Restrict Unauthorized Users to Access CRM Data in SharePoint

In Dynamics 365 CRM, managing access to records is essential for maintaining security and protecting sensitive information. Integrating Dynamics 365 CRM with SharePoint allows efficient storage of attachments, addressing CRM’s memory limitations and improving document management. However, this integration does not automatically synchronize security privileges between the two systems. To resolve this issue, a dedicated security privilege replicator solution is crucial. This solution ensures that access level privileges are consistently synchronized across business units and users, streamlining operations while upholding stringent security protocols.

Firstly, let’s understand the different access levels in Dynamics 365 CRM based on which security privileges were applied.

In Dynamics 365 CRM, access levels determine the scope of records a user can interact with based on their security role. Here are the primary access levels:

1. None: It means the user can’t access any records.
2. User: It means the user has “User level” access to records within CRM. The user can access
   • The records which are created on their own.
   • The records which are shared with the user.
   • The records which belong to the team with which the user is associated.… Read More »

The post Importance of Replicating Dynamics 365 CRM Access Level Privileges in SharePoint first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.