Connect to OneDrive for Business

 

Updated: November 28, 2016

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM 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.

System_CAPS_noteNote

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.

You 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 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.

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()

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

  1. Click Settings > Security > Security Roles

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

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

    System_CAPS_noteNote

    This privilege is visible in the Security Roles dialog only after OneDrive for Business is enabled.

Toggle availability of OneDrive for Business

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