https://www.altavistatech.com/wp-content/uploads/2018/02/Tutorial-12.jpg 266 702 admin /wp-content/uploads/2017/05/Alta-Vista-logo.png admin2015-12-15 10:00:012018-02-13 09:49:33OneNote and CRM... Wait What?
If you’re like me, you use OneNote for everything from grocery lists to taking notes when meeting with customers. So you can only imagine my excitement when Microsoft announced that we can now upload OneNote notes to CRM. Once in CRM a user can link them to a customer, opportunity, case, record or whatever you choose.