Did you know that you could integrate OneNote with your Dynamics 365 environment? This will allow you to easily access a OneNote notebook directly from the 365 dashboard, adding additional functionality that the Customer Notes feature in 365 doesn’t support. You can easily share customer notes, and add images and drawings.
- D365 Online version 8.0 and above
- Turn on server-based SharePoint Integration
- Be a system admin with D365 or have Read and Write privileges on record types that are customizable
How to set it up?
Navigate to Settings > Document Management > Enabled Server-Based SharePoint Integration.
Once that is set up in the same place you will now see OneNote Integration as an option
This will walk you through a wizard where you will determine which entities you want enabled for OneNote.
Now where can I find it?
In the activity section of your record! A new OneNote will appear and when you select it, it will open OneNote Online.