-->
OneNote Class Notebooks have a personal workspace for every student, a content library for handouts, and a collaboration space for lessons and creative activities. Class Notebook Sign In Sign in with your Office 365 account from your school to get started. Sign up for a free Office 365 account. Get into a new Way of Learning Microsoft OneNote 2019 (or OneNote for Windows 10). Getting started, basics.
Office 365 Groups are a shared workspace for email, conversations, files, and events where group members can collectively get stuff done.
You can use groups to collaborate with people across your company, even if they don't have access to Customer Engagement (on-premises). For example, you can create a group for your sales team and invite other Office 365 users to join the group, and then share documents, conversations, meeting notes, and OneNote information related to specific accounts or opportunities.
The groups solution works with any entities, even custom ones.
Important
This feature requires that you have an Office 365 subscription or a subscription to an online service such as SharePoint Online or Exchange Online. For more information, see What is Office 365 and how does it relate to Dynamics 365 (online)?
Collaborate through meetings, conversations, notes, or documents.
Note
Check out the following for a quick introduction to Office 365 Groups:
- Video: Introducing Groups in Microsoft 365.
- Learn more about groups.
Prerequisites
You need to have an Office 365 subscription which includes Exchange Online and SharePoint Online.
Before you can start using Office 365 Groups, the groups solution needs to be deployed and turned on for your Customer Engagement entities. For more information, see Deploy Microsoft 365 Groups.
Create or join a group
Go to the record that you want to create a group for. For example, Go to Sales > Accounts.
Choose an account.
On the nav bar, choose the drop down menu next to the account name, and then select Microsoft 365 Groups.
In the Welcome to Microsoft 365 Groups for Dynamics 365 Customer Engagement (on-premises)! section, select Create Microsoft 365 Group or search for an existing group to join.
Note
- As of November 2019, Office Groups with MIP (Microsoft Information Protection) sensitivity labels can't be created from Dynamics 365 (on-premises). You have to create the group outside of Dynamics 365 (on-premises). For more information see, Learn more about creating new group with Sensitivity Label. Once this is done, add the link from Dynamics 365 (on-premises) by joining the group.
- You can only connect to groups returned in search for which you are a member. Hover over the search results to see your status.
- When you add team members to a project, they will be automatically added to the associated group.
- You can associate existing groups to Customer Engagement records. You don't need to create a new group to create an association.
- When you delete a group, you'll receive a notification on the Welcome to Microsoft 365 Groups for Dynamics 365 Customer Engagement (on-premises) page so you can take the appropriate action.
Join a meeting
Group meetings help all members coordinate their schedules. Download linked file mac. Everyone in the group automatically sees meeting invites and other events.
- Choose the meeting title to view meeting details.
Start a conversation
Having a group conversation is a way to communicate with group members. The conversations section displays each message, where you can read, reply to, and create new conversations.
To start a new conversion, in the Start a group conversion box, type in your message.
In the Conversations section choose a conversion to read and reply to it.
Add notes
Share notes with everyone in your group using the shared OneNote notebook. OneNote lets multiple people write in the same notebook, on the same page, at the same time, and it automatically merges everyone's changes.
- In the Notebook section, choose the group's notebook. When OneNote opens, add your notes.
Share documents
When you create or upload a file in the group's OneDrive for Business page, it's automatically shared with all members of the group. When you add members to the group, they automatically get shared access to the files. By default, only group members have view and edit access to the files. When you create a group in Dynamics 365 for Customer Engagement, it's set to private, so only the group members can see information about the group including files, conversations, or even the group itself.
To see the latest list of documents, refresh the list using by choosing the refresh icon.
To upload or manage all of your documents in OneDrive for Business, select Open OneDrive.
Use the Microsoft 365 Connectors for Groups
Use the Office 365 Connectors for Groups to connect new or existing Office 365 Groups with Customer Engagement (on-premises) so the group is notified when new activities are posted.
To set it up, see Deploy Microsoft 365 Groups.
Note
Can you tell us about your documentation language preferences? Take a short survey.
The survey will take about seven minutes. No personal data is collected (privacy statement).
-->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.
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.
In the Power Platform admin center, select an environment.
Select Settings > Integration > Document management settings.
Select OneNote Integration.
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.
You can also enable OneNote integration for an entity from the customization form, as long as document management has been enabled for that entity.
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
In the Power Platform admin center, select an environment.
Select Settings > Integration > Document management settings.
Select OneNote Integration.
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:
- Sign into Microsoft Power Platform, and open the environment you want.
- Select Settings > Integration, and then select Document management settings.
- 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.
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?
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:
Go to the record where you see the issue. For example, from the main menu select, Sales > Accounts > select an account record.
From the main menu select the drop down menu next to the record name, and then select Documents.
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:
- 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.
- 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.
- 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.'
Microsoft 365 One Notebook
See also
Note
Microsoft 365 Single Notebooksbilliger
Can you tell us about your documentation language preferences? Take a short survey.
Office 365 Notebook
The survey will take about seven minutes. No personal data is collected (privacy statement).