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:
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Hi Carl,
I integrated Dynamics 365 v9 on-premise and SharePoint online but the Onenote integration option in Document management is not appearing what can be the issue with that?
Thanks