It will redirect you to the start page of the OneDrive where we will configure the OneDrive for the first time.Ĥ. Click on the below highlighted part to select the OneDrive app as you can see below.ģ. So, you need to configure OneDrive by following the steps as below.ġ. Now, this issue arises as you don’t have the OneDrive app ready for use. Next, again click ‘Enable OneDrive for Business’ from the ‘Settings’ > ‘Document Management’ as shown below.Įven then you might not proceed ahead and you would face an error. In our case we will assign the Office 365 Enterprise E5 to the user.
#Microsoft crm 2016 download license#
So make sure that the user has the License for using this product. If the user does not have License for OneDrive then he/she may face the error as below. Later, once you have integrated SharePoint, the CRM returns back to the screen where you can click ‘Enable OneDrive for Business’ again. So make sure you have integrated SharePoint with CRM by the Server Based method. The popup asks you to enable server-based integration and have at least one active SharePoint Site in order to use this feature. Instead, the system will direct you to a popup as shown in the screenshot below. If you directly click ‘Enable OneDrive for Business’ and try to enable the feature you won’t be able to do so. In Dynamics CRM 2016 Online, there is a new feature ‘ Enable OneDrive for Business’ in the Document Management which helps us to integrate OneDrive with the CRM as shown below. Now it’s easy to work on documents with others in your organization at the same time.
With this storage option the documents are stored and are synced to desktop and mobile devices. While you can use Office 365 Groups for collaborative storage, SharePoint can be used for public documents.įor instance, when there is a need to work on a document which is often used in the Sales department you can opt for ‘OneDrive for Business’. OneDrive can be the most preferred option to store private documents.
#Microsoft crm 2016 download how to#
Before we explain you how to integrate OneDrive with Microsoft Dynamics CRM 2016 Online, let’s see what OneDrive is all about.