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OneNote Integration

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Posted on by ShannonCRM

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Hello all,

I set up OneNote Integration with Dynamics 365 CE online today.

I was a little non-plussed. Basically, you can add a OneNote when you are in the Timeline.

But after writing it, you don't see that note in the timeline which defeats the purpose, realy, of the timeline. If I want someone to see it, I have to write a "note".

furthermore, the only way to see the one note is to click on the .../related, click Documents and click the OneNote.

with that # of clicks, the salesperson might as well open up their own OneNote on their desktop, so it's a hard sell for me to say they should switch to putting their notes in Dynamics.

I don't know, but I had in my mind that once I integrated OneNote, I could have a tab on my Opportunity called OneNote and you could update your notebook directly from that tab.

Am I missing the magic? Maybe because we have a customized Opportunity form, I'm not seeing something?

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Marc DiGiorgio 10 on at

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Hey Shannon, we built a thing that does what you are asking for, but its not straight forward. It involves power automate and graphAPIs. Basically we create a OneNote records on the creation of a new record (for us we use opportunity and project records). We then added a OneNote button to the ribbon of the record to call that record. The one note document is stored in the Document Library for the related account and entity (opportunity and project). The onenote document is also linked to the Teams channel that we generate. Its pretty slick, but it wasnt a quick effort.

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Community Member on at

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Hi Shannon,

Currently, you can’t add ‘OneNote’ tab to the main form, it ican only show in the document, which is by-design.

However, you don’t need click on the .../related, click Documents and click the OneNote, you can access Documents on the main form directly.

I don't know if you've noticed, there's a tab called 'Files' on the opportunity form.It has same functions with documents in related tab, just a different name.

If you want to change its’ name, you can refer following steps:

1.Go to make.powerapps.com(https://make.powerapps.com/ )

2.Expand Data and select “Entities”

3.Select the entity you want to work in, then select “Forms”

4.Open the main form you want to edit, then double click the “Files” tab. Change the Tab label to the right:

Please note this feature is only available for the Contact, Opportunity, Lead, and Account entities at the moment.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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ShannonCRM 502 on at

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Thanks - I don't seem to have the original forms anymore but I'll see if I can re-create it on our custom form.

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