Secure Your Dynamics 365 Attachments in the Cloud: Easy SharePoint & CRM Integration Guide!


The blog discusses the process of setting up SharePoint and Dynamics 365 CRM integration. It provides a step-by-step guide on how to enable server-based SharePoint integration, connect to SharePoint Online or On-Premises, and configure document management settings. The blog also highlights the limitations of the native integration in terms of document security and introduces SharePoint Security Sync, an app by Inogic, that addresses these limitations. SharePoint Security Sync automatically moves attachments and email content from CRM to SharePoint, synchronizes security permissions between Dynamics 365 CRM and SharePoint, and streamlines document management. The blog concludes by mentioning that SharePoint Security Sync can be easily set up with a streamlined configuration process and offers a 15-day free trial for those interested in trying the app.


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