![]() Once you have the integration enabled, you would find a new option ONENOTE showing in the Social Pane on the form. Next run the Document Management Wizard to have the libraries created in Sharepoint for these entities. Once the OneNote integration has been enabled, you now start seeing a new option at the entity level in the customization screenįor any new entity that you want to enable OneNote integration, you need to make sure, you check the Document Management and OneNote Integration options on the entity level. It will only list those entities for which Sharepoint Integration had been enabled. Then enable the OneNote and it will open “OneNote Integration Settings” in which we will select the entities for which we want to turn on OneNote integration. Once we integrate SharePoint with CRM, the OneNote Integration option is listed in document management as shown below in the screenshot. In this example we will “Enable Server- Based SharePoint Integration” and enter the valid SharePoint Url to integrate CRM with SharePoint account. Navigate to Settings > Document Management. So the first step would be to enable Sharepoint Integration ![]() This feature is built upon the Sharepoint Integration framework and requires that you have Sharepoint Integration enabled for CRM. In the latest CRM Online release, Dynamics CRM would now provide a seamless integration to OneNote, this means you can now from within CRM directly record notes into OneNote and easily access them from within CRM. Recording notes traditionally in CRM has been through the Notes tab, that allows you to record multiple notes, but it has to be text. These application allow recording of rich data like pictures, videos etc within the application for later consumption. ![]() Majority use application like OneNote or EverNote to manage their notes. In today’s world there would be very few who perhaps still use notepad or like application for taking notes.
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