Thursday 19 May 2016

OneDrive Integration with Dynamics CRM 2016 Online

For configuring OneDrive login to office portal

1. Go to portal office page, Select OneDrive icon



2. Below screen displayed




    3. Click Next, go to below screen


  4. Click 'Your One Drive is Ready'.


 5. Enable sharepoint integration before going to next step. 

6. Go to CRM online, ‘Settings’ >> ‘Document Management’ >> ‘Enable One Drive for Business’ and click OK.








 7. On Enable Document Management Page shows one more option 'OneDrive For Business Folder Settings'








 8. Click on 'OneDrive For Business Folder Settings', a window displayed with folder name. One can change this folder name.






9. For uploading any document to One drive through CRM, Open any entity say Accounts and go to Document.





10. Click Upload button to upload document.








11. File will upload successfully and it will show in crm.




12. Uploaded document will show up in Onedrive on clicking Open Location.








Hope this will help you all....

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