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Many organisations still rely on email attachments or manually managed file-sharing processes when working with clients, contractors, suppliers, legal representatives, or external stakeholders. These methods often create security risks, version control issues, and unnecessary administrative overhead. Our Secure SharePoint Document Sharing solution provides a safer and more efficient way to share sensitive documents with external users anonymously — without requiring them to register or log into complex systems. Built on Microsoft Dynamics 365 Platform, the solution allows organisations to securely upload, share, request, and manage documents through time-limited links and verification-based access. No security inheritance is broken in SharePoint, and no link is created in SharePoint.
Modernise the way you securely exchange SharePoint documents with external users
Many organisations still depend on email attachments and public file-sharing links to exchange documents with external stakeholders. While convenient, these methods can expose sensitive information to unauthorised access, accidental sharing, and compliance risks.
Once a document is sent, organisations often lose visibility and control over who accesses, downloads, or forwards it. Traditional sharing methods can also create version control issues, increase administrative effort, and make it difficult to maintain secure collaboration.
The Dynamics 365 Secure Document Gateway provides a safer alternative, enabling organisations to securely share and request documents through controlled, verification-based access while maintaining governance and compliance.
External recipients can anonymously but securely access documents using unique encrypted links sent via email or SMS.
Instead of requiring portal registrations or Microsoft accounts, users simply:
This approach significantly improves user experience while maintaining strong security controls.
Secure Upload & Download Links
Unique secured links are created from Service/Case/Account/Contact records in Dynamics 365 for external anonymous users to upload and/or view or download documents. Generate unique secure links for:
Links can be:
Direct SharePoint Integration
All uploaded files are securely stored within SharePoint document libraries while maintaining:
No duplicate document repositories are required.
Multi-File Upload Support
Users can:
Supported formats include:
Secure Verification Workflow
Before accessing sensitive documents, users verify their identity using:
Security controls include:
Virus & Malware Protection
Uploaded documents can be automatically scanned for:
This helps reduce security risks before files are made available internally.
The platform reduces the manual effort associated with:
Staff can manage all activity from a central dashboard while maintaining visibility into:
Improved Security
Protect sensitive information with encrypted links, verification workflows, and secure SharePoint storage without breaking security inheritance and having direct links to SharePoint
Better User Experience
Provide clients and external users with a simple and modern upload experience.
Access Anonymously
Users can access documents shared with them anonymously but securely. Users do not need to have accounts with any system. They simply can access shared documents by verifying their identity through phone numbers or emails.
Reduced Manual Handling
Automate document collection and reduce administrative overhead.
Full Audit Visibility
Track uploads, downloads, timestamps, and user activity.
Centralised SharePoint Governance
Maintain existing SharePoint governance and retention controls.
