Microsoft Dynamics CRM 2015 Update 1 (code named Carina) brings a lot of new great functionalities, in this post the new integration capabilities with OneNote are presented.

• Onenote 2015 Offline
• Onenote 2015 Download

Is Send to OneNote option missing from OneNote 2016 or 2015 or 2014? Are you are unable to use Send to OneNote option on Internet Explorer? If YES then you are in the right place. Here, in this article, you will get the solutions on how to fix Send to OneNote option not working issue without the need of any professional skill. Voiceover Hi, and welcome to OneNote 2016 Essential Training. I'm David Rivers. In this course, we'll cover everything you need to get started using this powerful note-taking software from Microsoft. We'll begin with a quick overview of OneNote 2016, what it is, and how you can use it to improve your productivity.

Tagged 2015, Dynamics, Integration, Microsof, MS, Nav, Navision, OneNote, with Published by Ashwini Tripathi Company was incorporated under sub-section (2) of section 7 of Companies Act, 2013 and rule 18 the Companies (Incorporation Rules, 2014. Microsoft OneNote (2015) By Jeffrey Bradbury Jeff sits down with Mik Tholfsen and Ari Schorr to discuss how Microsoft OneNote is being used in classrooms to help teachers and students stay digitally organized. On 14 Jul 2015 12:32 PM You can set up Microsoft Dynamics NAV to work with Microsoft OneNote. For example, you can use OneNote integration to synchronize notes from a mobile OneNote installation with Microsoft Dynamics NAV. You can also use OneNote to share pictures, recordings, and other instructions across a company.

Traditional CRM Notes vs OneNote Integration

The new integration with OneNote brings interesting new capabilities to further use the full stack of Microsoft solutions. Below is a comparison on features and on how integration with CRM works on the “traditional” CRM notes functionality (which will continue to be available) VS the new OneNote integration.

Feature Comparison

Some are worth detailing a little bit more:

• Record Voice Notes: Why implement from scratch when OneNote already does this, and a lot more.
• OCR capabilities, through OneNote’s built-in OCR capabilities and leveraging additional applications
  that already integrate with OneNote (e.g.: Office Lens).
• The ability to use existing online solutions that
  integrate with OneNote, e.g.: IFTTT to automate note taking, ads another level to the automation possibilities on data related to CRM records.

Interaction Comparison

On another level, the table below shows how the existing CRM notes compares with the new OneNote Integration, on how it interacts with CRM.

Requirements and How to Setup

On this first release, OneNote Integration will be only possible in a…Online…SharePoint enabled… configuration scenario only.

In detail:

• Only works in CRM Online
• SharePoint integration must be configured/enabled in CRM: Only after this will the “OneNote Integration” option be available in CRM’s Documents Management area, to be used to further setup/configure the OneNote integration.

• SharePoint Document Integration needs to be setup for the entity
  to have OneNote notebooks to be presented as related to the record.
• OneNote Integration configuration needs to be setup for the entity
  to have OneNote available this must be specifically set on each entities configuration.

  
  

• OneNote Integration must be enabled on the entity configuration itself.

Jesper Osgaard has a great post with step by step on how to setup this. After be above is done the user will start seeing a new tab on the Activity Wall section of the record.

How Notes are Stored and linked?

They will be stored in SharePoint.

In detail:

• By default each record will have a new notebook

• The notebook is only created when the user clicks on the “ONENOTE” option inside the record for the first time (this is identical to how the SharePoint Documents integration works for creating a document folder per record on first access):

• • Notebook name: Will have the same name has the record “name” field at the time of creation.
  • First Section: A new first section is created when the notebook is created, it will be called “Untitled” by default.
• While in CRM Web interface, clicking on the first “untitled” link will be direct to OneNote’s web interface to the specific section:

• Adding more sections will add more links to be presented in the record’s Activity Wall:

• The user can manually change the location of the notebook, and even point the same notebook to several records (identical on how its currently being done for SharePoint document locations)

OneNote in CRM for Tablets

OneNote integration is also available in CRM for Tablets:

• Clicking on links will open the OneNote app, if installed.

OneNote in CRM for Phones

OneNote Integration is also available in CRM for Phones:

• Clicking on links will open the OneNote app, if installed.
• Sections are sorted by “modified time”.

OneNote is everywhere

And the idea behind this new feature is to leverage that. OneNote is already a well-established solution with a vast ecosystem of:

• Functionalises that complement other Office / Microsoft solutions.
• Applications on all major OS’s.
• Third party add-ons, integrations that further enhance OneNote’s capabilities.

CRM user licences still cost some €€, this will further help customers managing their licensing costs by allowing users, that only require the OneNote notes, to interact with CRM and its user’s without additional CRM licencing costs. For all this, the addition of the OneNote integration capability is very welcome.

Best Practices

Microsoft has advised on some tips and best practices on how to setup and use this new feature, a summary is below:

1. Pin your notes in OneNote app on your device: Pin recent notes, pin to Start (Windows only).
2. Use side-by-side experience on Surface Pro and Pen: e.g.: Surface Pen to one-click open the notes.
3. Take notes in Quite Notes and move page later: If you are in a hurry.
4. Close notebooks when you longer need them: Better for OneNote performance and search results.
5. Notebook is auto created when user first clicks, very important 
   Only in OneNote tab in Web Client.
   
6. Navigate to OneNote to add a new note.
7. Only enable the entities that needs a full notebook per record.

Onenote 2015 Offline

I believe this is my longest post yet, hope its useful and not a TLDR, ;). I believe the topic required it, will try to keep them as short and sweet as possible.

Stay tuned, more posts to come on 2015’s Update 1.

Finishing a PhD thesis is a complicated process. It includes collecting a great amount of data, classifying them and turning all that information into a monograph. I was writing a dissertation about the foreign assistance received by Turkey in the Postwar period and I had thousands of pages of archival documents, hundreds of books, tens of articles and official reports, newspapers, magazines, assembly transcripts, other dissertations and all kinds of statistical data to collect, organize and analyze. It was overwhelming to say the least. Writing all my notes by hand to my notebooks was too cumbersome because most of my archival documents were digital. Besides, organizing my notes on paper was taking too much time so I decided to use a digital tool, an application to keep all my notes at one source. Word processors (like Microsoft Word and LibreOffice) are not designed to organize your notes. You have to create a separate file for each source, name them accordingly, put them into separate folders. If you want to move your notes between documents, you have to open each document separately which makes the process too slow with an old computer. I had to find something else.

I tried several software but none of them suit my needs. I tried Scrivener, it is a great software, especially for novelists. It has the ability to show your notes like it is on a corkboard. It has many more useful features but it wasn’t cheap and I couldn’t use it on a tablet. After using Scrivener for a month, I tried Microsoft OneNote and found out that it is the one I needed. It was better than the other tools for several reasons. Firstly, It was easy to sync between multiple platforms. (I have a Mac Mini, a netbook with dual boot for Windows and Lubuntu, an iPad and a Windows Phone.) I wanted something which could at least sync between my desktop computer and my tablet. I wanted to write at home and on the road. OneNote does more than that, you could use it on Windows, Mac OS, iOS, Android and Web. Secondly, although I was willing to pay a reasonable amount of money for a good software, OneNote is free (as in beer, not as in freedom). Microsoft made it free on all platforms, as part of their goal to convert their products into services. Anyone can try OneNote without paying anything and if not happy, they could switch to something else. Last but not least, it is easy to use OneNote. Anyone who knows how to use a word processor could easily learn to create sections and pages in OneNote. For all these reasons, I picked OneNote to organize my notes and finally write my thesis and this is how I did it.

Creating Sections and Pages

First of all, I created a notebook called PhD. Then I divided it into sections based on my sources. I had lots of primary documents from different resources: scanned documents from the Turkish National Archives (BCA) and the US National Archives (NARA), all put in their own sections. As secondary sources, I had books, journal articles, theses, newspapers, magazines etc. I also had thousands of pages of digitalized documents from the Department of State Archives (DIT), as well as Microfilm Rolls. Microfilms were numbered, so I put them into Section Groups, and each roll had its own section. The notes of each document was written in a page and if there was any document connected to a previous one, I created a subpage for it. So, OneNote provided me with four levels of hierarchy to collect my notes: Section Groups, Sections, Pages and Subpages.

OneNote on Tablet

Another great feature of OneNote is instant syncing. You do not need to save your pages or any documents. As soon as you are connected to the internet, all your opened notebooks are synced with the cloud. If I wanted to go to the library, I didn’t worry about whether I saved the notes on my desktop computer. I just left it as it is and continued taking notes on my tablet. If you are suspicious of cloud, Windows version of OneNote has the ability to backup your notebooks to a local folder. (Unfortunately, Mac OS version is still unable to do that.) Yet, automatic syncing never failed me. Tablet version of OneNote while using an external keyboard is almost the same experience as its desktop counterpart.

Pros and Cons

This was by no means a perfect solution. For example, OneNote lacks the ability to add footnotes. This may look like a major absence for an academic writer but in effect, it is not. When taking notes, if I had to add a citation for my source, I just put the page number. The book to be cited was designated in the OneNote’s page name as in “Black, Strategy of Foreign Aid”. When I was done with taking notes and wanted to add them to my thesis, I used Zotero and its Word integration. This way I wasn’t bothered with writing correct citation style or any other text formatting. I just focused on writing down my thoughts and analysis. Editing and revising was later done in a Word document where I finished my final manuscript. Seperating the processes of taking notes and actual writing/revision provided me with efficiency and peace of mind. I didn’t think about formatting when I was writing about my primary sources and when I needed to make corrections and formatting, other apps helped me to do it. (A post about how I used Zotero is coming soon.)

OneNote and Office Lens

You could also edit notes on your phone regardless of its operating system. Currently, iOS and Android versions of OneNote are quite good for simple editing. Windows Phone 8.1 version of OneNote lacks many features but once its Windows 10 version is released, it will get the feature parity in the last quarter of 2015. Even it wasn’t fully functional I often used it to check my notes and add scanned pages of books.

For that I used Microsoft’s another application called Office Lens. It takes a photo of a document or a whiteboard and converts into a OneNote page (also a Word or Excel document if you want and uploads it to OneDrive). It is quite useful when you need to takes notes from a few pages in a book. You could use your default camera and later upload it OneNote but that way it is cumbersome. There are other document scanning apps but OneNote and Office Lens’ integration makes it easy.

Onenote 2015 Download

After adding your scanned documents to your notebook, you could add your comments besides them and add them to your thesis whenever you like.

Once you finish taking notes, you could begin adding them to your manuscript. I used it for my PhD thesis but OneNote could be useful for any longform writing. Editing an academic writing is more complex than just putting down some notes. I used Word and Zotero combination for the final text editing. In the next post, I’m going to explain how I used them to finish my dissertation.

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