Rename a OneNote Notebook in Dynamics CRM

The integration of OneNote with Dynamics CRM was introduced in Dynamics CRM 2015 Spring release providing users with the ability to collate additional information/ideas pertaining to a record in a single location. This information can be in various formats, i.e. pictures, audio recordings and formatted text.

If you have attempted to use this functionality, you would have noticed that on creation of a OneNote notebook, the default name for the notebook is set to ‘Untitled’ and merely renaming the ‘Untitled’ Section or Page Title does not update the notebook name.

This blog post will cover a couple of options available to rename a OneNote notebook in Dynamics CRM.

OPTION 1: Delete untitled section and create a new section

  • Navigate to the record for which you wish to rename the OneNote notebook.
  • In the Activity Panel, click on OneNote and click to open the ‘Untitled’ OneNote notebook.

1dynamics-crm-activity-panel

  • Delete the ‘Untitled’ Section. (Right click the ‘Untitled’ Section and click Delete)

2untitled-onenote-notebook

  • Create a new Section in the notebook, enter the Section name and click OK. (This will be the same name you wish to rename your notebook to)

3onenote-notebook-section-name

OPTION 2: Edit properties in Document Management library

  • Navigate to the record for which you wish to rename the OneNote notebook.
  • In the related record information, select Documents. (Related Info > Documents)

4dynamics-crm-related-info

  • Click to select the OneNote notebook, and in the Action Menu, click Edit Properties.

5dynamics-crm-document-associated-grid

  • Update the notebook name and click Save.
    6dynamics-crm-edit-document-properties

 

Advertisements
Posted in CRM 2016

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: