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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Security setting for C...
Microsoft Dynamics CRM (Archived)

Security setting for CRM integration with SharePoint

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Posted on by vincent007 140

I have successfully integrated CRM 2015 and SharePoint 2013, both on-premise. I can see the SharePoint iframe on my CRM.

Next, is to set up the security. Only users with access to CRM record can access the respective SharePoint folders.

After I set up the security in SharePoint, i.e, by only giving permission to the specific folder and not the root site's Visitors group, the iframe on CRM side displays an error. It seems that the iframe is trying to access the root URL first, to which the users don't have access, hence the error.

Am I missing something or is it not possible? Little explanation is given on MSDN about the security settings.

Another question, is there any plan for Microsoft to support server based integration for on-premise version?

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  • Suggested answer
    Bruno Lucas Profile Picture
    Bruno Lucas 5,421 on at

    Hi Vincent

    here is a table with permissions:

    technet.microsoft.com/.../dn531196.aspx

    can you share the error?

    Does it validate when you try this:

    technet.microsoft.com/.../dn531107.aspx

  • vincent007 Profile Picture
    vincent007 140 on at

    Hi Bruno, I believe the one described in the article is permissions on CRM side. But I have managed to display the iframe in the first place. So the folder is already created in SharePoint and there is already a mapping between the CRM record and the folder (already checked on Document Locations).

    What I did after that is modify the permission on SharePoint side, by removing the user permission from the root site (from the Visitors group). Thus, the user only has permission to the doc library. Then I got the error on the iframe. When I right-click and view properties, I can see that the URL is actually the root SharePoint URL, which the user doesn't have access to now.

    The error is showing that "This content cannot be displayed in a frame", which is not relevant, but I believe is because the iframe is trying to show the SharePoint error page.

  • Bruno Lucas Profile Picture
    Bruno Lucas 5,421 on at

    I see what you mean. you may want to run fiddler to see what SharePoint URL CRM is hitting first.  

    not sure if this could help but you may want to check:

    www.sharepointblogs.be/.../default.aspx

  • Bruno Lucas Profile Picture
    Bruno Lucas 5,421 on at

    This may be also worth trying

    if you changed the SharePoint permission, maybe something is still cached

    markmargolis.wordpress.com/.../crm-2011-sharepoint-iframe-error

  • vincent007 Profile Picture
    vincent007 140 on at

    I have already mentioned in my post that the URL is the root URL of SharePoint. I can see it from the properties of the iframe. No need fiddler.

    The article you gave, doubt that it will help me fix the security problem. It just allow me to see the actual security error screen (This site hasn't been shared with you).

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    unfortunately requested functionality is not available out-of-the box. The Dynamics CRM and SharePoint has separated security models. The alternative could be using some 3rd party software, e.g. CB Replicator: www.connecting-software.com/dynamics-crm-sharepoint-permissions-replicator 

    The software will unique permissions for each SharePoint folder based on the record permissions at Dynamics CRM. The source of your permissions will become Dynamics CRM, you do not need to maintain  SharePoint security and your document will be secured from unauthorized access.

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