As CRM & SharePoint
uses different security models internally so we need to configure security for each user in CRM & SharePoint. Answer to your questions -
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?
- User will not be able to upload documents in 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?
- Yes. The user should be able to view the documents if they have read access to records in CRM and read access for documents in SharePoint.
In order to check the permission, I normally do one a simple test by copying Sharepoint URL from document location records and test it in a browser.
http://mscrmkb.blogspot.com
Mark as answer if a post has answered the question