Synchronize Dynamics 365 CRM Security Model in SharePoint along with a modern document management system!

Microsoft Dynamics 365 CRM is a powerful tool used to manage customer relationships, while SharePoint offers advanced document management capabilities. Often used together, integrating the two platforms can be a challenge due their distinct security models. Although Microsoft offers out-of-the-box integration options, they do not sync Dynamics 365’s security model with SharePoint.

Fortunately, this tutorial from Inogic demonstrates how businesses can synchronize the security models of Dynamics 365 CRM with those of SharePoint through the use of third-party tools and plugins. With the right combination of tools, users can benefit from both platforms while maintaining effective security protocols that protect their data.

If you’re looking to learn about integrating Dynamics 365 CRM and SharePoint, this tutorial is a valuable resource that teaches you how to effectively synchronize their respective security models to create a seamless document management system for modern businesses.

To find out more, head over to Inogic.