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Enable OneDrive for Business (online)

You can create and manage private documents with OneDrive for Business and access the documents in these customer engagement apps:

  • Dynamics 365 Sales
  • Dynamics 365 Customer Service
  • Dynamics 365 Field Service
  • Dynamics 365 Marketing
  • Dynamics 365 Project Service Automation

Requirements

Important

This article applies to organizations deploying online versions of OneDrive for Business and customer engagement apps. OneDrive for Business relies on server-based SharePoint integration. To use this feature, your organization needs to have at least one active SharePoint site and your admin needs to enable server-based integration.

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).

Before you use OneDrive for Business in customer engagement apps, be sure to meet these requirements:

  • Set up customer engagement apps 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, Microsoft 365 subscriptions come with SharePoint Online licenses.

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

  • The administrator and end users need to access OneDrive for Business through the web interface to allow the customer engagement apps to access the required site and other related information that enable OneDrive for Business integration with the customer engagement apps. For example, if you use SharePoint Online, go to https://admin.microsoft.com > app launcherMicrosoft 365 app launcher > OneDrive.

Enable OneDrive for Business

To enable OneDrive for Business, take these steps:

  1. Sign in to the Power Platform admin center.
  2. In the navigation pane, select Manage.
  3. In the Manage pane, select Environments.
  4. On the Environments page, select an environment.
  5. In the command bar, select Settings.
  6. Expand Integration, then select Document management settings.
  7. Select Enable OneDrive for Business, then select the Enable OneDrive for Business check box to activate it.
  8. Select OK to save the changes.

Controlling access to OneDrive for Business

You can toggle availability of OneDrive in customer engagement apps for end users through the OneDrive for Business privilege.

  1. Sign in to the Power Platform admin center.
  2. In the navigation pane, select Manage.
  3. In the Manage pane, select Environments.
  4. On the Environments page, select an environment.
  5. In the command bar, select Settings.
  6. Expand Users + permissions, then select Security roles.
  7. Select a security role, then go to the Miscellaneous privileges tab.
  8. Assign the OneDrive for Business privilege to the appropriate level.
  9. In the command bar, select Save to apply the changes.

Related content

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