File-Level Syncing

This feature allows users to sync file-level privileges based on various access-level privileges, including Users, Business Units (BU), Parent-Child Business Units (PCBU), Organization (Org), or none. It ensures that files uploaded through real-time migration are checked and synced according to these access-level privileges. Whenever a real-time note is added, it will only be visible to the access holders based on the specified access-level privilege.

Note: These file-level privileges at the CRM annotation level are synced on SharePoint.

Configuration

In SharePoint Security Sync, navigate to Entity Configuration

Click on New to create an entity configuration of Annotation

Enter Note inside Entity Name Field

Click on Save & Close

Example

Consider two users, Harry and James, both belonging to the same Business Unit (BU). They have:

• BU-level access privilege to Opportunity

• User-level access privilege to Notes

For Example

Harry creates an Opportunity record and adds a note attachment to the timeline.

The file got migrated to SharePoint through Real-time migration.

James can see the same Opportunity record in CRM and SharePoint since he has BU-level privileges on the Opportunity entity.

However, the note attachment is not visible to James because he has user-level access privileges for notes.

James’s Point of View:

On CRM -

On SharePoint -