How portal users are able to upload files to Sharepoint

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Posted on by MikeC282

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Hi all,

Just a bit confused and hoping someone can point me in the right direction. We're using the Dynamics SharePoint integration in CRM to manage documents and this works well with portal also where external users can login and upload their files which then gets saved in the respective SharePoint location.

My question is how the security of this works. How are the portal users able to upload files into an organization sharepoint? Is there a proxy admin account in Sharepoint that does the actual file uploads? What about visibility of files etc. I understand web roles can control view access but how does it work on the SharePoint side of things.

I mean portal users who've logged a case can see the documents that they've uploaded. How is the access managed and controlled on the SharePoint side of things. I know Dynamics 365 security roles don't roll down into SharePoint and you'll need to configure SharePoint security manually. That's fine for internal users but what about external?

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Inogic 525 on at

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RE: How portal users are able to upload files to Sharepoint

Hi,

We request you to kindly check out our solution the SharePoint Security Sync.

Using our solution one can sync the security privileges from Dynamics 365 CRM to SharePoint and also migrate the Notes or Email attachments from Dynamics CRM to SharePoint.

For further details and to download the solution kindly visit our website.

Kindly enable the 15 days trial to try out our solution.

You may also refer our docs to further help you evaluate our solution.

Hope this helps.

Thanks!
Akshay.Jadhav 25 on at

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RE: How portal users are able to upload files to Sharepoint

Steps for you

Make sure you are using a modern document library.

Right-click above the folder you want to share, and click Share

From the pop-up that appears, choose Specific People, then click Apply. This is the same screen where the user can allow or not allow editing of the folder.

Type the external user’s email and hit Send. You can also add a personal message if you wish.

OK, your part is done! Go and pad yourself on the back!

Steps for the recipient

The external user gets an email that looks like the one below

User clicks on the link included in the email

The user needs to verify his/her identity by clicking Send Code

Another email is sent to the recipient with the code. The user needs to use it within 15 minutes

Once the user enters the code and clicks Verify.

Users will be able to:

Download files and subfolders

Upload files and folders

Modify files and subfolders

Create and upload new subfolders

Delete files and subfolders

Move and copy files and subfolders

Rename files and subfolders

Share files and folders with others

Change views (if additional views exist on a document library)

Filter by custom metadata (if custom metadata has been created).

I hope this is helpful!

Akshay.Jadhav
Prakash Kalimuthu on at

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RE: How portal users are able to upload files to Sharepoint

Hi Mike,

Service account is nothing but a user present in Azure Active Directory.

In SharePoint, if Authorization and authentication happen using security group, then you can add that user and try.

Regards

Prakash
MikeC282 2,152 on at

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RE: How portal users are able to upload files to Sharepoint

Thanks mate,

Where do I find this service account in Active Directories? What would it be called? I'm assuming if we want to limit access to a site by say a security group we'd need to also ensure the service account needs to be added to the security group also so that portal users can upload their documents.
Prakash Kalimuthu on at

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RE: How portal users are able to upload files to Sharepoint

Hi Mike,

Yes, dedicated service account will be used while provisioning portal in dynamics CRM.

If any record gets created from portal, owner will always be that portal service account.

Visibility of record can be handled using webroles and entity permission inside portal.

If it is online, all users are from office/Microsoft 365 belong to same tenant authenticated using AAD. While integrating CRM with SharePoint dedicated folders will get created for the configured entities.

Regards,

Prakash