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D365 and SharePoint Security

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  • 1.  D365 and SharePoint Security

    SILVER CONTRIBUTOR
    Posted Jun 27, 2019 02:46 PM
    Hi Everyone,

    I am curious if anyone can give me some information about this. I recently just integrated our SharePoint with D365. In our SharePoint we have only a few users who have privileges to view the page. I linked that page to our CRM for document storage, but I need the same security features in D365 that are setup in SharePoint. Is this already done though the integration, or if not, is there a way to easily setup the security roles for this?

    Thanks

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    Jordan Visina
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  • 2.  RE: D365 and SharePoint Security
    Best Answer

    SILVER CONTRIBUTOR
    Posted Jun 27, 2019 05:34 PM

    Hi Jordan,

    A Dynamics User must have the proper Sharepoint permissions to see the documents from Dynamics. So you should be correct with your existing security implementation.

    Yet, you still need to setup the security role to give access to DocumentLocation and SharePointSite.
    Both Sharepoint and Dynamics Permissions are requested for an user to be able to see documents.

    All of this is well explained at the end of this blogpost :

    https://neilparkhurst.com/2017/09/13/mb2-715-certification-microsoft-dynamics-365-customer-engagement-online-deployment-sharepoint-integration/

    Best Regards,



    ------------------------------
    Laurent Maneville
    N Media
    Drummondville QC
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  • 3.  RE: D365 and SharePoint Security

    SILVER CONTRIBUTOR
    Posted Jun 28, 2019 09:26 AM
    That makes sense thank you Laurent!

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    Jordan Visina
    CRM Administrator
    Fargo Jet Center
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  • 4.  RE: D365 and SharePoint Security

    TOP CONTRIBUTOR
    Posted Jun 27, 2019 09:36 PM
    Jordan, the Dynamics integration with Sharepoint does not bypass the Sharepoint security. So if you gave access to the user in Sharepoint, only then they will have access to it from Dynamics. However you need to give them extra access in Dynamics in order to work it out through Dynamics. Did I make sense?

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    Sunil Raheja
    Aha Apps
    Glen Allen VA
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  • 5.  RE: D365 and SharePoint Security

    SILVER CONTRIBUTOR
    Posted Jun 28, 2019 09:26 AM
    That does make sense thank you!

    ------------------------------
    Jordan Visina
    CRM Administrator
    Fargo Jet Center
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  • 6.  RE: D365 and SharePoint Security

    TOP CONTRIBUTOR
    Posted Jun 28, 2019 10:03 AM
    Hi Jordan,

    If you have a need to replicate D365 security with SharePoint security there is a pretty nice add-on available from a company called Connecting Software.

    CB Dynamics SharePoint Permissions Replicator - Synchronization
    Connecting Software remove preview
    CB Dynamics SharePoint Permissions Replicator - Synchronization
    A major problem of storing Dynamics CRM documents in SharePoint is the missing synchronization of privileges and permissions. This allows unauthorized SharePoint users to access private documents and sensitive data even if they don't have CRM privileges to do so. CB Replicator, is the only out-of-the-box solution that remedies this issue by automatically synchronizing Dynamics CRM privileges with SharePoint permissions.
    View this on Connecting Software >
    https://www.connecting-software.com/dynamics-crm-sharepoint-permissions-replicator/ 

    ------------------------------
    Mike Hammons
    Director, Business Intelligence
    AKA Enterprise Solutions

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  • 7.  RE: D365 and SharePoint Security

    GOLD CONTRIBUTOR
    Posted Jul 01, 2019 09:50 AM
    We use Connecting Software and it works great!

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    Shawn Hickey
    Burns & McDonnell
    Kansas City MO
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