Customer Engagement & Dynamics CRM Forum

  • 1.  OneNote Integration

    Posted Aug 22, 2019 09:44 AM
    I added Onenote to most entities for our company about a year ago, you would need to:

    1) Select OneNote in the note section
    2) Select "OPEN IN ONENOTE" across the top ribbon

    This would open the desktop application and link which allowed one to copy emails, attachments, etc directly. Now it show "OPEN IN ONENOTE APP" across the top and can no longer attach emails, attachments etc. other than saving on Desktop and then browsing and attaching (many extra steps). Will this be corrected in the near future as, if it will not, I will need to change our complete storage structure.

    Berni Baier
    Sales Support Manager
    Camfil USA
    Concord ON
    Academy - Online Interactive Learning from Experts

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