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SharePoint Security Sync - Synchronize Dynamics 365 CRM and SharePoint Security

SharePoint Security Sync is a comprehensive solution for integrating Microsoft Dynamics 365 CRM with SharePoint for document management. Microsoft Dynamics 365 CRM comes with native integration to SharePoint. With SharePoint Security Sync, the idea is to enhance the user experience and further build upon the integration to make the integration experience seamless between the two systems by not just allowing for associating document folders against CRM records but also sync the security privileges from Dynamics 365 CRM to SharePoint to ensure secure and reliable access to confidential documents

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SharePoint Security Sync - Synchronize Dynamics 365 CRM and SharePoint Security

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  1. Robust and Secure SharePoint Integration for Dynamics 365 CRM crm@inogic.com

  2. Key Features Intuitive interface to perform common file/folder actions Upload, download, rename files and folders . Email link or file as an attachment EmailSharePoint files as attachment with a single click. Drag & Drop Drag & Drop interface to upload multiple files and folders to SharePoint easily at one go. Security Privileges Control user privileges to perform the various actions supported by the solution such as Upload, Download, Email, Create folder, Rename, Delete. Save Storage Space Move Attachments from Notes, Email & Sales Literature to SharePoint and leave behind the link to the file for easy reference. Security Role Sync to SharePoint Replicate addition / modification / deletion of Dynamics 365 CRM user’s security privileges to SharePoint. • Seamless integration with DocuSign to electronically sign documents stored in SharePoint crm@inogic.com

  3. Available For • SUPPORTED VERSIONS • Microsoft Dynamics 365 8.2 and above • Dataverse (Power Apps) • DEPLOYMENTS • Dynamics 365 Online • On-Premises with IFD crm@inogic.com

  4. Drag and Drop multiple files & folders crm@inogic.com

  5. Upload/Download files & folders crm@inogic.com

  6. Upload files & folders to multiple CRM records crm@inogic.com

  7. Get a Read-only or Editable Anonymous Shareable link of files & folders crm@inogic.com

  8. Email files as an attachment or share the link to the files crm@inogic.com

  9. Deep Search crm@inogic.com

  10. Delete File crm@inogic.com

  11. View File crm@inogic.com

  12. Open Folder crm@inogic.com

  13. Move/Copy Dynamics 365 CRM Attachments Notes Email Sales Literature crm@inogic.com

  14. Folder access based on CRM record access crm@inogic.com

  15. Security Templates crm@inogic.com

  16. Bulk Migrate Dynamics 365 CRM Attachments crm@inogic.com

  17. Integration with DocuSign for eSignature crm@inogic.com

  18. Connector Configuration crm@inogic.com

  19. Entity Configuration crm@inogic.com

  20. Bulk Sync Tool crm@inogic.com

  21. Next Steps • Learn more about SharePoint Security Synctoday. • Get your free SharePoint Security Sync trial fromour website or Microsoft AppSource! • Email: crm@inogic.com crm@inogic.com

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