How to secure Dynamics 365 CRM documents with SharePoint integration
This article discusses the importance of managing document security when integrating Dynamics 365 CRM with SharePoint. It addresses common questions about ensuring secure document access, replicating CRM security settings in SharePoint, handling large-scale migrations, and syncing metadata. The article emphasizes the need for a tool like SharePoint Security Sync to automate these processes and keep documents secure and organized. It also highlights the benefits of using a Dynamics 365 and SharePoint integration app for cost-effective and efficient integration.
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