OneNote Integration

OneNote integration has been added with Dynamics CRM 2015 Update 1 to support a more in-depth way to collect and organize notes on records enabled for this functionality. This integration is based on and requires SharePoint integration to be already configured in your Organization. The OneNote file will be created and stored in a SharePoint document location assigned to the respective record:

1. To enable OneNote, once you have SharePoint configured as described in Chapter 3, Dynamics CRM Customization, in the section Working with Documents, navigate to Settings | Document Management. Since we already have SharePoint configured, your screen will look like the following screenshot:

   

2. Here, select OneNote Integration. You are prompted to select the entities where the OneNote functionality is enabled, as shown in the following screenshot:

   

   Tip

   Be aware that only entities that are configured for SharePoint document management can support OneNote integration. If one of the entities...