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Microsoft Dynamics CRM + OneNote Integrations

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

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.

OneNote Integrations
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Best Microsoft Dynamics CRM and OneNote Integrations

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Todoist

    OneNote + Todoist

    Create a Todoist task for every note on OneNote Read More...
    When this happens...
    Microsoft Dynamics CRM New Note In Section
     
    Then do this...
    Todoist Create Task
    Looking for a better way to convert you OneNote notes into task? This Todoist - OneNote integration is the answer to your needs. After setting this integration up, whenever a new note is created on OneNote, Appy Pie Connect automatically adds a task in your Todoist app, keeping you focused on the work that needs your attention to be accomplished.
    How this OneNote - Todoist integration works
    • A new note is created on OneNote
    • Appy Pie Connect automatically adds a task on Todoist
    What You Need
    • A OneNote account
    • A Todoist account
  • Microsoft Dynamics CRM Trello

    OneNote + Trello

    Create a Trello Card for every new note on a OneNote section Read More...
    When this happens...
    Microsoft Dynamics CRM New Note In Section
     
    Then do this...
    Trello Create Card
    Make sure that you take action on each one of your new OneNote notes by adding them to your team collaboration apps. Use this Connect to automatically create a Trello card from new OneNote notes. After you’ve configured this integration, whenever a new note is created in a section on OneNote, we’ll automatically create a corresponding Trello card for that note. This integration will create Trello Cards for any type of notes whether they contain handwritten to-dos or a bullet list of reminders.
    How this OneNote - Trello integration works
    • A new note is created in a section on OneNote
    • Appy Pie Connect will automatically create a Trello card for it
    What You Need
    • A OneNote account
    • A Trello account
  • Microsoft Dynamics CRM OneNote

    Slack + OneNote

    Save every starred Slack message on OneNote Read More...
    When this happens...
    Microsoft Dynamics CRM New Starred Message
     
    Then do this...
    OneNote Create Note
    If you’re using Slack as your primary team communication tool, you might often need to save a few messages for later. Use this integration and save your important Slack messages on your OneNote notebook without having to copy & paste every single time. After setting this integration up, Appy Pie Connect will automatically create a note on OneNote for any new Slack message you star.
    How this Slack – OneNote integration Works
    • A message is starred on Slack
    • Appy Pie Connect automatically creates a new note on OneNote for that message
    What You Need
    • A Slack account
    • A OneNote account
  • Microsoft Dynamics CRM OneNote

    Google Calendar + OneNote

    Create a note on OneNote for every upcoming Google Calendar event Read More...
    When this happens...
    Microsoft Dynamics CRM New Event
     
    Then do this...
    OneNote Create Note in Section
    Sometimes you need more than a quick reminder before your scheduled events. Set this Google Calendar – OneNote integration and get the detailed note created before your meeting starts. While setting up this integration, you can enter the number of days or time before you need a note to be created. Once this Google Calendar - OneNote integration is active, a new OneNote note will be created for each new event added on Google Calendar, giving you time to be prepared for your meetings or events.
    How It Works
    • A new event is added on Google Calendar
    • Appy Pie Connect automatically adds a note to OneNote
    What You Need
    • A Google account
    • A OneNote account
  • Microsoft Dynamics CRM OneNote

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    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
    Then do this...
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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 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 Opportunity

    Creates a new Opportunity.

  • 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 Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select OneNote as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate OneNote with Appy Pie Connect.

    (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.