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Anonymous
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Dataverse SharePoint Integration - Security

Hi, 


I have successfully integration SharePoint online with my dataverse environment. My questions is regarding the security of the documents in SharePoint library. It seems that I have to manage who can access (read or write) directly in  SharePoint either manaully or through flow. is that right? 


I was hoping that the security for integrated SharePoint library will be managed using the same security that is applied to the records of the entity


Any help is appreciated


Thanks

Nishant

1 ACCEPTED SOLUTION

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dpoggemann
Super User
Super User

Hi @Anonymous ,


The security for the SharePoint documents is not tied to the Dataverse security so yes, you need to handle this separately as you identified.  Neal discusses some of the details here (https://neilparkhurst.com/2017/09/13/mb2-715-certification-microsoft-dynamics-365-customer-engagement-online-deployment-sharepoint-integration/

 

Hope this helps.  Please accept if answers your question or Like if helps in any way.

 

Thanks,


Drew

Hope this helps. Please accept if answers your question or Like if helps in any way.
Thanks,
Drew

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3 REPLIES 3
dpoggemann
Super User
Super User

Hi @Anonymous ,


The security for the SharePoint documents is not tied to the Dataverse security so yes, you need to handle this separately as you identified.  Neal discusses some of the details here (https://neilparkhurst.com/2017/09/13/mb2-715-certification-microsoft-dynamics-365-customer-engagement-online-deployment-sharepoint-integration/

 

Hope this helps.  Please accept if answers your question or Like if helps in any way.

 

Thanks,


Drew

Hope this helps. Please accept if answers your question or Like if helps in any way.
Thanks,
Drew

Hello @Anonymous,

 

Adding to @dpoggemann comments, if you are owner of the record, you can create a Document and based on your access of records you can view the document, but we cannot control in viewing the document that need to be configure in SharePoint side.

 

Please mark as Answer if it is helpful and provide Kudos


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Sendil
Frequent Visitor

Hey @Anonymous ,

Need a help please,

I see your post mentioning successfully connected SP with DataVerse, may I know how you did that, please.

Reason being is, I wanted to build a SPFX SPA with Dataverse, not sure where and how to start and how the authentication works?

Any thoughts please.

 

-Kumar

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