How to Protect Dynamics 365 Documents in SharePoint From Misuse

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Do you work with Dynamics 365 and use SharePoint to store your documents? You can use the standard out-of-the-box integration between Dynamics 365 and SharePoint offered by Microsoft, but the security models of D365 and SharePoint differ significantly.


Unfortunately, this can result in documents in SharePoint being accessible to users who don’t have the required Dynamics 365 privileges.  

Dynamics SharePoint Problem


Dynamics 365 Documents in SharePoint

Fortunately, a Microsoft Partner has an out-of-the-box tool that solves this problem: CB Dynamics 365 to SharePoint Permissions Replicator. Its goal is to protect the documents that are in SharePoint. It ensures that the proper privileges from Dynamics 365 are applied to SharePoint items, automatically and instantaneously securing your files and documents at all times. 


We are very proud to say that we have the perfect solution to secure your documents in SharePoint, the documents you use in Dynamics 365.” Thomas Berndorfer, Connecting Software explains.


The problem is actually bigger than what one might think, as users can have multiple security roles belong to multiple groups and all this changes over time.Currently, we can say that we are completely covering the entire security model of Dynamics 365, including security roles, cascading behavior, manager/ position-based hierarchy, business units’ hierarchy, access team templates, and record of ownership.” he describes. It is “an award-winning out-of-the-box solution (...) that has grown over the last six years, proven technology with over 300 installations.” Thomas Berndorfer concludes. 

A Solution That Fits The Problem & The Current Crisis

In these times of crisis, customers look for more than a simple fit for their problem. They also appreciate that they can go through the whole demonstration, evaluation, and purchase process based on the web. “Forrester says 73% of business buyers find the web more convenient for purchasing and even more in the current climate that we have”, says Julio Colon, Microsoft. 


Thomas Berndorfer, Connecting Software describes the process: “Where can you get it? On Appsource, Azure Marketplace, we have an ecosystem of partners, and, of course, you can get it from Connecting Software. (...) We have a quick deployment. If you go through Azure Marketplace, it is even pre-installed. 


To get a full understanding of this problem and its solution, watch the full webinar where Microsoft and Connecting Software presented how to Protect Dynamics 365 Documents in SharePoint From Misuse, which includes a demo. Presenting are Julio Colon (Microsoft), Thomas Berndorfer (Connecting Software) and Sherif Kenawy (Connecting Software). 



If you want a personalized demo or if you have any question, get in touch with Connecting Software's experts. They will get back to you quickly. You can also click on Ask The Author below, and I will help you out. 


Ana Neto - Connecting SoftwareBy Ana Neto, Connecting Software. Connecting Software creates integration and synchronization software. Connecting Software is a 15-year-old company, with 40 employees spread in 4 different countries.   


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