Importance of Replicating Dynamics 365 CRM Access Level Privileges in SharePoint

In Dynamics 365 CRM, managing access to records is essential for maintaining security and protecting sensitive information. Integrating Dynamics 365 CRM with SharePoint allows efficient storage of attachments, addressing CRM’s memory limitations and improving document management. However, this integration does not automatically synchronize security privileges between the two systems. To resolve this issue, a dedicated… Read More »
The post Importance of Replicating Dynamics 365 CRM Access Level Privileges in SharePoint first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.
Published on:
Learn moreRelated posts
Lewis and Laura vs. Fabric Notebooks and Microsoft Graph: Part 1
This week my friend Laura GB told me about some fun she was having with Python in Fabric Notebooks, working to access Excel table data for pro...
Microsoft Teams Copilot without transcription becomes default for meetings – conversation history now persists
Microsoft Teams Copilot will default to running without transcription for new meetings starting mid-September 2025, with conversation history ...
SharePoint Pages: Sections with AI
Sections with AI in SharePoint Pages enables users to create rich page sections using natural language prompts powered by Copilot. Rolling out...
Viva Engage: Export event posts
Viva Engage event organizers can export posts from the past 28 days as a .csv file, including content, status, timestamps, upvotes, and reacti...
Microsoft Teams: New organizer controls for in-meeting management
Microsoft Teams introduces Organizer Controls in the meeting toolbar, consolidating management features into one menu for improved usability a...
Microsoft 365 Copilot Chat: New ways to include files and emails in prompts
Microsoft 365 Copilot Chat now lets users quickly include files and emails in prompts by typing ‘/’ to search and reference content, enhancing...
Microsoft 365 Copilot: New ways to include files and emails as part of prompts in chat web scope
Microsoft 365 Copilot Chat now lets users easily include files and emails in prompts by typing ‘/’ to search and reference content, enhancing ...
Copilot in Teams meetings: user-controlled on/off toggle
Microsoft Teams will soon let users toggle Copilot off during meetings, disabling recording, transcripts, and Facilitator while off. Rollout s...
Microsoft Copilot (Microsoft 365): Reference a Loop or Page when creating a presentation with Copilot
You can now reference a Loop or Page when you create a presentation with Copilot within the PowerPoint application. Product PowerPoint Release...
Microsoft Teams: New Organization chart in the Profile Card for Web and Desktop
With the new org chart users will not only be able to contextaulize a person, they will also be able to scroll through visited profiles, see a...