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Welcome to our comprehensive guide on CRM 365 permissions for SharePoint! If you’re a business owner or IT professional looking to streamline your customer relationship management processes, this article is for you. Microsoft Dynamics 365 and SharePoint are two powerful platforms that can transform the way you manage customer data and engage with clients. However, to ensure that your CRM solution and SharePoint deployment work seamlessly together, it’s crucial to understand how permissions work on both platforms.
In this guide, we’ll cover everything you need to know about CRM 365 permissions for SharePoint, including how to set up permissions, what each permission level means, common issues, and how to resolve them. By the end of this article, you’ll have a solid understanding of how to optimize your CRM and SharePoint integration and improve your business’s efficiency and productivity.
What is CRM 365 Permissions?
Microsoft Dynamics 365 is a powerful customer relationship management (CRM) platform that allows businesses to manage customer data, automate sales processes, and gain insights into customer behavior. SharePoint, on the other hand, is a collaboration platform that provides a central location for team members to share documents, communicate, and collaborate.
When it comes to integrating Dynamics 365 with SharePoint, there are several permission levels that you need to be aware of. These include:
| Permission Level | Description |
|---|---|
| System Administrator | Has complete access to all records and settings in Microsoft Dynamics 365. |
| System Customizer | Has the ability to customize and configure Microsoft Dynamics 365, but cannot access sensitive data. |
| Sales Manager | Has access to sales-related data, such as leads, opportunities, and accounts. |
| Salesperson | Has access to their own sales-related data, such as their leads, opportunities, and accounts. |
| Marketing Manager | Has access to marketing-related data, such as campaigns and leads. |
| Marketing Professional | Has access to their own marketing-related data, such as their campaigns and leads. |
| Customer Service Manager | Has access to customer service-related data, such as cases and knowledge articles. |
| Customer Service Representative | Has access to their own customer service-related data, such as their cases and knowledge articles. |
Setting up CRM 365 permissions for SharePoint can be a complex process, but it’s crucial to get it right to ensure that your CRM and SharePoint integration works smoothly. Here’s a step-by-step guide to setting up permissions:
Before you can set up CRM 365 permissions, you need to determine what SharePoint permissions you want to grant to your Dynamics 365 users. SharePoint permissions are managed through SharePoint groups, so you’ll need to create groups that correspond to the levels of access you want to grant. To create a SharePoint group, follow these steps:
- Go to your SharePoint site.
- Click on Site Actions, then click Site Permissions.
- Click on Create Group and follow the prompts to create a new group.
Once you’ve created your SharePoint groups, you can begin granting permissions to those groups.
Next, you’ll need to assign CRM security roles to your SharePoint groups. This ensures that your Dynamics 365 users have the appropriate permissions when accessing SharePoint data. Follow these steps to assign security roles:
- Go to your Dynamics 365 site.
- Click on Settings, then click on Security.
- Click on Security Roles and select the role you want to assign to a SharePoint group.
- Click on Manage Roles and select the SharePoint group you want to assign the role to.
- Click on Add Selected Groups and confirm your changes.
You’ll need to repeat this process for each CRM security role you want to assign to a SharePoint group.
The final step is to configure your SharePoint document libraries to ensure that Dynamics 365 users have access to the appropriate documents. Follow these steps to configure your document libraries:
- Go to your SharePoint site.
- Click on the document library you want to configure.
- Click on Library Permissions and select the SharePoint groups you want to grant access to.
- Click on Grant Permissions and confirm your changes.
Once you’ve completed these steps, your Dynamics 365 users should be able to access the appropriate SharePoint data based on their CRM security roles.
FAQs
1. What is the difference between a system administrator and a system customizer?
A system administrator has complete access to all records and settings in Microsoft Dynamics 365, while a system customizer can customize and configure Dynamics 365 but cannot access sensitive data.
2. Can I customize permissions on a per-record basis?
Yes, you can customize permissions on a per-record basis in Dynamics 365. This allows you to grant or restrict access to specific records based on user roles.
A SharePoint group is a collection of users who share the same level of permissions for a specific SharePoint site or document library.
To create a SharePoint group, go to your SharePoint site, click on Site Actions, then click Site Permissions. Click on Create Group and follow the prompts to create a new group.
Yes, you can assign multiple SharePoint groups to a CRM security role. This allows you to grant access to different groups of users based on their roles.
If you’re experiencing issues with CRM 365 permissions for SharePoint, you should first check that your SharePoint groups and security roles are set up correctly. If you’re still having issues, contact Microsoft support for further assistance.
7. Can I revoke permissions for a specific user?
Yes, you can revoke permissions for a specific user by removing them from the appropriate SharePoint group or CRM security role.
Conclusion
In conclusion, CRM 365 permissions for SharePoint are a crucial aspect of integrating these two powerful platforms. By following the steps outlined in this article, you can ensure that your Dynamics 365 users have the appropriate levels of access to SharePoint data and documents, while also maintaining the security of your sensitive data. Remember to regularly review your SharePoint groups and CRM security roles to ensure that they remain up-to-date and reflect changes in your organization. By optimizing your CRM and SharePoint integration, you can improve your business’s efficiency and productivity.
Closing Disclaimer
Please note that the information provided in this article is for informational purposes only and should not be construed as legal or professional advice. We make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the information contained in this article. Any reliance you place on such information is therefore strictly at your own risk.
