How to: Set up OneNote Integration for a Group of Users

With Microsoft OneNote integration you can attach notes to customers, items, or invoices. OneNote notes can be created for a specific record, but also for a whole page depending on the setup. You can attach notes, reminders, or pictures to a specific record such as a customer. You can also create a note attached to a whole page, so there are separate instructions about how to deal with customers, items, or journals.

Important

Pages notes can only be used on pages that are based on a source table. This means that, for example, the Role Center page cannot use page notes.

Warning

OneNote integration lets users share their OneNote repository, which means that information in a shared OneNote repository can be read by all persons having access to that repository.

To set up OneNote integration for a group of users

1. In the Search box, enter Profiles, and then choose the related link.

2. Select the profile to make the OneNote adjustments for.

3. On the Home tab, choose Edit.

4. Select the Use Record Notes check box.

5. In the Record Notebook field, enter the path where Microsoft Dynamics NAV should access the notebook.

   Note

   You can find this information in Microsoft OneNote using the File tab. Select the OneNote book that you want to use, this can be shared among the books listed in Notebook Information or you can create a new one. Copy the location path for the notebook.

   Tip

   You may want to use customization to promote the OneNote action to the ribbon for easy accessibility.

6. Select the Use Pages Notes check box.

7. In the Page Notebook field, enter the path where Microsoft Dynamics NAV should access the notebook.

8. Choose the OK button.

   Important

   The RoleTailored client must be restarted for the changes to have effect.