Microsoft OneDrive Integration

Users can create and manage private documents with OneDrive for Business. Those documents can be accessed within Dynamics 365 after the system administrator has enabled OneDrive for Business. Dynamics 365 has built in OneDrive for Business integration. This is useful if you are a Dynamics 365 user such as a salesperson who wants to keep their personal documents attached to an opportunity.

To enable it, go through the following steps. Go to Settings->Document Management:

Select Enable OneDrive for Business Integration:

Click on the Enable OneDrive for Business option within Document Management

After this have been enabled, you will now see an option for OneDrive for Business Folder Settings.

Click on this option to show the following:

Now, go to a record and select Documents:

Create a new document and select OneDrive as the location:

Click Continue:

Create the document:

Now if I go into CRM and look at a record there you can see in Document location OneDrive for Business documents.

 

 

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