Dynamics 365 SharePoint Security: Keep CRM Permissions In Sync

Managing documents between Dynamics 365 and SharePoint can become difficult when user roles and permissions keep changing. Dynamics 365 SharePoint Security helps businesses keep document access aligned across both systems. Inogic’s SharePoint Security Sync automatically synchronizes users, teams, security roles, ownership, and permissions from Dynamics 365 to SharePoint. This means users can access only the documents they are allowed to view. It also reduces the need to manually update SharePoint permissions whenever CRM access changes. Businesses can organize documents using custom folder structures and map CRM fields to SharePoint metadata. With Dynamics 365 SharePoint Security, teams can improve document control, reduce security gaps, and manage CRM documents more confidently.