Set up OneNote integration

Note

Getting to app feature settings can vary based on the type of app (Unified Interface or the legacy web client) you're using. You might need to adjust the procedural steps in this topic to reflect your app type. See Settings.

Also, we are moving some settings from model-driven apps in Dynamics 365, such as Dynamics 365 Sales and Customer Service, and the Dynamics 365 Admin center to the Power Platform Admin center. See Environment settings are moving.

Gather your thoughts, ideas, plans and research in one single place with OneNote in model-driven apps in Dynamics 365, such as Dynamics 365 Sales and Customer Service.

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

You can configure OneNote in model-driven apps in Dynamics 365 when you're also using SharePoint Online. You must have a subscription to Office 365 to use OneNote in model-driven apps in Dynamics 365.

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 model-driven apps in Dynamics 365. After the dedicated OneNote notebook is created for that record, you can view and navigate to that notebook from any Dynamics 365 apps client.

More information: Use OneNote

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
OneNote FAQs
Turn on server-based SharePoint integration
Blog: OneNote in CRM