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Adding a OneNote tab that's tied to the associated MS Teams channel

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Posted on by Rahul Rathore

Hi experts,

We have enabled OneNote integration in the dynamics 365 crm for the opportunity. when we are adding the one note into the crm, then one note fie getting add into the default sharepoint integration of the opportunity.

we want to add that OneNote into the teams channel from the crm and its should be visible in the team channel if added to the crm opportunity and vice versa.

If its possible kindly provide me the steps, it would be great help.

It would be great if you suggest me.

Thank you

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Dengliang Li Microsoft Employee on at

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Hi,

In my testing, when the Opportunity is integrated with the Teams channel, it generates a Document Location in the Teams channel.

You can upload OneNote to this document location.

Then in Teams you can see the OneNote uploaded in the Opportunity.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li

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Rahul Rathore 23 on at

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Hi,
Is it possible to show OneNote file in seperate tab? Under those tab we only want to show OneNote file and onenote file is not stored in default document section.

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