As they are two separate environments, this step will guide us through security considerations when integrating SharePoint and Dynamics 365.

It is important to note that security for SharePoint and Dynamics 365 are managed differently. There is currently no security privilege synchronisation between Dynamics 365 and SharePoint.

What this means is if you restrict access to specific records in Dynamics 365 that are linked to SharePoint-located files, the restricted access applied in Dynamics 365 will not be applied to the SharePoint location and vice versa. SharePoint Server integration enables document management capabilities in Dynamics 365.

Setting up SharePoint Integration

A system administrator sets up a SharePoint Server environment. The Dynamics 365 administrator (a user who has the SharePoint Site Collection Administrator role) selects the Dynamics 365 entities for which to enable the document management feature and specifies the target SharePoint Server.

As part of specifying the target server, the Dynamics 365 for Customer Engagement apps administrator specifies the SharePoint Server site collection or the SharePoint Server site URL.

Dynamics 365 users can create and manage SharePoint Server document location records after SharePoint Server integration is enabled. Dynamics 365 also allows for the automatic creation of folders on the server that is running SharePoint Server for entity records under certain conditions.

However, the automatic creation of folders cannot be done through the Dynamics 365 Customer Engagement Web Services.

SharePoint Storage Concepts

By using SharePoint Server document management capabilities, you can control the life cycle of documents in your organisation: how they are created, reviewed, published, and disposed or archived.

SharePoint Server uses a hierarchical storage model to store and manage documents. Some of the SharePoint Server storage concepts that you should know are as follows:

• Site Collection
• Site
• Document Library
• Document Folder

These storage objects provide the framework for the content management infrastructure that SharePoint Server provides.

Join the discussion

Have you or your teams struggled with security issues before when collaborating? What workarounds or procedures did you create to tackle these issues?

Use the discussion section below and let us know your thoughts. Try to respond to at least one other post and once you’re happy with your contribution, click the Mark as complete button to check the step off, then you can move to the next step.