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Restrict the ability to access OneDrive files in Dynamics 365 Remote Assist

Tip

Dynamics 365 Remote Assist customers now have access to Remote Assist in Microsoft Teams mobile. Take advantage of all that Teams has to offer and collaborate with other users! For the best calling experience on HoloLens, use Dynamics 365 Guides.

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If you have a scenario where you need to protect your company information, you can restrict the ability for Microsoft Dynamics 365 Remote Assist users from accessing OneDrive files. Restricting the ability to access OneDrive files is also helpful in a situation where a service account is shared between users and you want to prevent users from accessing each other's files.

When you restrict the ability to access OneDrive files:

  • HoloLens users will see the Files tab, but no files will be visible and they'll see this message: "We can't connect to OneDrive."
  • Users of the mobile app will not be able to access OneDrive files.

Restrict access to OneDrive files

  1. Sign in to the Microsoft 365 admin center as an admin.

  2. In the left pane, select Users > Active users, and then select Add a user.

    Screenshot showing Active users and Add a user highlighted.

    Important

    It's critical to create a NEW ACCOUNT to make sure that the user will not have access to the licenses required to access OneDrive files.

  3. Fill out the user information, and then select Next.

    Screenshot of Set up the basics section.

  4. Select the Dynamics 365 Remote Assist and Microsoft Teams license check boxes.

    Screenshot showing Dynamics 365 Remote Assist and Microsoft Teams check boxes selected.

    Note

    The name of the Teams license may vary based on the products you have installed.

  5. Clear the Office for the Web and SharePoint license check boxes, and then select Next.

    Screenshot showing SharePoint and Office for the Web check boxes cleared.

  6. In the Optional settings section, leave the default value (no administration access), and then select Next.

    Screenshot of Optional settings section.

  7. In the Review and finish section, make sure the information is correct, and then select Finish adding when you're ready.

    Screenshot of Review and finish section filled out.

  8. If you see the following confirmation screen, you'll know the user was added correctly. Select Close.

    Screenshot with user added highlighted.

See also