April 27, 2020
4 min readIntegration of OneDrive for Business with Dynamics 365
Our clients admit that SharePoint and Dynamics 365 integration is a necessary procedure for proper document management. Liberating from extra activities, it enables all document manipulations directly from Dynamics 365, like creating new documents, uploading, and even editing existing ones.
In this article, we will tell you about the integration of Dynamics 365 with OneDrive for Business as another option that facilitates document management. This integration allows users to attach personal or private documents to Dynamics 365 records and, if needed, share these documents with others directly through Dynamics 365.
How to enable OneDrive for Business integration
Go to Settings -> Document Management -> Enable OneDrive for Business.
Check ‘Enable OneDrive for Business‘ and click OK.
You will see OneDrive for Business Folder Settings available. Define the folder that will be used as a storage of Dynamics 365 documents in your OneDrive for Business. Folder CRM is set by default. Change the folder or leave the default setting, and click OK.
User access to OneDrive for Business can be determined by the assigned security role.
How to use OneDrive for Business integration
Go to Settings -> Document Management -> Enable OneDrive for Business.
Select Document Location and change the location to OneDrive.
Tips on each point of document location:
- All files – All documents location related to Dynamics 365 record
- SharePoint site – Documents stored in default SharePoint site
- OneDrive – Documents stored in OneDrive for Business
- Shared with me – Storage (in OneDrive for Business) of all documents that users shared with you
Create a New or Upload an Existing document:
- To create a new document - choose a document type (PowerPoint or Word), input a document name, and click SAVE. You can edit documents in Office Online.
- To upload a document – select any existing document that you want to upload.
To share the document – choose the document located on your OneDrive for Business and click Share -> choose your teammates, and click OK.
As you see, it is quite easy to configure the integration of OneDrive for Business with Dynamics 365. You will admire that ability to store and keep private and sensitive documents connected with Dynamics 365 records and of course, to share them with the users you want exclusively.
If there are questions about the integration of OneDrive for Business with Dynamics 365, you are welcome to contact us or book a call.