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.


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.

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.


You might have already set up permissions and can skip the following if you completed the steps in Configure server-based authentication with Dynamics 365 for Customer Engagement apps Online and SharePoint on-premises.

Add-Pssnapin *  
# Access WellKnown App principal  
# 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)  

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.


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

    Toggle availability of OneDrive for Business.

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