Sharepoint Security Sync

SharePoint Security Sync is an enterprise-grade application designed to eliminate inconsistencies between Dynamics 365 CRM and SharePoint security models by automatically replicating user roles, teams, and privileges. It ensures that document-level permissions in SharePoint always align with CRM records, removing the need for manual updates and reducing the risk of unauthorized access. The platform enhances document management by enabling structured folder creation, overcoming SharePoint’s item limits while maintaining organized and secure storage. It supports bulk synchronization of historical records, automated document library creation, and metadata synchronization, allowing users to manage files directly from within Dynamics 365. Additional features such as drag-and-drop uploads, file versioning, email and attachment backup, and customizable security templates improve usability and control. Integration with tools like DocuSign further enhances workflow efficiency. By centralizing security and automating access control, SharePoint Security Sync helps organizations maintain compliance, improve data governance, and streamline collaboration between teams, making it an essential tool for businesses managing large volumes of CRM-driven documents across secure environments efficiently.