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SharePoint Integration Security Roles

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Posted on by Sean McEvoy

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?

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

Thanks for the help!

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AJ-22040756-0 on at

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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

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Sean McEvoy 34 on at

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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

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AJ-22040756-0 on at

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Hi Partner

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

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

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