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OneNote Integration

OneNote notebooks can be linked to CRM record - they are stored in SharePoint.

Notes can be created from within CRM records on the activity wall.

Setting Up

  • Enable Server-Based SharePoint Integration
  • Configure the entities for which OneNote integration should be enabled (only entities enabled for Document Management can be enabled for OneNote integration)

Video

Check out this video from Microsoft, https://youtu.be/A1ei5DozBKM

 

Release Introduced Online: