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Sharepoint integration Security roles

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Posted on by Denzo19913 240

Hello Community,

We just implemented the SharePoint out of the box integration in Dynamics. Was wondering is it possible to easily replicate the security role in dynamics to SharePoint? Because now all BU see all their documents. What's the best way to fix a Business unit access level in SharePoint?

  • Suggested answer
    ananeto Profile Picture
    ananeto 144 on at
    Sharepoint integration Security roles
    Hi there,

    I’m Ana Neto, Technical Advisor at Connecting Software. I saw your question about replicating the security role in Dynamics to SharePoint today, and I thought I’d share with you our solution for future reference: CB Dynamics 365 To SharePoint Permissions Replicator.

    This product allows you to sync the security settings from Dynamics 365 to SharePoint in real-time, so you can control who can access your documents in SharePoint based on what you already defined in Dynamics. CB Dynamics 365 To SharePoint Permissions Replicator works with any SharePoint version, online or on-premises, as well as with any Dynamics version. Unlike other solutions, you can install CB Dynamics 365 To SharePoint Permissions Replicator in minutes and start syncing your permissions right away. You can also monitor the sync status and logs.

    If you want to see how CB Dynamics 365 To SharePoint Permissions Replicator works, you can watch the CB Dynamics 365 To SharePoint Permissions Replicator demo video. If you want to learn more, I suggest you read this CRM Software Blog article on Dynamics 365 Document Management and SharePoint Security. You can also request a free trial or a live demo with one of my colleagues from our website so that you can then decide for yourself if it fits your needs.

    All the best,

    Ana 
  • Inogic Profile Picture
    Inogic 24,088 on at
    Sharepoint integration Security roles
    Hi,
     
    With SharePoint Security Sync integration by Inogic, you can easily replicate the security roles from your Dynamic 365 CRM to SharePoint. This integration solution automatically syncs security privileges in SharePoint when there are changes made to the user privileges in Dynamics 365 CRM. Thus, modifications to the security role of a user in Dynamics 365 CRM will be reflected in SharePoint thanks to SharePoint Security Sync.

    That’s not all with SharePoint Security Sync you can also Resolve SharePoint Document Library Limit by creating custom SharePoint library structures within Microsoft Dynamics 365 CRM!
     
    Thanks!
  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: Sharepoint integration Security roles

    Hi Denzo19913,

    You will need to purchase or develop a solution to sync the Dynamics 365 CRM security model with SharePoint. Inogic's SharePoint Security Sync solution is one of the better options.

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