Sync Security Privileges in Dynamics 365 CRM - SharePoint Security Sync
by Inogic
Overcome SharePoint document library limit, Sync Dynamics 365 CRM Security Model et al!
SharePoint Security Sync is a comprehensive solution for integrating Microsoft Dynamics 365 CRM with SharePoint for document management. It focuses on syncing Dynamics 365 CRM security privileges with SharePoint. It will set the security levels for each folder based on the security roles defined in CRM and only users that have access to records in CRM could access the SharePoint folders of those records in SharePoint. You can also easily overcome the SharePoint document library limit of 5000 items by creating customized folder structures based on the organization’s document management requirements. This allows you to store files across multiple libraries, smartly resolving the 5000 items limit.
Additionally, it offers features like metadata synchronization, override files, file-level sync, and subfolder structure to enhance document management efficiency.
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SharePoint Security Sync is available for Microsoft Dynamics CRM 9.X and above, as well as Dataverse (Power Apps), supporting the online deployment model.
Key Features
- Real-Time Security Sync: Control SharePoint folder access with security roles defined in Dynamics 365 CRM, and automatically sync privileges whenever user permissions change, whether through record sharing or team additions
- Attach2Dynamics UI: Drag and drop multiple files and folders (up to 1.5 GB) for upload, create anonymous document links for external sharing, manage files with deep search, view, rename, and delete options, and directly access SharePoint folders
- Metadata: Add and sync metadata information from Dynamics 365 CRM to SharePoint, ensuring consistent and convenient data management
- Subfolder Structure: Create and sync subfolders based on the hierarchal structure in CRM to SharePoint
- File-Level Syncing: Migrate files and sync file-level privileges based on various access-level privileges
- Bulk Migration Job: Migrate CRM data like notes, activities, email body content, and, sales literature) in Bulk
- Custom Folder Structure: Create customized folder structures within SharePoint for storing and managing CRM documents/attachments
- Historic Folder Security: Sync the security privileges for existing folders associated with Dynamics 365 CRM records
- Multiple SharePoint Site and Folder Support: Connect and actively manage files and folders on more than one SharePoint sites and folders
- Copy/Move Attachments: Copy/Move Notes, Email, Email Content, and Sales Literature Attachments to further save disk space
- DocuSign Integration: Seamless integration with DocuSign for eSignature
- Hierarchy Structure: Store CRM records in SharePoint based on hierarchy
- Create Multiple Folders for Activities: Create multiple folders for activity entities in SharePoint
- Migrate Email Body Content: Upon sending, shift Email Body Content to cloud storage, enabling direct HTML access in SharePoint
Explore complete insights of SharePoint Security Sync by visiting our website, online docs, or video library.
See it in action: Schedule a demo with our Dynamics 365 experts at crm@inogic.com.
How SharePoint Security Sync can make the most out of your CRM investment?
- Transfer data to SharePoint via an intuitive interface, reducing CRM storage expenses.
- Restrict SharePoint document access based on CRM permissions, protecting sensitive information.
- Customize SharePoint document libraries to fit your CRM data needs, creating a personalized structure.
Frequently bought together:
Attach2Dynamics: Smartly manage CRM attachments and documents by integrating with cloud storage viz. SharePoint, Dropbox, and Azure Blob Storage of your choice!
Explore Inogic’s extensive collection of over 15+ apps designed to maximize your Dynamics 365 CRM experience. Our app portfolio covers a wide range of categories, including geospatial, storage and document management, user adoption, SaaS management, productivity, visualization, and integration. Take advantage of a free trial today and discover how our apps can elevate your Dynamics 365 CRM usage!
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