Dynamics 365 CRM and SharePoint integration offers a smooth and easy document management system for businesses around the world. This combination of Dynamics 365 CRM and SharePoint helps organizations to conveniently store and share documents with customers or third parties. It is hassle free, user-oriented and suits the need of every organization for managing documents.
However, one point that is overlooked while integrating and using these two systems is the security of data stored in SharePoint. Let’s say that you have confidential information in Dynamics 365 CRM which is accessible to only a select number of users. Now, this data is migrated to SharePoint and within no time it becomes accessible to all the users in Dynamics 365 CRM. This is because the level of security differs in Dynamics 365 CRM and SharePoint. And since the security permissions in both Dynamics 365 CRM and SharePoint are not synchronized, there are chances of higher security crisis.
So what can be done to avoid such crisis?
Is there a way to overcome this challenge?
Yes! There is a way and you will love it!
Our new productivity app for PowerApps/Dynamics 365 CRM users and we call it as
SharePoint Security Sync is a comprehensive solution for integrating Microsoft Dynamics 365 CRM and Power Apps with SharePoint for document management. Microsoft Dynamics 365 CRM comes with native integration to SharePoint. With SharePoint Security Sync the idea is to enhance the user experience and further build upon the integration to make the integration experience seamless between the two systems by not just allowing for associating document folders against CRM records but also sync the security privileges from Dynamics 365 CRM to SharePoint to ensure secured and reliable access to confidential documents stored in SharePoint.
Now let’s have a look at some of the amazing features of SharePoint Security Sync.
SharePoint Security Sync ensures that the user has the same level of access to SharePoint folders that is defined by the security role assigned to them in Dynamics 365 CRM
Auto-sync privileges upon changes in user privileges based on sharing of the record or adding the user to a team
Users with access to the parent records in Dynamics 365 CRM is given access to folders in SharePoint
Sync the security permissions of existing folders related to history records in Dynamics 365 CRM with SharePoint using SharePoint Security Tool
SharePoint Security Sync allows users to connect and actively manage files and folders on more than one SharePoint site
Users can easily drag and drop multiple files and folders to SharePoint and upload them all at once
Users can generate anonymous links to the documents to share the documents outside their organization
Users can email the files directly as attachments or links to documents from within Dynamics 365 CRM without multiple clicks to download and attach the files
User can conduct deep search and easily find the respective files within the folder
User can perform common actions like Upload, Download, Rename, Delete and Create a new folder in more than one SharePoint site as per the security privileges assigned to them in Dynamics 365 CRM
These amazing features make SharePoint Security Sync unique and one of the must have apps for PowerApps/Dynamics 365 CRM users.