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 OK:
Refresh the page and you will see OneDrive for Business Folder Settings:
Enter a Dynamics 365 Folder:
Now, go to a record and select Documents:
Create a new document and select OneDrive as the location:
Click Continue:
Create the document:
The document will now appear in your documents list:
To share the document, select the document and click Share:
You can now share the document with other team members:
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