Tag Archives: SharePoint
Syncing Dynamics 365 User Permissions with SharePoint
Today, it seems that most companies are using more than one business application. Each application has its own unique features and provides value to different departments. To improve user adoption, some of the applications are likely integrated with one another. This could be either natively or with a custom integration built at the hands of your development team.
While each application has its own unique role, they likely share the same security model per your organizations business requirements. However, integrating security requirements between applications is often overlooked or is a manual process and prone to error.
In this post, we will take a quick dive into how you can achieve this with 2 integration applications – specifically syncing Dynamics 365 user permissions with .
For the sake of simplicity, let’s assume that your Dynamics 365 org currently has a custom security structure. Additionally, you already have an integration to SharePoint (or you want to). Specifically, it integrates your Dynamics 365 Accounts to an Account folder structure in SharePoint.
Dynamics 365 vs SharePoint security structure challenge
Here’s an example of what your security structure might look like in Dynamics 365. This is an Account (client) record with a unique Account team that is comprised of dynamic users. Only these users have access to this Account record (aside from Admins):
As this team changes, the permissions to this Account record will change. In SharePoint, your admins currently have to manually maintain the security for this clients folders. This is an inefficient use of their time, not to mention it is also prone to error.
The solution
In order to accurately keep up with these changes, a custom process can automatically synchronize the Dynamics 365 user permissions to your SharePoint. As users change on the teams in Dynamics, the process will automatically kick off and refresh the permissions on the clients folders in SharePoint.
This may sound easier said than done, which is why you’ll want to utilize a .
Developers can use both the Dynamics 365 API and the to retrieve the team members from Dynamics and then grant write and read permissions at the SharePoint folder level. If your SharePoint folder structure is currently not organized based on the data you have in Dynamics 365, the MS Graph API can also be used to produce a relevant and consistent folder structure automatically in SharePoint.
If you want to learn more about how you can sync Dynamics 365 user permissions with SharePoint, today.
Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in and . We also provide expert , , and .
Better CRM with Your Microsoft SharePoint Intranet
Having a better intranet is no longer an option, it’s a necessity. Clear communication, secure content storage, and advanced knowledge management are only a few of the critical elements to your intranet. There is a big advantage that is important for you: Microsoft’s Sharepoint Intranet can improve your organization and your CRM system.
Your Sharepoint Intranet
Sharepoint Intranet used by companies for managing, organizing, and customizing their internal communication. It features a team collaboration that encourages greater effectiveness all-around.
Appearance: At the most basic level, your intranet theme is customized to your organization’s specifications. The interface has the colors, branding and layout you choose.
Name: You choose the name of your intranet. Choosing something meaningful can have a significant and lasting impact. One of our clients, an essential oil company, Young Living, named their intranet the “Source.” How Young Living sources their oils are an integral part of who they are, so the term “source” has layers of meaning. Their intranet symbolizes the place everyone goes for authorized, quality, and reliable information. It is a place where real and effective communication and collaboration happens.
Templates: Also included at the basic level are templates. Slide design templates include the relationship to the Hub Site and an update of the custom theme.
Menu: All intranet sites are built with related mega menu navigation.
Webparts: New out of the box webparts and other related webparts are deployed and configured across the intranet.
Your Involvement: Thorough communication is ongoing between JourneyTEAM and your organization during the planning and installation stages. JourneyTEAM provides training hours to clients during or after installation to ensure maximum usability.
As you discover your intranet’s capabilities and compare them to your organization’s needs, you may find additional webparts that will make all the difference. Many of our clients request these, and more:
- Employee Recognition
- Frequently Asked Questions
- Polls & Quizzes
- Simple Charts
- Quick Links
- Timeline
- My Sites/Teams
A Masterful Employee Directory
JourneyTEAM has developed its own world-renowned Employee Directory webpart. Clients who see how it works often ask for the invaluable tool to be implemented for them. Ask one of our SharePoint experts to demonstrate how it would work for you.
CRM and Sharepoint Integration
CRM (Customer Relationship Management) with your SharePoint Intranet means you have a fluid working system both internally and externally. Quality CRM ensures the smooth execution of every customer interaction. You understand the value of your CRM system, so internal efficiency through your intranet system makes sense. Your SharePoint intranet helps your organization organize and provide access to everyone exactly as you intend. Your Microsoft software connects to achieve a cohesive strategy across the board.
JourneyTEAM’s SharePoint Professionals
Our SharePoint team deploys Microsoft technologies to help organizations share information and collaborate. SharePoint Teams and the supporting cast of functionality and technologies from Microsoft are included. We help you with the information-sharing tools Microsoft has available through products such as Microsoft SharePoint, Microsoft Teams, and the integrations that those tools have within Planner within Office 365 as a whole within Power Automate and Power BI, et cetera. For many clients, we do everything from establishing information architecture, implementing corporate internets, to helping organizations learn how to structure and secure their content in a way that drives business efficiencies.
You may be looking to build a cloud intranet for the first time. Perhaps your organization is just opting for an improved or upgraded working intranet. Even better, those looking to customize their intranet per their needs will find satisfaction with Microsoft SharePoint. Equip your company with a common knowledge-sharing platform that aids employees in collaborating across all projects. Everyone can securely find what they need, in the right place, at the right time with our experienced professional team.
JourneyTEAM was recently awarded and the Microsoft Eagle Crystal trophy as a top 5 partner for Dynamics 365 Business Central software implementations. Our team has a proven track record with successful Microsoft technology implementations. Consolidating your communication, collaboration, and productivity platform with Microsoft will provide the best support possible for your sales, marketing, and other teams, wherever they work. Let us show you how. !
Article by: Dave Bollard – Chief Marketing Officer | 801-436-6636
JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more.
Microsoft Launches Lists, A New Smart Tracking Application — Formerly SharePoint Lists
Your CRM system gives you a better way to manage your external business interactions and relationships. Everything you need to know about your customer interactions is readily available at any time. While your external processes may be organized, what about your internal processes? If you’ve found that your internal business processes are unorganized and chaotic, Microsoft Lists, the latest information tracking tool from Microsoft, is the solution.
Lists is a new tool that helps you to keep track of the information that’s most valuable to your team with smart, flexible features. We’ll review each of the tools available within Lists and how it can help you better organize your business processes.
What is Lists?
Lists is a tool that allows you to better track, organize, and manage the large amounts of data coming into your office each day. Using pre-made templates and customizable views you can track information all the way up the organization ladder, helping you to keep tasks and projects more organized. Additionally, Lists allows you to easily manage issues, routines, contacts, and inventory and notify staff members of any changing information or updates using alerts and rules.
Unlike Microsoft ToDo, Lists allows users to do more with information and features smarter tools. Additionally, while Microsoft ToDo is available to everyone, Lists is only accessible with a paid subscription to Microsoft 365.
What You Can Do Within Lists
Within Lists, you can do the following:
- Use pre-existing templates to create lists on both mobile and web platforms.
- Create unique views and rules to help teams stay connected.
- Use native integration that can be embedded in a channel.
- Create smart rules, filters, views, and choices.
- Create and manage share links.
- Integrate with Power Platform as well as Power Applications.
- Access favorite tasks from anywhere.
- Share personal lists throughout your organization.
- Create alerts and reminders to keep teams on schedules.
While Lists is still relatively new, the application is powerful, smart, and flexible, helping you to create business solutions in a faster, more efficient way without a lot of coding.
Views Available Within Lists
Presently, Lists features four default views: calendar, gallery, grid, and list.
- Calendar: For projects or tasks that have a tight schedule or deadline, you’ll want to use the calendar view. Everything from the project’s start date to its finish is displayed on a visual calendar, helping team members see when work is due and plan accordingly. This ensures that all work is moving quickly down the workflow and finished on time.
- Gallery: If you’re working on a list or project that features a lot of images, the gallery view helps you to arrange information within the card in organized rows.
- Grid: This is the primary view within Lists. Rows and columns can easily be changed or reconfigured depending on the specific task you’re working on. Grid view is best used if you need to quickly edit or update information.
- List: The list view has a similar format to retired SharePoint lists; however, this view doesn’t feature point and click capabilities as of today.
Lists is designed to track information and tasks based on the unique needs of your team. To help you do so, each view can be further modified for better, more efficient tracking. Color coding is just one example. Say you have a specific approval process for tasks. You could use various colors to show where each task is in the approval process. Items that are currently being reviewed by stakeholders could be colored red and approved items could be colored green.
Color coded comments can also help keep your team organized. For example, each staff member could be assigned a specific color. Should a question or concern arise that they need to review, you can color code it their color so they’ll know to take a look at it. You could also use color coding to alert your team of changes to a task or deadline. This helps to keep your entire team on the same page and ensures work is finished on time.
Ready to Get Started with Lists?
Setting up Lists is very straightforward: just access it from the left-hand menu bar of . It will be included on the list of Microsoft additional applications.
As soon as you’ve opened Lists, you can start creating customized lists with ease. However, should you need assistance with some of its features or further customize views or features to meet the needs of your team, reach out to a JourneyTEAM representative. We’re a Microsoft Gold Partner with extensive knowledge and experience with Microsoft products. We’ll show you how to make this new tool work for you and provide the exact amount of support you need. Contact us today!
– To see full article
Contact JourneyTEAM
We are consultants that can help make Microsoft Lists a reality! to find out more, or call us now at 800.439.6456.
Article by: Dave Bollard – Head of Marketing | 801-436-6636
JourneyTEAM is an award-winning consulting firm with proven technology and measurable results. They take Microsoft products; Dynamics 365, SharePoint intranet, Office 365, Azure, CRM, GP, NAV, SL, AX, and modify them to work for you. The team has expert level, Microsoft Gold certified consultants that dive deep into the dynamics of your organization and solve complex issues. They have solutions for sales, marketing, productivity, collaboration, analytics, accounting, security and more.
DocuSign integration with SharePoint Security Sync for Dynamics 365 CRM
– one of our – is a comprehensive solution for integrating Dynamics 365 CRM / Power Apps with SharePoint for document management. Now with its latest feature, SharePoint Security Sync has added yet another feather to its cap and is on the way of becoming one of the finest apps for managing and securing confidential data in SharePoint from within Dynamics 365 CRM.
So, what is this latest feature all about? (get a quick glance of the same in our )
With this new feature of SharePoint Security Sync, you can now avail the benefits of DocuSign to electronically sign Dynamics 365 CRM documents stored in SharePoint. Being a popular eSignature app, most of you would be already using DocuSign for your day-to-day business transactions. With SharePoint Security Sync and DocuSign integration, you can now make use of DocuSign features using our user-friendly UI to sign contracts/agreements stored in SharePoint sites without having to navigate from one UI to another.
Now, let’s see how you will benefit from using this feature in your day-to-day business activities.
Suppose you have both SharePoint Security Sync and DocuSign installed in your CRM. Now, to activate this feature all you have to do is to just check the field named ‘Enable DocuSign Integration’ while creating a new connector configuration in SharePoint Security Sync for your CRM.
Once you have enabled this option, DocuSign button will be displayed on our user-friendly UI for your ready use. You have to just select the document and click on the ‘DocuSign’ button to sign or send the document for signature to the customers. Once you click the button, you will get the following two options – Get Signature&Sign Document.
Choose either of the options and you will be then directed to the DocuSign UI where you can make use of all DocuSign features.
Quite handy feature, isn’t it?
You can now culminate your daily activities pertaining to signing documents/agreements for contract renewal or closing business deals easily with just a few clicks.
No more navigating from one UI to another!
Everything is now available for you at our UI for your ready use.
So, wait no more! Grab this opportunity to download and explore this latest feature of SharePoint Security Sync from our or for a trial period of 15 days.
Also, have a quick glance at our popular document management app for Dynamics 365 CRM/Power Apps – – which currently supports Dropbox, SharePoint, and Azure Blob Storage.
For any of your document management requirements, feel free to contact us at crm@inogic.com
Until then – Stay Safe, Stay Healthy!
The Retirement of SharePoint 2010 Could Destroy Your CRM Business Processes
Find out how one organization thought they were good to go but after running the Modernization Scanner we found 1000’s of broken workflows.
If you’ve been using SharePoint 2010 to manage your CRM system, you might be in trouble. As you may have heard, Microsoft announced that SharePoint 2010 Workflows are being retired. This announcement stems from the company’s focus on adopting newer tools and technology and their push to have users quickly adopt Power Automate
Given the company’s push towards Power Automate, this announcement was only a matter of time, but it could leave businesses who are still relying on these workflows in a tough spot. But what exactly is being turned off?
Here’s what we know so far: all SharePoint 2010 Workflows were switched off on August 1, 2020. If you were planning on migrating any workflows to a new tenant, it is no longer possible. To help make the transition away from SharePoint 2010 easier, here’s what you can expect.
Any workflows that are running on SharePoint 2010 in an existing tenant must be moved by and be recreated in either Power Automate or another system. If you don’t move them, they may stop running.
Beginning on the first of November, Microsoft will start removing users’ ability to create or execute 2010 workflows. While you won’t be able to run existing 2010 workflows, you can still access them. Please note that as Microsoft continues to move towards newer technology, you may lose access to these workflows in the future.
It’s expected that the following workflows will be affected by the retirement of SharePoint 2010:
- Signature collection: This workflow routes a Microsoft document to gather electronic signatures.
- Gather feedback: The workflow that gathers feedback from specific people or parties.
- Classic pages publishing approval: When you need to send content or sample web pages to clients or customers for approval, this is the workflow you would use.
- Three-state: This workflow is used to manage business processes that require users to track a number of items or issues such as sales leads, project tasks, or support issues.
- Approvals: When you need approval from designated parties, this workflow routes the item or document to the right person.
Moving SharePoint 2010 Workflows to Power Automate isn’t a simple task. While migrating simple workflows is relatively straightforward, migrating long, complicated processes can take much longer than the few months given by Microsoft. You don’t want to run the risk of losing access to the business processes you rely on after November 1 as this can create numerous problems for your organization. So what are you to do?
It’s recommended to get in touch with a Microsoft representative or Microsoft Partner that has experience in using Power Platform. JourneyTEAM is one of those partners. We’ve already assisted numerous clients in understanding what their options are as well as provided assistance in moving to Power Automate.
It won’t. Microsoft has specified that on-premise workflows for SharePoint 2010 and SharePoint 2013 will continue to be supported until 2026.
As of today, Microsoft has made no announcement that SharePoint 2013 workflows will be retired. However, while they’ll still be supported, they will be deprecated.
By default, all SharePoint 2013 workflows will be turned off for new tenants after November 1, 2020. However, should you need to activate the 2013 on a new tenant, you can do so using the PowerShell script provided by Microsoft.
Don’t think that 2010 workflows are safe in SharePoint 2013. While Microsoft has not yet announced the retirement of SharePoint 2013, it’s only a matter of time before this announcement comes. Especially considering that Microsoft has repeatedly emphasized that their preferred workflow solution is Power Automate and Office 365. To be safe, any workflows you recreate in SharePoint 2013 should be recreated in Power Automate to ensure you don’t lose access to these workflows.
Moving your workflows directly to Power Automate can help you save hours of work. But migrating to the platform isn’t as straightforward as it seems. SharePoint 2010 and 2013 have different features than those in Power Automate that allow some workflows to be recreated and others not. You’ll need to determine how complex your workflows are and if Power Automate features all the actions contained in the existing workflow. To help you figure this out, Microsoft has created the Modernization Scanner.
While you only have a few months to migrate your workflows, there’s no need to start panicking. Your first step is analyzing your system and figuring out exactly which workflows will be turned off on November 1, 2020.
This is exactly what the Modernization Scanner tool does. It scans your entire system and pinpoints exactly which workflows will be affected by the retirement. Plus, it can help for further modernization by providing a report that details:
- Which lists and libraries can be modernized
- Where rebuilding of classic portals need to be done
- Which classic workflows, InfoPaths, and blog pages are being used
The Modernization Scanner will show you exactly which workflows will be affected at the beginning of November. Additionally, the insight gained from the scanner will specify which SharePoint 2010 features can’t be recreated in Power Automate or another modern system. This enables you to work with your IT team to figure out how to recreate those actions and tasks within a modern server, so that your business processes won’t be disrupted.
Even with a thorough knowledge of your system, you can never be 100% sure that there aren’t a few SharePoint 2010 workflows hiding in the shadows. Consider this: JourneyTEAM recently worked with a client that used the Modernization Scanner on one part of their system. When the scan was complete, they discovered 1,000 SharePoint 2010 workflows that several of their business processes relied heavily on. With the Modernization Scanner, they were able to avoid overloading their IT team with work at the beginning of November.
Now that you can see how the retirement of SharePoint will affect your business processes, it’s time to get to work. Here’s what you need to do: First, you’ll need to get in touch with someone from JourneyTEAM. After you’ve spoken with one of our team members, you’ll need to set up and run the Modernization Scanner in a specific tenant which will gather the data needed to determine which workflows will be affected by SharePoint’s retirement. Once you have that data, send it to your JourneyTEAM contact. Using that data, we’ll help you determine what, if any, steps need to be taken.
Working directly with our , you’ll get the exact support you need to modernize your SharePoint 2010 workflows. Whether you have questions about how to run the scanner or run into a few minor issues, our team can help. JourneyTEAM has numerous online resources available as well as tutorials and work sessions that can get you started.
Don’t wait and see if your business processes will be affected after November 1. Contact JourneyTEAM today to get started.
JourneyTEAM can help you integrate your solution with ease. Our team of professionals can help you navigate services and put them to work for you. Contact us today to discuss strategy or run a Modernization Scanner to see if you have any potential workflow threats.
About JourneyTEAM
Article by:
Head of Marketing | 801-436-6636
JourneyTEAM has more than 25 years of experience in delivering IT solutions to businesses. As a Microsoft Gold Certified Partner, we’ve worked closely with Microsoft to carefully provide organizations with Microsoft products, including SharePoint, Azure, Office 365, Dynamics 364, SL, AX, GP, NAV, and CRM, and make them work for you. Whether you’re in need of a collaboration, marketing, sales, or productivity solution, JourneyTEAM can help you find the right technology for your business. To learn more about our team, visit our website at .
Top 5 reasons why Attach2Dynamics is preferred document management app within Dynamics 365 CRM for SharePoint, Dropbox and Azure Blob!
One of the important roles of Dynamics 365 CRM is to provide structured document management functionalities. As documents in Dynamics 365 CRM are stored as attachments or Note records, managing large number of documents becomes quite complex. And the higher the size of the database, the costlier it gets for buying more storage. Hence, a solution that provides seamless integration of Dynamics 365 CRM with cloud storage of your choice for document management becomes a necessity.
, as the name implies, is a that provides efficient management of Dynamics 365 CRM attachments and documents by integrating CRM to multiple cloud storages viz. SharePoint, Dropbox, and Azure Blog Storage. It has a user-friendly interface that lets you perform common file management actions like upload, download, browse, and delete documents within Dynamics 365 CRM without having to navigate to the configured cloud storage. Further, you can also send documents as emails and also generate sharable links of the files and folders for emailing. And all this from within Dynamics 365 CRM!
To better understand how this ‘out-of-the-box’ solution Attach2Dynamics will help you increase your efficiency in Dynamics 365 CRM, let us go through some of the prominent features of this productivity app.
1. Native Integration with multiple Cloud Storages
Attach2Dynamics offers native integration between Dynamics 365 CRM and cloud storage like SharePoint, Dropbox, and Azure Blog Storage. This helps more space for document management in Dynamics 365 CRM. You can also create multiple instances of the same cloud storage with different names to store and bifurcate your data on the cloud as per your convenience.
2. File management with a user-friendly interface
With the help of eye-pleasing easy to use interface of Attach2Dynamics, you can drag and drop multiple files and folders from Dynamics 365 CRM to configured cloud storages. You can also view all the copied/moved files and folders in a single glance with the help of Attach2Dynamics. File management actions like uploading, downloading, browsing, deleting documents, configuring notes, renaming files and folders and creating new folders are as simple as if you working on Windows Explorer.
3. Email Link or Attachment
With the help of Attach2Dynamics, you can also send files, folders and sales literature attachments in an email. It will also allow you to create anonymous file links for sharing. You can also set default from, to, cc and bcc for an email using the ‘Email configuration’ feature of Attach2Dynamics.
4. Bulk Migration Job
Attach2Dynamics will help you in copying/moving History Notes, Email and Sales Literature Attachments from Dynamics 365 CRM to SharePoint, Dropbox and Azure Blog Storage using this feature. Also, you can see the status of migrating attachments. For example, if you want to move emails of the last ‘X’ days from Dynamics 365 CRM to one of the configured cloud storages in bulk, you can do so easily with the help of this feature of Attach2Dynamics.
5. Security Templates
Along with cloud integration and easy file management, Attach2Dynamics also enables managers to set permissions for all the user actions in configured cloud storage on the selected files and folders. User actions like Upload, Download, Email, Copy Link, Delete, etc. can be controlled using security templates.
With all these features, Attach2Dynamics is a must-have solution for your Dynamics 365 CRM environment. Also, check out our smart app that synchronizes Dynamics 365 CRM and SharePoint security model with a newly added feature to add .
Don’t let your Dynamics 365 CRM / Power Apps clutter! Download Attach2Dynamics today and increase the efficiency of your CRM environment as well as that of your team.
You can get your free trial of 15 days from our or .
Drop us a mail at crm@inogic.com for a 1:1 demo or any of your unique document management requirements.
Stay safe and work smart!
How to Protect Dynamics 365 Documents in SharePoint From Misuse
Do you work with Dynamics 365 and use SharePoint to store your documents? You can use the standard out-of-the-box integration between Dynamics 365 and SharePoint offered by Microsoft, but the security models of D365 and SharePoint differ significantly.
Unfortunately, this can result in documents in SharePoint being accessible to users who don’t have the required Dynamics 365 privileges.
Dynamics 365 Documents in SharePoint
Fortunately, a Microsoft Partner has an out-of-the-box tool that solves this problem: . Its goal is to protect the documents that are in SharePoint. It ensures that the proper privileges from Dynamics 365 are applied to SharePoint items, automatically and instantaneously securing your files and documents at all times.
“We are very proud to say that we have the perfect solution to secure your documents in SharePoint, the documents you use in Dynamics 365.” Thomas Berndorfer, Connecting Software explains.
The problem is actually bigger than what one might think, as users can have multiple security roles belong to multiple groups and all this changes over time. “Currently, we can say that we are completely covering the entire security model of Dynamics 365, including security roles, cascading behavior, manager/ position-based hierarchy, business units’ hierarchy, access team templates, and record of ownership.” he describes. It is “an award-winning out-of-the-box solution (…) that has grown over the last six years, proven technology with over 300 installations.” Thomas Berndorfer concludes.
A Solution That Fits The Problem & The Current Crisis
In these times of crisis, customers look for more than a simple fit for their problem. They also appreciate that they can go through the whole demonstration, evaluation, and purchase process based on the web. “Forrester says 73% of business buyers find the web more convenient for purchasing and even more in the current climate that we have”, says Julio Colon, Microsoft.
Thomas Berndorfer, Connecting Software describes the process: “Where can you get it? On Appsource, Azure Marketplace, we have an ecosystem of partners, and, of course, you can get it from Connecting Software. (…) We have a quick deployment. If you go to your Azure Marketplace, it is even pre-installed.”
To get a full understanding of this problem and its solution, watch the full webinar where Microsoft and Connecting Software presented how to Protect Dynamics 365 Documents in SharePoint From Misuse, which includes a demo. Presenting are Julio Colon (Microsoft), Thomas Berndorfer (Connecting Software) and Sherif Kenawy (Connecting Software).
If you want a personalized demo or if you have any question, get in touch with . They will get back to you quickly. You can also click on Ask the Author below, and I will help you out.
By Ana Neto, Connecting Software creates integration and synchronization software. Connecting Software is a 15-year-old company, with 40 employees spread in 4 different countries.
Store and Manage Dynamics 365 CRM documents in SharePoint in native folder hierarchy structure with the latest Attach2Dynamics feature
Now-a-days, everybody stores data in cloud. With its ease of accessibility and n number of features, cloud storage has become the rage. And specifically, for Dynamics 365 CRM users, SharePoint has become the best place to store and manage documents/attachments. But storing data doesn’t mean to dump all the data in SharePoint. To get information quickly and easily, data should be stored in a systematic way. This is possible with the latest feature of one of our –
So, what is this feature that would make document/attachment management in SharePoint handy and worthwhile.
Store documents/attachments on the basis of Hierarchy in SharePoint
With this latest feature of Attach2Dynamics you will be able to store your Dynamics 365 CRM documents/attachments on the basis of hierarchy in SharePoint. For example, suppose you want to store documents of Opportunity entity in your SharePoint site on the basis of hierarchy. To achieve this, first you have to enable document management for Opportunity entity. Then you will have to select a folder structure based on either ‘Account’ or ‘Contact’ entity. Once it is done, the next step is Entity Configuration. Here, along with other fields you will have to populate the additional ‘Folder Structure Field’ and save it. Now, all you have to do is to go to any record in Opportunity entity, move/copy attachments or click on the Attach2Dynamics button to directly upload files to SharePoint.
Once the document is uploaded, it is stored as per the following hierarchy structure in your SharePoint site (if the folder structure enabled is based on Account) i.e. Account > Account Name_guid > Opportunity > Opportunity Name_guid.
Quite a handy feature for all those who want a seamless document management system to easily store and manage data in Dynamics 365 CRM & PowerApps.
So, don’t wait! Find out for yourself more about this feature by downloading the latest Attach2Dynamics solution from our or .
You can also explore our very own which has all the goodness of Attach2Dynamics and more!
And, don’t forget to send your valuable feedback at crm@inogic.com
Until then, Stay Safe, Stay Healthy!
Dynamics 365 and SharePoint: 3 Ways to Replicate Permissions Structure
Recently, I’ve come across a post on Dynamics 365 and SharePoint integration. The story is from one CRM forum, and the writer was looking for a solution for permission structure in SharePoint.
From the number of similar threads, many organizations are concerned with the same issue – missing synchronization of permissions and privileges between the CRM and SP.
The forum member wrote the following:
Hi guys,
Currently, I’m investigating possibilities to replicate the needed permissions structure for a centralized SharePoint database with multiple countries (sub-entities located in different countries are using their own SharePoint sites and have their specific needs related to security roles and document structure). A Centralized SharePoint database would represent an interim solution for document storage. Microsoft solution does not allow to integrate multiple SharePoint sites and synchronize security roles, so looks like finding a third-party solution is the only option now.
Have you ever had similar issues? What are the options on the market? Is the third-party software an only valid way to solve it?
So let’s see what can be done about it.
Firstly, why Dynamics 365 and SharePoint integration in the first place?
Many organizations prefer working with D365 documents using SharePoint as this provides extra functionality for team and document collaboration:
- Possibility to create, upload, view, and delete documents stored in SharePoint from within Dynamics 365;
- Using the SharePoint document management abilities within Dynamics 365, such as checking the document in and out and changing document properties;
- Enabling customers who want to review a bid, to directly access D365 documents in SharePoint, once they have the appropriate permissions.
The features are great, and Microsoft provides free integration of the two systems. But companies that would like to enable this integration need to be aware of one important thing.
The out-of-the-box Microsoft integration doesn’t take into account document permission rights.
Imagine, you lock some information in Dynamics 365 as confidential and allow a limited number of users to have access to it. The data can be about salaries, contract values, prospect information, personal data, etc.
Then you integrate the CRM with SharePoint. But because the permission rights can’t synchronize, the confidential information turns available to anyone in SharePoint. This endangers the company in many ways, from financial to reputational losses.
What can be done about it?
The longest way. Coding the synchronization of privileges and permissions between Dynamics 365 and SharePoint manually from scratch. To be honest, not the best idea for several reasons. Firstly, it will take quite a lot of time and developing resources. And, secondly, it will not end on launching the synchronization. All the burden of maintenance like debugging, keeping an eye on system updates etc. will be still on your developer’s shoulders. Plus, if the synchronization goes wrong
A shorter but still long way. Coding the synchronization, using ready-made connectors for Dynamics 365 and SharePoint. An example can be Azure Logic Apps which allows us to build our own custom logic to move documents out of CRM and into the SharePoint sites and folders of our choosing. Another example – integration platforms with pre-built connectors like .
The advantage compared with the first approach is saving time on learning Dynamics 365 and SharePoint APIs – which is a lot. You only need to build the logic of the synchronization and make sure no sensitive information skips the gate. It may take time and resources, especially during iterations. Therefore, obvious disadvantages: the maintenance is still going to be on you.
The shortest way. At the moment, one ready-to-use product is available for solving the missing synchronization of document access rights between Dynamics 365 and SharePoint. It is called quite straightforward – . It syncs the access rights between the two systems and makes sure that only accounts appointed in Dynamics 365 have access to specific sensitive information in SharePoint.
Advantages: no expenditures on developing or maintenance. It is a ready-to-use product that can be launched on-premises or as SaaS within minutes. No need to worry about system updates as there is a team of experienced developers behind the product who take care of it and provide support.
Disadvantages: can’t name any. The product is being used at thousands of installations around the world, in multinational companies and the public sector: the Government of Canada, ), , and many more.
Contact us!
If you use Dynamics 365 in combination with SharePoint, you really need CB Dynamics 365 to SharePoint Permissions Replicator to protect your data integrity. or . and we will answer all your questions regarding the permissions synchronization.
About the author:
As a part of Connecting Software’s team, Anastasia Mazur has been investigating ins and outs of business software integration and synchronization. Can participate in a short conversation about it without appearing superficial.
Contact the author: anastasia@connecting-software.com
Synchronize Dynamics 365 CRM and SharePoint security model using SharePoint Security Sync
Dynamics 365 CRM and SharePoint together make a great combination that provides flexibility and ease in document management. Many organizations across the world prefer to use both as a combo pack. And this combo pack can be made more formidable with our NEW upcoming productivity app –
So, what is SharePoint Security Sync?
SharePoint Security Sync is a productivity app that helps in synchronizing the security privileges of Dynamics 365 CRM in SharePoint. The need to control the accessibility of Dynamics 365 CRM documents and data stored in SharePoint led to the development of this productivity app. In a way it assures same level of security for documents and records stored in SharePoint that is provided in Dynamics 365 CRM. This means whatever security is assigned for user in Dynamics 365 CRM will be replicated in SharePoint. Similarly, any changes or modification in security privileges in Dynamics 365 CRM will be synced to SharePoint simultaneously.
Why use SharePoint Security Sync?
Each application has its own unique security model. Such is the case with Dynamics 365 CRM and SharePoint. There is a significant difference between the security models of Dynamics 365 CRM and SharePoint. The same user can have different level of access in both Dynamics 365 CRM and SharePoint. It may seem that the documents or attachments that were inaccessible in Dynamics 365 CRM can be accessed by the very same user in SharePoint without any restrictions.
For example, let’s say that you have a significant number of attachments or data related to Quotes, Contracts, Opportunities, etc. in your Dynamics 365 CRM system. The access to this data is only given to the selected few top members of your team. Due to space crunch and for better storage you moved those history data to SharePoint. Once moved to SharePoint, it becomes accessible to your entire team.
This is one kind of security crisis that you can easily avoid with our new productivity app – SharePoint Security Sync.
SharePoint Security Sync enables you to safely store and manage documents in SharePoint. You can easily replicate security privileges of Dynamics 365 CRM in SharePoint. So, no more document security crisis.
SharePoint Security Sync – Your Safety Net for Dynamics 365 CRM Document Management
To know more, mail us at crm@inogic.com