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Best practices and How TO's on move CRM Security Roles to SharePoint

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Posted on by Gmanunta81 315

Hello,

We are investigating about the best practices, tools, How to's regarding the migration of the security roles from CRM to SharePoint, our goal is: a user with documents(Stored in SharePoints) linked in DYN365CE V9 can see only his documents

what are the best practices,(free or not free) tool that help us in that ? 

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Product Integrations (Yammer/LinkedIn/etc)
  • Suggested answer
    Inogic Profile Picture
    Inogic 23,963 on at
    Best practices and How TO's on move CRM Security Roles to SharePoint
    Managing security privileges between Dynamics 365 CRM and SharePoint can be quite challenging. You should consider using SharePoint Security Sync, a SharePoint integration for Microsoft Dynamics 365 users. It auto-syncs Dynamics 365 CRM security privileges with SharePoint, among other functionalities. This app saves time and ensures your permissions are always aligned without the manual hassle.

    More Reasons to Use This App:
    • Upload a file of up to 1.5GB
    • Bypass SharePoint's 5,000 file limit with custom folder structures.
    • Store and find key data with metadata filters.
    Learn more about SharePoint Security Sync or download a 15 days free trial from Inogic Website or Microsoft AppSource.
     
    Thanks,
    Sam
  • Gmanunta81 Profile Picture
    Gmanunta81 315 on at
    RE: Best practices and How TO's on move CRM Security Roles to SharePoint

    What do you think about this tool

    http://www.crmcs.co.uk/docman/#docmanrelatedpages

    or this 

    https://community.dynamics.com/crm/b/joegilldynamicscrm/posts/crm-and-sharepoint-security-replication

    or about 

    https://www.crmug.com/communities/community-home/digestviewer/viewthread?MessageKey=2b452d2b-fa4d-4302-9b5c-f77bf38a7059&CommunityKey=dc83c23b-ede0-4070-ae7a-dd90859148a6&tab=digestviewer

    https://www.slideshare.net/NelsonJohnson10/logic-apps-and-sharepoint

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