How SharePoint Security Sync enhances Data Privacy with Dynamics 365 CRM integration!

Managing user identities in CRM-connected systems like SharePoint is crucial for keeping data confidential, private, and accountable. In collaborative setups, actions like creating or editing documents usually show the user’s name in the “Modified By” column in SharePoint. While this is useful, some organizations may prefer using a consistent identity—such as the authenticated user—for better confidentiality or easier record-keeping. Without this feature, mismatched user details can lead to confusion or accidentally reveal sensitive information.

To address this challenge, Inogic has woven another string into its umbrella of document management and security. The “Always Folder Creation Under Authenticated User” feature is now available in the SharePoint Security Sync app. It ensures all folder or document management actions are linked to the authenticated CRM user. The authenticated user’s name will always appear in the “Modified By” column in SharePoint. It also helps maintain consistency in identity representation, no matter who performs the actions in the CRM system.

For Example, Peter John, an authenticated CRM user, requires his name to consistently appear in the “Modified By” column for privacy reasons. He enables the feature by navigating to the Entity Configuration section in your CRM, going to the General section, locating the “Always Folder Creation Under Authenticated User” option, and setting it to Yes.

Now, when Megan Bowen, a CRM user under Peter John’s authenticated account, creates a new record in the Account entity and clicks the Attach2Dynamics button, a folder named “Megan Industries” is created and synced to SharePoint. However, because the feature is enabled, the “Modified By” column in SharePoint displays Peter John instead of Megan Bowen.

If the same feature is set to No, the “Modified By” column will reflect the name of the actual user who performed the action. For example, when Megan Bowen creates a record named “Alex Industries” and clicks Attach2Dynamics, the synced folder in SharePoint will display Megan Bowen as the modifier.

The “Always Folder Creation Under Authenticated User” feature is an essential enhancement for organizations prioritizing privacy and data consistency in their SharePoint integration. By providing control over identity representation, it ensures that authenticated users retain attribution across all folder and document actions, improving transparency and operational efficiency.

What will be added in your cart?

• Achieve 100% identity consistency of action performed in SharePoint.
• Reduce the risk of exposing sensitive user details.
• Reduces attribution errors by 90%, ensuring transparent documentation and improving audit readiness.
• Offers the option to enable or disable the feature based on organizational requirements, ensuring it adapts to diverse workflows.

In this blog, you’ve uncovered just one aspect of our security offerings. Click here to explore more features designed to enhance security between SharePoint and Dynamics 365 CRM.

Now it’s your time to unlock the full potential of SharePoint Security Sync and streamline user identity management in your CRM today! Enable the “Always Folder Creation Under Authenticated User” feature and experience enhanced privacy and consistency.

Start your 15-day trial by downloading SharePoint Security Sync from Inogic Website or Microsoft Appsource. Feel free to reach out at crm@inogic.com for any assistance or demo request.

The post How SharePoint Security Sync enhances Data Privacy with Dynamics 365 CRM integration! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.