SharePoint Security Sync Tool
PreviousDrag and Drop Email and its Attachments from Outlook to cloud storage with Dynamics 365NextHow-to Guides
Last updated
Was this helpful?
Last updated
Was this helpful?
SharePoint Security Sync Tool (Bulk Synchronization Tool) enables you to sync previous records in bulk. It relatively takes less time to sync records with SharePoint Security Sync Tool.
Download and install SharePoint Security Sync Tool in your system. You can download the tool from .
After installing, click on the SharePoint Security Sync Tool icon to open the tool.
Select deployment type as ‘Office 365’ and fill the following details in given fields.
Display list of available organizations: Enable the checkbox in case of multiple organizations in CRM
Online Region: Select the respective region
Username: Use the CRM username
Password: Use the CRM password
After filling all the details click on ‘Login’.
Once logged in, you will find details of all the configured connectors. Select any one of the connectors for which you want to sync the security privileges. If more connectors are added then click on the ‘Refresh’ button on the top to update connector details.
Now let’s go through the different functions of SharePoint Security Sync Tool.
First, click on the respective SharePoint Site.
After clicking on the respective SharePoint Site, the Attachment Management tab will be displayed.
This tab is to perform the Bulk Migration Job i.e. Move/ Copy the past attachments from Dynamics CRM to SharePoint. You are required to fill the following fields for smooth migration of attachments:
For?: This specifies whether you are doing Bulk Migration for Activities, Notes or Sales Literature.
Entity: Select the entity for which you want to migrate attachments.
Action: Select either 'Copy' or 'Move'.
From: Enter the date from which you want to start the migration job.
To: Enter the end date till which you want to do the migration.
