Dynamics 365 - Document Management

[@cameronolson1917]

Great video! Thank you so much for this. Quick question, my dynamics library has the sharepoint site configured however when clicking on account entity i do not have "Common" area. Do you have any advice? 5:56

[@dipac8582]

Is there any option to delete the saved file which is showing under tusk of Document retrieval.... kindly help me to find out... we are using this application for our office ..... kindly help

[@d365proz]

Hi Dip, if you are working in office environment, I am sure the SharePoint has been configured with certain security. Please note that SharePoint security access is very different than Dynamics 365 security and is not necessary to be in sync. However, there are tools available to replicate D365 security on SharePoint. So to answer your question, Yes you can delete the file you stored in SharePoint , if you (user) have delete permission in SharePoint, which you can confirm with your administrator.

[@tonycarr4269]

A good vid, even today, thank you.

[@chandankotha4221]

How to sync security between CRM and Sharepoint??

[@d365proz]

The D365 security model is completely separate from the SharePoint security model. The out-of-the box integration does not provide the same level of record security in D365 and SharePoint. Once the documents are uploaded to SharePoint, it is up to the SharePoint administrators to maintain who has access to those documents. I assume from your question that you already know about this complexity :) You can check a workaround here: docs.microsoft.com/en-us/power-platform/admin/set-up-dynamics-365-online-to-use-sharepoint-online Or there are 3rd party solutions like CB Dynamics 365 to SharePoint Permissions Replicator ( I am not too aware of it). You can check it here: www.connecting-software.com/dynamics-crm-sharepoint-permissions-replicator/

[@gutterrashautomotive3361]

Great video! Very helpful

[@kalfod]

Many thanks

[@d365proz]

You are welcome. If you want to be updated on new upcoming videos, please subscribe to the channel :)

[@chandankotha4221]

Thanks buddy