Note
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Gather your thoughts, ideas, plans, and research in one place with OneNote in model-driven Power Apps and customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation).
When you turn on OneNote integration, you get the benefits of using OneNote to take or review customer notes from within your records.
You can configure OneNote integration when you're also using SharePoint Online. You must have a subscription to Microsoft 365 to use OneNote in model-driven and customer engagement apps.
Step 1: Turn on server-based SharePoint integration
Before you can enable OneNote integration, you need to turn on server-based SharePoint integration.
Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365. Or, make sure that you have Read and Write privileges on all record types that you can customize.
Check your security role
Follow the steps in View your user profile.
Don’t have the correct permissions? Contact your system administrator.
Step 2: Turn on OneNote integration
When you turn on server-based SharePoint integration, OneNote integration appears in Document Management.
Sign in to the Power Platform admin center.
In the navigation pane, select Manage.
In the Manage pane, select Environments.
Select an environment.
Go to Settings > Integration > Document management settings.
Select OneNote Integration.
Follow the instructions in the wizard to turn on OneNote integration for selected entities. Choose entities that need a full notebook per record. Only entities that are already enabled for document management are listed. Select Finish.
You can also enable OneNote integration for an entity from the customization form, as long as document management is enabled for that entity.
A OneNote notebook is automatically created for a record the first time you select the OneNote tab in the activities area in model-driven and customer engagement apps. After the dedicated OneNote notebook is created for that record, you can view and navigate to that notebook from any Dynamics 365 apps client.
More information: Take notes by using OneNote
To turn off OneNote integration
To turn off OneNote integration, follow these steps:
- Sign in to the Power Platform admin center.
- In the navigation pane, select Manage.
- In the Manage pane, select Environments.
- Select an environment.
- Go to Settings > Integration > Document management settings.
- Select OneNote Integration.
- In the OneNote Integration Setting dialog box, clear all the entity checkboxes, and select Finish.
Troubleshooting OneNote integration
This section answers common questions and helps you troubleshoot issues.
Why do OneNote files show a folder icon?
This issue is known. Select the file name to open the OneNote as expected.
Why aren't my OneNote notebooks showing up in the OneDrive documents area?
OneNote notebooks saved to the Microsoft 365 Groups OneDrive don't show up.
Error message: We can't find the notebook
You receive this error message:
We can't find the notebook. The OneNote notebook might be removed or moved to another location. Check the notebook location or contact your administrator to update the location record stored in Dynamics 365 Customer Engagement. (Error: 0x80060729)
To resolve the issue, follow these steps:
- Sign in to the Power Platform admin center.
- In the navigation pane, select Manage.
- In the Manage pane, select Environments.
- Select the environment you want.
- Go to Settings > Integration, and then select Document management settings.
- Select SharePoint Document Locations, open that document location record, and then change the corresponding URL to match your notebook location.
Can I edit a OneNote file from within a model-driven or Dynamics 365 customer engagement app?
No. You can only edit a OneNote file from the OneNote app that opens when you select the OneNote link.
I can't access my OneNote notebook
Don't delete any OneNote .onetoc2 or .one file types in the OneNote section in the app. If you do, you can't access your OneNote notebooks.
Are section groups supported?
Section groups that keep related sections together in OneNote aren't supported in model-driven Power Apps or customer engagement apps.
Can I rename a section in OneNote Online?
No. You can only rename a section in the desktop version of OneNote. If you rename a section in OneNote Online, you won't see the updated section name in the app.
Why do I see records that should be in the OneNote tab?
This issue happens when you delete all of the sections in the notebook. Keep at least one section in your OneNote notebook. To fix the issue, follow these steps:
Go to the record where you see the issue. For example, from the main menu select, Sales > Accounts > select an account record.
From the main menu select the drop down menu next to the record name, and then select Documents.
Select Open in SharePoint and then create a new section by using the desktop version of OneNote.
Changing the name of a OneNote file through document grid displays error message
Imagine the following events:
- User A opens a OneNote note in a Power Apps model-driven app or Dynamics 365 customer engagement app and adds content. For example, Sales > Contacts > contact > Summary > Timeline section > + > OneNote.
- User A, or another user, such as User B, changes the name of the OneNote file in a document grid. For example, Sales > Contacts > contact > Related > Documents.
- User A opens the note in the timeline on a form. For example, Sales > Contacts > contact > Summary > Timeline section > + > OneNote.
When this sequence occurs, user A sees the error message "Folder contact has been renamed or deleted from SharePoint. It was expected inside SharePoint folder path."
Error message: File cannot be found
You get this error message:
File cannot be found. (Error: 0x80060706)
In an on-premises deployment, you can get this error when opening the OneNote tab in an entity enabled for OneNote if you turn off CreateSPFoldersUsingNameandGuid by using the OrgDBOrgSettings tool. Set this option to True. For more information, see OrgDBOrgSettings tool for Dynamics CRM.
Note that OneNote requires SharePoint folders to include the GUID.
Error message: List does not support this operation. (Error: 0x80060715)
On subsequent clicks in OneNote, this error message appears: No sections to display. Note that sections in a section group aren't supported. To fix this issue, set the file path length to less than 70 characters.
Changing the name of a OneNote file in Dynamics 365 (online), version 9.0 can create a conflict
Consider this scenario:
User A opens a OneNote note in Dynamics 365 Customer Engagement (on-premises) and adds content (For example: Sales > Accounts > account > Summary > Timeline section > + > OneNote). User A, or a second user, User B, changes the name of the OneNote file in a document grid (For example: Sales > Accounts > account > Related > Documents). User A opens the note by using Timeline (For example: Sales > Accounts > account > Summary > Timeline section > + > OneNote). User A should see the renamed note with the existing content. Instead, a new note opens.