How to Integrate Dynamics 365 with OneNote: 1-Min Guide

How to Integrate Dynamics 365 with OneNote

Updated on:

April 6, 2026

By:

Use this interactive demo to learn how to integrate Microsoft Dynamics 365 with OneNote and streamline your note-taking and document organization.

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Here’s how to do it:

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Navigate to the Power Platform Admin Center and click 'Manage'.
Choose and select an environment.
Go to the 'Settings' menu.
Select 'Integration' from the settings menu.
Click 'Document management settings'.
Under the settings menu, select 'OneNote integration'.
Choose the entities where you want to enable OneNote integration.
Click 'Finish' to save the integration.

📌 Why this matters

This integration transforms your CRM records into collaborative workspaces where your entire team can capture meeting notes, brainstorm ideas, and document project details directly alongside customer data. Instead of switching between applications or losing context, you create a unified information hub.

The real advantage emerges during handoffs and knowledge transfer—when account managers change or team members need historical context, all the informal notes and insights that typically live in scattered documents become instantly accessible within the customer record itself.

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