Changing SharePoint folder permissions from a CRM process

Question

I have inherited a system with SharePoint 2010 Foundation and Dynamics CRM. SharePoint is used by our clients to access documents relevant to them, documents are stored in folders by case number in one single list.

As for the CRM side, when a case is created/updated a workflow fires to check if the case principle is a portal user and if so it creates two SharePoint Document Locations - one with a relative URL and one with an absolute URL. Then an email is sent out that notifies someone on our end that a job has been created for a portal user, that person then goes into SharePoint, finds the job folder, stops inheriting permissions and assigns the user Read permission on that folder.

Server-Based SharePoint Integration was not enabled. The question is, can I programmatically automate the part of the procedure with a CRM process to find the folder on SharePoint, break inheritance and grant the user Read permission?

I have thoroughly poured over the REST API reference materials and don't see anything that I could use to grant permissions or even break inheritance. Is this even possible with REST API and jQuery?

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Jordi Jordi · Accepted Answer · 2015-03-19T00:31:17

Not sure if I fully understood everything.... but, would be easier to just set the default permissions as Read only and then just give Write access to the users within your organisation manually, maybe? Then when a case is created for your clients, the default permissions will be Read only, which is what you want?

Anyhow, I can't see changing Sharepoint Permissions from outside Sharepoint (like CRM) as a best practice to be honest... you should avoid that.

If you still want to make those changes, then would be easier by deploying a WCF service on Sharepoint that listens to incoming requests from CRM, sent from either a plugin or workflow... up to you. :)

Changing SharePoint folder permissions from a CRM process

1 Answers