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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Answers (1)

Zemmar 5 on at

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RE: Link existing OneNote book to CRM accounts in Dynamics 365

Hi Ifun,

could you please share your solution of this problem? We have the same situation...

Many thanks.

Martin
Simon Hudson 5 on at

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RE: Link existing OneNote book to CRM accounts in Dynamics 365

It would be great if you could post your solution or at least tell us where you found part of the solution.

Please!
Dsteiner73 5 on at

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RE: Link existing OneNote book to CRM accounts in Dynamics 365

Hi Irfan, can you please provide your solution to us so that we can benefit from it. Thank you very much for empowering others in this community. Cheers
SyedAnis 80 on at

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RE: Link existing OneNote book to CRM accounts in Dynamics 365

Can you please provide the solution to this. I have a kind of similar requirement. We need to link the existing OneNote document with an Account..
Jack T on at

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RE: Link existing OneNote book to CRM accounts in Dynamics 365

Hi

Are you able to provide a link to the community page where you have outlined the answer to your previous issue? we are looking at something similar currently.

Thanks

Jack
andy_998098 15 on at

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RE: Link existing OneNote book to CRM accounts in Dynamics 365

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

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RE: Link existing OneNote book to CRM accounts in Dynamics 365

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

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RE: Link existing OneNote book to CRM accounts in Dynamics 365

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

If you found the answer helpful, please mark as Verified

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Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com
Verified answer

Community Member on at

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RE: Link existing OneNote book to CRM accounts in Dynamics 365

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.
Suggested answer

Community Member on at

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RE: Link existing OneNote book to CRM accounts in Dynamics 365

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

If you found the answer helpful, please mark as Verified

Join my network on LinkedIn Follow me on Twitter

Thank You & Best Regards

Francesco Picchi

Microsoft Dynamics CRM Consultant, Bologna+Milano, ITALY

Independent Contractor

http://www.francescopicchi.com