Importance of Replicating Dynamics 365 CRM Access Level Privileges in SharePoint

Integrating Dynamics 365 CRM with SharePoint allows for efficient storage of attachments, but it doesn't automatically synchronize security privileges between the two systems. To address this issue, a dedicated security privilege replicator solution is needed. The SharePoint Security Sync application developed by Inogic is a powerful tool that synchronizes access levels for different business units and users, ensuring consistent security privileges. It also facilitates folder structure customization to resolve storage limits in SharePoint. With this application, security privileges assigned in CRM are automatically synced with SharePoint, and authorized users can access records, protecting sensitive data. A 15-day trial of the application is available on the Inogic website or Microsoft AppSource.

Article 7m Microsoft Dynamics 365 CRM Tips and Tricks

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