significant difference between the security models of Dynamics 365 CRM and SharePoint. The same user can have different level of access in both Dynamics 365 CRM and SharePoint. It may seem that the documents or attachments that were inaccessible in Dynamics 365 CRM can be accessed by the very same user in SharePoint without any restrictions.

For example, let’s say that you have a significant number of attachments or data related to Quotes, Contracts, Opportunities, etc. in your Dynamics 365 CRM system. The access to this data is only given to the selected few top members of your team. Due to space crunch and for better storage you moved those history data to SharePoint. Once moved to SharePoint, it becomes accessible to your entire team.

This is one kind of security crisis that you can easily avoid with our new productivity app – SharePoint Security Sync.

SharePoint Security Sync enables you to safely store and manage documents in SharePoint. You can easily replicate security privileges of Dynamics 365 CRM in SharePoint. So, no more document security crisis.

SharePoint Security Sync – Your Safety Net for Dynamics 365 CRM Document Management

To know more, mail us at crm@inogic.com

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