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Microsoft Dynamics CRM (Archived)

Dynamics CRM Server Based integration with SharePoint

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Posted on by Community Member Microsoft Employee

Hello CRM community,

I am reaching out to ask for advice. I am working on finding the best solution for integrating Dynamics CRM 2016 Online with SharePoint Online. Server based integration with entity model is most likely the method. I am only concerned with Security. As we have security model deployed in CRM, once documents are shared between the two platforms, when opened in SP, security rules do not sync over from Dynamics CRM. 

These are the options I came up with:

- Build security model in SPO based on security groups by creating different sites for different groups. This would involve creating different sub-sites within sites, and adding users to different security groups.  On concern I have with this model is in case of any changes, changes will need to be made on both platforms respectively. There is chance for errors.

- Use Permissions replicator third party tool which comes with product and operational cost.

- Store documents in Dynamics CRM only, but robustness and collaboration would be lost.

What is the best practice when it comes to security?

Thanks,

Nerko

*This post is locked for comments

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Dynamics CRM Server Based integration with SharePoint

    Hi Nerko,

    In addition to above, you also need to be aware that that link is for CRM 2011 which connects CRM OnPremise to SharePoint OnPremise using the Client Context & CAML Queries which would not be available in Dynamics CRM Online.

    If you have the time, resources & budget, you can still build your own custom solution but I would personally suggest to use the third party tool as it would be faster and may be cheeper than building your own.  

    appsource.microsoft.com/.../connecting-software.08b33cea-2f0b-4e29-843d-b4a6ff72df35

    Hope this helps.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics CRM Server Based integration with SharePoint

    Hello,

    obviously it is doable :) however big topic is final effort. The final complexity depends on how much you want to cover because the described solution is "hello world" example that sets some fixed permission while creating folder. To make this usable you would need to set real permission based on parent record and reflect changes that happens afterwards (e.g. sharing, adding new users, etc... )

    Thanks,

    Tomas

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics CRM Server Based integration with SharePoint

    Hi Cluise,

    Apparently solution is doable via custom code, similar to what is in this article:

    community.dynamics.com/.../microsoft-dynamics-crm-driven-sharepoint-security

    Thanks,

    Nerko

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics CRM Server Based integration with SharePoint

    Hello Nerko,

    I assume that you want to match security between CRM and SharePoint as close as possible, 1:1 would be the best, right? I’m do not know how granular is your CRM security model but managing this manually at SharePoint level (creating groups / sites could be quite complicate with high change of errors as you have identified.  Especially when you use user-level ownership, having complex business unit structure, using sharing, access teams, record access teams , hierarchy security model or you apply cascading behavior this could become almost impossible to manage manually. I’m from inside of Permissions replicator product team and I know what is the complexity behind these and amount of possible scenarios that needs to be / are covered.

    You already have security configured in Dynamics CRM and you want to use SharePoint so "Permissions replicator" solution I assume is the best approach to your case. I recommend you to evaluate trial first and if it would not match your expectations than you can search for alternatives.

    Thanks,

    Tomas

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