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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).

When you turn on OneNote integration, you have the benefits of using OneNote to take or review customer notes from within your records.

Microsoft OneNote The digital note-taking app for your. In the Windows Settings window that appears, click Apps, and then click Default apps. At the bottom of the Default apps list, click Choose default apps by protocol. On the left side of the list, under the Name heading, scroll down to the first item beginning with “OneNote.”. Open OneNote for Windows 10. Tip: If you have multiple versions of OneNote on Windows 10, see What's the difference. Click the Show Notebooks button. At the bottom of the list that opens, click the + Notebook button. Type a name for the notebook in the Notebook Name box. Click Create Notebook.

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 are customizable.

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 server-based SharePoint integration is turned on, OneNote integration is listed in Document Management.

1. In the Power Platform admin center, select an environment.

2. Select Settings > Integration > Document management settings.

3. Select OneNote Integration.

4. 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.

5. You can also enable OneNote integration for an entity from the customization form, as long as document management has been enabled for that entity.

6. 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

Onenote Sections On Left Side

1. In the Power Platform admin center, select an environment.

2. Select Settings > Integration > Document management settings.

3. Select OneNote Integration.

4. In the OneNote Integration Setting dialog box, clear the check boxes for all entities, and then select Finish.

Troubleshooting OneNote integration

Why do OneNote files show a folder icon?

This is a known issue. 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 won't be shown.

Error message: We can't find the notebook

You receive this error message:

We can't find the notebook. The OneNote notebook might have been 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:

1. Sign into Microsoft Power Platform, and open the environment you want.
2. Select Settings > Integration, and then select Document management settings.
3. 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. This can be done only from the OneNote app that opens when you select the OneNote link.

Setting Up Onenote

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 won't be able to access your OneNote notebooks.

Are section groups supported?

Sections 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?

How To Add A Notebook In Onenote

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 happens when you have deleted all of the sections in the notebook. It's recommended that you have at least one section in your OneNote notebook. To fix the issue do this:

1. Go to the record where you see the issue. For example, from the main menu select, Sales > Accounts > select an account record.

2. From the main menu select the drop down menu next to the record name, and then select Documents.

3. Select Open in SharePoint and then create a new section using the desktop version of OneNote.

Changing the name of a OneNote file through document grid displays error message

Imagine the following events:

1. 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.
2. 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.
3. User A opens the note in the timeline on a form. For example, Sales > Contacts > contact > Summary > Timeline section > + > OneNote.

When this occurs, user A sees the error message 'Folder contact has been renamed or deleted from SharePoint. It was expected inside SharePoint folder path.'

See also

Note

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Summary

Setting Up Onenote 2016

This article details best practices for moving and syncing OneNote notebooks, as well as issues that may arise if notebooks are moved or synced in ways that are not recommended. In general, OneNote notebooks should always be synced and moved by the OneNote application, and not by file based synchronization systems such as a client application (such as the OneDrive or DropBox local client) or offline folders. Reasons for moving and syncing notebooks via OneNote include:

• Web Apps and Mobile Sync - The built-in sharing functionality correctly sets up the notebook on the server so that OneNote Web App will be able to open it. Also, the mobile versions of OneNote (Windows Phone, iOS, Android) can only open notebooks that are shared through this mechanism.

• Offline edits - OneNote creates a local copy of the notebook for offline editing in the Local Settings folder, and merges the changes to the cloud when a connection is re-established. Unlike other file synchronization methods however, OneNote is able to merge the changes without creating conflicts within the notebook.

• Efficient syncing - OneNote has built-in sync logic with OneDrive allowing it to synchronize only the changes, which is significantly more efficient than file synchronization mechanisms like the OneDrive Desktop app or DropBox as it knows about the file format and can sync only the changes.

Create A New Onenote Notebook

Move local notebooks to a cloud location (Recommended Method)
If you have a notebook stored locally on your computer that you wish to move to the cloud, go to File > Share in OneNote and pick a web location such as OneDrive, and then click Move Notebook.
OneNote will upload the notebook to OneDrive and set up direct sync.
When the notebook has been successfully moved, the following message will appear:
After the notebook has been moved, the local notebook in the previous location is no longer connected or synchronized and should be deleted. You may use the OneDrive client application to move and synchronize other files, and OneNote will handle the syncing of notebooks within OneDrive automatically.
Not Recommended
Do not use Windows Explorer to move folders containing .one files to OneDrive. If notebooks are moved to the local OneNote client folder in this manner, when they are opened in OneNote 2013 you will receive the error 'This notebook may not sync correctly because another program is syncing these files. Click here to re-open this notebook from the correct location.'
Clicking on this error message in OneNote 2013 will allow OneNote to move the notebook to OneDrive and establish a sync relationship. As a part of this process, OneNote will delete the original folder and all .one/.onetoc2 files and replace them with an internet shortcut file. This behavior is by design, as all OneNote notebooks are represented as internet shortcuts within the OneDrive client application so that the OneDrive client allows OneNote to perform the syncing of the file. However, no data is lost during this process.
However, previous versions of OneNote were created prior to the existence of the OneDrive client application. As such, no error messages are surfaced in this scenario and the user can potentially encounter the issues described above when OneNote is not responsible for syncing content. Users with older versions of OneNote should follow the steps in the Recommended section to move notebooks into OneDrive to resolve this problem.