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

¡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

  1. This feature is only available on CRM 2015 Online (with Update 1) at the moment I’m writing this. Unfortunately, it’s still not available for On-premises CRM 2015.
  2. SharePoint integration must be already set up on the server.
  3. The entity you want to integrate with OneNote (i.e. Account, Opportunity) must have SharePoint integration enabled.
  4. After enabling the previous integration for the entity, you also need to enable OneNote integration to actually see the “OneNote” tab on the record and access the OneNote Notebook.

Step 1: Enable SharePoint Online Integration (Server Set Up)

  1. Settings > Manage Documents
  2. OneNote - Enable SharePoint Integration Step 1

  3. Enable server-based SharePoint integration
  4. OneNote - Enable SharePoint Integration Step 2

  5. Follow set up instructions:
  6. OneNote - Enable SharePoint Integration Step 3
    OneNote - Enable SharePoint Integration Step 4

    OneNote - Enable SharePoint Integration Step 5

    OneNote - Enable SharePoint Integration Step 6

Step 2: Enable Entity for SharePoint Integration

  1. Settings > Manage Documents > Manage Documents Settings
  2. Select the entities to enable and enter the URL of your SharePoint document storage site.
  3. OneNote - Enable Entity for Integration Step 1

  4. The system now asks us if we wish to set our folder structure around any entity (not recommended, in my experience):
  5. OneNote - Enable Entity for Integration Step 2

  6. Confirm that you wish to create document libraries:

OneNote - Enable Entity for Integration Step 3

OneNote - Enable Entity for Integration Step 4

Step 3: Enable OneNote Integration for Entity

  1. Settings > Manage Documents > OneNote Integration (this option is not available until you’ve enabled SharePoint integration, such as we did in the previous step).
  2. Enable OneNote Integration for Entity Step 1

  3. Select which entities you wish to include OneNote notes. You’ll only get to choose from entities where SharePoint document management is enabled, such as we already did in the previous step.
  4. Enable OneNote Integration for Entity Step 2

  5. Finalize setup and check it out: you can now see a new “OneNote” tab within the panel of any of the entities you just enabled for OneNote integration.
  6. Enable OneNote Integration for Entity Step 3

Stay tuned for the next part where OneNote and gold old annotation a.k.a. notes go head to head.

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One thought on “Tip #472: OneNote in Dynamics CRM for Dummies, Part 2: Setup

  1. joão l says:

    hi, I’m getting an error while trying to access the oneNote with regular user, this error shows up ”
    The remote server returned an error 401 not authorized. contact the admin (Error: 0x800608b4)” (I translated it).

    but when I access it with my admin user, it works well, any permission missing?
    thanks in advance.

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