Marg SharePoint Security Sync

Marg ERP 9+

SharePoint Security Sync is a Microsoft AppSource Preferred Solution for integrating Microsoft Dynamics 365 CRM and Power Apps with SharePoint for document management. If you require data security along with storage space then all you need is SharePoint security sync. It adds another layer of security to access confidential documents stored in SharePoint.

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Key Specification

Other Categories:
Deployment: Cloud Hosted
Customer Support: Email,Online (Ticket),Business Hours
Customization: Yes
Languages Support: English

Who uses SharePoint Security Sync

Personal
Personal
StartUps
StartUps
SMEs
SMEs
Agencies
Agencies
Enterprises
Enterprises

Company Details

  • Company Name: Inogic Tech
  • Headquarter: Navi Mumbai, Maharashtra India

SharePoint Security Sync Description

Sync Microsoft Dynamics 365 CRM and SharePoint security privileges to diminish security risk while storing documents/attachments in SharePoint. Extend the same access levels assigned to users in Dynamics 365 CRM into SharePoint. Further, easily sync to replicate any changes made to Microsoft Dynamics 365 CRM security privileges in SharePoint.

SharePoint Security Sync is available for Microsoft Dynamics CRM 9.X and above, Dataverse (Power Apps). It supports the Online deployment model.

Key Features
Manage Security: Access to SharePoint Folders controlled by the security roles defined in Dynamics 365 CRM
Real Time Sync: Auto-sync privileges upon changes in user privileges based on sharing of the record or adding the user to a team
Historic Folder Security: Sync the security privileges for existing folders associated with Dynamics 365 CRM records
Multiple SharePoint Site and Folder Support: Connect and actively manage files and folders on more than one SharePoint sites and folders
Drag & Drop: Friendly UI to drag and drop multiple files and folders to upload them all at once
Create Link: Generate anonymous links to the documents to share the documents outside of your organization
Email: Email the files directly as attachments or links to documents from within Dynamics 365 CRM without multiple clicks to download and attach the files
File management: Deep Search, View, Rename and Delete files from SharePoint provided you have the necessary privileges assigned
Single Sign-on: Perform all actions in the context of logged-in user
Email Configuration: Support for setting default from, to, cc and bcc for an email using Email Configuration
DocuSign Integration: Seamless integration with DocuSign for eSignature
Hierarchy Structure: Store CRM records in SharePoint on the basis of hierarchy
Open Folder: Open folders present on SharePoint Site directly using Attach2Dynamics UI.

SharePoint Security Sync Video

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User Reviews

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quotes

Keka app is an excellent software for payroll management. KEKA is easy to use, user-friendly, and straightforward to operate. It's an intuitive app that won't take you long to learn how it works.

What you like the most about Keka HR Payroll Platform?

It has many features and can be customized according to the needs of our business.

Its simple user interface makes it easy for us to use. Although we have only been trying the software, we can see how it can benefit our business by making payroll management work like a breeze.

- Ajay Bhardvaj

Technical education At medtrical

quotes

Keka app is an excellent software for payroll management. KEKA is easy to use, user-friendly, and straightforward to operate. It's an intuitive app that won't take you long to learn how it works.

What you like the most about Keka HR Payroll Platform?

It has many features and can be customized according to the needs of our business.

Its simple user interface makes it easy for us to use. Although we have only been trying the software, we can see how it can benefit our business by making payroll management work like a breeze.

- Ajay Bhardvaj

Technical education At medtrical

Keka HR Payroll Platform Key Clients

Frequently asked questions

Everything you need to know about discovering, comparing, and choosing the right AI software for your business.

SharePoint Security Sync has 0 plans.

SharePoint Security Sync provides Email,Online (Ticket),Business Hours support.

SharePoint Security Sync is allowed 15 Days Free Trial.

SharePoint Security Sync provides Help Guides,Video Guides,Blogs,Webinars,Whitepapers for the software training.

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