SharePoint Security Sync integrates Dynamics 365 CRM & Dataverse (Power Apps) with SharePoint to provide seamless document management and security for confidential documents stored in SharePoint. It enhances user experience in document management by providing various functions such as drag & drop, upload, download, generate link, email, etc. within Dynamics 365 CRM & Dataverse (Power Apps). Moreover, users are given access to SharePoint folders based on the security roles defined in Dynamics 365 CRM. This auto-syncing of security privileges from Dynamics 365 CRM to SharePoint helps to maintain data confidentiality and eliminate security risk while storing documents in SharePoint.
Below are some SharePoint Security Sync Features:
Manage Security: Access to SharePoint Folders controlled by the security roles defined in Dynamics 365 CRM
Real Time Sync: Auto-sync privileges upon changes in user privileges based on sharing of the record or adding the user to a team
Historic Folder Security: Sync the security privileges for existing folders associated with Dynamics 365 CRM records
Multiple SharePoint Site and Folder Support: Connect and actively manage files and folders on more than one SharePoint sites and folders
Drag & Drop: Friendly UI to drag and drop multiple files and folders to upload them all at once
Create Link: Generate anonymous links to the documents to share the documents outside of your organization
Email: Email the files directly as attachments or links to documents from within Dynamics 365 CRM without multiple clicks to download and attach the files
File management: Deep Search, View, Rename and Delete files from SharePoint provided you have the necessary privileges assigned
Single Sign-on: Perform all actions in the context of logged-in user
Email Configuration: Support for setting default from, to, cc and bcc for an email using Email Configuration
DocuSign Integration: Seamless integration with DocuSign for eSignature
Hierarchy Structure: Store CRM records in SharePoint on the basis of hierarchy
Open Folder: Open folders present on SharePoint Site directly using Attach2Dynamics UI.

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