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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / CRM and OneNote Security?
Microsoft Dynamics CRM (Archived)

CRM and OneNote Security?

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Posted on by Community Member

Hi, I am currently in the process of setting up OneNote with CRM. My concern is the security of the OneNote and CRM - how can I restrict OneNote documents to be accessed and shared exclusively for users in our CRM organization? If so, is the security settings in OneNote or SharePoint?

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  • Verified answer
    Frank Lee Profile Picture
    Frank Lee 4,617 on at

    The actual OneNote files are stored in SharePoint - that is where you can review/set the security access.  OneNote also can be password protected.  

  • Community Member Profile Picture
    Community Member on at

    Hi,

    I would like to add that there also exist out-of-the-box commercial solution to automated synchronization security between CRM (D365) and SharePoint so your OneNote document will have permissions based on belonging CRM record which is naturally expected.

    https://www.connecting-software.com/dynamics-crm-sharepoint-permissions-replicator/

    Tomas

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