Set up Security

SharePoint Security Sync has the following security roles:

SharePoint Security Sync Administrator

SharePoint Security Sync Administrator has the privilege to create and modify 'Entity Configurations', 'Connector entity records', 'Security Templates', and 'Bulk Migration Jobs'.

SharePoint Security Sync User

Note: It is necessary to assign any one of the above security roles to use SharePoint Security Sync Solution

CRM Security Role Requirements

Please ensure that both internal and external users have the required CRM permissions to use the SharePoint Security Sync functionality. The user’s security role should include the following privileges:

• Document Location – Full access at the Organization level (except Delete)

• SharePoint Site – Read access at the Organization level

• Security Role – Read access at the Organization level

• Team – Read access at the Organization level

• System User – Append and Append To permissions at the User level

• Business Unit – Read access at the Organization level

• Organization – Read access at the Organization level

• Web Resource – Read access at the Organization level

Note: Additionally, please make sure that the users (both internal and external) are added as members to the respective SharePoint site. If users are not added as site members, they may encounter permission-related errors when accessing the Documents tab.

Follow the simple steps given below to assign security roles to CRM users.

• Navigate to SharePoint Security Sync App --> License Registration Page --> Click on the Assign Security Role button.

• A confirmation dialog box will appear. Click on Ok.

The SharePoint Security Sync user security role will be now assigned to all the users present in Dynamics 365 CRM.

OR, you can follow another alternative method mentioned below:

• Go to Advanced Settings --> Settings --> Security.

• Select Users

• Select user --> Click on MANAGE ROLES

• Click on any one of the security roles --> Click OK.

Admin Role

User Role

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