Hello All,
I have a business requirement that I need you to help me in.
The situation is as follow. I have a custom entity in CRM. That during its creation the user can upload some documents related to this entity. These documents will be saved in SharePoint 2013 document library using the CRM and SharePoint Out of the Box integration.
At some point in the business I need to share this entity with its documents as read only with some users, and I don’t need them to make any edit to the entity or its attached documents.
My problem here is that there is no synchronization between CRM and SharePoint in a way that if the request is shared with a CRM user as read only and this user has a read- write permission on the SP document library, he can edit in the documents attached with the request even if the request itself is read-only.
So what is the best approach to share the entity with its documents that are located in SharePoint as read only?