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Dynamics 365 Sharepoint integration. What about permissions?

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Posted on by Sunilkumar

I have integrated Sharepoint with Dynamics 365 and need to restrict users access to documents related to entity they don't have access to (restricted by D365 security roles). Today they have access to all documents when browsing from Sharepoint.

I have found this: https://www.connecting-software.com/dynamics-crm-sharepoint-permissions-replicator/

Is buying this or create my own code the only way to solve this?

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ananeto 19 on at

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RE: Dynamics 365 Sharepoint integration. What about permissions?

The way I see it, you have 4 options:

A - You leave things as they are - not recommended because everyone will be able to see everything on the SharePoint side, and I can't think of a situation where that would be acceptable

B - Manually change the permissions on SharePoint - This is better than A, but only for a really, really simple permissions scheme. Ask yourself: what if there are new folders, new users, or new groups of users? What if a user moves to a different group or his permissions change on the Dynamics side? How is someone going to know they need to update SharePoint, and how long is it going to be before they actually do it?

C - Create your own code - This is better than A and B, but it is time-consuming. Again, you need to consider many scenarios and reflect them all in your code.

D - Go for the Connecting Software Solution that you mention CB Dynamics 365 to SharePoint Permissions Replicator, which is, in view the best solution. Besides all the problems you tried to avoid with B and C, you already have a way of solving the unique permissions limit problem (through SharePoint Structure Creator, which is also perfect for organizing all the docs coming from D365.

I hope this helps,

Ana
Inogic 603 on at

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RE: Dynamics 365 Sharepoint integration. What about permissions?

Hi,
From your question, it seems you want to restrict document access in CRM and SharePoint to authorized users only. You're seeking a solution that aligns SharePoint permissions with CRM’s security model.
The easiest way to address this issue is to use Inogic’s SharePoint Security Sync app which effectively synchronizes the CRM’s security model with SharePoint. With SharePoint Security Sync, any changes to a user’s security role in Dynamics 365 CRM are immediately updated in SharePoint. It ensures that users only see the documents they have access to, based on their CRM security roles.
The app also supports file-level syncing, allowing permissions to be set at various levels like users, business units, or organizations. This way, only authorized users can view or modify the documents.
In addition to syncing privileges, users can update security roles in Dynamics 365, and these changes will be instantly reflected in SharePoint. Similarly, if a record is shared with or assigned to another user, the corresponding security role privileges will be synced automatically.
SharePoint Security Sync also provides:
Metadata Mapping: Map CRM fields with SharePoint custom columns for better searchability.
Bulk Migration: Securely migrate large volumes of CRM Notes, Emails, and Sales Literature attachments to SharePoint.
Custom Folder Structure: Create custom folders in SharePoint to bypass the 5,000-item library limit.
Email Management: Transfer email content and attachments from CRM to SharePoint efficiently.
User-Friendly File Management: Perform actions like upload, download, rename, copy link, email, create folders, etc. directly from the intuitive interface.
Instead of building your solution, which could be time-consuming and complex, this ready-to-use app provides a seamless and reliable alternative to address your requirements.
If you want to know more about the app, you can install an app from the Inogic website or Microsoft AppSource and embark on a 15-day free trial journey to explore its powerful features.
For more information or queries, reach out to us at crm@inogic.com.

Thanks!
Sam
Email: crm@inogic.com
Website: www.inogic.com
Blog: www.inogic.com/blog
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CRMJetty 3,512 on at

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RE: Dynamics 365 Sharepoint integration. What about permissions?

Hello PaalA,

It's Depends on the level, for more detail pls refer this article,

https://docs.microsoft.com/en-us/power-platform/admin/set-up-dynamics-365-online-to-use-sharepoint-online

I hope it helps,

Thanks.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365
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Nya 29,060 on at

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RE: Dynamics 365 Sharepoint integration. What about permissions?

Hi,

You can set the permission in SharePoint individually.

For the detailed steps, please refer to the following documentation:

Sharing & permissions in the SharePoint modern experience - SharePoint in Microsoft 365 | Microsoft Docs
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Bruno Lucas 5,421 on at

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RE: Dynamics 365 Sharepoint integration. What about permissions?

Depend how granular is the level of security.

If you want to restrict access to this level automatically you need code or third party component like you suggested:

If you have a small group of users that can share access , you can go to SharePoint and manually configure

SharePoint has it's own security model. if you want to restrict to a group of people, you can create an AD group, add the people allowed to that group and give that group access to the SharePoint List

Customize permissions for a SharePoint list or library (microsoft.com)

similar product: SharePoint Security Sync – A smarter way to Synchronize Dynamics 365 CRM and SharePoint Security Model | Microsoft Dynamics 365 CRM Tips and Tricks (inogic.com)