Synchronize Dynamics 365 CRM and SharePoint Security Model - SharePoint Security Sync

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SharePoint Security Sync is a Microsoft AppSource Preferred Solution for integrating Microsoft Dynamics 365 CRM and Power Apps with SharePoint for document management. SharePoint Security Sync allows managers to restrict users' level of access in the SharePoint to the same level that is assigned to them in Dynamics 365 CRM. It enhances user experience in document management by providing various functions such as drag & drop, upload, download, generate a link, email, etc. within Dynamics 365 CRM & Dataverse (Power Apps). Moreover, users are given access to SharePoint folders based on the security roles defined in Dynamics 365 CRM. This auto-syncing of security privileges from Dynamics 365 CRM to SharePoint helps to maintain data confidentiality and eliminate security risk while storing documents in SharePoint. Also, Users will be able to use DocuSign to electronically sign documents stored in SharePoint.



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Inogic

Inogic is a leading Microsoft Gold ISV Partner for Dynamics 365 CRM with global customer base in 50+ countries. Inogic was founded by a group of like-minded CRM experts and professionals in 2008 and presently...READ MORE