guglcanada.blogg.se - Box notes vs onenote

#Box notes vs onenote update#

Here are a few additional details to keep in mind: You definitely have to check out this new document scanner and whiteboard image enhancement App available for Windows, iOS and Android devices. The chart below provides a great overview. Let’s take a look at the differences between using out-of-the-box Notes in CRM vs. This integration doesn’t replace the current Notes feature, but gives users another way to access notes stored in OneNote. What’s the difference between CRM Notes and OneNote Integration? By default these entities include: Account, Article, Lead, Opportunity, Product, Quote, and Sales Literature. Notebooks are created using SharePoint Integration, so that means that the entities must be enabled for both document management and OneNote.

Take pictures of business cards and documents.

HTML support and enriched text anywhere you are.

Here’s a quick rundown of some of the benefits you can expect:

#Box notes vs onenote update#

The OneNote and Dynamics CRM integration is one of the new features included in CRM Online Update 1 (“Carina”), which is already available. Once in CRM a user can link them to a customer, opportunity, case, record or whatever you choose. So you can only imagine my excitement when Microsoft announced that we can now upload OneNote notes to CRM. If you’re like me, you use OneNote for everything from grocery lists to taking notes when meeting with customers.