Choose entities that need a full notebook per record. Select Settings > Integration > Document management settings.įollow the instructions in the wizard to turn on OneNote integration for selected entities. In the Power Platform admin center, select an environment. When server-based SharePoint integration is turned on, OneNote integration is listed in Document Management. Check your security roleįollow the steps in View your user profile.ĭon’t have the correct permissions? Contact your system administrator. Or, make sure that you have Read and Write privileges on all record types that are customizable. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics 365. Step 1: Turn on server-based SharePoint integrationīefore you can enable OneNote integration, you need to turn on server-based SharePoint integration. You must have a subscription to Microsoft 365 to use OneNote in model-driven and customer engagement apps.

You can configure OneNote integration when you're also using SharePoint Online. When you turn on OneNote integration, you have the benefits of using OneNote to take or review customer notes from within your records. Gather your thoughts, ideas, plans and research in one single 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).

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