Enable OneDrive for Business

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Applies To: Dynamics 365 (online), Dynamics CRM Online

This feature was introduced in CRM Online 2016 Update.

Users can create and manage private documents with OneDrive for Business. Those documents can be accessed in Microsoft Dynamics 365 (online) after the system administrator has enabled OneDrive for Business.

Requirements

The following are required to use OneDrive for Business with Dynamics 365 (online):

  • Configure server-based authentication with Dynamics 365 (online) and SharePoint Online.

  • A OneDrive for Business license for each user. More information: What is OneDrive for Business?

  • A SharePoint license for each user. Users with a SharePoint license can use OneDrive for Business. For SharePoint Online, Office 365 subscriptions come with SharePoint Online licenses.

  • For full Office 365 feature integration with Microsoft Dynamics 365 (online) and Dynamics 365 (on-premises), you'll need Office 365 Enterprise E3 or later. Skype for Business PSTN calling and conferencing requires Office 365 Enterprise E5. Other Office 365 plans are not supported. For more information on licensing and pricing, see: Licensing and Pricing Guide.

  • Before using OneDrive for Business in Dynamics 365, the Dynamics 365 administrator and end users should access OneDrive for Business through the web interface. For example, if you’re using SharePoint Online, go to https://portal.office.com > app launcherOffice 365 app launcher button > OneDrive. The site and other information required by Dynamics 365 to enable OneDrive for Business integration gets created only when the site is accessed.

Enable OneDrive for Business

You can enable OneDrive for Business as follows.

  1. Click Settings > Document Management > Enable OneDrive for Business.

  2. Click Enable OneDrive for Business to enable it, and then choose OK.

Controlling access to OneDrive for Business in Dynamics 365

You can toggle availability of OneDrive in Dynamics 365 for end users through the OneDrive for Business privilege.

  1. Click Settings > Security > Security Roles.

  2. Select a security role, and then click the Core Records tab.

  3. Under Miscellaneous Privileges, toggle the OneDrive for Business privilege to the desired availability.

Toggle availability of OneDrive for Business

See Also

Use OneDrive for Business to manage your private documents
What is OneDrive for Business?

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