Integrate Dynamics CRM and OneNote in CRM 2015 & 2016 Online

Follow the below steps to Integrate CRM and OneNote Online,

If you have sample CRM Online 2015 / 2016 30-day trial version, continue with the below steps.

Otherwise, Click here to know the steps to create 30 days free CRM 2016 Trial.

Step 1: For OneNote Integration with CRM Online, first step is to integrate CRM with SharePoint Online. Click here to follow my previous post on “How to Integrate Dynamics CRM and SharePoint Online

Step 2: Once CRM and SharePoint integrated Successfully, we can see OneNote icon under Microsoft Dynamics CRM -> Settings -> Document Management.

Step 3: Follow the below steps to start integration between OneNote and CRM Online,

  1. Click on OneNote Integration Icon.
  2. Select required Entities, you wish to see OneNote feature in each entity like SharePoint Documents. In this example, I selected Account & Contact.
  3. Click on Finish.

OneNote Integration Icon

Step 4: Open any existing Contact Record to see OneNote feature under Social Pane. Click on OneNote. A sample OneNote is created automatically with name Untitled. Click on it.

OneNote in Contact

Step 5: OneNote will open in a separate window. Enter the required Info and close it.Sample OneNote

Successfully integrated CRM and OneNote Online.

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Microsoft Dynamics CRM 2016 Online – Interactive Service Hub

Once you launch CRM 2016 Online, you can see Interactive service hub Notification.

Interactive Service Hub Notification in CRM

Click on Experience it now, to launch Interactive service hub.

Experience the new Service feature in CRM Online 2016.

Interactive Service Hub

Unified Service Desk 2016 download available for CRM 2013 / 15 / 16

You can download Unified Service Desk 2016 Package Deployer and Executable Clients file from the below,

Name Size Download Link Description
CRM2016-8.0-USD-PackageDeployer.exe 76.5 MB Click here USD Package Deployer to install solution components in CRM
CRM2016-USD-amd64.exe 84.9 MB Click here 64 bit USD client
CRM2016-USD-i386.exe 84.9 MB Click here 32 bit USD Client

User does not have privilege to act on behalf another user

Got the below issue when trying to create a custom entity record with custom Security role,

Error:
User does not have privilege to act on behalf another user

Act on Behalf another user

Resolution:

Given Privilege, Act on Behalf of Another User Under Business Management in custom security role.

Resolution Act on behalf another user