Microsoft recently announced the CRM Online Spring Release ‘15 and subsequently lifted the NDA around the release and therefore it’s time to start posting about all the great new features coming!
This post will cover the new OneNote Integration feature that Microsoft is rolling out.
How it Works
Now with the new release, there will be a new OneNote tab that’s part of the activity Social Pane (posts / activities / notes / OneNote). This functionality isn’t limited to only the web, but is also available on the Phone and Tablet clients as well.
A few key features and benefits of the OneNote integrate with CRM are:
- You can take photos, record voice, manage to-dos, preserve HTML & hyperlinks, use handwriting, have tables, embedded Excel docs, etc.
- Uses the native CRM Security Model for access
- Allows version history
- When performing a search, it actually searches the content of the note, and not just the title like traditional notes
- Stores notes in SharePoint not in CRM Database
- Each record in CRM has a dedicated notebook in SharePoint
- SharePoint Notebook name = CRM Record name
- Each notebook can have multiple sections with multiple pages
- All users share the same notebook
- Web Client: opens OneNote Online in a separate tab
- Tablet Client in Windows: opens OneNote app in the side-by-side experience with CRM
- Phone Client: opens OneNote App
- Notebook can be auto created when OneNote tab clicked (in the Web Client only)
- Navigate to OneNote to add new notes
There are some best practices that you should be aware of if you’re interested in using the OneNote integration with CRM.
- Pin notes on your device.
- Use side-by-side experience for windows
- Take notes quickly using Quick Notes and move to page later
- Close notebook when not using it to save OneNote performance and search results
Setup and Requirements
The OneNote integration currently is only available for CRM Online. Also, you must have the SharePoint integration enabled as the OneNote notebooks are stored in SharePoint.
You need to enable the SharePoint integration (Document Management) for the specific entities that you’re interested in storing OneNote documents for. Once you enable this on the entity definition, you then have to go into the OneNote Integration settings area, and enable OneNote for those entities. The list of entities that appear in the OneNote Integration settings are those entities which have SharePoint enabled.
Note that the OneNote integration can also be enabled from the entity itself once Document Management is enabled. So you can go to a global area to see all the entities where OneNote is enabled, or you can do it from a single specific entity.