Use OneNote in CRM Online (Dynamics CRM 2015 Update 1)

OneNote Integration in CRM OnlineCRM ONLINE

Kristof D’Hoossche

Partner Net IT & CRM Advisor

+32 475 78 32 01

OneNote in CRM OnlineGather your thoughts, ideas, plans and

research in one single place with in Microsoft

Dynamics CRM.

When you turn on integration in Microsoft

Dynamics CRM Online, you have the benefits

of using to take or review customer notes

from within your CRM records.

You can configure in CRM Online when

you're also using SharePoint-online. You

must have a subscription to Office 365 to use

in CRM Online.

Before you can enable OneNote integration, you need to turn on

server-based SharePoint integration.

Make sure you have the System Administrator security role or

equivalent permissions in Microsoft Dynamics CRM. Or, make sure that

you have Read and Write privileges on all record types that are

customizable.

Step 1: Turn on server-based SharePoint

integration

Check your security tole

Step 1: Turn on server-based SharePoint

integration

When server-based SharePoint integration is turned on, OneNote

integration is listed in Document Management.

1. Go to Settings > Document Management.

2. Choose OneNote Integration.

Step 2: Turn on OneNote integration

3. Follow the instructions in the wizard to turn on OneNote

integration for selected entities. Choose entities that need a full

notebook per record. Only entities that are already enabled for

document management are listed.

Choose Finish


4. You can also enable OneNote integration for an entity from the

customization form, as long as document management has been

enabled for that entity.


5. A OneNote notebook is automatically created for a record the first

time you select the OneNote tab in the activities area in Microsoft

Dynamics CRM Online. Once the dedicated OneNote notebook is

created for that CRM record, you can view and navigate to that

notebook from any CRM client..


You can easily access a notebook directly from the activities area in

CRM Online. This doesn't replace the current Notes feature, but gives

you another way to access notes stored in OneNote. When you add a

OneNote section to a notebook, it's shown individually within CRM and

in order of last modified time.

Note

If you aren't signed in to Office 365, you'll go to the Office 365 sign-in

page when you select the title of the OneNote notebook. When you

sign in, you'll go directly to the notebook.

Step 3: Use OneNote in CRM Online

1. In the activities area of a record, select OneNote


2. Select a notebook to make entries.


3. The notebook is stored in the associated SharePoint folder for the

record. If there is more than one associated folder, the notebook is

created in the first folder..


Note

• You can't edit the OneNote file from within CRM. This can be done

only from the OneNote app that opens when you choose the

OneNote link.

• Don't delete any OneNote. onetoc2 or .one file types in the

OneNote section in CRM. If you do, you won't be able to access your

CRM OneNote notebook.

• Sections groups that keep related sections together in OneNote

aren't supported in CRM.

• You can only rename a section in the desktop version of OneNote. If

you rename a section in OneNote online, you won't see the updated

section name in CRM


1. Go to Settings > Document Management. (How do I get there?)

2. Choose OneNote Integration.

3. In the OneNote Integration Setting dialog box, uncheck all the

entities and then choose Finish.

Optional: Turn off OneNote integration

THANK YOU!More info: +32 475 78 32 01

Use OneNote in CRM Online (Dynamics CRM 2015 Update 1)

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