OneNote

Integrating OneNote with Dynamics 365

A Dynamics 365 OneNote Integration allows for access to a OneNote notebook directly from the activities area in Dynamics 365. 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 Dynamics 365 and in order of last modified time. This integration is only possible for Dynamics 365 Online deployments and requires the integration with Sharepoint Online be implemented, and an Office 365  subscription.

Tip! Using OneNote and other Office products?  Most companies can save money on Dynamics 365 and/or Office 365 licenses when enrolling in PowerObjects’ no-cost CSP program.  Learn how much you could be saving here.

  1. Set-up server-based SharePoint Integration
  2. Turn on the OneNote integration by going to Settings > Document Management > OneNote Integration
  3. Follow the steps in the wizard to enable OneNote for entities that need a full notebook per record. Click Finish.

    NOTE: Only entities enabled for document management will be options in the wizard. Enable an entity for document management under Customize the System on the entity definition page.
  4. A OneNote notebook will be automatically created for a record the first time you select the OneNote tab in the activities pane on a record.

Saving Money on Licensing Through Microsoft’s Partnership with PowerObjects

Using OneNote or other Office products?  Most companies can save money on Dynamics 365 and/or Office 365 licenses when enrolling in PowerObjects’ no-cost CSP program.  The program is free for you — no, seriously.  Microsoft allows Partners, like PowerObjects, to see most licences at a reduced rate.  Learn how much you could be saving here.