You Can't Touch This: Securing Your SharePoint and Dynamics 365 Integration

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You Can't Touch This: Securing Your SharePoint and Dynamics 365 Integration

Dynamics 365 and SharePoint are like an age-old duo in the realm of Microsoft tools - think of them as Batman and Robin in a universe filled with business processes and digital information. They offer you that essential advantage that's key to your team's productivity by presenting relevant information right where you need it and making your business flow smooth.

You might already be aware that Dynamics 365 integrates with SharePoint. It is not natively integrated, but the integration is provided by Microsoft and can be easily accomplished.

For all the details on how to set it up, you can follow this SharePoint and Dynamics 365 integration tutorial. For visual learners, this video guide explains the process with more finesse.

But in this specific case, it is that you go beyond the basic. It's time to introduce a new character to the plot - the CB Dynamics 365 to SharePoint Permissions Replicator.

CB Dynamics 365 to SharePoint Permissions Replicator - Your New Superhero

Unfortunately, the vanilla integration provided by Microsoft turns a blind eye to your carefully set privileges on the Dynamics side.

Here's an example of the problem: suppose you've restricted access to a specific client’s data on Dynamics 365 to only a certain team. With the standard Dynamics 365 SharePoint integration, your Dynamics 365 privileges are ignored, leaving your data exposed for those accessing in SharePoint. That’s not what you want!

Can't touch this

But fear not, CB Dynamics 365 to SharePoint Permissions Replicator can save the day! This tool mirrors all the Dynamics 365 privileges over to SharePoint. What does that mean for you? Simply put, you no longer permit unauthorized access to files in SharePoint. By replicating the exact permissions to SharePoint, only those who should have access are able to access. Moreover, you are also guaranteeing compliance with privacy regulations. These regulations, namely GDPR, require that you know exactly who has access to what, and they also require that you limit access to personal information to those that need it. With CB Dynamics 365 to SharePoint Permissions Replicator, all you have to do is set the adequate privileges in Dynamics 365, and all the rest is automatically done, guaranteeing compliance.

For inspiration

Automating Permission Replication: Connecting Software Solutions Improve Document Access at Liebherr

Why Stop at the Microsoft SharePoint and Dynamics 365 integration?

Though the Dynamics 365 SharePoint might be your first port of call, don't be shy to extend your integration voyage to other software.

You can unlock substantial benefits by leveraging the power of software integration. Why?

  1. With integrated software, you can establish a seamless flow of information between applications, cutting down time and effort spent on manual, repetitive tasks.
  2. Integration empowers you to eliminate data silos, ensuring that you have consistent, accurate data across all platforms.
  3. You can improve your decision-making substantially as you have access to reliable, comprehensive data at all times. Furthermore, with the time saved, you can focus more on strategic tasks.

Therefore, integrating either SharePoint or Dynamics with other popular applications is more than a savvy move—it's a strategic decision that enables you to bring out the best in your operations.

Why not think about integrating SharePoint with popular apps like Dropbox, OneDrive, Microsoft Excel, or even Salesforce? For this, we suggest the use of a software integration platform like Connect Bridge or an out-of-the-box product for the specific integration, if it is available.

For inspiration

American Automotive Aftermarket Company set up a Salesforce to SharePoint Integration they are Finally Happy with

And if it is Dynamics 365 that you want to integrate, keep in mind that it is the business results that should drive the integration for the best possible results.

For inspiration

Getting Microsoft Dynamics 365 Sales and Customer Service, SAP and Gmail to work together

The fact is that the digital landscape evolves at a lightning-fast pace, but the good news is that integration platforms make it effortless for you to adapt. For example, with Connect Bridge, the connection to the system (SharePoint, Dynamics, etc.) is done by the respective connector, which means that when the system changes, you just need to make sure you have the up-to-date connector, and all your integration will remain unchanged.

Stepping into the Future

Feeling the thrill of potential and the call for simplification in your next integration project? Maybe you have a question or two, or you're just looking for an expert guiding hand? Either way, don't hesitate to reach out for help in choosing the perfect solution for your needs.

Talk to Us

After all, not all superheroes wear capes; some simply wield excellent integration tools.


Ana Neto - Connecting SoftwareBy Ana Neto


Software engineer since 1997, she is now a technical advisor for Connecting Software.

Connecting Software is a producer of integration and synchronization software solutions since 2004. We operate globally and we are also a proud “Top Member” and "Top Blogger" at CRMSoftwareBlog.


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