SharePoint Security Sync - Synchronize Dynamics 365 CRM and SharePoint Security Model

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Robust and Secure SharePoint Integration for
Dynamics 365 CRM
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Key Features
Drag Drop Drag Drop interface to upload
multiple files and folders to SharePoint easily
at one go.
Email link or file as an attachment
Email SharePoint files as attachment with a
single click.
Intuitive interface to perform common
file/folder actions Upload, download, rename
files and folders .
Security Privileges Control user privileges to
perform the various actions supported by the
solution such as Upload, Download, Email, Create
folder, Rename, Delete.
Save Storage Space Move Attachments from Notes,
Email Sales Literature to SharePoint and leave
behind the link to the file for easy reference.
Security Role Sync to SharePoint Replicate
addition / modification / deletion of Dynamics
365 CRM users security privileges to SharePoint.

• Seamless integration with DocuSign to
  electronically sign documents stored in SharePoint

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Available For

• SUPPORTED VERSIONS
• Microsoft Dynamics 365 8.2 and above
• Dataverse (Power Apps)

• DEPLOYMENTS
• Dynamics 365 Online
• On-Premises with IFD

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Drag and Drop multiple files folders
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Upload/Download files folders
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Upload files folders to multiple CRM records
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Get a Read-only or Editable Anonymous Shareable
link of files folders
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Email files as an attachment or share the link
to the files
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Deep Search
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Delete File
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View File
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Open Folder
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Move/Copy Dynamics 365 CRM Attachments
Notes
Email
Sales Literature
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Folder access based on CRM record access
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Security Templates
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Bulk Migrate Dynamics 365 CRM Attachments
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Integration with DocuSign for eSignature
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Connector Configuration
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Entity Configuration
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Bulk Sync Tool
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Next Steps
Learn more about SharePoint Security Sync
today. Get your free SharePoint Security Sync
trial from our website or Microsoft
AppSource! Email crm_at_inogic.com
crm_at_inogic.com