Restrict Document upload in Sharepoint from Dynamics 365

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Posted on by Sachin Dev Gupta

I have enabled Sharepoint for email and storing attachments there. But I want to restrict users to upload any document into SharePoint from Dynamics 365. What is the best way to restrict it, some javascript to hide buttons?

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Aric Levin - MVP 30,190 Moderator on at

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RE: Restrict Document upload in Sharepoint from Dynamics 365

I don't think that you can do this on the CRM side.

This is something that you can do with permissions on the SharePoint server.

The buttons in the SharePoint bar are not customizable via Ribbon Workbench or CRM in general.

You might be able to control them in some sort of unsupported manner, but not in any supported way.

Hope this helps.

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Arpit Shrivastava 7,518 User Group Leader on at

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RE: Restrict Document upload in Sharepoint from Dynamics 365

Hi Sachin,

There is no supported way to restrict that. Though you can go through following articles which may help to give few options. but it's unsupported.

https://community.dynamics.com/crm/f/117/t/223095

https://social.microsoft.com/Forums/en-US/45c17620-8820-47f1-836e-945234e40cf8/sharepoint-integration-hide-open-sharepoint?forum=crm

https://social.microsoft.com/Forums/en-US/5b0684b7-4907-49b7-a45b-994545b69fce/hide-document-related-buttons-in-crm-2011?forum=crm

If found useful, please mark the answer as verified.

Cheers
Arpit
https://arpitmscrmhunt.blogspot.com

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Hemant Kumar Sahu 1,829 on at

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RE: Restrict Document upload in Sharepoint from Dynamics 365

Hi Sachin,

You can user security role, give permission for create/update for "document" entity to user.

Hope this helps you!

Hemant

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Terrance Morgan 515 on at

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RE: Restrict Document upload in Sharepoint from Dynamics 365

To use the document management capabilities of SharePoint, you must enable SharePoint integration from the Power Apps Portals admin center.

Open Power Apps Portals admin center.

Go to Set up SharePoint integration > Enable SharePoint integration.

Enable SharePoint integration

Select Enable in the confirmation window. This will enable the portal to communicate with SharePoint. While the SharePoint integration is being enabled, the portal restarts and will be unavailable for a few minutes. A message appears when SharePoint integration is enabled.

When SharePoint integration is enabled, the following action becomes available:

Disable SharePoint integration: Allows you to disable the SharePoint integration with your portal. While the SharePoint integration is being disabled, the portal restarts and will be unavailable for a few minutes. A message appears when SharePoint integration is disabled.

Enabling or disabling the SharePoint integration will update the Azure Active Directory (Azure AD) application for the portal and add or remove the required SharePoint permissions, respectively. You will also be redirected to provide your consent for the changes to be made in the Azure AD application.

If you do not provide your consent:

Enabling or disabling the SharePoint integration will not be complete and an error message will display.

Your out-of-the-box Azure AD login on the portal will not work.

Terrance
SharePoint Migration Expert

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