Configure OneDrive integration

Enabled for Public preview General availability
Admins, makers, marketers, or analysts, automatically Sep 1, 2022 Oct 1, 2022

Business value

Admins are in control. With 2022 release wave 2, organizations can easily manage which OneDrive-related features are switched on for Business Central, so that people can collaborate on business documents and work with other files in the browser.

Feature details

Administrators can access the OneDrive Setup guide in Business Central to specify which capabilities can connect to OneDrive for Business.

  • Choose between enabling one, both, or none of the system and application integrations to OneDrive.
  • For Business Central on-premises, this setup guide includes configuring the connection to OneDrive.
  • The setup guide detects if the environment had been set up to use the legacy OneDrive or SharePoint integration, and it helps you switch to the newer OneDrive integration. As part of this change, we are announcing deprecation of the legacy SharePoint Connection Setup page and SharePoint integration capabilities.

The OneDrive setup guided experience.

Other improvements to OneDrive integration

Edit in Excel now supports OneDrive

When you enable OneDrive for system features, the Edit in Excel action will now open in Excel for the web.

The Excel file generated by Business Central is automatically copied to your Business Central folder in OneDrive, and then opens in a new tab so that you can work entirely within the browser.

Use Outlook to share files directly from Business Central

The Share window in Business Central now offers a third option to share a link to your Business Central files. Along with copying a link to your clipboard or choosing recipients and typing a brief message, the Share window can now open Outlook for the web and automatically include a link to the file in the message body. With this option, you can author the perfect email using all of Outlook's features, including formatted text, adding other attachments, inserting pictures or tables, and adding CC or BCC recipients.

The share dialog showing the new Outlook option

Reduce copies of the same file

When sharing a business document directly from Business Central or using the action to open it in OneDrive, a file with the same name may already exist in OneDrive. In this case, users can now choose to proceed with opening or sharing the file that already exists on OneDrive, instead of replacing or overwriting it.

A dialog indicating the three choices available when the file is already found in OneDrive

Watch the video

Check out the 15-minute video where the product engineering team at Microsoft presents these and other enhancements that keep you productive with Microsoft 365.

To access recordings on demand from the Business Central 2022 release wave 2 launch event, register for free at aka.ms/BCLE.

Tell us what you think

Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.

See also

Managing OneDrive Integration with Business Central (docs)