Sharepoint Security Sync 2026: Benefits, Features & Pricing

SharePoint Security Sync is a productivity app that syncs and replicates Dynamics 365 CRM users' security privileges in SharePoint. The app streamlines integration between Dynamics 365 CRM and SharePoint by synchronizing security privileges and document permissions.

This app caters to organizations using Dynamics 365 CRM with SharePoint integration that enhances document management capabilities. It helps securely manage confidential files stored in SharePoint while ensuring authorized CRM users have appropriate access.

Key features include auto-syncing of security privileges between the platforms whenever changes occur in CRM. This automatically replicates user permissions in SharePoint. Users can also create custom folder structures within SharePoint to organize documents. The app enables bulk migration of emails, notes, and attachments from CRM to SharePoint to free storage space. A drag-and-drop interface allows the upload and movement of folders and files between the systems. The bulk synchronization tool syncs previous records in bulk to replicate security privileges for existing items.