Post on 08-Apr-2017
2
for storing Dynamics CRM documents
Dynamics CRM often contains sensitive documents with signatures, personal information, contract
values and salaries. SharePoint offers a much better way to store them. Storing GB or TB of data in Dynamics
CRM can be really costly. Storing those in SharePoint instead will save you costs. SharePoint offers also
collaboration capabilities so multiple users can work on single document at the same time. Moreover with
SharePoint you can perform a full-text search over the contents of your documents to quickly find what
you are looking for.
3SECURITY RISKwhen integrating SharePoint
Employees can see salaries
Signatures are not secured
Sales people can edit documents that
belong to their managers
Contract values are exposed to everyone
Personal information can be copied
Competitors can get access to sensitive
information much more easily
Data can be easily exported
4DYNAMICS CRM - SHAREPOINT
PERMISSIONS REPLICATOR
security roles
sharing with cascading behavior
manager/position based hierarchy
business units hierarchy
access team templates
record ownership
ON-PREMISE CLOUD
Covers security model of Dynamics CRM
5FEATURES
large user base
quick installation, no maintenance
opens doors for much larger deals
10-30 EUR per CRM user.
100 users packages20% update & maintenance
6SUPPORTED PLATFORMSin any combination
Dynamics CRM 2011
Dynamics CRM 2013
Dynamics CRM 2015
Dynamics CRM online
Dynamics CRM 2016
SharePoint 2010
SharePoint 2013
SharePoint 2016
SharePoint online
9FEATURES
Multitenancy (Tenants)
User mapping
Permission mapping
URL Aliases
Entity filter
Force full iteration
Clear local database
Log file