Fig. 1 – CRM Online – OneNote Online integration
The leading note taking application on the planet OneNote is coming to CRM.
With OneNote integrated in CRM you can do so much more in terms of rich note taking, compared to the native notes in CRM. How about scanning a business card and utilize OneNotes built in OCR to grab the text on the card? Or capturing a picture of the whiteboard you filled with great ideas during a meeting with Office Lens? With the integration between CRM and OneNote the world of note taking powered by OneNote opens up to CRM users.
In the upcoming release of CRM Online (Dynamics CRM Online 2015 Update 1) we are introducing the first steps of the CRM-to-OneNote integration. The feature is right now in preview and below I'm sharing a first look.
To test the feature out you need to enable the SharePoint Integration in CRM Online. As a best practice I always create a dedicated SharePoint site for the CRM integration. Makes it easier to manange eg storage allocations a.s.o.
Once the SharePoint integration is setup a new entry will show up in the "Document Management" page under "Settings" (1) in CRM – "OneNote Integration" (2)
If you click "OneNote Integration" you see a dialog with four entities preselected (1)
Only the entities that are enabled for document management settings are available for you to select and enable. The default entities enabled for SharePoint Integration are: Account, Article, Lead, Opportunity, Product, Quote, and Sales Literature.
Pre-selected entities for OneNote integration are: Account, Lead, Opportunity, and Product.
If I open the Account entity under Settings (1) I can verify that the "Document management" checkbox as well as "OneNote integration" checkbox are checked (2)
With the OneNote integration enabled for the Account entity I now have a "OneNote" header on the Activity Wall of all my Account records (1)
If I on the other hand look at the Contacts entity under settings (1) I can verify that neither "Document management" nor "OneNote integration" (2) are checked (as expected)
Hence I *don't* see the OneNote header on a contacts Activity Wall
Returning to the Account record – once I click the OneNote header (1) for the first time a notebook will be created for the record (2)
The new notebook is created with the default section with the default title "Untitled" (1)
I can click the new entry in the Activity Wall (1) ….
…and I'm taken to the OneNote notebook. Next to the OneNote logo I see the name of the SharePoint site hosting the OneNote notebook (1). The name of the notebook corresponds to the display name of CRM record upon creation (2). I'm automatically taken to the Untitled section (3) and the cursor is in an Untitled Page (4)
I can now start editing the notebook a bit – rename the page (1), type a few notes (2), add a new section (3), and rename the current section (4), eg. from "Untitled" to "Meetings"
The section is now renamed to "Meetings". In OneNote that is.
If I head back to the CRM record I see that the renamed section still shows up with its old title in the Activity Wall (1). Remember this is very early stages of the Preview.
The new section I created in OneNote ("Another Section") however *has* come through to CRM though (2)
You *can* correct the title disconnect if you prefer so. All you need to do is head to the Associated Documents for the record and fix the name of the *.one file
Click the down arrow (1) and then "Documents" (2)
Select the file "Untitled.one" (1) in the list
Click Edit (2) and edit the name (3)…
…to "Meetings" (4) and finally click Save (5)
The *.one file has now been renamed (1)
And the Activity Wall entry is updated (1)
It's still early days for the CRM-OneNote integration – but the promise is worth making a note of. Dont you think?