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Setup OneNote Integration in Microsoft Dynamics CRM Online

OneNote Integration in CRM Online
CRM ONLINE

OneNote in CRM Online
Gather 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.

• Go to “Settings”  Document Management  Document Management Settings
• Select the entities for which you want to enable Document Management
• Specify the SharePoint url at the bottom. CRM will enable Document Management for
the selected entities.
First of all

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 role
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

CONTACT US FOR MORE INFO:
info@net-it.be | +32 9 361 82 33 | @netit_crm | www.net-it.be

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Setup OneNote Integration in Microsoft Dynamics CRM Online

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Setup OneNote Integration in Microsoft Dynamics CRM Online