Enable OneDrive for Business in Customer Engagement apps

Users can create and manage private documents with OneDrive for Business. Those documents can be accessed within Customer Engagement apps after the system administrator has enabled OneDrive for Business.

Requirements

The following are required to use OneDrive for Business with Dynamics 365 Server.

This topic applies to organizations deploying on-premises versions of OneDrive for Business and Customer Engagement apps or an online/on-premises mix of these products.

• Set up SharePoint integration with Microsoft Dynamics 365 for Customer Engagement 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 Customer Engagement apps. 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:

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 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=""https://sharepoint/content/tenant"" Right=""FullControl"" /><AppPermissionRequest Scope=""https://sharepoint/social/tenant"" Right=""Read"" /><AppPermissionRequest Scope=""https://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 for Customer Engagement apps

You can toggle availability of OneDrive in Customer Engagement apps 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.

   Note

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

   

See also

Set up SharePoint integration with Microsoft Dynamics 365 for Customer Engagement
Use OneDrive for Business to manage your private documents
What is OneDrive for Business?
SharePoint Online and OneDrive for Business: software boundaries and limits