Connect to OneDrive for Business
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
The information provided here is for versions of Dynamics 365 prior to Dynamics 365 (online), version 9.0. For the latest documentation, see Enable OneDrive for Business (online).
Users can create and manage private documents with OneDrive for Business. Those documents can be accessed within Dynamics 365 after the system administrator has enabled OneDrive for Business.
The following are required to use OneDrive for Business with Microsoft Dynamics 365 Server.
This topic applies to organizations deploying on-premises versions of OneDrive for Business and Dynamics 365 or an online/on-premises mix of these products. For information on integrating OneDrive for Business online with Dynamics 365 (online), see: Enable OneDrive for Business.
Set up SharePoint integration with Microsoft Dynamics 365 and have at least one team site.
Set up permission on the root SharePoint team site for all users who will use OneDrive for Business in Dynamics 365. More information: Plan sites and manage users
For SharePoint on-premises, enable the Search service to access shared documents from other users. It is enabled by default on SharePoint Online but not on SharePoint on-premises. More information: Create and configure a Search service application in SharePoint Server 2013
Enable OneDrive for Business
You enable OneDrive for Business as follows:
Click Settings > Document Management > Enable OneDrive for Business
Click Enable OneDrive for Business to enable it, and then click OK.
If you’re running SharePoint Server on-premises, on the Windows Server where SharePoint Server is running, open the SharePoint Management Shell and run the following commands to set up permissions between SharePoint and Microsoft Dynamics 365 Server.
You might have already set up permissions and can skip the following if you completed the steps in Configure server-based authentication with Dynamics 365 Online and SharePoint on-premises or Configure server-based authentication with Microsoft Dynamics 365 (on-premises) and SharePoint on-premises.
Add-Pssnapin * # Access WellKnown App principal [Microsoft.SharePoint.Administration.SPWebService]::ContentService.WellKnownAppPrincipals # Create WellKnown App principal $ClientId = "00000007-0000-0000-c000-000000000000" $PermissionXml = "<AppPermissionRequests AllowAppOnlyPolicy=""true""><AppPermissionRequest Scope=""http://sharepoint/content/tenant"" Right=""FullControl"" /><AppPermissionRequest Scope=""http://sharepoint/social/tenant"" Right=""Read"" /><AppPermissionRequest Scope=""http://sharepoint/search"" Right=""QueryAsUserIgnoreAppPrincipal"" /></AppPermissionRequests>" $wellKnownApp= New-Object -TypeName "Microsoft.SharePoint.Administration.SPWellKnownAppPrincipal" -ArgumentList ($ClientId, $PermissionXml) $wellKnownApp.Update()
Controlling access to OneDrive for Business in Dynamics 365
You can toggle availability of OneDrive in Dynamics 365 for end users through the OneDrive for Business privilege.
Click Settings > Security > Security Roles
Choose a security role, and then click the Core Records tab.
Under Miscellaneous Privileges, toggle the OneDrive for Business privilege to the desired availability.
This privilege is visible in the Security Roles dialog only after OneDrive for Business is enabled.
Set up SharePoint integration with Microsoft Dynamics 365
Use OneDrive for Business to manage your private documents
What is OneDrive for Business?
SharePoint Online and OneDrive for Business: software boundaries and limits
Manage OneDrive for Business
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