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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Folder Level Security ...
Customer experience | Sales, Customer Insights,...
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Folder Level Security - SharePoint Document Management in CRM

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Posted on by Lucas H 283

Is it possible to use SharePoint for document management in the CRM and have folder-level security?

For instance, only allow some users to see a contacts documents in Folder A and other users to only see documents in Folder B?

I have the same question (0)
  • Esteban Coto Alfaro Profile Picture
    Esteban Coto Alfaro Microsoft Employee on at

    Hello, I recommend you to read this example, about how to give access to a user for a specific folder: www.inogic.com/.../

    Here I attach the documentation about how to manage SharePoint documents: docs.microsoft.com/.../manage-sharepoint-documents-document-locations-in-Dynamics-365-apps

    I hope it helps!

    Thanks!

    Community Support Team - Esteban

    If this Post helps, then please consider Accept as solution to help the other members find it more quickly.

  • Lucas H Profile Picture
    Lucas H 283 on at

    Those links are definitely helpful!

    However, I'm looking more for info on folder-level security within a table.

    For example, if everyone has access to documents for Contacts, I only want some to be able to access documents in Folder A and other to access documents in Folder B, both for contacts.

  • Inogic Profile Picture
    Inogic 748 on at
    Hi,
     
    Yes, it is possible to use SharePoint for document management in Microsoft Dynamics 365 CRM with folder-level security. This can be achieved through the use of our "SharePoint Security Sync," which is designed to enhance the integration between CRM and SharePoint for document and storage management while ensuring that folder-level security is maintained.

    With SharePoint Security Sync, you can:

    1. Associate Document Folders with CRM Records: You can associate specific document folders with CRM records. In your example, you can have Folder A associated with certain contacts and Folder B associated with other contacts. You can also resolve SharePoint Document Library Limit by creating custom SharePoint library structures within Microsoft Dynamics 365 CRM.

    2. Sync Security Privileges: SharePoint Security Sync goes beyond simple document association. It also synchronizes the security privileges from Dynamics 365 CRM to SharePoint. This means that only authorized users will have access to documents in their respective folders based on their CRM security roles and permissions.

    3. Secure and Reliable Access: By syncing security privileges, SharePoint Security Sync ensures that only users with the necessary permissions in CRM will be able to access documents stored in SharePoint. This provides a secure and reliable way to manage and protect confidential documents.

    In summary, SharePoint Security Sync is a powerful solution that can be used to integrate Microsoft Dynamics 365 CRM with SharePoint for document management while maintaining folder-level security. It enhances the user experience by ensuring that documents are associated with the right CRM records and that access to these documents is controlled based on the CRM security roles and permissions, making it an effective and secure way to manage documents in CRM.

    Download your free 15 days trial from Inogic website or Microsoft AppSource to get started!
     
    Thanks!

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