Dynamics CRM privileges integration to SharePoint permissions

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May 21, 2014 - PRLog -- Integration of Dynamics CRM and SharePoint carries one common issue. You have integrated your SharePoint document library and your Dynamics CRM, so that you can upload documents from Dynamics CRM.

Document integration between SharePoint and Dynamics CRM is nice. It is a way to take advantage of the SharePoint document capabilities from within Dynamics CRM. However, the SharePoint security model significantlydiffers from the Dynamics CRM security model. This means, that the documents capability is integrated, but security permissions are not.

Dynamics CRM users can only see those records and documents which are allowed by their security roles. This way, even if a user has no access to an account entity in CRM, it is possible for him/her to go to the SharePoint library and see documents of this entity. This means that user with absolutely no privileges to see documents of a particular account entity in CRM, can see them in SharePoint.


Furthermore, you can share certain document in Dynamics CRM with a colleague who originally has no privileges to see it. After the permissions are synchronized via Connect Bridge, that user can access the document in both Dynamics CRM and in SharePoint as well.

The Connect Bridge makes integration easy and fast. You can focus on business logic and let the Connect Bridge handle the integration process. This is just one of many capabilities of Connect Bridge.

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Contact us at office@connecting-software.com and get a free demo
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