Troubleshooting Guide: OneDrive/SharePoint Sync and Office Save Issues in M365

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This guide provides a comprehensive, step-by-step approach to identify and resolve problems when OneDrive or SharePoint files aren’t syncing or Office documents won’t save in Microsoft 365. It covers common causes, detailed troubleshooting steps, key settings to check, and best practices to prevent future issues. The information is technical and detailed, intended for IT professionals or advanced users.


Introduction

OneDrive and SharePoint are core components of Microsoft 365 for file storage and collaboration, and Office apps (like Word, Excel, PowerPoint) are often used to edit files stored on these services. When sync or save issues occur, users might see errors such as files not updating, “upload failed” messages, or documents opening in read-only mode. These issues can stem from a variety of causes, ranging from connectivity problems to configuration errors. This guide will help you:

  • Understand common causes of OneDrive/SharePoint sync failures and Office save errors.

  • Follow step-by-step troubleshooting to resolve syncing issues in OneDrive and SharePoint.

  • Follow step-by-step troubleshooting to resolve problems with Office documents not saving in M365.

  • Check important settings/configurations that affect file sync and save.

  • Apply best practices to ensure smooth file syncing and saving in the future.

Safety Notice: The steps below are designed to fix software configuration issues and will not harm your data or system if followed correctly. However, always ensure you have backups of important files. Avoid any step that you are not comfortable with, and seek professional assistance if needed.


Common Causes of Syncing Issues

Before diving into fixes, it’s important to recognize the typical reasons OneDrive or SharePoint might fail to sync files:

OneDrive Sync Issues – Common Causes
  • OneDrive Not Running or Signed Out: The OneDrive client may not be running on the PC (no cloud icon in the system tray), or the user is signed out, preventing sync[1].

  • Internet or Account Connectivity Problems: Temporary network glitches or expired credentials can halt syncing. Ensure the device is online and the OneDrive client is connected to the correct account.

  • Storage Quota Exceeded: If the user’s OneDrive cloud storage is full or nearly full, new files won’t sync (exceeding storage quota prevents uploading or syncing new files)[1]. Similarly, if the local disk is out of space, OneDrive cannot download new files.

  • Unsupported File Names or Types: Files with names containing unsupported characters or reserved words, or files of types that aren’t allowed, will cause sync errors. OneDrive/SharePoint disallow certain characters (e.g. \" * : < > ? / \\ | and leading/trailing spaces) and file names (e.g. CON, AUX, NUL, etc.)[2][2]. If any file in the sync folder violates these rules, synchronization can stop for that file.

  • File Size or Path Length Limits: Extremely large files or very long file paths can be problematic. By default, files larger than ~15 GB may not sync (even though Microsoft has increased some limits, very large files still can error)[3]. Also, the entire path (including folders and filename) must be under about 400 characters[3]. Oversized files or overly deep folder structures can block sync.

  • Too Many Files: Syncing an unusually large number of files (e.g. hundreds of thousands) can overwhelm the client. OneDrive can handle a lot of files, but performance issues or “processing changes” messages can occur when over 100,000 items are in a library[3]. Sync may appear stuck if it’s trying to process an extremely large backlog.

  • Outdated OneDrive Client: An out-of-date OneDrive application can have bugs or incompatibilities. Microsoft frequently updates OneDrive; running an old version (or the deprecated **“OneDrive for Business” groove.exe client) can cause sync problems[4][1].

  • Temporary System Glitches: Occasionally, the sync process can hang due to a transient issue with the OS or app. These glitches can often be resolved by restarting OneDrive or the PC[4].

  • File Lock or Conflict: If a file is open in another program or by another user, OneDrive might not sync it until the lock is released. Similarly, if a file was changed in two places at once, a sync conflict can occur (often resulting in duplicate “filename-PC.xlsx” copies)[5][5].

  • Antivirus/Firewall Interference: In rare cases, security software might block OneDrive’s connection or file operations, treating it as suspicious. This can stall syncing if OneDrive cannot communicate with the cloud[6].
SharePoint Sync Issues – Common Causes

SharePoint library sync uses the OneDrive client under the hood, so all the OneDrive issues above can also affect SharePoint sync. In addition, some SharePoint-specific factors include:

  • Lack of Access or Permissions: The user might not have proper permission to the SharePoint site or library. If you cannot access the SharePoint site or document library via the browser, OneDrive will not be able to sync it[3]. A site in a different tenant or one you’re not a member of will be unavailable for sync.

  • Library Not Enabled for Sync: SharePoint admins can disable syncing on a library. If you attempt to sync and get a prompt “Which library do you want to sync?” or do not see a Sync button in SharePoint, it means the library isn’t configured for OneDrive sync[3]. In such cases, you need to contact the site owner or admin to enable sync for that library.

  • Required Check-Out or Metadata: If a document library requires check-out or has mandatory metadata fields, the OneDrive sync might be unable to upload changes until those requirements are met. This can manifest as files not updating until you fill in required info via the SharePoint site.

  • SharePoint Sync Client Mismatch: Using an outdated sync client (the old Groove.exe from SharePoint 2013/2016) can cause issues. Microsoft has ended support for the old OneDrive for Business sync app for SharePoint Online[1] – ensure the new OneDrive sync client is being used for SharePoint libraries.

  • Large Libraries or Site Limits: SharePoint Online has thresholds (like the item limit mentioned above). If a library is extremely large or has very complex folder structures, the initial sync might struggle. It’s best to only sync what you need (we cover this in Best Practices).

  • Network or Proxy Issues: In corporate environments, a firewall or proxy might block SharePoint connections specifically (different from personal OneDrive). Authenticated proxy settings or network policies might need adjustment if SharePoint (OneDrive for work/school) is being blocked[2][2].

Understanding these causes will help target the right solution when troubleshooting.


Troubleshooting OneDrive Sync Issues (Step-by-Step)

Use the following steps to diagnose and fix OneDrive syncing problems. Go through these steps in order – after each step, check if the issue is resolved before moving on to the next.

1. Check OneDrive Status and Connectivity

  • Verify OneDrive is Running: Look at the taskbar (system tray) for the OneDrive icon (a cloud symbol). If it’s missing, OneDrive may not be running. Launch the OneDrive app from the Start menu, or sign in if it was running but not logged in[1]. A white or blue cloud icon should appear.

  • Check for Errors or Paused Sync: If the OneDrive icon is present, click it and review its status. If you see a message like “OneDrive is paused” or a red X on the icon, resume syncing or address the error shown. For example, if it says “Storage full”, you need to free up space (next step).

  • Ensure Internet Access: Confirm the device has a working internet connection. Try opening a web page or the OneDrive web app. Without connectivity, OneDrive cannot sync.

2. Ensure Sufficient Storage (Cloud and Local)

  • Cloud Storage Quota: Check that your OneDrive cloud storage is not full. Sign in to the OneDrive web interface and verify the available storage (under Settings > Options > Storage or Manage Storage). If your OneDrive is over quota, it will stop syncing new files[1]. You may need to delete files or purchase additional storage to get back under the limit.

  • Local Disk Space: Make sure your local drive has space for the files you want to sync. If the disk is full, OneDrive cannot download files from the cloud. Free up space or use OneDrive Files On-Demand to keep some files online-only (thus not using local space).

3. Check for Restricted Files or Names

  • Filename Characters: Scan the OneDrive folder (or the specific folder not syncing) for any files or folders with prohibited characters in their names. Characters such as \" * : < > ? / \\ | are not allowed in OneDrive/SharePoint filenames[2]. Also, avoid leading or trailing spaces in names[2]. If found, rename those files/folders to remove invalid characters.

  • Filename Length: If a file’s path is extremely long, shorten it. For example, if you have many nested subfolders with long names, try to simplify the folder structure or rename folders to fewer characters. Ensure the full path is under 400 characters[3].

  • File Size: Remove or reduce any very large files. As a guideline, keep files below 15 GB to avoid problems (even though OneDrive supports large files with the latest client, older setups may hit a 15 GB limit)[3]. If you must sync a huge file, consider compressing it (splitting into a .zip) or use the OneDrive web for one-time transfer.

  • Unsupported File Types: Certain file types (like temporary .tmp files or Outlook PST files) might not sync[2]. OneDrive may skip these by design. If a specific file won’t sync, check Microsoft’s list of restricted file types and consider removing that file from the OneDrive folder if necessary.

4. Resolve Sync Conflicts or Locked Files

  • Office File Lock: If an Office document is stuck and not syncing (you might see a message about an Office file having issues), it could be because of Office’s collaboration sync. You can turn off Office’s exclusive sync for a moment: In OneDrive settings, under Office, uncheck “Use Office applications to sync Office files that I open” (this stops the Office integration that can sometimes cause conflicts). Then try editing/saving the file again. Alternatively, close the Office application to release the lock and see if OneDrive then syncs the changes.

  • Manual Conflict Resolution: If you see duplicate files (e.g., Report.docx and Report-PC.docx), OneDrive created a copy due to conflicting edits. To fix this, compare the two versions and manually merge changes into one file. Keep the preferred version and delete the other. Going forward, avoid simultaneous edits from multiple devices while offline to minimize conflicts[5].

  • Use “View Sync Problems”: Right-click the OneDrive icon and click “View sync problems” (if available). The OneDrive client will list specific files that are erroring out and often give a reason. Follow any suggested actions for each problem file (for example, it might prompt you to remove an illegal character or that a file is too large).

5. Pause and Resume / Restart OneDrive
Sometimes simply pausing and resuming sync can jump-start the process.

  • Click the OneDrive tray icon, click the Gear icon > Pause syncing, and select 2 hours (for example). Wait a minute, then click Resume syncing. Check if the troubled files start syncing.

  • If that doesn’t help, restart the OneDrive application: Right-click the OneDrive icon and choose Close OneDrive (or Exit). Then re-launch OneDrive from the Start menu. This can clear minor glitches or stuck processes[4].

6. Update the OneDrive Client
Ensure you are running the latest version of the OneDrive sync client. Microsoft fixes many sync bugs through updates.

  • Check for updates: OneDrive usually updates automatically with Windows. But you can download the latest OneDrive installer from Microsoft’s site and run it to be sure.

  • Having the current client is especially important if you were using an older “OneDrive for Business” (Groove.exe) client – you should upgrade to the unified OneDrive sync app[1]. Newer versions support larger files and have better reliability. After updating, sign in again and allow time for the initial sync.

7. Re-link Your OneDrive Account
If the above steps haven’t resolved the sync issue, re-establishing the sync connection can help.

  • Unlink this PC: Right-click the OneDrive icon, go to Settings > Account, and click “Unlink this PC” (for OneDrive for Business accounts, it might say “Stop syncing” for the particular library). Confirm unlinking. This will not delete files; it just disconnects the sync relationship.

  • Set up OneDrive again: After unlinking, the OneDrive sign-in window should appear. Sign in to your M365 account and choose your OneDrive folder location (you can use the same folder; the client will merge and validate files). This effectively provides a “fresh start” for syncing that library[3].

  • After re-linking, OneDrive will take some time to re-sync everything. Monitor for any errors during this fresh sync.

8. Move and Restore Problem Files
If OneDrive gets stuck on a certain file (e.g., syncing progress bar never finishes on one item), that file might be the culprit.

  • Identify if a particular file is stalling the sync (OneDrive’s sync status may show a specific filename).

  • Move the file out of the OneDrive folder to a location not synced by OneDrive (e.g., move it to C:\\Temp). OneDrive will detect it’s gone and sync the deletion to cloud, potentially clearing the logjam[3].

  • Once OneDrive is back to “up-to-date” status, move the file back into the OneDrive folder (perhaps after renaming it or correcting any issues with it). This often resolves a stuck sync by re-adding the file fresh[3]. If the file still causes trouble, it might have some of the issues described in step 3 (check its size, name, etc., or consider not syncing that file).

9. Reset the OneDrive Application
OneDrive has a built-in reset function that can fix persistent sync issues by clearing its cache and settings (while keeping your data). Note: A reset will re-sync all files, so it may take a while and use bandwidth.

  • To reset OneDrive on Windows: Press Win + R, enter the command:
    %localappdata%\\Microsoft\\OneDrive\\onedrive.exe /reset
    and press Enter. After a few moments, OneDrive should restart on its own. If it doesn’t, open it manually.

  • On Mac, use the OneDrive app’s Reset option or run onedrive --reset from Terminal.

  • After a reset, you’ll need to sign in to OneDrive again and let it sync. This often clears up unexplained syncing issues by rebuilding the sync database[3].

10. Check Device or OS Factors

  • Windows Updates: Ensure your operating system is updated. Sometimes OneDrive issues are resolved by installing the latest Windows patches, which might contain fixes for the relevant networking or file system components[4].

  • Credentials & Account: On Windows, you can use Credential Manager to remove any cached OneDrive/Office 365 credentials that might be stale, then re-sign in. This is advanced, but stale credentials can cause authentication loops.

  • Multiple Accounts: If you use both personal and work OneDrive accounts, make sure the correct account is syncing the folder in question. The OneDrive client supports both simultaneously, but confusion between accounts can arise. Verify under OneDrive settings > Account that your work/school account is listed and active for the libraries you need.

11. Verify if Sync is Successful
After trying the above, confirm that OneDrive is now syncing properly: the cloud icon should show “Up to date” when hovered over, and any test changes you make to files (create a new file or edit one) should upload and reflect on the OneDrive web.

  • Also try accessing the files from another device or OneDrive web to ensure changes are propagating.

If OneDrive still isn’t syncing after all these steps, consider reaching out to Microsoft 365 support or your IT administrator, as there may be a deeper issue (such as registry/policy restrictions or a corrupt user profile beyond OneDrive).


Troubleshooting SharePoint Sync Issues (Step-by-Step)

When SharePoint files (in a SharePoint Online document library) don’t sync to your computer via OneDrive, many of the OneDrive troubleshooting steps apply with a few additions. Use the steps below, which focus on SharePoint specifics and then incorporate the OneDrive fixes:

1. Verify Access to the SharePoint Site and Library

  • Access via Browser: Open your SharePoint Online site in a web browser (e.g., go to https://.sharepoint.com/sites/). Navigate to the document library that isn’t syncing. Ensure you can open it and see the files on the website. If you get an access denied or cannot reach the site, that must be resolved first (permissions or network issues)[3].

  • Check Sync Button: On the SharePoint library page, look for the “Sync” button (often at the top menu or under “All Documents” dropdown). Click it – if it prompts to open Microsoft OneDrive, that’s good (it triggers the client). If you don’t see a Sync option, or clicking sync gives an unusual prompt (like asking to choose a library), the library might not be enabled for sync[3]. In that case, contact the SharePoint admin; the site may need a setting change (some libraries like those with certain column requirements or large list features might not be syncable).

  • Proper Credentials: Make sure the OneDrive client is logged into the correct Microsoft 365 work account that has access to this SharePoint. Sometimes if you are signed into OneDrive with a different organization’s account, it won’t sync another org’s SharePoint. You might need to Add a new account in OneDrive (OneDrive settings > Account > Add account) for the other tenant.

2. Confirm SharePoint Sync Client Usage

  • Ensure that the latest OneDrive sync client is being used for SharePoint. As noted, older clients (especially the discontinued Groove.exe) won’t reliably sync modern SharePoint Online libraries[1]. If your company still uses an on-premises SharePoint or older approach, consider migrating to the new client. On Windows 10/11 with Office 365, this shouldn’t be an issue, but verify by looking at the OneDrive icon (the new client shows a Blue cloud for work accounts, the old one had a different icon).

  • If needed, update or install the latest OneDrive (as in OneDrive step 6 above). New OneDrive supports both personal and SharePoint sync seamlessly.

3. Apply OneDrive Troubleshooting Steps
At this point, many issues will be resolved by treating the SharePoint library like a OneDrive folder because the sync mechanism is the same. Go through OneDrive Steps 2 through 9 outlined in the previous section, as they also apply to SharePoint library sync:

  • Check storage: SharePoint libraries can also hit storage limits on the site or per file (15 GB file limit, path length, etc.)[3][3]. Ensure the problematic file isn’t breaching those. The same rules on file names and sizes apply.

  • Identify any files in the library with unsupported characters or overly long paths, and rename them[3].

  • If sync is stuck on a file, use the “move out and back” trick on that file (you can do this either from local synced folder, if it exists, or via SharePoint web by downloading and deleting the server copy, then re-upload after things normalize).

  • Pause/restart the OneDrive sync as needed, and check for any error dialogs via “View sync problems”.
  • Unlink and re-link the library: In OneDrive settings > Account, find the SharePoint site under “Manage synced libraries”. Stop syncing it, then resync fresh by pressing the Sync button on the SharePoint site again. This is the SharePoint equivalent of re-linking.

  • Repair Office if conflicts persist: Since SharePoint sync often involves Office files, if you suspect Office integration issues, you can attempt an Office repair (see OneDrive step 9) to fix any Office file locking or Save conflicts[3]. This is more relevant if Office files (Word, Excel) specifically refuse to sync whereas other files are fine.

  • Reset OneDrive (OneDrive step 9) if needed, which will re-sync all SharePoint content as well.

4. Verify SharePoint-Specific Factors
If problems continue, double-check:

  • Permissions: Do you still have edit rights on the SharePoint library? If your permissions were revoked or changed to read-only, you could sync down but not upload changes. Contact the site owner to confirm.

  • Library Configuration: Some advanced library settings (like requiring check-out, versioning, or unique permissions on certain folders) can complicate sync. As a test, try syncing a simpler library from the same site. If that works, the issue may lie in the particular library’s settings. You might need an admin’s help to adjust those settings or use a different method (like always check out files before editing them in that library).

  • Number of Items: SharePoint can technically store many items, but Microsoft suggests not syncing libraries with over 100k items due to performance[3]. If your library is extremely large, consider syncing only specific sub-folders (OneDrive allows choosing which folders to sync). This can reduce load and avoid the sync client getting bogged down.

After performing these steps, your SharePoint library should sync successfully. You should see the SharePoint library’s folder in your File Explorer (Windows) or Finder (Mac) with a green checkmark icon indicating files are up to date. Any changes made locally should upload to SharePoint and vice versa.

If SharePoint sync still fails, consider using the library via the web interface directly as a temporary workaround, and consult your Microsoft 365 admin. There may be tenant-level policies blocking the sync or a need for a specialized fix (for example, clearing credentials or using the Support and Recovery Assistant tool covered later).


Common Causes of Office Documents Not Saving in M365

In some cases, you might be able to sync files generally, but Office documents (Word, Excel, PowerPoint) won’t save properly to OneDrive/SharePoint. This often manifests as errors like “Upload Failed”, “We can’t save because the file is read-only”, or the document repeatedly showing an “Save”/“Upload Pending” status that never completes. Common causes include:

  • OneDrive Sync Issues: Any of the OneDrive problems mentioned above can directly cause Office save failures. For example, if OneDrive is not running or the storage is full, Word cannot upload your changes. The Office app might say “upload pending” because the OneDrive client isn’t processing it. Always check that OneDrive/SharePoint sync (previous sections) is healthy first.

  • Office File in Read-Only Mode: Sometimes the file is opened read-only from the cloud. This can happen if the SharePoint site was in a read-only maintenance mode or if the user lacks edit permission. The user scenario in which the site/document was read-only will prevent any saves[6]. Ensure you have edit access and that no one else (or no policy) has locked the file.

  • Office Upload Center / Cache Glitches: Office (especially older versions or Windows Office) uses a local cache to upload files to OneDrive/SharePoint. A stuck cache or an error in the Office Upload Center (now integrated into the Office app) can prevent saves[6]. For instance, if the cache is full or corrupted, your changes might not get transmitted even if OneDrive is fine.

  • AutoSave Conflicts: The AutoSave feature in Office continuously saves to OneDrive. If AutoSave encounters an error (like a momentary loss of connection), it might disable itself or show a warning. On Mac, issues with AutoSave were noted – one suggestion is to temporarily turn off AutoSave and save manually to ensure the changes go through[6].

  • Files On-Demand Setting: If OneDrive Files On-Demand is on, some files might be marked as online-only. Normally that’s fine, but there have been cases where saving to an online-only file can be problematic if the system struggles to fetch it for writing. Conversely, if Files On-Demand has a glitch, Office might behave unexpectedly. (One troubleshooting step is to turn off Files On-Demand temporarily to force all files local, then try saving[6].)

  • Multiple Devices or Sessions: If the same Office document is open on another device or by another user at the same time, your save might be blocked or turn into a conflict. Co-authoring normally handles this, but if one session is offline or not updating, you could get an error. Ensure no other session is keeping the file open exclusively.

  • Misconfigured Account in Office: Office applications need to be logged into the M365 account that corresponds to the OneDrive/SharePoint where the file resides. If, for example, Word is logged into a personal Microsoft account by default, but you’re editing a work SharePoint file, it might have issues saving.

  • Outdated Office Version or Activation Issues: An out-of-date Office build might have bugs with the save mechanism. Also, if Office is not activated or your license expired, it can drop to read-only mode (though it usually warns you in that case).

  • Insufficient Permissions or Sharing Quirks: If the file was shared with you and you only have view permission, you obviously cannot save changes. Or if the file’s library requires certain properties on save (common in SharePoint with metadata), the Office app might not save until those are provided.

  • Firewall/Antivirus blocking Save: Similar to OneDrive, sometimes security software can interfere with Office apps connecting to OneDrive. This is rarer, but a firewall might block the authentication token or an antivirus might lock the file.

  • Temporary Server Side Issue: On rare occasions, the SharePoint/OneDrive service might have an outage or glitch in a specific file’s backend. For example, an Office Online server might mark a file read-only. These usually resolve on their own (as the scenario from the community case did)[6][6], but it’s good to be aware that not every saving issue is on your side.

Next, we’ll tackle how to troubleshoot and resolve these issues.


Troubleshooting Office Documents Not Saving (Step-by-Step)

Follow these steps if your Office apps (Word, Excel, etc.) are having trouble saving documents to OneDrive/SharePoint in M365. These assume that general OneDrive sync is working (if not, fix that first with the earlier sections):

1. Verify Basic Connectivity and Account in Office

  • Check M365 Login in Office: Open the Office app (e.g., Word) and go to File > Account. Make sure you are logged in with the account that has the OneDrive/SharePoint access. If not, sign in with that account. If an incorrect account is present (like a personal account while you’re working with work files), add the correct work account or switch to it.

  • Try Saving to a Local Path: As a quick test, attempt to Save a Copy of the document to your Desktop or a local folder. If that succeeds without error, it means the problem is specifically with the cloud save path, not the document itself. You can keep this local backup for safety while troubleshooting the cloud save.

  • Check Internet/OneDrive Status: Ensure that your internet connection is active and OneDrive sync client is running without errors. If OneDrive is paused or offline, Office will fail to upload the file. You may see an “Upload Pending” icon in the title bar of Office – clicking it can show more details. Address any OneDrive status issues first (refer to previous sections).

2. Check OneDrive/SharePoint Storage Quota

  • Just as with sync issues, a full OneDrive or SharePoint site will prevent saving. Even though this step is similar, it’s critical: open OneDrive online and check storage usage[6]. If your storage is indeed full, free up space or extend your quota, then try saving again.

  • If not full, also ensure the file isn’t so large that it breaches SharePoint per-file limits (rare for typical Office docs, but if embedding huge videos in a PowerPoint, for example, the file could become enormous).

3. Sign Out and Sign In to OneDrive Again

  • On the affected device, try signing out of the OneDrive client and Office, then sign back in. This essentially refreshes the authentication and connection. Since the problem might be occurring on multiple devices (as in some reports), do this on each device where you’re signed in[6]. Steps: Right-click OneDrive > Settings > Account > Unlink (which signs out), then sign in again. In Office, under File > Account, sign out and back in. After re-authenticating, open the file from OneDrive and try saving. This can clear tokens or credentials that were stuck.

4. Clear the Office Document Cache (Upload Center)

  • Office maintains a cache of pending uploads (especially in Windows). If any Office uploads are stuck or corrupted, that can prevent new saves.

  • Windows: Launch the Office Upload Center (for Office 2019 or earlier, it’s a separate app; for Microsoft 365 Apps, there’s a hidden toolbar icon). You can run MSOUC.exe from Start/Run to open it[6]. In the Upload Center, see if any files are in the queue with errors. Use Upload Center > Settings > Delete Cached Files to clear the cache, then try saving the document again[6].

  • Mac: Office doesn’t have a visible Upload Center, but you can clear caches via Office reset or simply turning off AutoSave. One suggestion: go to Word > Preferences > Save, and temporarily disable AutoSave[6]. Then manually Save the document. This sometimes bypasses an AutoSave issue. After a successful save, you can re-enable AutoSave.

  • Office 365 (new versions): The Upload Center is now integrated (the orange spinning arrow icon might show in the taskbar when there are issues). In any Office app, you might see a warning icon next to the filename if an upload failed. Click that and look for an option to discard local cache or retry. Clearing the cache forces Office to attempt a fresh upload.

5. Temporarily Disable Files On-Demand

  • In OneDrive client settings, under Sync and Backup (or Settings), find the Files On-Demand option and turn it Off[6]. This will make OneDrive download all files to local storage. Then, try editing and saving the Office document again. The rationale is to ensure the file is fully available locally, eliminating any issue with online-only files.

  • If the save now succeeds, it suggests there was an issue with the file being in an online-only state or similar. You can then re-enable Files On-Demand if desired. (In normal operation it should work with Files On-Demand on, but this test can pinpoint the problem.)

6. Manually Save and Sync

  • Instead of relying on the direct cloud save, use a manual approach: Save the document to a local folder (like Desktop) first, then copy or move it into the OneDrive folder using File Explorer[6]. See if OneDrive then syncs that new file without error. If this works, it indicates the issue might lie with how Office was handing off the file to OneDrive. This workaround ensures the changes are not lost; you can then replace the cloud version with this one.

  • Another variant: use “Save As” in Word and choose the actual OneDrive folder path (e.g., C:\\Users\\YourName\\Your OneDrive - Company\\...) instead of the quick shortcuts. Sometimes explicitly saving to the mapped folder triggers a fresh upload.

7. Verify Permissions and File Attributes

  • On the OneDrive/SharePoint side, make sure you indeed have edit rights. Go to OneDrive web or SharePoint, find the file, and check its permissions/Sharing settings[6]. If by some chance your account only has view permission, that’s the reason you can’t save. Have the owner grant you edit access or save the file under a new name in a location you own.

  • Check if the file is checked out to someone else (in SharePoint libraries with check-out enabled, files can be locked until checked in). If so, either have that user check it in or discard the check-out.

  • On Windows, right-click the locally synced file > Properties and ensure the Read-only attribute is not checked. Also, in the OneDrive folder, there should not be any unusual permission set on the file (typically it inherits your user’s permissions). If the file got marked read-only somehow, Office will refuse to save changes.

8. Repair or Update Microsoft Office

  • If the problem persists only for Office files, the Office installation itself might be the issue. Repair Office:

    • On Windows: Go to Control Panel > Programs & Features, select Microsoft 365 or Office, click Change and then choose Quick Repair (or Online Repair)[6]. This will fix any program errors without affecting your documents. After the repair, reboot if prompted, then test saving again.

    • On Mac: Use the Help > Check for Updates in Word/Excel or open the Microsoft AutoUpdate app[6]. Install any updates for Office. If Office is already updated, you could try a full reinstall if nothing else helps.
  • Ensuring Office is up-to-date can resolve known issues (for example, certain versions had known OneDrive integration bugs that have since been fixed).

9. Check Firewall and Antivirus

  • As a final local check, consider your security software. Temporarily disable your antivirus or firewall and attempt to save the Office file[6]. If the save suddenly works, then the security software is interfering. In that case, configure it to allow Office applications to communicate with OneDrive/SharePoint (you may need to whitelist OfficeClickToRun.exe, WinWord.exe, etc. for internet access).

  • Also ensure standard Windows Firewall isn’t blocking Office. Office uses HTTPS to save to OneDrive; it should be allowed by default, but if outbound connections are restricted, that can be a factor.

10. Try a Different Platform (Optional Test)

  • As a troubleshooting step, try opening and editing the document in Office for the Web (Office Online). Go to OneDrive or SharePoint in your browser, click the document and choose Open in Browser. See if you can make edits and if they save properly in the web app. If yes, then the issue is specifically with your local Office installation. If even the web app cannot save (for example, it says the file is read-only or can’t be edited), that points to an issue with the file or service itself (outside your device).

  • You could also test on an alternate device if available (open the file on another computer). Consistent failure across devices hints at a file or cloud-side issue.

By the end of these steps, most save issues should be resolved. You should be able to edit Office documents and have them sync (AutoSave or manual save) normally to OneDrive/SharePoint.

If none of the above works, and especially if multiple colleagues are experiencing similar problems, the cause might be on Microsoft’s side or a broader configuration issue. At that point, contacting Microsoft Support or your IT department is advised. Provide them details of the error messages and what you’ve tried.


Key Settings and Configurations to Check

Once the immediate issues are fixed, it’s wise to check certain settings in OneDrive, SharePoint, and Office that commonly affect syncing and saving. Ensuring these are configured correctly can prevent future problems:

OneDrive Settings to Review
  • Account and Login: Open OneDrive Settings > Account tab. Verify the correct work/school account is added and that all expected SharePoint libraries are listed under “Manage storage” or “Choose folders”. If something is missing (e.g., a library isn’t listed), you might not have set it up for sync yet.

  • Quit and Startup: Under Settings tab, check “Start OneDrive automatically when I sign in to Windows”. This ensures OneDrive is always running. Many sync issues occur simply because OneDrive wasn’t running after a reboot.

  • Office Integration: In newer OneDrive versions, there is an Office tab. Ensure “Use Office applications to sync Office files that I open” is enabled if you want real-time collaboration (it helps avoid most edit conflicts by letting Office handle merges). However, if you faced issues with this in the past, you could disable it to see if that stops conflicts – just note that without it, simultaneous co-authoring might create duplicate files instead of merging changes.

  • Files On-Demand: Decide if Files On-Demand is appropriate for your usage. It’s usually best to keep it On (so you don’t download all cloud files to local disk), but if you have sufficient disk space and often work offline, turning it Off ensures all files are always available. The key is to be aware of it: if On, a cloud icon means a file is not local and needs internet to open. If Off, everything is stored locally. Adjust this based on your workflow (OneDrive Settings > Sync and Backup).

  • Network Settings: If you’re in an environment with a proxy, ensure OneDrive is set to auto-detect or has proxy information (one can configure this via Windows settings or in the old OneDrive GPOs). Most users won’t need to alter this, but corporate users should ensure OneDrive is not being blocked by network rules.

  • Notifications: It can help to enable notifications for sync problems. In OneDrive Settings, check “Notify me when many files are deleted” or any option that alerts on activity. This way, if something goes wrong in the future, you get a prompt.
SharePoint Configuration to Check

(Some of these require SharePoint admin/site owner involvement.)

  • Library Sync Enablement: As mentioned, confirm that the SharePoint library is set to allow syncing. The presence of the Sync button indicates this. A SharePoint admin can also enable/disable sync at the site or tenant level. If you’re the admin, navigate to SharePoint Admin Center > Settings, and ensure “Sync” is allowed for SharePoint files.

  • Required Metadata/Columns: In the library settings on SharePoint (Gear icon > Library Settings), see if there are any required fields. If there are, consider setting default values or making them optional if possible, because required metadata can block the seamless saving of files via the sync client. Users would have to enter those properties via SharePoint site.

  • Check-Out Requirement: Similarly, check if “Require Check Out” is enabled for the library. If yes, users must explicitly check out files to edit and then check them back in. This is an older practice; if your workflow doesn’t need strict check-out control, you might turn this off to simplify collaboration.

  • Versioning and Retention Policies: These usually do not prevent saving, but extremely strict retention policies or legal holds could make files read-only. If the site is under a Preservation Hold Library (e.g., for compliance), that might explain read-only behavior. This is more rare and would be known to your IT compliance officers.

  • Storage for Site Collection: Ensure the SharePoint site collection itself isn’t out of space. SharePoint Online allocates a certain GB quota per site (unless auto-managed). Check the site usage in SharePoint admin; if it’s full, no one can add new data until space is freed or increased.
Office Application Settings to Check
  • Account Connection: In each Office app (Word, Excel, etc.), go to File > Options > Save (or Preferences on Mac). Verify that “Save to Computer by default” is off if you primarily save to OneDrive. You want Office to default to cloud saves. Also, ensure “AutoSave” is toggled on (look at the top-left of the document window). For M365 subscribers, AutoSave should be available and on by default when opening from OneDrive. If it’s off, you can turn it on per document (it will ask once whether to keep it on for that file going forward).

  • Trust Center Settings: In File > Options > Trust Center, check if there’s anything that could block cloud locations – usually not, but some high-security settings might restrict saving to web locations. Default settings typically allow it.

  • Office Account: Under File > Account, if you have multiple accounts added, note which is set as “Connected Services” for OneDrive. You might see both personal and work OneDrive listed. Make sure the correct one is being used for the file in question (usually Office picks it automatically, but you can remove any outdated accounts from here if needed).

  • Office Updates: Ensure Office is set to update automatically (File > Account > Update Options). This prevents known bugs from lingering.

  • OneDrive Sync Integration (Windows only): In Windows 10/11 settings, there’s an option “Files saved to OneDrive by default” (particularly for Known Folders like Desktop, Documents). If you turned on Known Folder Move, your Desktop/Documents are redirected to OneDrive. This is generally good, but be aware it means those locations require OneDrive working to save files. If someone turned this off or on recently, it could confuse where files are being saved. Decide your preferred setup (for a managed environment, keeping it on is often best so everything is in OneDrive).


Best Practices for Smooth Syncing and Saving

To minimize future issues, consider adopting these best practices in your daily use of OneDrive/SharePoint and Office:

  • Keep Software Up-to-Date: Regularly update the OneDrive client and Office applications to benefit from the latest fixes and features[4][6]. Newer versions have improved sync, larger file support, and better error handling. Enable auto-updates on all devices.

  • Maintain Reasonable File and Folder Structures: Avoid excessively long filenames or deeply nested folders. Use concise names and organize files so that paths stay well under the 400-character limit[3]. Also steer clear of special characters listed in Microsoft’s restrictions[2]. This prevents sync errors and makes file URLs easier to share.

  • Don’t Overload a Single Library: If you have hundreds of thousands of files, consider splitting them into multiple libraries or archive some data. As a rule of thumb, keep synced libraries under 100k files for optimal performance[3]. This will make initial sync and ongoing changes much faster and reliable.

  • Use OneDrive Files On-Demand Wisely: This feature is great for saving disk space, but remember that online-only files need internet to access. Mark frequently used files or folders as “Always keep on this device” if you use them often or need offline access. This way, you won’t run into surprises during travel or downtime. Conversely, feel free to mark large archive folders as online-only to reduce local usage.

  • Ensure Sufficient Storage: Monitor your OneDrive/SharePoint storage usage. Microsoft 365 usually gives 1 TB per user (or more with certain plans). If you approach the limit, clean up or request more space before it becomes a blocker. Similarly, keep an eye on your device’s disk space.

  • Stable Internet for Large Syncs: When doing big operations (like syncing a new large library, or uploading many files), try to do so on a stable, high-speed connection. Large sync tasks over flaky networks can lead to partial syncs or timeouts that might appear as errors.

  • Mind the Shared Libraries: When multiple people collaborate, prefer using SharePoint/Teams document libraries for shared projects rather than sharing individual OneDrive folders. SharePoint is designed for multi-user editing and may reduce permission or sync confusion. If you do share files via OneDrive, keep track of who has access and remove individuals who no longer need it to maintain security (though this is more a governance tip).

  • Respond to Sync Alerts: If OneDrive throws a sync error notification or if you see the icon turn red or yellow, address it sooner rather than later. The issue could be trivial (like a file name) but if ignored, you might work on a file thinking it’s backed up when it isn’t. Regularly check the OneDrive client status.

  • Leverage Version History: OneDrive and SharePoint both have version history for files. If a document wasn’t saving properly and then suddenly did, you might have multiple versions. Don’t hesitate to use Version History (right-click file in OneDrive web > Version History) to restore an earlier version if needed. This can save you if a file got overwritten or if you had to “Discard changes” at some point to resolve a conflict[6].

  • Use the Microsoft 365 Ecosystem: If you consistently struggle with local Office saves, consider using Office Online more frequently for editing, as it saves directly to the cloud in real-time (no client in between). Also, mobile Office apps can upload changes directly. These can sometimes bypass a problematic PC configuration until you fix it.

  • Routine Checks: For IT admins – occasionally review the health of sync across the organization with tools or logs. Microsoft provides a OneDrive admin report that can show active files and storage usage, which can hint if users are not syncing. Educate users on naming policies and syncing practices for fewer support tickets.

By following these best practices, you can achieve a more reliable and seamless experience with cloud storage. Syncing and saving will largely happen in the background without issue, letting you focus on your work rather than the tools.


Tools and Utilities for Troubleshooting

When manual steps aren’t enough or you want to streamline the diagnosis, Microsoft offers some tools to assist with OneDrive/SharePoint and Office issues:

  • OneDrive “Support and Recovery Assistant” (SaRA): Microsoft has a free tool called SaRA that can automatically detect and fix issues with Office 365 apps, including OneDrive. There is a specific OneDrive troubleshooting module. It can reset OneDrive, fix registry settings, and check for common problems. Download it from Microsoft’s site, run the Office 365 > OneDrive diagnostic, and follow the prompts. This can save time by performing several fixes for you.

  • OneDrive Troubleshooter (Built-in): The OneDrive support page has a “Start troubleshooter” button (web-based)[1] which guides users through identifying their sync problem (by the icon or error) and suggests targeted fixes. It’s interactive and can be a quick way for less technical users to resolve common issues (“OneDrive not signed in”, “file in use”, etc.).

  • Event Viewer Logs: On Windows, OneDrive logs some events under the Application Logs (Source: “OneDrive”). Checking Event Viewer can sometimes reveal error codes or specific file paths causing trouble. This is more advanced, but useful if an error code is present – you can then search that code on Microsoft’s knowledge base for specific guidance.

  • Microsoft Office Repair Tools: Besides the repair option via Control Panel, Microsoft offers an Office Diagnostic Tool in SaRA as well, which can fix deeper issues with Office programs. If you suspect the issue is Office-related (not OneDrive), running an Office diagnostic might help.

  • PowerShell for OneDrive: IT admins can use PowerShell cmdlets (with the SharePoint Online module) to check sync status or settings, but for end-users, this is rarely needed. An admin could, for instance, use SharePoint Online Management Shell to adjust sync settings or use a script to clean up invalid file names in bulk.

  • Third-Party Tools: There are some third-party sync monitoring tools that can watch OneDrive’s activity and alert on failures, but generally the built-in solutions are sufficient.

  • Mobile App as Troubleshooting Aid: Oddly, using the OneDrive mobile app can be a “tool” – if a file won’t upload from your PC, try taking that file and uploading via the phone’s OneDrive app. If it succeeds, the problem is likely with the PC client; if it fails on mobile too, it’s something with the file/cloud itself.

Verification utilities: After fixes, you might use the following to verify things are correct (related to the next section):

  • OneDrive Account Portal: Verify at https://portal.office.com under your account settings that you see your OneDrive listed and there are no alerts about it.

  • Microsoft 365 Service Health: If you suspect a wider issue, check the Microsoft 365 Service Health dashboard (if you have admin access) to see if OneDrive or SharePoint have ongoing outages that could affect saving/syncing.


Verifying Proper Configuration

Finally, it’s important to double-check that everything is configured correctly after troubleshooting:

Verifying OneDrive Configuration
  • OneDrive Status Icons: In File Explorer (Windows), enable the “Status” column (if not visible by default) for your OneDrive folders. Scroll through your OneDrive directory and make sure files all show either a solid green check (synced locally) or a cloud icon (online-only but no pending changes). If you see any circular arrow icons, those indicate ongoing sync – ensure they eventually turn to checks. Any red X icon means an issue still; right-click that file and see if there’s a resolve option.

  • OneDrive Settings Review: Open OneDrive settings and verify:

    • Under Account, that it says “OneDrive is up to date” for each synced location.

    • Under Network (if available), no bandwidth limits are strangling your sync (unless intentionally set).

    • Under About, confirm the version is the latest or near-latest. (You can compare with the version listed on OneDrive release notes online.)
  • Test Sync: Create a test file in your OneDrive folder (e.g., TestSync.txt with some text). Ensure it uploads (check OneDrive web to see if it appears). Also try editing it on the web and ensure the change syncs down. This verifies two-way sync is operational.
Verifying SharePoint Sync Configuration
  • Check in OneDrive Client: In OneDrive settings > Account, you should see the SharePoint library listed. For example, “Files you sync: – ”. Ensure it is checked/enabled. If not, click “Choose folders” and make sure all needed subfolders are checked for syncing.
  • SharePoint Site: Go to the site in a browser. Upload a small test file via the web to the library. Verify that after a short while, that file also appears in your local synced folder. Conversely, add a file in the local folder and see it appear on SharePoint. This confirms the linkage.

  • No Sync Errors: On SharePoint online, sometimes it flags files that failed to upload via OneDrive. These appear as files with names like <filename>-PC.xlsx as we discussed. Do a quick scan of the library (maybe sort by name or filter for your PC name) to ensure no stray conflict files exist. If they do, clean them up as needed.
Verifying Office Document Saving
  • AutoSave Functionality: Open a Word/Excel doc from OneDrive and look at the top – the AutoSave toggle should be ON and the title bar might show “Saved” or “Saving…” status. Make a small change; you should see it update to “Saving…” and then “Saved” within seconds (if online). This indicates Office is correctly connected to OneDrive.

  • File Modifications Propagate: Open the OneDrive web or mobile app and check the last modified time of the document you just edited. It should correspond to your recent edit. This confirms the Office app successfully saved to the cloud.

  • No Pending Uploads: In the Office app, click File > Info for the document and look for any banner that says “Upload Failed” or “Saved to cache”. There should be none. If you see a warning, then something is still off.

  • Saving As New File: Try File > Save As and create a new file on OneDrive (maybe “TestSave.docx”). Ensure that operation completes without error and the new file is visible on OneDrive. This tests that creating new cloud files also works.

By performing these verifications, you ensure that the configurations for OneDrive, SharePoint, and Office are correct and that the integration between them is functioning as expected.


Conclusion

In this guide, we covered the end-to-end process of troubleshooting sync issues with OneDrive/SharePoint and save issues with Office documents in Microsoft 365. We first identified common causes – from simple connectivity problems to complex conflicts – and then walked through detailed steps to resolve each category of issue. We also highlighted important settings to check and best practices to adopt to avoid future headaches.

By methodically checking each potential point of failure, one can usually identify the cause of the sync or save issue and apply the appropriate fix. Most issues come down to either misconfiguration (e.g., invalid file names, full storage, not being signed in) or software needing an update or reset. With the problem resolved, ensuring that recommended settings are in place will keep your files syncing reliably.

Remember: cloud storage and collaboration are meant to make your work easier. If you encounter problems, don’t panic – using the steps in this guide, you can systematically restore functionality. And if all else fails, Microsoft’s support channels are there to assist further. Happy syncing, and may your files save without errors!

References

[1] Fix OneDrive sync problems – Microsoft Support

[2] Restrictions and limitations in OneDrive and SharePoint

[3] Fix SharePoint Online sync problems – Microsoft Support

[4] 20 Solutions To Fix OneDrive Not Syncing Issue – TechNorms

[5] Troubleshooting OneDrive for work or school sync issues

[6] Why am I unable to save MS Office documents to OneDrive? Upload …

CIAOPS Need to Know Microsoft 365 Webinar – May

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Join me for the free monthly CIAOPS Need to Know webinar. Along with all the Microsoft Cloud news we’ll be taking a look at OneDrive for BUsiness in Microsoft 365.

Shortly after registering you should receive an automated email from Microsoft Teams confirming your registration, including all the event details as well as a calendar invite.

You can register for the regular monthly webinar here:

May Webinar Registrations

(If you are having issues with the above link copy and paste – https://bit.ly/n2k2505)

The details are:

CIAOPS Need to Know Webinar – May 2025
Tuesday 27th of May 2025
11.00am – 12.00am Sydney Time

All sessions are recorded and posted to the CIAOPS Academy.

The CIAOPS Need to Know Webinars are free to attend but if you want to receive the recording of the session you need to sign up as a CIAOPS patron which you can do here:

http://www.ciaopspatron.com

or purchase them individually at:

http://www.ciaopsacademy.com/

Also feel free at any stage to email me directly via director@ciaops.com with your webinar topic suggestions.

I’d also appreciate you sharing information about this webinar with anyone you feel may benefit from the session and I look forward to seeing you there.

Why using "Add shortcut to My files" in OneDrive for Business is generally considered a best practice over syncing entire individual SharePoint document libraries directly

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The Old Way vs. The New Way (Shortcuts)

  1. Syncing Individual Libraries (The Older Method):

    • Users navigate to a SharePoint site’s document library in their web browser.

    • They click the “Sync” button.

    • The OneDrive sync client creates a separate sync root on their computer, often under a folder named after the organization (e.g., C:\Users\YourName\Contoso\Team Site - Documents).

    • If a user syncs multiple libraries this way, they get multiple top-level folders in their File Explorer, separate from their primary OneDrive - Contoso folder.
  2. Using Shortcuts (“Add shortcut to My files”):

    • Users navigate to a SharePoint site’s document library (or even a specific folder within it) in their web browser or Microsoft Teams.

    • They select the library/folder and click “Add shortcut to My files”.

    • A special link (which looks and behaves like a folder) is created inside their primary OneDrive - Contoso folder in File Explorer.

    • All shared content accessed via shortcuts appears alongside their personal work files within that single, main OneDrive folder structure.

Why Shortcuts are Best Practice:

Here’s a breakdown of the benefits, focusing on the user and business impact:

  1. Unified & Cleaner File Explorer Experience:

    • Problem with Syncing: Multiple synced libraries clutter the File Explorer navigation pane and the user’s profile folder. It becomes hard to track where files are – is it in my OneDrive, or in one of the many synced library folders? This creates fragmentation.

    • Shortcut Solution: All important locations (personal files and shared libraries/folders via shortcuts) appear within the single OneDrive - Contoso folder. This provides a unified, centralized view of all work files, regardless of their ultimate source (personal vs. SharePoint).

    • Business Benefit: Reduced confusion, easier navigation, less time spent searching for the right folder. Users have one primary place to look for their work content.
  2. Improved Performance & Reduced Resource Usage:

    • Problem with Syncing: Each synced library establishes its own sync relationship. Syncing many large libraries can consume significant bandwidth, CPU, and disk I/O, especially during initial setup or large updates, potentially slowing down the user’s machine. While Files On-Demand helps, managing multiple sync roots can still be heavier.

    • Shortcut Solution: Shortcuts are essentially pointers. They leverage the existing sync relationship of the primary OneDrive account. The sync client manages changes efficiently within that single context. Files are downloaded on demand when accessed through the shortcut, just like Files On-Demand works normally, but without the overhead of managing multiple distinct library syncs.

    • Business Benefit: Faster computer performance, less network congestion, quicker setup when accessing new shared locations. Reduces potential user frustration from system slowdowns.
  3. Enhanced Scalability:

    • Problem with Syncing: As users join more projects and teams, they might sync dozens of libraries. This becomes unwieldy to manage, increases the chance of sync errors, and can hit technical limits (e.g., path length limitations, sync token limits).

    • Shortcut Solution: Adding shortcuts is lightweight. Users can add shortcuts to numerous libraries and folders without fundamentally increasing the complexity of their sync setup in the same way that syncing each library individually does. It scales much better as collaboration needs grow.

    • Business Benefit: Supports modern, dynamic work environments where users frequently collaborate across multiple teams and projects without overwhelming their local system or hitting technical roadblocks.
  4. Consistency Across Platforms:

    • Problem with Syncing: The structure created by syncing libraries in File Explorer doesn’t directly mirror the structure seen in the OneDrive web interface (which shows “My files” and “Shared libraries”).

    • Shortcut Solution: The structure in File Explorer (shortcuts inside OneDrive - Contoso) directly mirrors how these shortcuts appear within the “My files” section of the OneDrive web interface.

    • Business Benefit: Consistent user experience whether accessing files via the web or the desktop, leading to less confusion and easier training.
  5. Simplified Management (for the User):

    • Problem with Syncing: Users need to manage sync settings (e.g., “Free up space”) potentially across multiple different library folders. Removing a synced library requires going into OneDrive settings.

    • Shortcut Solution: Managing shortcuts is as simple as managing any other file or folder within their primary OneDrive. To stop seeing a shortcut, they just delete it from their OneDrive folder (this doesn’t delete the original library, just the pointer). Files On-Demand settings are managed centrally for their main OneDrive.

    • Business Benefit: Easier for users to manage their own file access without needing complex steps or IT intervention. More intuitive self-service.
  6. Reduced Potential for Sync Complexity/Errors:

    • Problem with Syncing: While the sync client is robust, managing multiple independent sync roots increases the potential points of failure or complex conflict scenarios, especially with overlapping content or very deep folder structures hitting path limits.

    • Shortcut Solution: By channeling access through the primary OneDrive sync root, some potential complexities related to managing multiple roots are avoided. It streamlines how the sync client interacts with SharePoint content.

    • Business Benefit: Increased reliability and fewer sync-related support tickets or user issues.

How it Improves Day-to-Day Workflow and Information Processing:

  • Finding Information Faster: Instead of remembering “Is this project file in the ‘Project X – Documents’ sync folder or the ‘Marketing – Campaigns’ sync folder?”, the user just looks inside their main OneDrive - Contoso folder. They might organize shortcuts into a “Team Sites” or “Projects” subfolder within their OneDrive for clarity.

  • Reduced Context Switching: Working seamlessly between personal work files and shared team files within the same folder structure reduces mental friction. You don’t have to navigate to a completely different section of File Explorer.

  • Streamlined Collaboration: Accessing the latest version of a shared document is as simple as navigating through your familiar OneDrive structure via the shortcut. Saving changes automatically syncs them back to the SharePoint library for colleagues to see.

  • Better Mental Model: Users develop a clearer mental map: “Everything I work on is in my OneDrive; some things are mine, and some are pointers (shortcuts) to shared team spaces.” This simplifies how they conceptualize file storage.

  • Efficient Onboarding to New Projects: When joining a new team or project, simply adding a shortcut to the relevant library/folder instantly integrates it into their existing workflow without cluttering their File Explorer root or triggering a massive initial sync of an entire library they might only need a small part of.

In Summary:

Using shortcuts (“Add shortcut to My files”) is the recommended best practice because it offers a more unified, performant, scalable, and user-friendly way to access shared SharePoint/Teams files compared to syncing individual document libraries. It centralizes access within the user’s primary OneDrive folder, simplifying navigation, reducing system resource usage, and providing a consistent experience across devices and platforms, ultimately improving daily productivity and how users interact with business information.

Shortcuts in OneDrive for Business get the benefits of Copilot for Microsoft 365

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If you have Copilot for Microsoft 365 you will find you have a number of Copilot abilities surfaced in your OneDrive for Business as shown above, such as Summarize, Compare files, etc.

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What you may not be aware of, is when you add a Shortcut to OneDrive as shown above, from your SharePoint document libraries or Teams channels,

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that shortcut then appears in the list of folders in OneDrive as shown above

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and the contents of this shortcut, in your OneDrive, also now have the ability to be used with Copilot themselves just like any normal file in OneDrive for Business. Thus, if you ‘link’ your SharePoint and Teams documents to your OneDrive for Business you can now use them direct with Copilot for Microsoft 365 to do things such as create FAQs, comparisons, summaries, etc.

Find the largest files in OneDrive for Business

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If you navigate to your OneDrive for Business and select My files and then scroll down to the bottom on the left navigation pane you will find teh following option.

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This option give you an indication of the space consumed for your OneDrive for Business.

You might also notice that the used storage is hyperlinked.

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If you select that hyperlink you will now see a descending list of the largest file sizes you have saved into your OneDrive for Business as shown above.

This option make it easy to quickly see your total OneDrive for Business storage usage as well as finding the largest files you have saved. Very handy!

ODFB summary script

I’ve have just uploaded a new script to my public Office 365 repo. Here is the direct link:

https://github.com/directorcia/Office365/blob/master/graph-odfb-get.ps1

The script will use the Microsoft Graph to create a summary report of users ODFB, which can also be output to a CSV file.

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You will need to have the Graph PowerShell module installed. When you run the script you will typically need to consent to the above permissions. These can be found in the Users area of the Graph documentation.

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The first thing the script will do is connect to the Microsoft Graph and you will generally be prompted to login with a user who has suitable permissions. Once that is complete a list of users will be displayed as shown above.

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The script will then look at each user found and determine whether they have a ODFB assigned and enabled as shown above. Not all users in your tenant may have a ODFB.

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For users that do have a ODFB the stats on these will display including total size, used and deleted as shown above.

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If you use the –csv switch on the command line when you run the script a summary CSV file will also be generated in the parent directory.

Hopefully this helps get a quick summary of all your users ODFB usage.


Change in the share to specific users process in SharePoint Online and OneDrive for Business

Recently, this appeared in the Microsoft 365 message center:

[OneDrive for Business, SharePoint Online] New Tenants as of March 31 will have Azure B2B Integration with SharePoint enabled by Default [MC526130]

Description

Message ID: MC526130

Published date: 11/03/2023

Category: Stay informed

Tags: Admin impact

Relevance: Processing

We’re making some changes to the default configuration for new tenants for Azure B2B integration with SharePoint & OneDrive.

When this will happen:

Starting March 31, 2023, new tenants will have Azure B2B Integration with SharePoint & OneDrive enabled by default.

How this will affect your organization:

This message is for your information and there is no impact to existing tenants or tenants created before March 31, 2023.

What you need to do to prepare:

No change is needed for existing customers. New tenants can opt out of using Azure B2B Integration using the SharePoint Online Management Shell.Please click Additional Information to learn more.

The major impact of this is that going forward, all newly created tenants will have this Azure B2B integration enabled by DEFAULT. That changes the way many have become familiar with when it comes to sharing files with specific users via an email address.

With this Azure B2B integration enabled the process now looks like:

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The initial sharing process is identical. You select the files to share from the source location. Next, select the external user to share the file with, typically using their email address. Then you share the file as per usual. Nothing different yet.

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The external user (in this case a Gmail account) gets a normal sharing message like shown above. They click on the link as usual and see:

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They click Next and see:

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They then select Send code to obtain an access code via email. Still nothing appears to be different.

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In the background however, things are quite different. As you can see above, an Azure B2B account is created in the source Azure AD for this external user.

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After the destination user enters the sharing code they receive in email, the experience changes.

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Because the sharing process has created a new guest Azure B2B account in the source tenant, all the security of the source Azure AD environment is enforced.

In this example, the tenant has Security defaults enabled, which is also now on by default in new M365 environments.

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This will force the destination user who wants access to the document to enrol in MFA for M365 as shown above.

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Only after they complete that process are they able to view the document as seen above.

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Depending on how the source environment where the originating sharing is coming from is configured, the external user may also need to Accept the permission consent like shown above.

The key change now is that Azure B2B integration with SharePoint & OneDrive. is now ON by default.

The other unfortunate thing is that I don’t believe there is option where you can control this in the M365 administration portal. You must use PowerShell.

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To view whether Azure B2B integration is on, you’ll need to connect to SharePoint Online with PowerShell. You can use my free script to do so here:

https://github.com/directorcia/Office365/blob/master/o365-connect-spo.ps1

Once you have successfully done that, as shown above, run the command:

Get-SPOTenant | Select *B2B*

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If the result of this is True as shown above, then Azure B2B integration is enabled.

In summary then, if you have a new tenant in Microsoft 365 it will have Azure B2B integration with SharePoint and ODFB ENABLED and Security defaults ENABLED. That means when you share a file with a specific email address, that user will be required to complete MFA enrolment.

If you have a tenant that also includes Conditional Access, which would be operating in place of Security defaults, then the external user that the document is shared will be subject to your Conditional Access policies like any other user!  This means, for example, if you have a Conditional Access policy that does location blocking (by IP address typically), and the external user is outside the allowed configured locations, their access to that document will be blocked.

For example, if you have a Conditional Access policy that only allows compliant devices, the email received by the external looks like:

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and clicking on the document link results in:

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given that the device the external user is on is not compliant as it is not part of the source Azure AD.

The official Microsoft documentation on this is here:

SharePoint and OneDrive integration with Azure AD B2B

and importantly, if you want to disable the Azure AD B2B integration you must return to PowerShell and run the command:

Set-SPOTenant -EnableAzureADB2BIntegration $false

When the Azure B2B Integration feature is enabled is makes a big change to the way that specific sharing is done. Having that now enabled by default on tenants is going to be a surprise to those who are not aware of this. Hopefully though, given you have read this far, you’ll be prepared for and can make an informed decision as to whether you want the additional security for external user sharing to be subject to your Azure AD policies. You’ll also know how to turn it off if you don’t want it.