Implementing Microsoft Dynamics 365 Customer Engagement

OneDrive for Business

We can store our Dynamics 365 CE customer documents in SharePoint or in OneDrive. To store documents on OneDrive, we can enable integration with our Dynamics 365 CE. Once it is enabled, we can use OneDrive for Business folder settings to create folders under OneDrive where we can store our documents privately. While attaching documents to an entity record, we can select the location of our document, as shown in the following screenshot:

In the preceding screenshot, we can see we have the option to select our document location as SharePoint or OneDrive.

OneDrive integration requires server-based integration for SharePoint. ...