Edit

Share via


Take notes by using OneNote

Use OneNote to take or review notes, ideas, plans, and research from the Document Associated Grid view of a row in Microsoft Dataverse.

Before you can use OneNote, it must be enabled by your system administrator. More information:

Start a new OneNote notebook

  1. Open a row and go to the Document Associated Grid view. For example, open a contact row.

  2. On the open row, select the Related tab, and then select Documents.

    Open the Documents tab in a row .

  3. Select Document Location, and select the location where you want to save the notebook. For more information, see View existing OneDrive documents.

  4. Select New, and then select OneNote.

    Create a new OneNote notebook.

  5. Enter a name for the notebook, and then select Save. A new notebook is created and opened.

Open an existing OneNote notebook

  1. Open a row and go to the Document Associated Grid view. For example, open a contact row.

  2. On the open row, select the Related tab, and then select Documents.

    Open the Documents tab in a row .

  3. Select Document Location, and select the location of your notebook. For example, choose OneDrive if your notebook is stored on OneDrive. More information: View existing OneDrive documents

  4. Select your notebook to start adding notes.

    Open an existing OneNote notebook.