Security requirements between CRM and SharePoint for SharePoint Document Management Integration

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  I am currently setting up a Dynamics CRM 2011 installation and SharePoint 2010.  Both are using ADFS/Claims based authentication.

  I am planning on enabling Document Management within CRM to integrate with SharePoint Document Libraries for CRM Document Management.

  However, I am very confused as to how to set up and maintain security between the 2 applications.

  1. In CRM, I can control security for Document Location and SharePoint Site by reviewing the permissions in a Security Role
  2. In SharePoint, I can grant access to perform various operations within SharePoint by using a custom permissions role or using one of the various built-in SharePoint permission roles such as Contributor, Member or Visitor.

  Therefore, my question revolves around the following:

  1. If I grant full privileges within CRM, but read only privileges to my user in SharePoint, will the CRM end user still be able to upload/attach documents to SharePoint?
  2. If I grant read only privileges in CRM and read only privileges to my user in SharePoint, can I still read/view documents in SharePoint for an existing CRM record?

  Thanks.

  Thursday, April 4, 2013 8:24 PM