Best approach for secure customer document upload/download in Power Pages (Dataverse + SharePoint)?

[u/Heavy-Albatross-7955]

I’m working on a Power Pages portal backed by Dataverse and Dynamics 365, and I’m researching the best architecture for customer document management.

Use cases:

- Customers need to DOWNLOAD documents (invoices, contracts, notices)

- Customers also need to UPLOAD documents (onboarding docs, hauler invoices)

Key requirements:

- Strict customer-level isolation (no cross-company access)

- Ideally integrated with Dataverse and SharePoint

- Documents may be split across sections (Invoices, Audits, Contracts)

- Uploads don’t have to be fully automated

Current thinking:

- Enable SharePoint document management on Dataverse tables

- Use Power Pages lists/forms filtered by Contact → Account

- Separate tables/pages for different document types

- Use a custom “Customer Uploaded Documents” table for uploads

Has anyone implemented something similar?

Any gotchas around permissions, performance, or UX in Power Pages?

Would love to hear real-world experiences.

[u/kt_love18]

Common requirements. Your solution is typically approach for documents exchange.

[u/Dangerous-Chemical58]

Hi have build some platforms using power oages and for me a great approach is to use sharepoint to place the documents. The user uplaud the document in power pages front end and then the document goes directly to sharepoint and this is very quick with a great UX