Do you want to store your Business Central files safely in the cloud and access them anytime, from anywhere? With Microsoft OneDrive integration, you can do just that! This guide will walk you through how to connect your OneDrive to Business Central using the new Assisted Setup feature.
Step 1: Start the Setup
- Open Business Central.
- In the top-right corner, click the gear icon and choose Assisted Setup.
- Look for the option:
Connect your files to the cloud
Configure features that work with OneDrive to open files in the browser, share with others, or co-author online.
- Select it and click Next.
Step 2: Choose Your OneDrive Features
You’ll be given two settings to configure:
Application Features:
Turn this ON to allow:
- Open in OneDrive option
- File sharing directly from Business Central
- Real-time co-authoring using Office Online
If disabled, users won’t see these actions.
If disabled, users won’t see these actions.
System Features:
When enabled, documents like Excel, Word, or PDFs will always open in the browser using Office Online or OneDrive’s PDF viewer.
After choosing your preferences, click Next, then Finish.
You’ll get a confirmation message once setup is complete.
Step 3: Connect Your OneDrive Account
To fully activate the integration:
- Go to Settings > My Settings.
- Click Cloud Storage.
- Select Sign In.
- Sign in with your Microsoft 365 user ID.
Example: Upload a File to a Purchase Order
Here’s a quick example:
- Open a Purchase Order record.
- Choose Attach File or Open in OneDrive.
- Upload your file.
The file will be saved in your OneDrive > Business Central folder automatically.
Result
Once OneDrive is connected, you can:
- Access files from anywhere using your OneDrive account
- Share documents with team members straight from Business Central
- Open files in your browser via Office Online
Conclusion
Connecting OneDrive to Business Central simplifies how you store, share, and collaborate on documents. Whether you’re attaching invoices, spreadsheets, or contracts, your files are secure and accessible from anywhere—making your daily work more efficient.
Frequently Asked Questions (FAQs)
Q1: Do I need a Microsoft 365 license to use OneDrive with Business Central?
Yes, you need a Microsoft 365 account that includes OneDrive for Business.
Q2: Can I disable OneDrive integration later?
Yes, you can go back to Assisted Setup and update your preferences anytime.
Q3: Where are my uploaded files stored?
Files are saved in your OneDrive > Business Central folder.
Q4: Can I use this feature for all file types?
Most common formats like Excel, Word, PDFs, and images are supported.
Q5: What happens if I don’t sign in to OneDrive?
The integration won’t work unless you connect your Microsoft 365 account.
Need Help Connecting Business Central with OneDrive?
Confused about cloud storage setup, user permissions, or file-sharing workflows in D365 Business Central?
I help teams simplify document management, boost collaboration, and make the most of OneDrive integration with Business Central.
Akhilesh Maurya
Microsoft Dynamics 365 Business Central Functional Consultant
Let’s connect to streamline your file processes and bring your business one step closer to smart cloud operations.
