CRM 2013 Online and OneNote 2013

(1) Share

Report

Posted on by scottyhuff

150

I haven't found any definitive answers on this, so I'll post it here: Is there a way to integrate/connect MS OneNote 2013 with CRM Online 2013? For example, I would love to be able to "track" or attach a note created in OneNote to an existing Opportunity record.

*This post is locked for comments

I have the same question (0)

All responses (9)

Answers (0)

Michael Hammons on at

Like (0)

Report

Hello

This was created a while back for Dynamics CRM and OneNote 2007. Not sure if it will work for newer versions.

crmsnap.codeplex.com/.../7804

msdn.microsoft.com/.../bb872378(v=office.12).aspx

I have not run across any others.

Mike

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

You can attach the Onenote file to notes as an attachment (not ideal, but doable)

Definitely a request worth entering into Connect with some suggestions as to how you would like to see the integration work in an ideal world

Was this reply helpful? Yes No
scottyhuff 150 on at

Like (0)

Report

I saw that, but there have been enough changes to both applications that I figured a new solution would be better. Plus, the CRM snap is very limited. For example, to attach a OneNote page to CRM, you can only do it by Creating an Account or a Contact.

Was this reply helpful? Yes No
scottyhuff 150 on at

Like (0)

Report

Thanks Anne,

Color me stupid, but what is "Connect"?

Was this reply helpful? Yes No
Hosk on at

Like (0)

Report

Microsoft connect is where you can raise product enhancements and the more people raise them the more likely they will get into the next release of the CRM (or other Microsoft products)

http://connect.microsoft.com/

you can find CRM and then log the enhancement

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

You can add an attachment to any entity with notes in CRM including Opportunities (if they were configured with notes)

Was this reply helpful? Yes No
scottyhuff 150 on at

Like (0)

Report

Tried to register for Connect. I signed in with my email and password then I had to choose "Continue" to "add required registration info". When I did that, the browser seemed to flip flop between live.com and social.microsoft.com then gave me the "something went wrong" error. This always happens on the TechNet support sites too.

Was this reply helpful? Yes No
scottyhuff 150 on at

Like (0)

Report

In case this helps anyone, what I'm wanting to do is similar to how Outlook interacts with CRM. For example, if I create a note page in OneNote, I'd like to be able to "track" that note in CRM with a single click then choose the Entity and Record to attach it too. Bada bing, bada boom!

Was this reply helpful? Yes No
Cassells 5 on at

Like (0)

Report

I saw this post about NAV

community.dynamics.com/.../microsoft-onenote-integration-with-dynamics-nav.aspx

Really wish CRM online would integrate with OneNote

Was this reply helpful? Yes No