Dynamics 365 CRM and SharePoint can have security gaps when it comes to managing customer data and documents. Some of these gaps include permission mismatches, accidental exposure of information, permission inheritance traps, and risks with external sharing. To bridge these gaps, you can use ISV solutions like Inogic's SharePoint Security Sync App, which automatically synchronizes permissions between CRM and SharePoint. This ensures secure access to confidential files stored in SharePoint. The app features auto-syncing privileges, custom folder structures, and risk-free external sharing. By implementing these solutions, you can create a secure environment for collaboration in Dynamics 365 CRM and SharePoint.
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