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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Security rights on the...
Microsoft Dynamics CRM (Archived)

Security rights on the SharePoint document (Dynamics 365)

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Posted on by Subhash_Mahato 147

Hi All,

We have integrated the Dynamics 365 documents folder with SharePoint. We want to put security on the document attached to a records. for example

if on Lead entity i have 4 documents attached and one of them is confidential so everybody should be able to see the all the records except the confidential. is there any way that we can apply a security role on documents which are synced with SharePoint.

Thanks & Regards

Subhash Mahato

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  • Verified answer
    JohnAnonymous Profile Picture
    JohnAnonymous 5,241 on at

    This can't be done out of the box. There are third party tools available that sync permissions from CRM to SharePoint.

    The basics are that SharePoint has it's own set of permissions that do not relate to anything in CRM. The document grid will only show documents that you have permissions to in SharePoint.

  • Subhash_Mahato Profile Picture
    Subhash_Mahato 147 on at

    Thank Martijn. can you please provide if you have any link.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi Subhash,

    You can refer this third party add on. It replicates the CRM permissions in SharePoint.

    www.connecting-software.com/dynamics-crm-sharepoint-permissions-replicator

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