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Is it possible to use SharePoint for document management in the CRM and have folder-level security?
For instance, only allow some users to see a contacts documents in Folder A and other users to only see documents in Folder B?
Hello, I recommend you to read this example, about how to give access to a user for a specific folder: www.inogic.com/.../
Here I attach the documentation about how to manage SharePoint documents: docs.microsoft.com/.../manage-sharepoint-documents-document-locations-in-Dynamics-365-apps
I hope it helps!
Community Support Team - Esteban
If this Post helps, then please consider Accept as solution to help the other members find it more quickly.
Those links are definitely helpful!
However, I'm looking more for info on folder-level security within a table.
For example, if everyone has access to documents for Contacts, I only want some to be able to access documents in Folder A and other to access documents in Folder B, both for contacts.
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