Saminogic1131
Uploaded on May 8, 2023
Category
Technology
SharePoint Security Sync is a comprehensive solution for integrating Microsoft Dynamics 365 CRM with SharePoint for document management. Microsoft Dynamics 365 CRM comes with native integration to SharePoint. With SharePoint Security Sync, the idea is to enhance the user experience and further build upon the integration to make the integration experience seamless between the two systems by not just allowing for associating document folders against CRM records but also sync the security privileges from Dynamics 365 CRM to SharePoint to ensure secure and reliable access to confidential documents stored in SharePoint.
Category
Technology
Synchronize Dynamics 365 CRM and SharePoint Security Model - SharePoint Security Sync
Robust and Secure
solution for replicating
Dynamics 365 CRM
security model to
SharePoint
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Key Features
Custom Folder Intuitive interface to
Security Role Sync to Structure perform common
SharePoint Support to create customized file/folder actions
Replicate addition / modification / folder structure within Upload, download, rename files
deletion of Dynamics 365 CRM user’s SharePoint. and folders.
security privileges to SharePoint.
Drag & Drop Email link or file as an DocuSign Integration
Drag & Drop interface to upload attachment Seamless integration with
multiple files and folders to Email SharePoint files as DocuSign to electronically sign
SharePoint easily at one go. attachment with a single click. documents stored in SharePoint.
Security Privileges Save Storage Space
Control user privileges to perform the Move Attachments from Notes,
various actions supported by the Email & Sales Literature to
solution such as Upload, Download, SharePoint and leave behind the link
Email, Create folder, Rename, Delete. to the file for easy reference.
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Available For
SUPPORTED VERSIONS DEPLOYMENTS
• MICROSOFT DYNAMICS 365 • DYNAMICS 365 ONLINE
8.2 and above
• Power Apps
• CDS
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Folder access based on CRM record access
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Custom Folder Structure
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Drag and Drop multiple files & folders
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Upload/Download files & folders
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Upload files & folders to multiple CRM records
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Get a Read-only or Editable Anonymous Shareable link of
files & folders
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Email files as an attachment or share the link to the files
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Deep Search
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Delete File
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View File
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Open Folder
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Move/Copy Dynamics 365 CRM Attachments
Notes
Emai
l
Sales
Literature
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Security Templates
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Bulk Migrate Dynamics 365 CRM Attachments
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Integration with DocuSign for eSignature
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Connector Configuration
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Entity Configuration
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Bulk Sync Tool
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Next
Steps
Learn more about
SharePoint Security Sync today.
Get your free SharePoint
Security Sync trial from
our website or
Microsoft AppSource!
Email: [email protected]
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