Get started
See it with us. Or start it yourself.
Book a free 30-minute demo. Or install Doclave in your own Dynamics 365 environment from the Customer Portal and see your readiness assessment the same day.
Who in your organisation needs to see this before you decide?
Setup takes about an hour with a Dynamics 365 System Administrator.
Your existing SharePoint site is not changed.
Pilot on one entity or one site before you roll out.
Book a demo · Free · 30 minutes
A free 30-minute walkthrough of Doclave on realistic data. Bring your IT lead.
1. Pick a time in our calendar.
2. You get an invite with a Teams link.
3. We show both sides: compliance and IT.
Book a demo
01 — Your path
One path. Start where it fits you.
Compliance teams usually start with a demo. IT teams that already know the problem install it straight away.
Step 1 · Start here
Demo
30 minutes. We show you both sides.
Step 2 · Or start here
Install and assess
Install from the Customer Portal. See your own findings.
Step 3
Pilot
One entity or site first. Your existing site stays as it is.
Install it yourself
Time
About 1 hour
Who
A Dynamics 365 System Administrator
Needs
Dynamics 365 and SharePoint Online
Trial
Free for 30 days, with a review of your findings halfway through
02 — What you get
See the result before you install.
This is what an assessment shows. Every finding says whether Doclave closes it, or what your team needs to do.
Sample findings · illustrative
Contoso Ltd · readiness assessment
Overall
62%
Checks passed
18/30
Findings
5
Users keep folder access after a role change
Doclave closes this
Folders shared outside any Dynamics 365 role
Doclave closes this
Guest accounts without an end date
Your action
The report
✓ Score per framework
✓ Findings ranked by severity
✓ Every assessment time-stamped
✓ Document content is never read
03 — Before you start
Check the fit in one minute.
Fits
✓ Dynamics 365 (Dataverse) and SharePoint Online in the same Microsoft 365 tenant
✓ You need to show who can open what, and why
✓ You report on NIS2, ISO 27001 or GDPR
Not yet supported
– SharePoint Server on-premises
– Dynamics 365 on-premises
04 — For your IT and security review
Your IT team will ask. The answers are here.
Installing Doclave means approving its permissions in your tenant. Read them before you start.
05 — Questions
Before you start.
Does it change our existing SharePoint?
No. Doclave syncs to a new SharePoint site. The existing site is left as it is.
Do you read our documents?
No. Doclave reads permissions and Dynamics 365 data, never document content.
How long does it take?
About an hour if your administrator has the right access, otherwise a few hours. The steps are on the Deployment page.
What happens to our data if we stop?
If you don't continue after the trial, we remove Doclave and you are back on your previous setup. Your original SharePoint site was never changed.
Do we need a contract or legal review to start?
Not for a demo.
Bring your IT lead. We'll show both sides.
Book a free demo, or install Doclave yourself and see your own findings.
