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Customer experience | Sales, Customer Insights,...
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Error while Uploading Document using Sharepoint Integration

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Posted on by 10

I am getting this strange error while uploading document via Sharepoint Integration. Can anyone please tell me what does this error mean?

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  • Inogic Profile Picture
    438 on at
    RE: Error while Uploading Document using Sharepoint Integration

    Hi Priyanka,

    To upload files and folders to a library, you must be a member of the SharePoint site. Contact your SharePoint Admin if you're unsure of your rights.

    We request you try out our Dynamics 365 CRM and SharePoint integration solution/add-on, which lets you bulk upload CRM documents on SharePoint and sync security privileges set for users in CRM with SharePoint.

    SharePoint Security Sync lets you upload your CRM documents on SharePoint and also allows you to sync security privileges, preventing errors due to permission issues.

    Key features of SharePoint security sync:

    Sync security privileges: SharePoint Security Sync lets you auto-sync security privileges from Dynamics 365 CRM with SharePoint to give you complete control over user privileges.

    Custom folders: Create customized library/record folder structures for your specific needs within SharePoint.

    Document management:  SharePoint Security Sync lets users upload, download, rename, and copy links to folders and email SharePoint folders as links or attachments for a comprehensive document management experience.

    To learn more about SharePoint Security Sync features, visit our docs site, watch our short demo video, and feel free to mail us at crm@inogic.com for a personalized demo of the app.

    Thanks!

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