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Dynamics 365 Sharepoint Integration Issue

Posted on by 5

Hi All,

Anyone experience this issue before?


Error: You don’t have permission to view files in this location, Contact your Microsoft team owner or SharePoint administrator for access.


This link below did not resolve the issue

https://community.dynamics.com/crm/b/microsoftdynamicscrmsolutions/posts/resolved-you-don-t-have-permission-to-view-files-in-this-location-contact-your-microsoft-team-owner-or-sharepoint-administrator-for-access

Hoping for your advise.

Thanks,
Glenn

  • Inogic Profile Picture
    Inogic 24,088 on at
    RE: Dynamics 365 Sharepoint Integration Issue

    Hello Glen,

    This error message usually means that you do not have the required permissions to access the files in that SharePoint library. To resolve this issue, you will need to contact either your Microsoft team owner or SharePoint administrator to grant you access to the files.

    But manually granting document access permissions in SharePoint can be time-consuming and prone to human error. One possible solution to this issue could be to use a third-party app which sync’s security privileges from Dynamics CRM to SharePoint.

    SharePoint Security Sync by Inogic is a Microsoft AppSource preferred app for synching Microsoft Dynamics 365 CRM security privileges to SharePoint. It auto-syncs document access permission from Dynamics 365 CRM to SharePoint. This proves helpful in ensuring that users have the appropriate permissions to access the files they need in SharePoint.

    SharePoint Security Sync also allows users to move/copy email, notes, and sales literature attachments in bulk to the cloud. It provides users with various other document and storage management features to save Dynamics 365 CRM storage space and costs. You can also resolve SharePoint Document Library Limit by creating custom SharePoint library structures within Microsoft Dynamics 365 CRM with this!

    Download SharePoint Security Sync for a 15-day free trial from our website or Microsoft AppSource.

    Thanks!

  • Glenn E Profile Picture
    Glenn E 5 on at
    RE: Dynamics 365 Sharepoint Integration Issue

    Hi All,

    Security Group creation and assigning appropriate security roles did not fix the issue. Do we have any other option/configuration to check?

    Thanks,

    GCE

  • Glenn E Profile Picture
    Glenn E 5 on at
    RE: Dynamics 365 Sharepoint Integration Issue

    Hello Maulik,

    Good day. Thanks. Permission was checked and user has system admin and appropriate security roles needed. Do you have any additional advise how to fix this?

    Thanks,

    Glenn

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,508 on at
    RE: Dynamics 365 Sharepoint Integration Issue

    Hello Glenn E

    Also check the security role has this permission.

    pastedimage1637258425109v2.png

    Please mark the answer as verified if that's helpful for you.

  • Eiken Profile Picture
    Eiken on at
    RE: Dynamics 365 Sharepoint Integration Issue

    Hi,

    I recommend you to check the user's security role to access the SharePoint sites.

    The following link solved a pronlem similar to yours.

    Solved: SharePoint access - Power Platform Community (microsoft.com)

    You can determine the permission level that the user should have on the site. Please refer to the link below.

    Access Denied or You need permission to access this site - SharePoint | Microsoft Learn

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