How to Integrate Dynamics 365 to Replicate CRM Security Permissions with SharePoint

Integrating Dynamics 365 CRM with SharePoint is essential for modern document management. But most organizations overlook a critical issue until it’s too late: Your CRM security model does not extend to SharePoint. When you use the out-of-the-box Dynamics 365 SharePoint integration, ALL users can see ALL documents in SharePoint, regardless of the security roles you… Read More »

The post How to Integrate Dynamics 365 to Replicate CRM Security Permissions with SharePoint first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.