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Microsoft Dynamics CRM (Archived)

How to "re-link" onenotefile with an "entity" in Dynamics CRM Online

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Hello,

We activate onenote integration with Sharepoint in our CRM. Like everybody know, if we click on the tab oneNote in a entity (a "opportunity" for example) the onenote file is created in the Sharepoint Site in the backend.

Suppose we delete this file and want to link another onenote file how did we do that ?

Thanks

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  • Suggested answer
    JohnAnonymous Profile Picture
    JohnAnonymous 5,241 on at
    RE: How to "re-link" onenotefile with an "entity" in Dynamics CRM Online

    I would assume it's done trough a naming convention (just replace the old with the new and keeping the same name). Or the OneNote tab simply shows all OneNote files for that customers document location on SharePoint. In that case, just add an extra OneNote file to the folder.

    I don't think CRM keeps track of OneNote's and their sections in CRM.

    Both should be fairly simple to test.

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