Skip to main content
Post a question

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id : oX+4GXvxg9RxqyUCXAqpYd
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Need Help with SharePo...
Customer experience | Sales, Customer Insights,...
Suggested answer

Need Help with SharePoint Integration Security in D365

Like (1) ShareShare
ReportReport
Posted on 14 Mar 2025 11:23:49 by viet561995 174

Hi everyone,

I’m seeking help to address some challenges related to SharePoint integration with D365, specifically around syncing security settings. Here's the situation:

  • 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.

  • Simple Goal: I want to ensure that when a user uploads a file in D365, it gets created in SharePoint with the appropriate permissions:

    • The file owner should be able to edit it.

    • Other users, who are not the owner of the record, should not see the file when they access the SharePoint site.

  • Advanced Goal: In addition to the above, I’d like the following permissions setup:

    • 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.

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!

Categories:
Dynamics 365 Sales
  • viet561995 Profile Picture
    viet561995 174 on 17 Mar 2025 at 00:24:41
    Need Help with SharePoint Integration Security in D365
    The AI response you provided doesn't address my concerns. Surely, you're aware that I already know Power Automate can be used to configure permissions in SharePoint. What I need to know is: how exactly can this be done?
  • Suggested answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 1,083 Super User 2025 Season 1 on 15 Mar 2025 at 06:22:53
    Need Help with SharePoint Integration Security in D365
    “AI was used in this reply”.
    SharePoint integration with Dynamics 365 does not automatically sync security permissions from D365. However, here’s how you can approach this:
    Out-of-the-Box (OOTB) Approach (Limited Security Control)
    • By default, SharePoint follows its own permissions model, independent of D365.
    • You can use Document Locations in D365 to control which records users can access, but this does not restrict direct access to files in SharePoint.
    Customization Approach (Recommended for Your Requirements)
    1. Use SharePoint Folder-Level Security
      • Enable Column-Level Security in SharePoint to manage access at a granular level.
      • Restrict permissions at the document library or folder level using SharePoint’s built-in settings.
    2. Automate Permissions via Power Automate
      • Create a Power Automate flow triggered when a file is uploaded to SharePoint.
      • Fetch the record owner from D365, retrieve their manager (using Office 365 Users connector), and apply SharePoint permissions accordingly.
    3. Use a SharePoint Event Receiver or Power Automate HTTP Request (Advanced)
      • Develop a SharePoint Event Receiver (requires custom coding) to enforce permission settings when files are added.
      • Alternatively, use a Power Automate flow to call the SharePoint REST API to assign unique permissions dynamically.
    Best Approach for Your Needs
    • If OOTB is preferred, manually setting folder permissions in SharePoint is the only option.
    • For automation and flexibility, Power Automate + SharePoint REST API is the most scalable solution.
    Would you like a step-by-step guide on setting up the Power Automate flow for this?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,933 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,797 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156 Moderator

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans