Halloween may be over, but the horrors of data security breaches still linger. If you use Dynamics 365 CRM and SharePoint, it's crucial to integrate them securely to avoid mishaps. Some security concerns include data loss, data leakage, and data privacy/confidentiality issues. To address these concerns, you can use SharePoint Security Sync, which replicates the security privileges and permissions of your CRM records in SharePoint. The tool offers features like auto-syncing security roles, a user-friendly interface for document management, and custom folder hierarchy. It also allows for bulk migration of history documents from CRM to SharePoint. By using SharePoint Security Sync, you can enhance your document management experience and ensure the security of your data.
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