Set up OneNote integration

Applies to Dynamics 365 for Customer Engagement apps version 9.x

Gather your thoughts, ideas, plans and research in one single place with OneNote in Dynamics 365 for Customer Engagement apps.

When you turn on OneNote integration in Dynamics 365 for Customer Engagement apps, you have the benefits of using OneNote to take or review customer notes from within your Customer Engagement apps records.

You can configure OneNote in Customer Engagement apps when you're also using SharePoint Online. You must have a subscription to Office 365 to use OneNote in Customer Engagement apps.

Step 1: Turn on server-based SharePoint integration

Before you can enable OneNote integration, you need to turn on server-based SharePoint integration.

Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365. Or, make sure that you have Read and Write privileges on all record types that are customizable.

Check your security role

  • Follow the steps in View your user profile.

  • Don’t have the correct permissions? Contact your system administrator.

    Enable SharePoint Integration

Step 2: Turn on OneNote integration

When server-based SharePoint integration is turned on, OneNote integration is listed in Document Management.

  1. Go to Settings > Document Management.

  2. Select OneNote Integration.

    Choose OneNote Integration

  3. Follow the instructions in the wizard to turn on OneNote integration for selected entities. Choose entities that need a full notebook per record. Only entities that are already enabled for document management are listed. Select Finish.

    Follow instructions in wizard

  4. You can also enable OneNote integration for an entity from the customization form, as long as document management has been enabled for that entity.

    Select OneNote integration for an entity

  5. A OneNote notebook is automatically created for a record the first time you select the OneNote tab in the activities area in Dynamics 365 for Customer Engagement apps. After the dedicated OneNote notebook is created for that Customer Engagement apps record, you can view and navigate to that notebook from any Customer Engagement apps client.

More information: Use OneNote in Dynamics 365 for Customer Engagement apps (online)

To turn off OneNote integration

  1. Go to Settings > Document Management.

  2. Select OneNote Integration.

    Choose OneNote Integration

  3. In the OneNote Integration Setting dialog box, clear the check boxes for all entities, and then select Finish.

See also

Use OneNote in Dynamics 365 for Customer Engagement apps (online)
OneNote in Dynamics 365 for Customer Engagement apps FAQs
Turn on server-based SharePoint integration
Blog: OneNote in CRM