Enable OneDrive for Business

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Applies To: CRM Online

[This topic is pre-release documentation and is subject to change in future releases.]

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 Microsoft Dynamics CRM Online once the system administrator has enabled OneDrive for Business.

Important

This feature requires that you have an Office 365 subscription or a subscription to an online service such as SharePoint Online or Exchange Online. For more information, see What is Office 365 and how does it relate to CRM Online?

Requirements

The following are required to use OneDrive for Business with CRM Online:

Enable OneDrive for Business

You can enable OneDrive for Business as follows.

  1. Click Settings > Document Management > Enable OneDrive for Business

  2. Click Enable OneDrive for Business to enable it, and then choose OK.

Controlling access to OneDrive for Business in CRM

You can toggle availability of OneDrive in CRM for end users through the OneDrive for Business privilege.

  1. Click Settings > Security > Security Roles

  2. Select a security role, and then click the Core Records tab.

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

Toggle availability of OneDrive for Business

See Also

Other Resources

Use OneDrive for Business to manage your private documents
What is OneDrive for Business?

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