ISV Add-On Product Information
SharePoint Security Sync restricts user's level of access in the SharePoint to the same level that is assigned to them in Dynamics 365 CRM. It also enhances the user experience by providing seamless integration between the two systems.
SharePoint Security Sync is available for Dynamics CRM 8.2 and above, Dataverse (Power Apps). It supports the following deployment models - On-Premises with IFD & Online.
Top features of SharePoint Security Sync are as follows:
1. Manage Security in SharePoint easily
3. Users can open record folders present on SharePoint site directly from Attach2Dynamics document management UI.
4. Users can connect and actively manage files and folders on more than one SharePoint sites with the help of SharePoint Security Sync.
6. Create anonymous links to documents to share them outside your organization
7. File Management features like Upload, Download, Search, Update, Delete, Rename files and folders, etc.
8. Single Sign-on feature to perform all actions in the context of the logged-in user
9. Configure Emails by setting default from, to, cc, bcc and receiving audience.
10. Seamless integration with DocuSign for esignature
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The product allows us to replicate the security model from Dynamics 365 to SharePoint directly without having to make major changes to the Microsoft standard. All documents can thus be stored in SharePoint workspace and there is no permission chaos. The support from Inogic is very friendly and helpful. If you have any questions, you will get an answer very quickly and remote sessions are no problem either.