Microsoft Dynamics CRM

{CRM 2016 TIPS} Step by Step Guide and Overview: OneDrive for Business with Dynamics CRM 2016

This is a series on CRM 2016 new features, tips and tricks from my end. Rather than starting from obvious changes, I am starting from the hidden gems of this release again.

So, First things first!

What is OneDrive for Business?

OneDrive for Business is a place where you can store, sync, and share your work files.

As part of Office 365 or SharePoint Server 2013, OneDrive for Business lets you update and share your files from anywhere and work on Office documents with others at the same time.

NOTE   OneDrive for Business is different from OneDrive, which is intended for personal storage separate from your workplace. 

OneDrive for Business is also different from your Office 365 team site, which is intended for storing team or project-related documents.

If you have a small business, it’s ideal to set up your file storage to use OneDrive for Business and Office 365 team sites together.

For more details check out here: https://support.office.com/en-us/article/What-is-OneDrive-for-Business-187f90af-056f-47c0-9656-cc0ddca7fdc2

For just having a trial for One drive for Business go here: https://onedrive.live.com/about/en-sg/business/

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Add it to your existing Subscription (tenant and instance which has CRM installed).

If you are logged in and you hit a Start a free Trial, you will be able to see the following screen:

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Choose yes, add it to my account. On the next screen:

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Click Try now

This will give you a confirmation. Choose continue:

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You have successfully setup One Drive for Business Trial.

Assign the One Drive for Business License to the user:

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Hit Save.

Now to have it running with CRM:

Go to following to enable OneDrive for Business as follows.

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

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

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Oops! You need Server based SharePoint Integration enabled.

No worries, enable it first!

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Oops! Error again:

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Go back to Office 365 screen and navigate to One Drive from the App Launcher:

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Click Next on the One Drive screen:

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Your one drive will now be setup!

Go back to your Enable link and it will work fine.

The kind of way to check it succeeded is you will have a settings area for it now(highlighted in yellow):

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Navigate to any of the Records (Account here where I have document management enabled)

And going into Account A.Datum -> Documents

Click on +New as per below screen (I an doing a word file)

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Choose One Drive for business as location and File name:

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Hit Save, when you will do it first time you will see this:

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At this moment you can change file location in one drive if you want.

IF not, hit continue like I did:

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Isn’t that Cool, this file can be access from internet if shared from One drive!

On One Drive area in Office 365 I can see a new folder for CRM now which is only accessible by me:

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Inside there is folder for Entity:

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And then for record:

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With a great feature comes a great responsibility, CRM security roles will not have control on this document if it is shared!

But this is great feature if your requirements are something like:

· Sharing content to external audience and also see it linked to your CRM records

· Some integration scenarios related to document updates

· Private documents link to your CRM records which you do not want others to access

· Digital content related systems

Hope it helps and Happy CRMing!

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