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CRM to Sharepoint Integration - Authentication & Authorization

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Posted on by Community Member

Hi All,

We have integrated MS CRM 2013 to SharePoint 2010. for this we followed below link

http://www.powerobjects.com/2013/11/05/crm-2013-and-sharepoint-integration-new-feature/

Next we wanna implement Authn and Authz for this.

Both CRM Server and SP server are in same domain.

Users are maintained in Active Directory.

Currently the SharePoint's Iframe shown in CRM has many operations to it like;

Move One Level Up (button)
Edit Document (button)
Delete Document (button)
Open SharePoint (button)
Actions (Drop down button list)
Search documents (text box)
Download document from grid

Whereas, we wanna show / allow users only to

(1) Add document (button),

(2) Search documents (text box) and

(3) Download documents from grid

Kindly help us in achieving this.

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Community Member on at

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RE: CRM to Sharepoint Integration - Authentication & Authorization

Hi Mithilesh Kumar,
Thanks for your reply.
I have basic question to ask for which an not getting any help on internet.

Can a user which has CRM account but doesnot have sharepoint account access sharepoint (from document tile) from within CRM?
If possible could you please share a link / white paper which explains this.

Thanks again.
Suggested answer

Mithilesh Kumar 10,047 on at

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RE: CRM to Sharepoint Integration - Authentication & Authorization

Hi Shoab,

I don't think that can be handled from CRM. You need configure the Settings/Privileges on your SharePoint.

If the user does not have that privilege, he will receive an error when he performs that action from Dynamics CRM.

Hope that helps

Thanks

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