Hide confidential folder in SharePoint and CRM at the same time

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Posted on 29 Dec 2023 03:36:58 by Ricardo Jacobsen

I have created a flow that creates a folder structure in SharePoint.

How it works:

Create a contact in CRM>> Go to related tab >> Click on documents. This will automatically create the folder (OOTB functionality) >> Flow will be triggered.

The Folder structure will be like this then:

Contact Name
Folder a
Folder b
Folder c

I want to make the folder C confidential in SharePoint and D365. The only people able to see it, will be people in Group called /Confidential Access/.

I can control who can see the folder in SharePoint as in image below:

However, In CRM I still can see all of them including Confidential even though I am not an user in the Confidential Access Group.

How can I address it?

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Dengliang Li Microsoft Employee on 29 Dec 2023 at 09:25:58

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Hide confidential folder in SharePoint and CRM at the same time

Hi,

Control access to the SharePoint folder in Dynamics 365 by setting the level of access to the /Document Location/ table in the Security Role.

However, this setting either sees all the records in the /Document Location/ table in the organization or none of them.

Therefore, you cannot control access to a particular folder.

You can set up two teams, Team A and Team B.
Set a customized security role for both teams, and the users of the teams will inherit the team's security role.

Team A's security role is set to allow access to the /Document Location/ table.
Team B's security role does not allow access to the /Document Location/ table.

In this way, only members of Team A can see the folders in the /Document Location/ table; members of Team B cannot.

Best Regards,
Dengliang Li