1. Contact UIS Call: (303) 860-4357 Email: help@cu.edu. How to Sync OneNote 2016 with Office 365. PURPOSE:. How to sync OneNote 2016 with an Office 365 account.
  2. Central Bucks School District has partnered with Microsoft to offer Microsoft Of fice 365 to students in Grades K-12. Office 365's productivity suite enables students and teachers to share documents, access Microsoft software applications online and work collaboratively.

If you’ve adopted OneNote as your note-taking program of choice, you’ll probably want to share or send a Notebook at some point. Luckily, OneNote makes this quite easy. I’ll note that the instructions below also apply to individual Sections in Notebooks! There is also a difference between sharing and sending–when you share a Notebook, you’re sharing a ‘living’ document that will always be up-to-date, while sending a notebook just sends a copy of a specific file.

Share a Notebook

OneNote for Windows 10 is a built-in application in Windows 10. You can view, edit, and create notes via your Windows 10 computer. OneNote 2016, commonly referred to as the OneNote desktop app comes with Office 2016 or Office 365. Aside from viewing, editing, and creating notes, OneNote 2016 works together with all the other Office applications. This is really good news for consumers, though it’s still easy to be lost between Outlook, OneNote, Sticky Notes, or Microsoft To-Do. And this works for both Outlook.com and Office 365. Follow these steps and see if helps you in resolving this issue.Click the File menu then Options.In the Outlook options window, navigate to the Add-ins section then select OneNote Notes Outlook Items in the Add-ins list and click the Go button.Mark the Add-in checkbox with label as OneNote Notes about Outlook items and click the Ok Button.

Sharing a Notebook (or Section) allows you to share a ‘living’ document with people– depending on the permissions you set, users can either view or edit the document. To share a Notebook:
Right-click the Notebook and select “Share This Notebook”:
On the next screen, enter the name or address of the people you’d like to share the document with. You can set their permissions to either “Can edit” or “Can view” (this is easy to change later). Click Share when finished:

Send a Notebook (or Section, or Page)

To email a copy of a Notebook, we actually need to export it first. Select the Notebook you need (same as above), but this time, click on File:
Select Page, Section, or Notebook depending on your needs. I recommend choosing OneNote Package as the file type unless you know it won’t be used in OneNote:
Include it as an attachment in an email, and that’s it!
-->Onenote help

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).

Outlook 365 onenote needs to set itself up

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.

  1. In the Power Platform admin center, select an environment.

  2. Select Settings > Integration > Document management settings.

  3. Select OneNote Integration.

  4. 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.

  5. You can also enable OneNote integration for an entity from the customization form, as long as document management has been enabled for that entity.

  6. 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

  1. In the Power Platform admin center, select an environment.

  2. Select Settings > Integration > Document management settings.

  3. Select OneNote Integration.

  4. 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:

  1. Sign into Microsoft Power Platform, and open the environment you want.
  2. Select Settings > Integration, and then select Document management settings.
  3. 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.

Outlook 365 Onenote Add-in

I can't access my OneNote notebook

Office 365 Onenote Integration

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:

  1. Go to the record where you see the issue. For example, from the main menu select, Sales > Accounts > select an account record.

  2. From the main menu select the drop down menu next to the record name, and then select Documents.

  3. 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:

  1. 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.
  2. 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.
  3. 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.'

See also

Note

Outlook 365 Onenote Plugin

Outlook

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