[Video] · How Doclave enforces access · 0:30
Doclave engine
Security
Your Dynamics 365 security roles. Enforced in SharePoint.
Doclave listens for role changes in Dynamics 365 and rewrites SharePoint permissions to match — so no document is more open than your security model allows.
Event-driven, not batch
Installs from AppSource
Documents, notes and email under one RBAC
Book a 30-min demo
Security overview (PDF)
Bring your security questions
Identity
01 — The gap
Two security models. No boundary between them.
When a role changes in Dynamics 365, SharePoint does not follow. The permissions left behind are the exposure.
Former employees keep document access
Copilot surfaces whatever a user can reach
Access reviews find the gap months later
02 — Enforcement
Every role change becomes a permission change.
D365 decides who has access. Doclave makes SharePoint agree, event by event, with evidence.
01
A role changes in D365
A user is added, moved or removed.
02
Doclave receives the event
No nightly batch, no manual review.
03
SharePoint is updated
Each role gets its own library. Permissions are rewritten through Microsoft Graph.
04
Evidence is logged
Every change is recorded for audit.
03 — Products
One thread. A growing set of controls.
Sync enforces the boundary today. Each next product branches from the same perimeter.
Doclave Sync
Keeps SharePoint aligned with D365 roles.
Available
Notes & Email
Moves notes and emails from Dataverse to SharePoint. Same RBAC, lower storage cost.
Available · Sync option
Doclave Audit
Compliance reporting on the same boundary.
Planned
04 — Walk the talk
We hold ourselves to the boundary we sell.
Four checkpoints on our own side of the line — documented, not claimed.
Access
What Doclave can touch in your tenant, and why.
[Verified detail]
Data
What we store, where, and for how long.
[Verified detail]
Hosting
Where it runs and who operates it.
[Verified detail]
Operations
How we monitor, patch and respond.
[Verified detail]
Download the security overview
Our side
Your tenant
Draw the boundary before the audit does.
Book 30 minutes and bring your security questions. Or take the overview to your team first.
Book a 30-min demo
Security overview (PDF)
