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CRM 2016 - SharePoint 2013 Document Security RRS feed

  • Question

  • Hello

    How would I map the security available in CRM to SharePoint and keep it up to date? Suppose User1 added a document to Record1. User2 does not have permissions to view Record1, however when accessing SharePoint environment User2 is able to view the uploaded document, that should not be the case. How to prevent this scenario? I need CRM users to be able to access documents based on their permissions.

    Thank you in advance!

    Moe

    Monday, February 8, 2016 1:42 PM

All replies

  • Unfortunately there's no simple way to do this, as the CRM and SharePoint security models are quite different. CRM doesn't apply any record-level security to SharePoint, so you'd have to write your own integration to update the security on SharePoint based on CRM data

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Monday, February 8, 2016 1:57 PM
    Moderator
  • Thank you for your reply, there is no problem in implementing this. However I would like to know what the procedure that I should follow to do the right implementation.

    Thanks!

    Monday, February 8, 2016 1:59 PM
  • Hello,

    you have 2 possibilities: Implement custom solution or use existing out-of-the box solution (e.g. CRM SharePoint Permissions Replicator from Connecting Software) that should fully cover your requirements without custom coding required. 

    In custom solution you will need to set unique folder level permissions for each SharePoint folder referenced from CRM. These permissions needs to be evaluated based on CRM security model (business units, security roles, teams, access teams, sharing, hierarchy security, etc..). Moreover it should handle real-time changes in your CRM. It is pretty complex task because of CRM security complexity.

    Tomas


    • Proposed as answer by Tomas Olejnik Wednesday, April 20, 2016 6:29 AM
    • Unproposed as answer by Tomas Olejnik Wednesday, April 20, 2016 6:29 AM
    Wednesday, April 20, 2016 6:23 AM
  • This is not possible using OOB features.

    Either you have to do custom development or else you can opt for tools available to achieve the functionality asked by you.

    HTH

    Sam



    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

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    Thursday, April 21, 2016 6:57 AM