Integrate Microsoft Dynamics CRM with OneNote

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and OneNote

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About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About OneNote

OneNote is your digital notebook for capturing, organizing and sharing all of your notes and information. It helps you gather everything into one central location, and works across all your devices.

Want to explore Microsoft Dynamics CRM + OneNote quick connects for faster integration? Here’s our list of the best Microsoft Dynamics CRM + OneNote quick connects.

Explore quick connects

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Connect Microsoft Dynamics CRM + OneNote in easier way

It's easy to connect Microsoft Dynamics CRM + OneNote without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • New Note In Section

    Triggers when a new note is created in a notebook/section.

  • Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • Create Note

    Create a new note in the "Quick Notes" section of your default notebook.

  • Create Note in Section

    Creates a new note in a specific Notebook/Section

How Microsoft Dynamics CRM & OneNote Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick OneNote as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to OneNote.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics CRM and OneNote

Today, people are more busy with their work. They have less time to go out for a walk and relax. OneNote is a free application that is used for taking notes or recording ideas. It could be a desktop program or application. The user can take notes digitally by using different tops such as keyboard, mouse, and stylus. It includes free-form text, pictures, videos, audio and web clippings. OneNote users can share notes with others through OneDrive. The sharing process is very simple. The users just need to send an email to the others who want to view the notes.Microsoft Dynamics CRM is a software application that is used for customer relationship management (CRM. It has many features that help users organize their business information. It helps the users in increasing sales and decrease labor costs. By using this software, the users can keep track of leads and opportunities. Microsoft Dynamics CRM is integrated with OneNote. The integration between these two products allows users to create notes in OneNote and add them to records in Microsoft Dynamics CRM.

The integration of Microsoft Dynamics CRM and OneNote allows the users to access OneNote from Microsoft Dynamics CRM. The users can create a new note in OneNote based on the current record in Microsoft Dynamics CRM. They can also create a new record in Microsoft Dynamics CRM from the note in OneNote. When creating a new note from the current record in Microsoft Dynamics CRM, they can select one of the available tabs within the note to add the data they have selected in Microsoft Dynamics CRM to it. For instance, if they select "Service" tab while creating a new note from the account record in Microsoft Dynamics CRM, then they can add a new service to the current account record in Microsoft Dynamics CRM. This makes it easier for users to keep the information they have selected in Microsoft Dynamics CRM organized in one place such as OneNote so that they can easily access it any time they want.OneNote is used for keeping information about important events such as family occasions, anniversaries, birthdays, etc. When using Microsoft Dynamics CRM along with OneNote, it is easy for users to keep track of important customer information by using OneNote. In addition, since the users can access OneNote from different devices such as desktop computer, laptop, tablet or even smartphone, it gives them an opportunity to keep updated on everything important even when they are away from their office.Microsoft Dynamics CRM allows the users to create templates which include certain fields that are related to the type of business they are dealing with such as sales process template and marketing campaign template. When creating a note from Microsoft Dynamics CRM, the users can select from one of these templates instead of creating a new note from scratch. This feature helps the users save time when creating notes because most of the fields required for creating a note are already available when they select certain templates when creating a note.OneNote is integrated with Outlook 2016. This integration enables users of Outlook 2016 to create notes within Outlook 2016 directly from emails they receive or open within Outlook 2016. In addition, users can create meeting notes within Outlook 2016 using OneNote. During meetings, users can start OneNote by clicking on the "OneNote" button located at the left side of their screen. Then they will be able to record all discussions held during the meeting within OneNote without having to use any other recording top. The recording top provided by Outlook 2016 is not as useful as OneNote because it does not offer many features such as voice recognition features or search top that makes it easier for people to retrieve information later on.

The process to integrate Microsoft Dynamics CRM and OneNote may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm