One of the leading CRM systems nowadays is Microsoft Dynamics 365. Together with SharePoint, it provides great document collaboration features, and many organizations around the world already use them as a duet. In this post, we will discuss how to ensure security settings synchronization between Dynamics 365 and SharePoint. It is going to be very practical!
The issue of privileges and permissions between Dynamics and SharePoint
Microsoft offers a standard out-of-the-box integration between Dynamics 365 and SharePoint. It enables organizations to link SharePoint documents with CRM records. Moreover, it enables users to manage SharePoint documents and use many of the document management features of SharePoint directly in the user interface of Dynamics 365.
But the security models of Dynamics 365 and SharePoint differ significantly. This out-of-the-box integration does not provide the same level of record security in CRM and SharePoint. This results in documents in SharePoint being accessible to users without the required Dynamics CRM privileges.
Imagine, a company has its contract values and prospects in their CRM system available only to senior managers. CRM is synced with SharePoint for the sake of document collaboration, productivity and so on. And surprise, the documents which are restricted pretty much from everyone except for certain senior managers, are available to anyone in SharePoint.
So, how to combine the benefits of both solutions and enforce the correct access rights at the same time?
Yes, there is.
The solution for data protection
After installation, the app does the synchronization of permissions and privileges automatically without user interference. Thus, it ensures the protection of commercial information and personal data. Both are also very important for the GDPR compliance and protects the respectful image of the organization. At the moment, this is a unique solution on the market.
How CB Permissions Replicator works for organizations
Since the launch in 2014, the product has gained trust from many private and public institutions. For example, the
Another story is from a private sector, namely Compass Group PLC, UK, the largest contract foodservice company in the world. “It was
The geography and industries of the CB Dynamics 365 to SharePoint Permissions Replicator are wide indeed: ACC Governmental Department in New Zealand;
Dynamics 365 is rapidly evolving and conquering the market. So it is only natural if your organization uses it for customer relationship management. And the capacity of the system is boosted in combination with SharePoint – a flexible and multifunctional document management system. The integration of the two allows making good use of the duet if you ensure the synchronization of permissions and privileges between Dynamics 365 and SharePoint.
To see how the CB Dynamics 365 to SharePoint Permissions Replicator can protect sensitive data in your organization,
By Anastasia Mazur,