Link existing OneNote book to CRM accounts in Dynamics 365

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We have recently implemented Dynamics in our business and we capture customer activities by tracking emails, appointments and OneNote notes - we have some large customers that are presented in our system with multiple accounts due to legal requirements and we have linked them together using hierarchy relationship. However, we want to consolidate sales activities centrally in OneNote for those customers using one OneNote book that is linked to all child accounts of the customer.

This seems not possible as I click OneNote icon, it creates a new OneNote book and we are ending up one OneNote book per child account. This becomes very messy to have a full view of customer activities. Is there a way we can influence this behaviour?

Any feedback is appreciated.

Regards,

Irfan

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jestuder 158 on at

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So it sounds like you have turned on OneNote Integration. Try adding the Existing OneNote as A SharePoint Document. Here is a blog post that might help you.

blogs.technet.microsoft.com/.../make-a-note-of-this-onenote-is-coming-to-crm

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Hi James,

Thanks for the inputs, they were very useful reaching to a better understanding of solution. However, it doesn't resolve my issue.

What I am after is the ability to point the same OneNote notebook to several customer records i.e. we have customers who have more than one accounts due to legal reasons but from sales activity point of view we want to see the interaction history in OneNote book.

I read a great article (link below), which suggest this can be done but I don't know how you could do that.

https://community.dynamics.com/crm/b/mscrmdaily/archive/2015/04/14/2015-update-1-onenote-integration

Appreciated your response and look forward to hear from you and the community.

Kind regards,

Irfan

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Hi Ifun,

the prerequisite is to have an instance of online sharepoint, which depens from office subscription.

If you have sharepoint, you need first to integrate it to CRM.

Please let us know.

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Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

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Hi Francesco,

Thanks, the integration is on and working but I want to have onenote notebook linked to multiple accounts.

This is not happening in my system - I understand though it is possible.

Regards,

Irfan

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Hi Ifun ,

as i read sharing record over more accounts is not an integration-oob behaviour.

On the contary, you need to share it using custom workflow or plugin.

So, you have to identify the rules to associate your record (certainly reading a property from main entity) and share it.

Please note you have to deal with Sharepoint document type entity (which represent the sharepoint info) checking for Location Type. As you can note you have to intercept only document with LocationType = OneDrive.

Hope it helps!

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Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

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Hi Ifun,

if you solved the problem thanks to an answer, please mark it as verified to encourage the community to provide more and more a better support. Thank you. Francesco

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Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

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Community Member on at

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Hi Team,

I managed to find solution to this problem myself - I am putting this on community site so if in case someone finds him/herself in the same situation, they know there is a resolution to it. Please feel free to contact me.

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Hi Ifun,

i think it will be useful for all community user to find here the solution to the problem you posted, without to contact you.

We will be grateful if you will post it.

Thank you.

Francesco

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Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com

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Hi Ifun, I'm in the same situation as you explained here. Can you share how you solved the issue?. Thanks

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andy_998098 15 on at

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Hi Irfan, it would be great if you could share your resolution for this. Thanks

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