Sunday, 7 June 2015

Enable One Note Integration CRM 2015 Update 1

As we know in CRM 2015 Update 1, we can  integrate CRM with OneNote, either Desktop or Online version.

This setting is easy, but we need to know that to enable that feature, your CRM still needs to integrate with SharePoint.

This is the very important thing, otherwise you won’t be able to see any OneNote Integration in the Document Management or Entity setting.

Here are the steps:

1.You must enable first the SharePoint Integration

Go to the Settings –> Document Management

enable the note integration1
enable the note integration2

2. Here you need to configure the SharePoint sites to be integrated with your CRM

enable the note integration3

3. Specify its URL

enable the note integration4

4. Et voila.. After you configured the SharePoint and CRM successfully, you will find a new Icon and Feature

‘OneNote Integration

enable the note integration5

5. Now, you can configure your entities through this link (same as how you configure the entity with their Document Management feature) or you can enable it individually through your entity property setting (Customization –> Entities –> choose your entity and tick the one note integration setting)

enable the note integration6

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And here is the result after integration

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One Note Online

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One Note Desktop version

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Important Note:
*Without integrating to SharePoint, currently, you cannot configure the OneNote Integration.  
Hope this helps!
Thanks.

1 comment:

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