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Microsoft Dynamics CRM (Archived)

OneNote Dynamics 365 Integration

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Posted on by

I want to enable OneNote integration, but the option is not available to me as per this article:

https://www.microsoft.com/en-us/dynamics/crm-customer-center/set-up-onenote-integration-in-dynamics-365.aspx

Instead I get this:

15211.Capture.PNG

Any ideas why I don't have the OneNote Integration option on the Document Management page?

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  • Verified answer
    RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi Rich,

    As per the article shared by you, you need to first enable server based SharePoint integration.

    "Before you can enable OneNote integration, you need to turn on server-based SharePoint integration."

    Once that is done, you will get the option to configure the Notes Integration.

  • Inogic Profile Picture
    748 on at

    Please follow the detailed steps laid down in the below blog.

    http://www.inogic.com/blog/2016/03/onedrive-integration-with-dynamics-crm-2016-online-2/

     

    HTH!

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