Enabling the integration from CRM Online to SharePoint Online
Go to Settings > Document Management
Click Enable Server-based SharePoint Integration.
Select option to Open Document Management Settings Wizard and click Finish.
Enabling OneDrive for Business
After we’re set up the CRM to SharePoint integration, we just have a few simple steps to enable the use of OneDrive for Business. This is shown below:
Click on the Enable OneDrive for Business option within Document Management
After this have been enabled, you will now see an option for OneDrive for Business Folder Settings.
Click on this option to show the following:
Select you’re desired root folder on OneDrive for Business and you’re all set up.
There is a specific security privilege that can be set to control access to this feature – this is shown below.
Now that we’re all set up we can add documents, photos etc. into OneDrive for Business for the relevant record. I’ve shown this through the OneDrive for Business Website below:
Now if I go into CRM and look at a record that has both standard SharePoint documents and some OneDrive for Business documents, I can see them all in one view.
So, in summary, yet another easy to configure and easy to use improvement in CRM 2016 that further increases our productivity options!