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3Hi everyone,
I’m looking for guidance regarding security roles and privileges for document access in SharePoint integrated with Dynamics 365 Sales Hub.
In our scenario:
- Users upload documents directly from Sales Hub (Dataverse)
- Documents are stored in SharePoint (server-side integration)
- Currently, once the document is uploaded, it is accessible to all users who have access to the SharePoint location, regardless of their security role in Dynamics
- Documents are stored in SharePoint (server-side integration)
- Currently, once the document is uploaded, it is accessible to all users who have access to the SharePoint location, regardless of their security role in Dynamics
What I’m trying to achieve:
- Align Dynamics 365 security roles (privileges) with document access in SharePoint
- Ideally ensure that users can only access documents based on their Dataverse permissions (e.g. Account ownership, BU, Teams, etc.)
- Ideally ensure that users can only access documents based on their Dataverse permissions (e.g. Account ownership, BU, Teams, etc.)
My question:
Is there a recommended way (or best practice) to synchronize or replicate security role privileges from Dynamics 365 to SharePoint document libraries?
Is there a recommended way (or best practice) to synchronize or replicate security role privileges from Dynamics 365 to SharePoint document libraries?
I understand that SharePoint has its own permission model, but I’m looking for:
- Proven approaches
- Architecture patterns
- Or at least direction where to start (e.g. automation, plugins, Azure, etc.)
- Architecture patterns
- Or at least direction where to start (e.g. automation, plugins, Azure, etc.)
If anyone has dealt with a similar scenario, I’d really appreciate being pointed in the right direction.
Thanks a lot! Lukas
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