OneDrive Integration with Dynamics 365

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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:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, BI, Web, Cloud and Data Science.

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