Dynamics 365 OneNote Integration
To set up Dynamics 365 OneNote integration, go through the following steps: First, turn on Enable Server-Based SharePoint Integration. Next, select Settings->Document Management->OneNote Integration: Turn on OneNote integration for the entities you would like: Open a lead and select the OneNote tab: This will create an Untitled document: Select the link. This will open a new OneNote online document: Right click to rename the document. Add any notes. The document … Continue reading Dynamics 365 OneNote Integration