Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Dynamics 365 general forum / Dynamics 365 + SharePo...
Dynamics 365 general forum

Dynamics 365 + SharePoint integration - Permission question?

(0) ShareShare
ReportReport
Posted on by SumayyaAslam

I have a Dynamics 365 entity "Opportunity" in the Sales module, I have enabled its integration with a document library.The name of the library is "Opportunity". Now I have two teams, that access the Opportunity entity in D365. I have created views and assigned permissions for the respective teams in D365 as below:

Team A can see Opportunity View 001

Team B can see Opportunity View 002

Now, the issue is how do I separate the folders in the document library "Opportunity"? I don't want to manually break the inheritance and give permission to the teams, on the Folder Level. I have more than 200 records, and on a daily basis more records and folders are created.

My end goal is that, I don't want Team A to see Team B documents, in the SharePoint Library "Opportunity". Is there any way? script or software that I can test.

Categories:
Email and Office Integration
Customization / Solutions / SDK and API
Integration with Other Products
Applications and Add-ons
  • ananeto Profile Picture
    ananeto 14 on at
    RE: Dynamics 365 + SharePoint integration - Permission question?

    If you go with the CB Replicator solution, they now have an add-on to improve the structure on the SharePoint side and to avoid the unique permissions limit SharePoint has:

    Solutions and workarounds for SharePoint permission limits

  • SumayyaAslam Profile Picture
    SumayyaAslam on at
    RE: Dynamics 365 + SharePoint integration - Permission question?

    ok sure - I will try both solutions and test it.

    1 - SP REST API one (this might take sometime)

    2 - CR Replicator one (I have already started this)

    Will post update when I test these.

    Thanks guys.

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Dynamics 365 + SharePoint integration - Permission question?

    Do mark the suggestion as verified if it works :)

  • SumayyaAslam Profile Picture
    SumayyaAslam on at
    RE: Dynamics 365 + SharePoint integration - Permission question?

    Thanks - i will try this, it sounds great if it can work the way I want to :) Thanks Ravi.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Dynamics 365 + SharePoint integration - Permission question?

    Hi Sumayya,

    You can use CR Replicator third party tool to replicate the CRM permissiosn on sharepoint.

    www.connecting-software.com/dynamics-crm-sharepoint-permissions-replicator

    Hope this helps.

  • SumayyaAslam Profile Picture
    SumayyaAslam on at
    RE: Dynamics 365 + SharePoint integration - Permission question?

    I will try this.

  • SumayyaAslam Profile Picture
    SumayyaAslam on at
    RE: Dynamics 365 + SharePoint integration - Permission question?

    Thank you. Is there a test solution on internet, that you would know?

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,613 on at
    RE: Dynamics 365 + SharePoint integration - Permission question?

    You have to break the inheritance & Assign permission to the folder using SP group (or individuals) equivalent to CRM team (or members).

    Don’t need to be manual. Using plugin & call SP REST API to achieve it.

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,711 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,458 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans