You are currently browsing the tag archive for the ‘OneNote’ tag.

With the Spring 2015 update we now have the ability to capture notes on enabled records using OneNote. This does not replaces the standard Notes functionality.

Requirements: You must have SharePoint integration configured. The OneNote notes live in SharePoint.

The configuration process involves the following steps:

Navigate to Settings > Document Management

OneNote_001

Click on the OneNote Integration link. This brings up the Integration Settings screen as seen below.

OneNote_002

Select the entities to enable for OneNote functionality, and click on Finish. After a moment or two of processing, you are done.

Now navigate to a record for one of the enabled entities. You will now see the ONENOTE link next to the original NOTES one.

Read the rest of this entry »

MVP Reconnect

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 617 other followers

Follow Dynamics 365 Wizardry on WordPress.com