Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Adding a OneNote tab t...
Customer experience | Sales, Customer Insights,...
Suggested answer

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

(0) ShareShare
ReportReport
Posted on by Rahul Rathore 121
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
  • Rahul Rathore Profile Picture
    Rahul Rathore 121 on at
    Adding a OneNote tab that's tied to the associated MS Teams channel
    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. 
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Adding a OneNote tab that's tied to the associated MS Teams channel
    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans