Dynamics Community Forum Thread Details

Link existing OneNote book to CRM accounts in Dynamics

Hi Team,

I have two customers for which I want to assign same (single) OneNote book to both as they are same customer but have two different names and branches due to legal reasons.

JK1 & Co. (Head Office)
JK2 (Sydney Office)

What’s working?

I went into dynamics records of accounts and under “documents” edit the location of folders in customer record from JK1 – co_XXXXXXXXXXXXXXXXX to JK_XXXXXXXXXXXXXXXXXXXXXX and JK2XXXXXXXXXX to JK_XXXXXXXXXXXXXXXXXXXXXX.

I got a message that a new folder JK_XXXXXXXXXXXXXXXXXXXXXX will be created on sharepoint and will be linked to these two records.

Then I copied the JK1 – Co OneNote file in share point from folder JK1 – Co_XXXXXXXXXXXXXXXXX to JK_XXXXXXXXXXXXXXXXXXXXXX.

With these changes in place;

Both records document are now referring to a “Single” OneNote book which can be updated from both accounts - Perfect!
Using mobile app (iphone, ipad) under “document” section the OneNote book can be reached and updated without any problem for both customers - perfect!

What’s not working?

What is not working is onenote "hyperlink" on customer landing page.

When I go to JK1 & Co record (I copied the file from JK1 & Co folder to JK_XXX (common flder), I see the Onenote link and clicking it take me to same document I can reach via “Documents” on web portal or on mobile devices.

However, If I go to JK2 one note section, I am getting this message.

On further investigation, if I change the share point file name from JK1-Co- to JK2, it will change the situation, now JK1 & Co would not work but JK2 will.