If you're using a mobile-optimized app, select the Related tab, and then select Documents.Īfter OneDrive for Business is enabled, you'll see the following dialog box when you go to the Document Associated Grid to view documents in Customer Engagement (on-premises) and upload a file to OneDrive, or when you attempt to create a new document or folder.
If you're using the web app, on the command bar, select the down arrow beside the record name, and then select Documents. Go to the record for which you want to view the associated documents. For more information, see What is Office 365 and how does it relate to Dynamics 365 (online)? The first time you view your documents This feature requires that you have an Office 365 subscription or a subscription to an online service such as SharePoint Online or Exchange Online. More information:įind your Dynamics 365 Customer Engagement administrator or support person For example, if you put a presentation in Customer Engagement (on-premises) that's stored on OneDrive linked with an opportunity, that presentation is synced to all devices running OneDrive.īefore you can use OneDrive for Business, it must be enabled by your system administrator. You have lots of storage space (1 TB or more) with OneDrive for Business, and documents stored there are automatically synced to your desktop and mobile devices. When the draft is far enough along, move it to an Office 365 group for team collaboration.
You might use OneDrive for Business to start and work on a document privately, such as for a draft sales pitch. For collaborative storage, you can use Office 365 Groups and for public documents use SharePoint. For example, you can store your private documents by using the new OneDrive for Business option. With Customer Engagement, you can use the right storage option for the right situation. For the Power Apps version of this article, see: Use OneDrive for Business If you’re using Unified Interface, your apps work the same as Unified Interface for model-driven Power Apps. This article applies to Dynamics 365 Customer Engagement (on-premises) version 9.1 using the legacy web client.
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