Hi all,
Just a bit confused and hoping someone can point me in the right direction. We're using the Dynamics SharePoint integration in CRM to manage documents and this works well with portal also where external users can login and upload their files which then gets saved in the respective SharePoint location.
My question is how the security of this works. How are the portal users able to upload files into an organization sharepoint? Is there a proxy admin account in Sharepoint that does the actual file uploads? What about visibility of files etc. I understand web roles can control view access but how does it work on the SharePoint side of things.
I mean portal users who've logged a case can see the documents that they've uploaded. How is the access managed and controlled on the SharePoint side of things. I know Dynamics 365 security roles don't roll down into SharePoint and you'll need to configure SharePoint security manually. That's fine for internal users but what about external?