From the course: Migrating from Salesforce to Dynamics 365

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Collaborate in Dynamics 365

Collaborate in Dynamics 365

From the course: Migrating from Salesforce to Dynamics 365

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Collaborate in Dynamics 365

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- [Instructor] There are many ways to collaborate with fellow colleagues in Dynamics 365. Since this integrates with Office 365 applications and services, some configuration may be needed. To get started, let's select the drop down arrow next to sales, and then go to settings. From the system area, select document management. After Sharepoint integration has been enabled, and you have set up default document management settings within the area that I'm hovering my mouse over here, OneDrive integration can be set up. By enabling OneDrive For Business support for server based Sharepoint integration, colleagues will be able to store files in their OneDrive for Business account. Files stored in OneDrive for Business will be private until shared with others. Let's select enable OneDrive for Business. Then select the box to the left of enable OneDrive for Business and select okay. Now that we have enabled OneDrive for Business we do need to configure the OneDrive for Business experience…

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