Deployment
Live in your tenant. Without a migration project.
Doclave builds a new SharePoint site next to the one you have, with access that follows the roles in Dynamics 365. Your existing site is left as it is. Your team keeps working in Dynamics 365.
How many of your SharePoint folders have permissions nobody can explain?
See the steps ↓
What it takes from your team ↓
For IT: technical details ↓
To install
About 1 hour
With admin access in place. Otherwise a few hours.
Who installs
One admin
A Dynamics 365 System Administrator, for install and updates.
For your users
No retraining
Same Dynamics 365. Documents open in the forms they use today.
01 — Before you configure anything
See your own findings first.
Install Doclave and run the assessment with sync left off. It reads permissions and Dynamics 365 data, never document content. You see the findings first, and decide after.
02 — What you skip
Most of the work is the work you don’t do.
What would your team do with the hours spent on access requests today?
No migration project
Your existing site stays as it is.
Doclave builds a new site alongside it, with access from Dynamics 365. You can always go back.
No new infrastructure
Nothing to host in your tenant.
No servers, no virtual machines, no Azure credits on your side.
No scripts to maintain
No flows that break when roles change.
Change the role once in Dynamics 365. SharePoint follows.
No retraining
Users keep working in Dynamics 365.
Documents open in the forms they already use. They only see what their role allows.
No full control
Never full control of all sites.
Read and write on the folders Doclave manages. Nothing more.
No content leaves
Documents never leave your tenant.
They move only inside your own Microsoft 365. Their content is never read.
03 — Your part, by role
Three people. A clear, short part each.
Deployment touches three roles. Each knows up front what they do, how long it takes, and what they get back.
IT and Dynamics 365 admin
What happens today when someone changes team?
Skip
Fixing folder access by hand after every role change.
Get
One place to manage access: the role.
Do
Install from the Customer Portal, adjust the forms for the document viewer, choose what to sync.
Time
About 1 hour with admin access in place.
Security approver (CISO, DPO)
What do you need to see before you click Accept?
Skip
Granting permissions you can’t explain to an auditor.
Get
The full list of what Doclave may do, and how to take it back.
Do
Review and grant admin consent. We recommend admin consent.
Time
One approval, during install.
See every permission in the Trust Center →
Business owner
What would change for your users?
Skip
A rollout that drags on, and users who need training.
Get
People see what their role allows. Nothing more, nothing less.
Do
Check that roles in Dynamics 365 reflect who should see what. Doclave follows them.
Start
Pick one entity or site to pilot first.
04 — The steps, and the first weeks
Five steps. The first sync does the heavy lifting.
After that, every change is carried through, the most important first.
Step 0 · optional
Run the assessment
Install, leave sync off, and see your findings before you decide.
IT admin · about 1 hour
Step 1
Install Doclave
Guided install from the Customer Portal. Doclave installs itself in your Dynamics 365 environment.
D365 System Administrator · about 1 hour
Step 2
Approve access
Your security approver grants admin consent. Sign-in runs through your own Microsoft Entra ID.
Security approver · during install
Step 3
Roles map automatically
Access follows your Dynamics 365 setup. Read and write on a record becomes read and write on its folder.
Automatic · business owner checks roles
Step 4
First sync
Doclave builds the new site and gives each folder the access its record allows. Your existing site is not changed.
Doclave · automatic
Step 5
Running
Change a role once. SharePoint follows. Every access change is logged.
Nobody · ongoing
What to expect in week one
Start with one entity or site. Your existing site stays available throughout. Notes, emails and attachments move to SharePoint as part of the ongoing reconciliation.
05 — Staying current, or leaving
Easy to keep. Easy to leave.
What would you need to know before you commit?
Staying current
You decide when an update is rolled out. Status in the Customer Portal
Support through tickets in the Customer Portal, as set out in our Terms of Service
Consulting available if you want help with the rollout
Leaving
Remove the application user you created for Doclave, and it stops
Your original SharePoint site was never changed. It is there to go back to
Export within 30 days. Deleted from active systems within 60 days, from backups within six months
06 — Technical details
For your architect.
Requirements, environments and hosting. The full permission list lives in the Trust Center.
Requirements
Dynamics 365 (Dataverse) and SharePoint Online in the same Microsoft 365 tenant. A Dynamics 365 System Administrator for install and updates. On-premises versions are not supported yet.
Environments
Development, test and production run as separate environments, each managed in the Customer Portal.
Sign-in and approval
Microsoft Entra ID. We recommend admin consent.
Hosting
EU. North Europe (Ireland) with zone redundancy, offsite backup in Germany.
Permissions
The full list, and why each one is needed, is in the Trust Center →
See what your permissions look like today.
Book a free demo, or install Doclave yourself and see your own findings.
