Overview
What is Inogic SharePoint Security Sync?
Inogic's SharePoint Security Sync is a solution for integrating Dynamics 365 CRM with SharePoint for document management. It syncs Dynamics 365 CRM and SharePoint security privileges thereby adding another layer of security to the documents/attachments stored in SharePoint. It restricts…
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What is Inogic SharePoint Security Sync?
Inogic's SharePoint Security Sync is a solution for integrating Dynamics 365 CRM with SharePoint for document management. It syncs Dynamics 365 CRM and SharePoint security privileges thereby adding another layer of security to the documents/attachments stored in SharePoint. It restricts users’ level of access in SharePoint to the same level that is assigned to them in Dynamics 365 CRM. All in all, the solution aims to provide free storage space + document management + data security.
Inogic SharePoint Security Sync Features
- Supported: Access to SharePoint Folders controlled by the security roles defined in Dynamics 365 CRM
- Supported: Auto-sync privileges upon changes in user privileges based on sharing of the record or adding the user to a team
- Supported: Sync the security privileges for existing folders associated with Dynamics 365 CRM records
- Supported: Connect and actively manage files and folders on more than one SharePoint sites and folders
- Supported: =UI to drag and drop multiple files and folders to upload them all at once
- Supported: Generate anonymous links to the documents to share the documents outside of the organization
- Supported: Email the files directly as attachments or links to documents from within Dynamics 365 CRM without multiple clicks to download and attach the files
- Supported: Deep Search, View, Rename and Delete files from SharePoint for those with the necessary privileges assigned
- Supported: Integration with DocuSign for eSignature
- Supported: Support for setting default from, to, cc and bcc for an email using Email Configuration
Inogic SharePoint Security Sync Screenshots
Inogic SharePoint Security Sync Video
Sync Dynamics 365 security model in SharePoint and prevent unauthorized access of your sensitive SharePoint documents.
Inogic SharePoint Security Sync Integrations
Inogic SharePoint Security Sync Competitors
- CB Permissions Replicator
- Microsoft SharePoint
- Connecting software
Inogic SharePoint Security Sync Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Dynamics 365 & Dataverse |
Mobile Application | No |
Supported Countries | All |