Microsoft Dynamics CRM

{ZERO CODE DEVELOPMENT} Real world example of one note integration in CRM 2015 Update 1

The intention of this blog is not how to show one note integration with CRM 2015 Update 1. There is lot of blog content available for how to do that. For example:

http://www.powerobjects.com/2015/04/07/seamless-onenote-integration-with-dynamics-crm-2015-spring-wave-update-1/

The idea of this blog post is to show the need of knowing the new features of Dynamics CRM and how it can be quickly leveraged to achieve zero code solutions for customers.

Scenario: Take hand-drawn site report for Sales representatives on the customer record on Windows tablets.

Application: Enable SharePoint Document management with CRM, then Enable OneNote integration for account entity, you will have the following screen available:

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Click the Untitled One note and Choose open In One note:

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On Surface Pro 3 tablets, it supports handwriting:

http://blogs.msdn.com/b/mvpawardprogram/archive/2014/07/14/using-onenote-with-the-surface-pro-3.aspx

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This is now appended with Account record and stored in SharePoint:

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Really a great feature by Dynamics CRM Product Team, would have taken ages to implement in custom code.

Hope it helps and Happy CRMing!

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