24 May’17

Dynamics 365, EnterpriseOneNote Integration with Dynamics 365


Want to make a dedicated OneNote notebook per Dynamics 365 record? Dynamics 365 Integration is what you need.

This integration provides you the ability to take notes in the notebook in context of Dynamics 365 record for selected entities. OneNote records can be directly accessed on the Activity wall of the record whether on web application or on the mobile apps.


  1. Server based SharePoint integration needs to be enabled between D365 and SharePoint Online. OneNote integration is only supported for SharePoint Online.
  2. Document Management is enabled for the Entity and the same is setup in Document Management under Settings in Dynamics 365.

Setting Up:

Before we begin, look that OneNote Integration won’t appear yet in Document Management under Settings since we don’t have Server-based SharePoint Integration enabled yet.

Once you’ve enabled Server-based SharePoint Integration, you’ll see OneNote Integration

Note: By default, OneNote integration will be enabled for Account, Contact, Lead and Product.

So, I’ll enable OneNote integration for one of my custom entities. Following are the steps to enable the same:

I have an entity called Order Fulfilment. On this entity, I have the usual Activity Feed as below


  1. First, the entity needs to be Document Management enabled to be able to be listed for OneNote Integration as shown in the image below on entity level.
  2. I’ll navigate to Settings > Document Management > OneNote Integration. Because Document Management has been enabled on Order Fulfilment entity, I can see Order Fulfilment
    (I’ve ticked the same and clicked on Finish)3. And DONE!

Accessing OneNote for a record

  1. Once I’ve configured this, I’ll open the Order Fulfilment record I was looking at.
  2. Once I click on it, I’ll see a Notebook has been created.
  3. And clicking on the Untitled Notebook will take me to OneNote Online for that record
    Hope this was quick and easy!
Written by

Priyesh Wagh

Sr. Software Developer

Leave a Reply

Your email address will not be published. Required fields are marked *

Time limit is exhausted. Please reload the CAPTCHA.

Want to streamline your business processes?

  • This field is for validation purposes and should be left unchanged.

Recent Articles

  • Dynamics 365 Client Diagnostics

    15 March’ 2018

    Main cause of Performance Issues: Bandwidth and latency are the primary characteristics which affects the performance o...

    Read more
  • Closing Blind Shift in MPOS and CPOS in Dynamics 365 for Retail

    15 March’ 2018

    Manual For closing Blind shift in POS: Blind shifts terminate the currently ongoing shift and when logged in a new shif...

    Read more
  • Persistent Filters in the Power BI Service

    13 March’ 2018

    Introduction: The feature is finally release, and it is power BI has announced general availability of persistent filt...

    Read more
  • Cause and Solution for Scribe MSMQ not receiving Message from AX

    10 March’ 2018

    Issue: Microsoft Message Queuing (MSMQ) service running on Server might be unable to receive messages. Therefore, messa...

    Read more
  • User Privileges on SharePoint – D365 Document Integration

    10 March’ 2018

    Overview: Often, we wonder what could be wrong where we see a generic error on Documents in Dynamics 365. Something lik...

    Read more