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Microsoft Dynamics 365 | Integration, Dataverse...
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How allow only owner of record access to a sharepoint folder

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Hello, we have integrated our SharePoint and dynamics 365. We are saving the contacts in SharePoint. There is a contacts folder, and then within that, each contact has its own folder to hold all the documents for that contact. Right now, every user has access to all the contact folders in SharePoint. Is there a way to only let the owner of the dynamics record have access to that contact’s sharepoint folder folder?

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  • Suggested answer
    AriaConsulting Profile Picture
    2 on at

    You would need to create a Power Automate Flow to set the permissions for the folder in SharePoint based upon the OwnerID of Contact record in D365.

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