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 :
Hi Jordan,We have working on this for a while now and will be releasing soon our new productivity app for Dynamics 365 CRM called 'SharePoint Security Sync' which will enable you to sync Dynamics 365 CRM and SharePoint security model.
With this app, you can replicate the security permissions assigned to Dynamics 365 CRM users in SharePoint. In other words, it acts as a Permission Replicator, replicating Dynamics 365 CRM security permissions in SharePoint security model.
For more information visit our page –
If you've found this thread useful, dive deeper into User Group community content by role