Enable OneDrive for Business (on-premises)

As the system administrator, you need to enable OneDrive for Business for your users so they can create and manage private documents with OneDrive for Business.

Requirements

To use OneDrive for Business with Dynamics 365 Server, you need to set up and turn on the following:

• Set up SharePoint integration and have at least one team site.

• Set up permission on the root SharePoint team site for all users who use OneDrive for Business in customer engagement apps. More information: Plan sites and manage users

• Turn on the Search service for SharePoint on-premises so it can access shared documents from other users. It's enabled by default on SharePoint Online but not on SharePoint on-premises. More information: Create and configure a Search service application in SharePoint Server 2013.

Enable OneDrive for Business

To enable OneDrive for Business, take the following steps:

1. Sign in to the Power Platform admin center.
2. In the navigation pane, select Manage.
3. In the Manage pane, select Environments.
4. On the Environments page, select an environment.
5. Select Settings > Integration > Document management settings.
6. Select Enable OneDrive for Business to enable it, then select 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.

 
Add-Pssnapin *  
# Access WellKnown App principal  
[Microsoft.SharePoint.Administration.SPWebService]::ContentService.WellKnownAppPrincipals  
  
# Create WellKnown App principal  
$ClientId = "00000007-0000-0000-c000-000000000000"  
$PermissionXml = "<AppPermissionRequests AllowAppOnlyPolicy=""true""><AppPermissionRequest Scope=""http://sharepoint/content/tenant"" Right=""FullControl"" /><AppPermissionRequest Scope=""http://sharepoint/social/tenant"" Right=""Read"" /><AppPermissionRequest Scope=""http://sharepoint/search"" Right=""QueryAsUserIgnoreAppPrincipal"" /></AppPermissionRequests>"  
  
$wellKnownApp= New-Object -TypeName "Microsoft.SharePoint.Administration.SPWellKnownAppPrincipal" -ArgumentList ($ClientId, $PermissionXml)  
  
$wellKnownApp.Update()  
  

Controlling access to OneDrive for Business

To toggle the availability of OneDrive for end users through the OneDrive for Business privilege, take the following steps:

1. In the Power Platform admin center, select an environment.

2. Select Settings > Users + permissions > Security roles.

3. Choose a security role, and then select the Core Records tab.

4. Under Miscellaneous Privileges, toggle the OneDrive for Business privilege to the desired availability.

   Note

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

   "

See also

• Set up SharePoint integration
• Use OneDrive for Business to manage your private documents
• What is OneDrive for Business?
• SharePoint Online and OneDrive for Business: software boundaries and limits