> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/sharepoint-security-sync/sharepoint-security-sync-tool.md).
# SharePoint Security Sync Tool
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.
#### How to use SharePoint Security Sync Tool?
* Download and install SharePoint Security Sync Tool in your system. You can download the tool from [here](https://inogicindia-my.sharepoint.com/:u:/g/personal/storage_inogic_com/EUVHmryKApJLkoC9mKMqC2cBksLV6He2PvgWv7ozz6pMOg?e=jLIWrf\&download=1).
* 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’**.
#### SharePoint Security Sync Tool Functions
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 **‘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 respective SharePoint Site, the **Access Management** and **Data Migration** tabs will be displayed.
* Now, click on first tab – **Access Management.** The Access Management tab has two sub-tabs: **User Access** and **Record-Level Access**.
**User Access**
This tab lets you manage SharePoint access based on a user’s CRM privileges. It syncs SharePoint access to match each user’s current CRM privileges.
* Click on the **User Access** tab. All the configured tables are displayed in a grid with their **Table Display Name** and **Table Logical Name**, for example Account, Appointment, Contact, Email, Case, Lead and Opportunity.
* Select the table(s) for which you want to sync privileges.
* Click on the **Save Privileges** button to update SharePoint access so that it matches the users’ current CRM privileges for the selected tables
Multi-Select Capability
A multi-select option has been added to the grids in both User Access and Record-Level Access tabs. This allows you to select multiple tables/records at once and perform the respective synchronization operation more efficiently
Next Sub-tab in Access Management is **Record-Level Access.**
* With this tab, you manage SharePoint folder access based on a user’s access to individual CRM records. You can sync records for a selected period, and you can also select particular users to apply folder security to the records they own.
* **For example,** your CRM has multiple users/teams and you want to sync only one user’s records for the “Account” table created during a particular period. Select the **Account** table, enter the **From Date** and **To Date**, select that user from the drop-down, and click on **Sync Access**.
* Document Location Created On Option
We have also added an option to determine which date should be used when fetching records for permission synchronization. By default, the tool continues to work as it did previously, using the Record Created On date.
Additionally, you can now select Use Document Location Created On when you want the tool to fetch records based on the Document Location Created On date.
This provides more flexibility when synchronizing permissions, particularly where the document location creation date is more relevant than the CRM record creation date.
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**Note:** If you will not select any user then the folder security syncing will be applied to all the records owned by the users for that selected period.
{% endhint %}
* The last 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:
* **Migrate:** 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.
{% hint style="success" %}
For further queries, reach out to us at
{% endhint %}
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