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SharePoint Integration Security Roles

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Posted on by Sean McEvoy 30

Hello All,

I am trying to configure my D365 for Sales Environment to use the serverside sync for SharePoint. Both D365 and SharePoint are online.

I have a specific question about security roles. Everywhere I look I see that I need to provide the following (we are not using the default Salesperon security role settings):

7750.Capture.PNG

https://docs.microsoft.com/en-us/power-platform/admin/permissions-required-document-management-tasks

I cannot find SharePoint Document Location permissions. I did however find Document Location are these the same? 

Capture-2.PNG

My goal here is to allow users to upload files as well as rename document locations and folder names. 

Thanks for the help!

  • Suggested answer
    AJ-22040756-0 Profile Picture
    AJ-22040756-0 on at
    RE: SharePoint Integration Security Roles

    Hi Partner

    Yes that's same the document location is of the sharepoint document location

    docs.microsoft.com/.../permissions-required-document-management-tasks

  • Sean McEvoy Profile Picture
    Sean McEvoy 30 on at
    RE: SharePoint Integration Security Roles

    Thanks for the response! I actually was able to locate that one and update it accordingly to the help doc. I was more curious if the SharePoint Document Location permissions is the same as  Document Location. in the image I attached. If that makes sense? Thanks

  • Suggested answer
    AJ-22040756-0 Profile Picture
    AJ-22040756-0 on at
    RE: SharePoint Integration Security Roles

    Hi Partner

    There is one more security role which is responsible, i.e Sharepoint Site

    You can find this under core records tab of security role

    pastedimage1595004835141v1.png

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