Your documents are somewhere.
They should be everywhere
they need to be.
Paper-based document processes, shared drives with no structure, and email chains as an approval system create operational risk and compliance exposure. Zerone HiTech implements structured document management solutions on SharePoint and integrated with Dynamics 365 — bringing order, control, and accessibility to your business documents.
Shared Drives and Email Are Not a Document Management System.
Most organisations manage their documents the same way — a shared network drive with folders created ad-hoc, no version control, no access governance, and no connection between the documents and the business processes they relate to. Contracts sit in one place. HR documents in another. Finance records in a third. Nobody can find anything quickly. Nobody knows which version is current.
Zerone HiTech implements structured document management on Microsoft SharePoint — building a properly governed document environment where every document has a defined location, a clear owner, version history, and appropriate access controls. Connected to Dynamics 365, documents associated with transactions, clients, and projects are linked directly to the relevant records.
What Zerone Delivers in Document Management
Document Architecture Design
Information architecture design — site structure, document libraries, metadata schemas, and taxonomy — built around how your organisation actually classifies and retrieves its documents.
Version Control
Full document version history — every change tracked, every version retrievable. Co-authoring with conflict resolution. Check-in/check-out for controlled editing of critical documents.
Access Control & Permissions
Granular permission architecture — who can view, edit, share, or delete which documents. Sensitive documents, HR files, and legal contracts visible only to authorised users, with inheritance managed cleanly.
Approval Workflows
Automated document approval workflows — contract reviews, policy sign-offs, purchase order approvals — built on Power Automate and replacing email-based approval chains with structured, tracked processes.
Enterprise Search
Full-text search across all document content — metadata, document titles, and document body — so staff can find what they need in seconds rather than navigating folder hierarchies.
D365 & M365 Integration
Documents linked directly to Dynamics 365 records — contracts to customer accounts, invoices to purchase orders, HR documents to employee records — without leaving the ERP to find related documents.
Content Migration
Migration of existing documents from shared drives, legacy systems, and email — cleaned, restructured, and placed in the right libraries with correct metadata and permissions applied during migration.
Governance & Retention
Document retention policies, records management configuration, and governance frameworks — ensuring your document environment remains structured and compliant as it grows, not reverting to chaos over time.
Bring Order to Your Business Documents
Our consultants will assess your current document landscape and design a SharePoint-based document management environment that your team will actually use — structured, searchable, and connected to your Dynamics 365 system.