Tip #536: CRM Online, SharePoint On-premises and OneNote walk into a bar

OneNote

There seems to be a theme here, at CRM Tip of the day, with trios of various components walking into refreshment establishments. On this occasion, it did cost me a few hours of mouse-bending investigation. Enjoy the summary. As we mentioned before, if you carefully followed the steps to configure server-based authentication for Dynamics CRM […]

Tip #475: Keep CRM form tidy with hidden OneNote sections

OneNote section group in OneNote Online

After the very detailed OneNote introduction by Pablo “CRMGamified” Peralta, the only features that are left to cover are undocumented or pure bugs. I’m not quite sure which category the discovery belongs to. As you know by now, sections in OneNote notebook map quite nicely into the list of sections in Dynamics CRM. However, if […]

Tip #474: OneNote in Dynamics CRM for Dummies, Part 3: Annotation Killer?

¡Como estas amigos! Our good friend Pablo “CRMGamified” Peralta with another bunch of tips for dummies the rest of us. If your Español is good, read the original, nothing to see here. Otherwise, read Part 1 then Part 2, and enjoy the rest. Face to Face: Annotations vs. OneNote Notes Sometimes it’s useless to compare, […]

Tip #472: OneNote in Dynamics CRM for Dummies, Part 2: Setup

OneNote - Enable SharePoint Integration Step 1

¡Como estas amigos! Our good friend Pablo “CRMGamified” Peralta with another bunch of tips for dummies the rest of us. If your Español is good, read the original, nothing to see here. Otherwise, read Part 1 and enjoy the rest. How to Set It Up Requirements This feature is only available on CRM 2015 Online […]