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Dynamics 365 CRM and SharePoint Integration for Enhanced Security and Document Management

Struggling with document management and security in Microsoft Dynamics 365 CRM? Say hello to SharePoint Security Sync - the ultimate solution to Sync user security privileges from Dynamics 365 CRM to SharePoint, ensuring the same level of security for documents and records stored in SharePoint. No more manual updates or errors - just improved data protection, better collaboration, increased efficiency, and user-friendliness.

With SharePoint Security Sync, you can easily move and manage CRM files stored in SharePoint directly from within Microsoft Dynamics 365 CRM, and even create custom folder structures with workflows. You can also migrate attachments in bulk from Microsoft Dynamics 365 CRM to SharePoint.

But why take our word for it? Users of SharePoint Security Sync save up to 23% of their work time spent on managing CRM attachments and security access. Ready to take your document management and security to the next level? Download our free trial on our website or Microsoft AppSource, or email us at to schedule a personalized demo.

So, get this 5-star rated productivity app to help auto-sync Microsoft Dynamics 365 security privileges in SharePoint and increase the overall security of your documents!