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:

Online 2015 Update 1

Latest Updates

On-Premises
9.0.2	Version 9.0.2
365 (8.2)	Update 0.2 for SP2 8.2.2.0137 (Outlook only)
CRM 2016 (8.1)	Update 0.1 for SP1
CRM 2015	See Release Summary
CRM 2013 with SP1	Update Rollup 4 for SP1
CRM 2013	Update Rollup 3
CRM 2011	Update Rollup 18
CRM 4	Update Rollup 21

I've received the Microsoft Most Valuable Professional award every year since 2011 for contributions to the Dynamics 365/CRM community.

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