Dynamics 365 OneNote Integration

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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 is now updated in Dynamics 365.

Users can now access OneNote notebooks from both Dynamics 365 and SharePoint:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

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