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Hi,
Does anyone know the best method for syncronising CRM security with share point online security?
Thanks
Paul
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Hi Paul,
The CRM security model is completely separate from the SharePoint, security model. Sync won't happen automatically upon change in crm side. We need to handle it desperately. Please follow the similar method like below.
[View:https://blog.kizan.com/how-to-sync-security-between-crm-and-sharepoint]
Hope this helps.If the suggestion resolved your query .Pls mark it as answered/verified to close the thread.
Thanks Syed. How would I implement what is suggested in the blog?
you need to build the custom logic based on the security profiles and access in CRM to replicate the same in Sharepoint. Alternatively there is an 3rd party tool is available which does the same. you can have a look in to that and try the trial.
www.connecting-software.com/dynamics-crm-sharepoint-permissions-replicator
I know the original post is from 2017 but this is still an ongoing problem. I think a 3rd party tool is the way to go, because that ensure forward compatibility as Microsoft updates Dynamics and SharePoint (and the permissions problem remains....) https://www.connecting-software.com/blog/microsoft-dynamics-365-privileges-sharepoint-permissions-replicator/
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