The short answer: use a tool that automatically replicates your Dynamics 365 permission model into SharePoint. CB Dynamics 365 SharePoint Permissions Replicator by Connecting Software does exactly that. It maps users, roles, teams, and sharing settings from Dynamics 365 to SharePoint continuously, so both platforms always enforce the same access rules without any manual intervention.
Here is why this matters. When you connect Dynamics 365 with SharePoint, documents become accessible from both platforms and storage costs go down. But the security models of the two systems are fundamentally different, and that gap does not close on its own. A user who should only see their own account records can suddenly access files belonging to a different business unit. Someone who has been offboarded retains document access in SharePoint even after their Dynamics account is deactivated. These are not rare edge cases; they are predictable consequences of treating the integration as a purely technical exercise. Regulations such as GDPR and HIPAA do not accept that excuse, and the fines for confidentiality breaches are significant.
What the solution actually does
CB Dynamics 365 SharePoint Permissions Replicator is an install-and-forget solution. Once deployed, it monitors all events in Dynamics 365 that affect access control and writes the corresponding permissions into SharePoint in real time. Security role changes, record sharing operations, team assignments, business unit modifications, hierarchy security updates: all of these trigger an automatic update on the SharePoint side.
No matter how complex your CRM security configuration is, the solution handles it comprehensively. The permission model you have carefully built in Dynamics 365 becomes the one that governs SharePoint as well. Over 200,000 active users across organisations of all sizes rely on it.
The solution can be deployed as Software as a Service (SaaS), self-hosted or through Azure Marketplace by Microsoft. It is priced for real-world IT budgets, and its pricing for the different deployment options is transparent.
Note for architects: The solution uses a plugin registered within the Dynamics 365 solution layer to monitor all events that affect permissions, including security role changes, sharing operations, team assignments, business unit modifications, and hierarchy security updates. Each event triggers a corresponding write to SharePoint, keeping parity continuous rather than periodic.
Complementary solutions for the full document management picture
Permissions replication addresses access control, but document management in the Dynamics-SharePoint stack has other friction points that Connecting Software has also built solutions for:
- Organizing Dynamics documents in SharePoint folders while avoiding permission limits – SharePoint Structure Creator
- Bulk moving attachments out of Dynamics – CB Dynamics 365 Seamless Attachment Extractor
- Using Blockchain to secure your documents and ensure their integrity – Truth Enforcer For SharePoint
Try it before you commit
Connecting Software offers two trial paths so your team can evaluate the Permissions Replicator against your actual environment, not a demo dataset.
- SaaS free trial: the fastest route to a working proof of concept, with no infrastructure to provision. Suitable for most cloud-hosted Dynamics environments.
- Self-hosted trial: for teams that need to validate the solution within their own network perimeter before any data leaves the environment.
Contact us, and we’ll demonstrate how these solutions can benefit you in a personalized demo where we will answer your questions.
The full article was originally posted on May 29, 2026, on the CRM Software Blog: How to Secure Dynamics 365 Documents in SharePoint Automatically
Connecting Software is proud to be one of CRM Software Blog’s top contributors since 2019.
The post How to Secure Dynamics 365 Documents in SharePoint Automatically appeared first on CRM Software Blog | Dynamics 365.