Enable OneDrive for Business (online)

This feature was introduced in CRM Online 2016 Update.

Users can create and manage private documents with OneDrive for Business. Those documents can be accessed in model-driven apps in Dynamics 365, such as Dynamics 365 Sales and Customer Service, after the system administrator has enabled OneDrive for Business.

Requirements

Note

This topic applies to organizations deploying online versions of OneDrive for Business and model-driven apps in Dynamics 365. For information on integrating OneDrive for Business on-premises with Dynamics 365 apps, or an online/on-premises mix of these products, see: Enable OneDrive for Business (on-premises).

The following are required to use OneDrive for Business with model-driven apps in Dynamics 365:

  • Set up model-driven apps in Dynamics 365 to use SharePoint Online.

  • A OneDrive for Business license for each user. More information: What is OneDrive for Business?

  • A SharePoint license for each user. Users with a SharePoint license can use OneDrive for Business. For SharePoint Online, Office 365 subscriptions come with SharePoint Online licenses.

  • For full Office 365 feature integration with Dynamics 365 and Customer Engagement (on-premises), you'll need Office 365 Enterprise E3 or later. Skype for Business PSTN calling and conferencing requires Office 365 Enterprise E5. Other Office 365 plans are not supported. For more information on licensing and pricing, see:

  • Before using OneDrive for Business in model-driven apps in Dynamics 365, the administrator and end users should access OneDrive for Business through the web interface. For example, if you're using SharePoint Online, go to https://admin.microsoft.com > app launcherOffice 365 app launcher > OneDrive. The site and other information required by model-driven apps in Dynamics 365 to enable OneDrive for Business integration gets created only when the site is accessed.

Enable OneDrive for Business

You can enable OneDrive for Business as follows.

  1. In the Power Platform admin center, select an environment.

  2. Select Settings > Integration > Document management settings.

  3. Select Enable OneDrive for Business to enable it, and then select OK.

Controlling access to OneDrive for Business

You can toggle availability of OneDrive in model-driven apps in Dynamics 365 for end users through the OneDrive for Business privilege.

  1. In the Power Platform admin center, select an environment.

  2. Select Settings > Users + permissions > Security roles.

  3. Select a security role, and then select the Core Records tab.

  4. Under Miscellaneous Privileges, toggle the OneDrive for Business privilege to the desired availability.

    Toggle availability of OneDrive for Business

See also

Enable OneDrive for Business (on-premises)
What is OneDrive for Business?