OneNote integration with CRM for Outlook

Do you know you can link Dynamics CRM records with OneNote?

Take the scenario, you capture unstructured notes in OneNote for your meetings and would like to link those unstructured notes to your CRM record.

Through using CRM for Outlook you can create OneNote pages straight from CRM records, that automatically link to the CRM record.

So how do I do this? Follow these simple steps:

  1. Open up Outlook and navigate to a CRM record, in my example Accounts
  2. Right click on the record that you want to create a OneNote for and select OneNote
  3. Onenote link Onenote Outlook Onenote
  4. Pick the location of the note and click OK
  5. Onenote link
  6. A new OneNote page will be created with some base CRM record details and a link to the CRM record that you selected.
  7. Onenote link
  8. If you click the link the CRM record will open
  9. If you now go back to CRM for Outlook and right click on the same record again and select OneNote, the OneNote page will automatically open allowing you to take further notes.

I think this is a great feature for linking CRM with OneNote. Note this approach does not create any link in CRM back to OneNote from the Form, but from a view in Outlook you can quickly get to the notes.

Advertisements

3 Responses

  1. Reblogged this on CRM Backlog and commented:
    Simple yet Great integration. I had one implementation where CSR used to take notes while on Call and attach them to CRM record as annotations. This will be great help.

  2. Great integration suggestion! Is the OneNote content available to other users who want to see these notes in CRM?

    • So the onenote in this case is not automatically shared with anyone it is your personal onenote and not stored in Dynamics CRM.

      In the Spring Release of CRM, it has just been announced that Onenote integration will be out of the box. I will post more on this later.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s