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1,583I have a Dynamics 365 v9 environment and enabled both SharePoint and OneNote Integration for it.
I used the following processes to enable the integration:
- https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/set-up-onenote-integration-in-dynamics-365
- docs.microsoft.com/.../use-onenote
The integration works, because I as a system administrator user, have no issues opening One Note integration from within the contacts entity and using it. When I click the One Note tab from the activity Payne in one of the enabled entities, it says loading One Note notebook. Then it launches my One Note notebook and names it the same as the current record I clicked it from which, in this example, is Mos Eisley Cantina.
However, if I log in as another user that is not a system administrator, and do the same thing, the One Note tab is blank-white, and it does not launch the integrated One Note environment.
I cannot find any information stating what permissions, security roles, or system privileges are needed by users to use the One Note integration functionality.
We cannot make them system administrators, so I am guessing there is some kind of security role issue in play.
If I make the users a system administrator, it works, so there is clearly some kind of permissions issue involved.
Any information on what must be done for the regular users to use this functionality would be greatly appreciated.
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