In order to upload SharePoint documents from Dynamics CRM, the SharePoint document library needs to be integrated, and that can be a pain.

Using the Connect Bridge integration platform, SharePoint users can synchronize privileges and permissions between the differing SharePoint and Dynamics CRM security models. This allows users to access documents on both platforms, rather than restricting access to one platform or another.

Integration between the two platforms also affords the capability of toggling permissions for users without document privileges, managing the access particular users are given to any file in a SharePoint library.

More information on integrating Dynamics CRM privileges with SharePoint permissions can be found on Connecting Software’s website.