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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Accessing docs in shar...
Microsoft Dynamics CRM (Archived)

Accessing docs in sharepoint

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Posted on by Davyjones 1,299

Hi,

We have CRM 2016 online and SharePoint for document management. Whenever access is provided to a person in CRM they are not by default getting access to the SharePoint site configured thought the roles are porperly defined, rather there is a AD security group created for accessing the SharePoint site and the respective person has to be added into the group as well so that they are able to access the documents inside the CRM system. Is there a way that the access can be given to the site automatically, or have we configured something wrongly,are we missing something? please help.

Thanks in advance

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  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Accessing docs in sharepoint

    There is one role in sharepoint "Everyone except external user", can you check if this is added in your sharepoint site

  • Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Accessing docs in sharepoint

    Office 365 plans create a security group called “Everyone except external users” that contains every person you add into the Office 365 directory (except people who you add explicitly as External Users). This security group added to the Members group automatically, so that users in Office 365 can access and edit the SharePoint Online site.

    I am not sure what the permissions that are set for your users, in SharePoint, but it is possible that the out-of-the-box settings have been modified. Usually within an organization, they don't want everyone to have automatically access to everything, so the original security is overwritten.

  • Davyjones Profile Picture
    Davyjones 1,299 on at
    RE: Accessing docs in sharepoint

    Thanks Aric, that sections explains the problem but the 6th point is confusing.

  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Accessing docs in sharepoint

    I think there are some products that do that, such as:

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

    See following:

    technet.microsoft.com/.../jj863709.aspx

    Read the section: Assign user permissions to the Team SharePoint site

  • Davyjones Profile Picture
    Davyjones 1,299 on at
    RE: Accessing docs in sharepoint

    Thanks Ravi, Like i said in the comments above it was different earlier. But its alright, if that is how it is, then that is how it is. Thanks again

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Accessing docs in sharepoint

    Hi,

    You might need to write some custom code to add the user in the SharePoint AD group each time the user is added in CRM.

    I am not sure on the code/logic to add the user in SP group but from CRM you can simply creat aplugin on create and within that plugin you use the SP code to add the user to appropriate group.

    Hope this helps.

  • Davyjones Profile Picture
    Davyjones 1,299 on at
    RE: Accessing docs in sharepoint

    Thanks Aric, Sometime back I was working on another CRM system(different Org) but there we didnt do this, when we give them access in the CRM system by default they got access to the SharePoint site and we managed their access level using security roles in CRM, not sure whats happening here. Thanks for your time

  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Accessing docs in sharepoint

    Security for CRM and SharePoint are handled separately.

    Users given security to the document library in CRM, will need to be given the security access to SharePoint.

    Sorry, no shortcuts here.

    Maybe something in Microsoft Flow down the road...

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