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174Hi everyone,
I’m seeking help to address some challenges related to SharePoint integration with D365, specifically around syncing security settings. Here's the situation:
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Current Issue: When syncing files from D365 to SharePoint, security permissions (e.g., who can edit or delete files) are not carried over. These permissions need to be manually configured by a SharePoint admin.
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Simple Goal: I want to ensure that when a user uploads a file in D365, it gets created in SharePoint with the appropriate permissions:
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The file owner should be able to edit it.
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Other users, who are not the owner of the record, should not see the file when they access the SharePoint site.
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Advanced Goal: In addition to the above, I’d like the following permissions setup:
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When the record owner uploads a file to SharePoint, their direct manager and the manager’s manager (and higher levels) should also have access to view and edit the file.
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Is there a way to achieve this using an out-of-the-box (OOTB) solution in D365? If customization is required, what would be the best approach?
I would greatly appreciate any advice or guidance. Thank you in advance!
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