Use OneNote in Dynamics 365 (online)

Applies to Dynamics 365 for Customer Engagement apps version 9.x
Applies to Dynamics 365 (online), version 8.x

If your administrator has set up OneNote integration with Dynamics 365 (online), you can access a OneNote notebook directly from the activities area in Dynamics 365 (online). This doesn't replace the current Notes feature, but gives you another way to access notes stored in OneNote. When you add a OneNote section to a notebook, it's shown individually within Dynamics 365 and in order of last modified time.

Watch a short video (2:01) about OneNote integration

More information about setting up OneNote integration if you're a system administrator: Set up OneNote integration in Dynamics 365

Note

If you aren't signed in to Office 365, you'll go to the Office 365 sign-in page when you select the title of the OneNote notebook. When you sign in, you'll go directly to the notebook.

Get started with OneNote (mobile-optimized app)

  1. Open the record you want to open or edit the OneNote notebook for.

  2. In the Timeline section, select Add info and activities (+), and then select OneNote.

    Choose OneNote in the Timeline section

    If a notebook is already associated with the record, the notebook opens. Otherwise, a new notebook is created and opened.

    Notebook linked to the record is opened

  3. The notebook is stored in the associated SharePoint folder for the record. If there is more than one associated folder, the notebook is created in the first folder.

    Notebooks in Document Associated Grid

Get started with OneNote (web app)

  1. In the activities area of a record, select OneNote.

    Choose OneNote on the activity wall

  2. Select a notebook to make entries.

    Select a notebook

  3. The notebook is stored in the associated SharePoint folder for the record. If there is more than one associated folder, the notebook is created in the first folder.

    Notebooks in associated SharePoint folder

Note

  • You can't edit the OneNote file from within Dynamics 365. This can be done only from the OneNote app that opens when you choose the OneNote link. In the web app, OneNote is opened in the OneNote app of Office 365 in a separate tab.
  • Don't delete any OneNote .onetoc2 or .one file types in the OneNote section in Dynamics 365. If you do, you won't be able to access your Dynamics 365 OneNote notebook.
  • Section groups that keep related sections together in OneNote aren't supported in Dynamics 365.
  • You can only rename a section in the desktop version of OneNote. If you rename a section in OneNote online, you won't see the updated section name in Dynamics 365.

See also

Set up OneNote integration in Dynamics 365
OneNote in Dynamics 365 FAQs
Work with activities