Integrate Microsoft Dynamics CRM with OneNote

Applies To: CRM Online

Set up OneNote Integration in Microsoft Dynamics CRM so that a dedicated OneNote notebook is automatically created for the selected entity records in CRM. This feature provides you the ability to easily take notes in the context of a CRM record in various formats such as pictures, drawings, formatted text (bullet points and tables), and voice recordings in a OneNote notebook. You can access the OneNote notebook directly on the activity wall in the CRM web client or from the record form in the CRM mobile apps.

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Untuk organisasi Microsoft Dynamics CRM Online, ciri ini hanya tersedia jika organisasi anda telah dikemas kini kepada Dynamics CRM Online 2015 Update 1. Ciri ini tidak disediakan bagi Dynamics CRM (di premis).

Developers can enable or detect OneNote Integration for an entity in CRM using the IsOneNoteIntegrationEnabled attribute. OneNote integration can only be enabled for an entity when both the following are true:

By default, OneNote integration is enabled for the following entities: Account, Lead, Opportunity, and Product.

You must also ensure that the activity feed wall is enabled for an entity to be able to see and use the OneNote file for the entity record. For more information about configuring activity feeds wall, see Configure activity feeds.

You can use the SharePointDocumentLocationRecord.LocationType attribute to identify if the location for an entity record points to a SharePoint folder or to an OneNote notebook. This attribute can have the following values:

 

Attribute Value Description

SharePointDocumentLocationRecord.LocationType

  • 0: General

  • 1: Dedicated for OneNote Integration

  • Points to a SharePoint folder

  • Points to a OneNote notebook

You cannot manually create an instance of SharePointDocumentLocationRecord with the value of the LocationType attribute as 2. It is automatically created for an entity record when you enable OneNote integration for it.

An entity record in CRM can at most have one location record that points to OneNote notebook. A OneNote notebook is automatically created for a record the first time you select the OneNote tab in the activities area in CRM. The notebook is stored in the associated SharePoint document location record folder for the record. If there is more than one associated folders, the notebook is created in the first folder. Section groups are not supported in OneNote files in CRM. For more information about using the OneNote integration feature, see Help & Training: Set up and use OneNote in CRM.

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Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online
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