Explained: How to Mirror Dynamics 365 Security to SharePoint

Updated March 21, 2025 · Originally published January 31, 2025

When organizations use both Dynamics 365 and SharePoint, integrating these platforms can significantly boost productivity and streamline processes. However, one common challenge arises: maintaining consistent security settings across both systems. Managing permissions manually can be time-consuming, error-prone, and create vulnerabilities. This leads many to ask: Is there a way to seamlessly mirror security settings from Dynamics 365 to SharePoint?

The answer is yes—there is an automated and efficient solution that eliminates the need for manual intervention while ensuring security parity across the two platforms.

The Challenge of Managing Permissions Across Dynamics 365 and SharePoint

Dynamics 365 is often configured with a granular, custom security model tailored to an organization's needs. There are many different security roles in Dynamics, and you can create your own security roles as needed.

As team members change or are assigned to different security roles, the record permissions are updated automatically in Dynamics 365 to reflect these changes.

If you have Dynamics integration with SharePoint set up, the question is, what happens to the permissions of documents related to each entity that you now store in the corresponding SharePoint folder? SharePoint does not natively inherit or synchronize security changes from Dynamics 365.

This means administrators would need to update SharePoint folder permissions whenever there is a change in Dynamics 365 team access. It is not really feasible to do it manually:

• The updating would be labor-intensive, especially as the number of records, users, and teams grows.
• Doing it manually would increase the risk of errors, possibly exposing sensitive data or restricting authorized users.

Given these challenges, an automated solution that mirrors security settings between these platforms becomes essential and the only way to ensure consistency between your Dynamics 365 security model and SharePoint permissions.

The Solution: CB Dynamics 365 to SharePoint Permissions Replicator

The way to effectively mirror security settings is through CB Dynamics 365 to SharePoint Permissions Replicator. This out-of-the-box tool automates the synchronization of permissions, ensuring that SharePoint mirrors the security model of Dynamics 365.

Here’s how it works:

1. Upon installation, CB Dynamics 365 to SharePoint Permissions Replicator immediately replicates the existing Dynamics 365 permission schema to all Dynamics 365 documents that are now in SharePoint.
2. When changes occur in Dynamics 365, the tool updates the permissions in SharePoint. This happens automatically, for example, when you're adding or removing a user from an Account team. It runs in the background, making all adjustments instantly to keep both systems in sync.

The tool automates this process entirely, eliminating the need for manual input and ensuring that both systems remain fully aligned.

By automating security synchronization, CB Dynamics 365 to SharePoint Permissions Replicator safeguards sensitive data and ensures that only the right people can access the right files.

Did you know?

Ensuring you know who can access what is crucial for many privacy regulations, namely GDPR. That’s why CB Dynamics 365 to SharePoint Permissions Replicator is also crucial for keeping privacy regulation compliance with your Dynamics SharePoint integration.

A Success Story: The Waalitj Foundation

The benefits of this solution can be seen in the Waalitj Foundation's experience. This Australian non-profit faced challenges with ensuring document security precisely because of the permissions’ replication across Dynamics 365 and SharePoint. By implementing CB Dynamics 365 to SharePoint Permissions Replicator, they streamlined their processes and achieved consistent security settings across both platforms.

For more details on how this solution fitted their infrastructure, read their Success Story.

Conclusion

If you’re looking for a way to mirror security settings between Dynamics 365 and SharePoint, CB Dynamics 365 to SharePoint Permissions Replicator is the ideal solution. This automated tool ensures that SharePoint permissions always align with Dynamics 365.

Ignoring this issue can lead to serious consequences, such as unauthorized access to sensitive information or non-compliance with regulatory requirements. By automatically mirroring permissions from Dynamics to SharePoint, you ensure consistent security across both platforms. Plus, it also protects your organization from security breaches and compliance violations.

This tool has been the market leader since 2014 and is a Microsoft Preferred Solution, so don’t let security risks or compliance gaps go unchecked. Explore how this solution can help here.

By 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.