When organizations use both Dynamics 365 and SharePoint, integrating these platforms can significantly boost productivity and streamline processes. However, one common challenge arises: maintaining consistent security settings across both systems. Managing permissions manually can be time-consuming, error-prone, and create vulnerabilities. This leads many to ask: Is there a way to seamlessly mirror security settings from Dynamics 365 to SharePoint?
The answer is yes—there is an automated and efficient solution that eliminates the need for manual intervention while ensuring security parity across the two platforms.
The Challenge of Managing Permissions Across Dynamics 365 and SharePoint
Dynamics 365 is often configured with a granular, custom security model tailored to an organization’s needs. There are many different security roles in Dynamics, and you can create your own security roles as needed.
As team members change or are assigned to different security roles, the record permissions are updated automatically in Dynamics 365 to reflect these changes.
If you have Dynamics integration with SharePoint set up, the question is, what happens to the permissions of documents related to each entity that you now store in the corresponding SharePoint folder? SharePoint does not natively inherit or synchronize security changes from Dynamics 365.
Ignoring this issue can lead to serious consequences, such as unauthorized access to sensitive information or non-compliance with regulatory requirements. By automatically mirroring permissions from Dynamics to SharePoint with CB Dynamics 365 to SharePoint Permissions Replicator, you ensure consistent security on both platforms but also protect your organization from potential security breaches and compliance violations.
This tool has been the market leader since 2014 and is a Microsoft Preferred Solution, so don’t let security risks or compliance gaps go unchecked—explore how this solution can help here.
