You can take the notes offline with you, and update them when you have access to internet again.Īs simple as this configuration is, having OneNote notes available within CRM will have a huge impact going forward. Everything saves back to SharePoint, and becomes available from within Dynamics CRM. Currently we are testing out our task planning and. The Notebook is stored in SharePoint 2013 for easy syncing between all the team members. You can edit the note from here, or you can edit it using the desktop OneNote application. Hello, My team is currently testing out TFS 2015 for our workflow, and have also come to use a shared OneNote notebook for team documentation/notes. On the SharePoint side, if you navigate to the document library, to the folder related to your record, you will see the note along with the other documents related to this record. This opens up the OneNote Online as below.Įdit your note. You will now see the ONENOTE link next to the original NOTES one.Ĭlick on the note created, called Untitled. Now navigate to a record for one of the enabled entities. After a moment or two of processing, you are done. Select the entities to enable for OneNote functionality, and click on Finish. The add-in provides features which facilitate the use of OneNote as a reader and educational tool while leaving in place OneNotes strengths. This brings up the Integration Settings screen as seen below. Navigate to Settings > Document ManagementĬlick on the OneNote Integration link. Previous Dynamics CRM 2015 Certification Exams.
The configuration process involves the following steps: Next Making sense of your Dynamics CRM issues using AppDynamics. Requirements: You must have SharePoint integration configured. This does not replaces the standard Notes functionality. With the Spring 2015 update we now have the ability to capture notes on enabled records using OneNote.
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