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CRM Security Model in SharePoint

SharePoint Security Sync

by Inogic

Solution Overview

Along with storage space, if data security is your major concern, then SharePoint Security Sync is the app you need.

SharePoint Security Sync is a comprehensive solution for integrating Microsoft Dynamics 365 CRM with SharePoint for document management and security. Microsoft Dynamics 365 CRM comes with native integration to SharePoint. With SharePoint Security Sync, the idea is to enhance the user experience 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.


Click on any of the drop-downs below for further information:

Key Features
  • Sync Security Privileges: Sync Dynamics 365 CRM security privileges to SharePoint to ensure secure and reliable access to confidential documents stored in SharePoint.
  • Real Time Sync: Whenever the security role of a user is modified or a record is shared with another user or there is any other change in CRM user privileges then these changes are automatically synced with SharePoint permissions.
  • Drag & Drop: With the friendly UI, users can easily drag and drop multiple files and folders to upload them all at once
  • Custom Folder Structure: Users can create a customized folder structure within SharePoint for storing and managing CRM documents/attachments.
  • DocuSign Integration: With seamless integration with DocuSign for eSignature, users can sign and send documents stored in SharePoint
  • Email: Instead of downloading and attaching files, users can directly email the files as attachments or links to documents from within Dynamics 365 CRM.
  • File management: Deep Search, View, Rename and Delete files from SharePoint provided you have the necessary privileges assigned
  • Multiple SharePoint Site and Folder Support: Users can connect and actively manage files and folders on more than one SharePoint sites and folders.
Key Benefits
  • Restrict unauthorized SharePoint users from accessing private documents and sensitive data which was previously possible even if they do not have CRM privileges to do so.
  • Reduce cost and free storage space in CRM by moving data to SharePoint
  • Personalized document library structure for segregating and storing CRM data as per your requirement in SharePoint.

System Requirements
  • Supported versions: Dynamics 365 CE v9.0 and above and Dataverse.
  • Supported Deployment type: On-Premises with IFD & Online.
Solution Overview (9-minute video)
Auto-Sync Privileges
Custom Folder Structure
Drag and drop files and folders

Useful Resources
Product Website


Please contact us for pricing information.

About Inogic

Inogic, a Microsoft Gold Partner and leading Microsoft Dynamics ISV since 2007, has an exclusive focus on providing innovative apps and services for Microsoft’s Dynamics 365 CRM and Power Platform solution. Their innovative products (5-star rated Preferred Apps on Microsoft’s AppSource) and services help organizations enhance their Dynamics 365 CRM and Power Platform user experience, enabling them to transform their businesses and achieve a higher return on their CRM investment.

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