Easiest way to share files between users in Dynamics 365?

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Posted on by CU22081830-0

In my day-to-day work outside of Dynamics, I’m used to really simple file-sharing methods (for example, on mobile I can quickly send files between devices with just a tap).Inside Dynamics 365, I’m looking for the most straightforward way to share documents or files between users or teams. Should I be relying mainly on SharePoint/OneDrive integration, or is there a built-in feature in Dynamics that allows fast file sharing?

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Dynamics 365 general

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Sohaib Cheema 48,478 User Group Leader on at

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Easiest way to share files between users in Dynamics 365?

Which Dynamics is it ? F&O, BC, CE ?

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CU15080909-2 11 on at

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Easiest way to share files between users in Dynamics 365?

I think the most simplest and easiest one would be SharePoint or OneDrive integration.

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DAnny3211 11,369 on at

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Easiest way to share files between users in Dynamics 365?

Hi CLP3208138-Q,

For straightforward file sharing between users or teams within Dynamics 365, the most effective and user-friendly approach is to leverage SharePoint or OneDrive integration. Here’s a breakdown of your options:

✅ Recommended Methods

SharePoint Integration

Dynamics 365 natively integrates with SharePoint for document management.

You can enable this via Document Management Settings, allowing users to upload, share, and manage files directly from records.

Files are stored in SharePoint, making them accessible to others with appropriate permissions.

OneDrive for Business

For more personal or ad-hoc sharing, OneDrive can be used to share links to files stored in your Microsoft 365 account.

This is ideal for quick sharing outside of structured record contexts.

Notes and Attachments

Dynamics also allows file attachments via the Notes section on most entities.

While simple, this method lacks advanced sharing and version control features.

Teams Integration

If your organization uses Microsoft Teams, you can link Dynamics records to Teams channels and share files there.

This is useful for collaborative scenarios and keeps communication and documents in one place.

📝 Best Practice

For structured and secure sharing, SharePoint integration is the most scalable and compliant method. It supports versioning, access control, and centralized storage—all within the Dynamics 365 interface.

Thanks and best regards,

Daniele

Note: This response was prepared with support from Copilot to ensure clarity and completeness.

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CU22081830-0 14 on at

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Easiest way to share files between users in Dynamics 365?

@Martin Dráb I’m asking about Dynamics 365 Customer Engagement (Sales/Service). In that context, what’s the simplest way for users or teams to share files—should I rely on SharePoint/OneDrive integration?

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Martin Dráb 236,172 Most Valuable Professional on at

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Easiest way to share files between users in Dynamics 365?

Dynamics 365 is a brand covering several different products (such as Business Central). Which one are you intersted in when asking about a built-in feature?

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