OneDrive for Business in Dynamics 365

Microsoft Dynamics CRM 2016 released new concept of OneDrive for Business in Dynamics 365. Using this, users can create and manage private documents with OneDrive for business and those documents can be accessed within Dynamics CRM in the document grid.

OneDrive for Business

  • OneDrive for Business is not the same as OneDrive. OneDrive is free online personal storage that you get with a Microsoft account or Outlook.com. 
  • OneDrive for Business is online storage intended for business purposes.
  • If you’re using Office 365, you get 1 TB of space in the cloud for OneDrive for Business.
  • OneDrive for Business is currently available in SharePoint Online and coming to SharePoint On-premises with SharePoint 2016

 

Limitations:

  • Folders aren’t supported. Documents in shared folders won’t appear in the Dynamics CRM document grid.
  • Apparently when you want to share a document with other users it can be moved to an Office 365 group for collaboration, or stored as a public document in SharePoint

 

Below are the steps to enable OneDrive for Business

Prerequisite: SharePoint integration

  • if there is no integration with SharePoint and we are trying to enable OneDrive for business then will get the below message.
  • Navigate to Settings - > Document Management -> Enable for the Business

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Steps for SharePoint integration:-

  • Navigate to Setting - > Document Management -> Enable Server-Based SharePoint Integration

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  • Click on Next

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  • Click on Next

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  • To get the URL of SharePoint click on the navigation to other application

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  • And click on SharePoint and copy the URL and past in the below enter URL then click on ok

 

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  • Click on Next.

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  • Click on Finish.
  • Navigate to Setting -> Document Management –>Document Management Settings.

 

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  • Click on Next.

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  • Click on next.

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  • Click on ok.

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  • Click on Finish.
  • After we’re set up the CRM to SharePoint integration, we just have a few simple steps to enable the use of OneDrive for Business. This is show below:

Steps to enable the use of OneDrive for Business:-

  • Navigate to Settings->click on Enable OneDrive for Business.

 

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  • Check the checkbox and click on ok.
  • After this have been enable, you will now see an option for OneDrive for Business Folder Settings.

 

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  • Click on this option to show the following:

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  • Select you’re desired root folder on OneDrive for Business and you’re all set up.
  • Open the existing record in the account in the information entity you can find the document their you can upload the file to OneDrive.

 

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Click on Upload

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Choose the file and then select location as onedrive and click on ok.

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  • Click on continue
  • If you want to change the folder location you can click on change folder location.

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Securing use

  • There is a specific security privilege that can be set to control access to this feature- this is shown below.

 

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  • Now that we’re all set up we can add documents, photos etc. into OneDrive for Business for the relevant record

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