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Microsoft Dynamics CRM (Archived)

Open OneNote documents directly in OneNote app (not mobile)

Posted on by Microsoft Employee

When you setup the OneNote integration, you can add OneNote documents to your records.
If you have linked a document and wish to open it, this will by default always happen in OneNote online. From there you can select "Open in OneNote".

Is there a way to avoid this extra click and open the OneNote app directly on the desktop version instead of the online version? (Or alternative: can the "Email Page" functionality from the desktop version be used via the online version?)

Ps: Changing the default version of OneNote on my pc did not solve the issue (https://support.office.com/en-us/article/Change-the-default-version-of-OneNote-on-your-computer-f261140c-5ce8-4cf4-ad0b-c9e1cb953831)

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  • Verified answer
    M.T. Eikelenboom Profile Picture
    M.T. Eikelenboom 5,241 on at
    RE: Open OneNote documents directly in OneNote app (not mobile)

    I don't think there's an option to do that. The only workaround that might be usefull is that you can open the OneNote directly from the application without going through the CRM, once you have already opened it before.

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