Integrating Microsoft 365 OneDrive with Dynamics 365 Business Central unlocks powerful document management capabilities, allowing you to open, edit, and share files seamlessly within the Business Central environment. Whether you’re working with attachments or exporting data to Excel, this setup makes everything smoother. Here’s how to get started.
Step 1: Check Your Licenses
Before diving into the setup, ensure you have:
- A Microsoft Dynamics 365 Business Central license
- An active Microsoft 365 OneDrive license
Both are required for the integration to function properly.
Step 2: Launch the OneDrive Setup Wizard
- In Business Central, use the Tell Me search bar to look for OneDrive Setup.
- Click the related link to open the setup wizard.
- Follow the prompts to configure the integration.
Step 3: Enable Features Based on Your Needs
During setup, you’ll be asked to enable specific features. Here’s what they do:
|
Feature Option |
What It Enables |
|
Use with app features |
Adds Open/Edit in OneDrive for file attachments |
|
Use with system features |
Enables Open in Excel (OneDrive) for data exports |
Choose the options that best suit your process.
Step 4: Preview Before and After
Before you enable OneDrive, attachments on items like a Customer Card won’t display cloud options. This will also be the case if you do not have OneDrive License. Once setup is complete, you’ll see new OneDrive actions available directly within the interface.
Final Result: Seamless Integration
Once everything is set up, OneDrive options will appear throughout Business Central, making it easier than ever to manage documents and collaborate in real time.
Opening the file in OneDrive saves a copy to your personal Documents folder within OneDrive, rather than downloading it to your local Downloads folder.
Selecting Open in Excel will also save a copy to your OneDrive and launch the web-based version of Excel, rather than downloading the file locally.
