Integrate Dynamics 365 Customer Engagement with SharePoint

Document management in Dynamics 365 CRM and data security in the cloud are essential to the efficient operation of any business. For the simple reason that you can never predict when you’ll need access to certain data, what data you’ll need, or what risks may compromise the safety of that data.

So, how can we overcome such situations?

The solution is straightforward: integrate a powerful system that can protect sensitive information and efficiently handle documents as attachments in Dynamics 365 CRM. Our popular document management app, SharePoint Security Sync, makes this a reality.

To put it more straightforwardly, if you make use of SharePoint Security Sync (Microsoft Preferred App), you are able to do the following;

  • Protect SharePoint data from unauthorized access.
  • Conserve and optimize space in Microsoft Dynamics 365’s CRM.
  • Handle attachments from inside Dynamics 365 CRM.

So, let’s break this down and look at each of these points individually.

Secure SharePoint Data

Businesses all over the world rank data security as their utmost importance and primary concern. SharePoint Security Sync makes it simple to sync permissions in SharePoint with Dynamics 365 CRM. Users’ SharePoint security roles are automatically updated whenever there is a change to those roles in Dynamics 365 CRM. You can modify a user’s security role, add or remove users from teams, and change the permissions granted to users. Also, you can share and assign records, and more. The moment you make a change, it will be reflected everywhere. All sensitive documents stored in SharePoint can be reliably and securely accessed in this manner.

Save Space in Microsoft Dynamics 365 CRM

Connecting and actively managing documents/attachments across multiple SharePoint sites and folders is made possible with SharePoint Security Sync. If you’re running out of storage for your Dynamics 365 CRM files, you can easily free up more room by moving all of your attachments and documents. On top of that, you can all of this in one fell swoop. The vast majority of CRM storage space is taken up by files attached to emails. The ‘Bulk Migration Job’ option allows you to transfer many files at once, including notes, emails, as well as sales materials. Transferring your data won’t interfere with your day-to-day activities, no matter how long it takes.

Handle Files as Attachments within Dynamics 365 CRM

With SharePoint Security Sync’s intuitive interface, you can quickly and easily transfer multiple folders and files between CRM and SharePoint with a simple drag and drop. If you have the proper permissions, you can do anything with SharePoint files and folders, including uploading/downloading, making/renaming/viewing/deleting. SharePoint Security Sync allows you to keep all of your files and documents in their proper native folders within your designated SharePoint sites. Also, you can then easily share those documents with people outside of your organization by creating unattributed links to the documents.

Anyway, what do you think? Isn’t this an ideal answer to your problems with keeping sensitive information private and keeping track of important documents?

Don’t put it off any longer than necessary! Explore the capabilities of this fantastic app risk-free with Code Creators Inc. You can contact our SharePoint consultants if you have any questions about document management in Dynamics 365 CRM.

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