Microsoft 365 Notebook

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Microsoft 365 Family subscription unlocks location alerts and driving safety features in mobile app. Location permissions must be active to receive alerts. Drive safety only available in the United States, United Kingdom, Canada, and Australia. Now available for Android. Coming soon for iOS. Change Language. Privacy & Cookies Legal Trademarks © 2021 Microsoft.com Legal Trademarks © 2021 Microsoft.com. Microsoft 365; Microsoft OneNote Class Notebook; Current: Add Students to a Class Notebook; Add Students to a Class Notebook. Once a Class Notebook has been created for the class, new students can be added at any point by any co-teachers. A new private notebook will be created for the student upon adding them to the class, so that they can. Get Microsoft 365 Notebooks for OneNote for the web are stored on OneDrive. If you no longer need a particular notebook, you can delete it. If there’s a chance that you’ll want to use it again later, you can keep the notebook and use the OneNote desktop app to change who can view or edit it.

If you’ve adopted OneNote as your note-taking program of choice, you’ll probably want to share or send a Notebook at some point. Luckily, OneNote makes this quite easy. I’ll note that the instructions below also apply to individual Sections in Notebooks! There is also a difference between sharing and sending–when you share a Notebook, you’re sharing a ‘living’ document that will always be up-to-date, while sending a notebook just sends a copy of a specific file.

Share a Notebook

Sharing a Notebook (or Section) allows you to share a ‘living’ document with people– depending on the permissions you set, users can either view or edit the document. To share a Notebook:
Right-click the Notebook and select “Share This Notebook”:
On the next screen, enter the name or address of the people you’d like to share the document with. You can set their permissions to either “Can edit” or “Can view” (this is easy to change later). Click Share when finished:

Send a Notebook (or Section, or Page)

To email a copy of a Notebook, we actually need to export it first. Select the Notebook you need (same as above), but this time, click on File:
Select Page, Section, or Notebook depending on your needs. I recommend choosing OneNote Package as the file type unless you know it won’t be used in OneNote:
Include it as an attachment in an email, and that’s it!
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Office 365 Groups are a shared workspace for email, conversations, files, and events where group members can collectively get stuff done.

You can use groups to collaborate with people across your company, even if they don't have access to Customer Engagement (on-premises). For example, you can create a group for your sales team and invite other Office 365 users to join the group, and then share documents, conversations, meeting notes, and OneNote information related to specific accounts or opportunities.

The groups solution works with any entities, even custom ones.

Important

Microsoft

This feature requires that you have an Office 365 subscription or a subscription to an online service such as SharePoint Online or Exchange Online. For more information, see What is Office 365 and how does it relate to Dynamics 365 (online)?

Collaborate through meetings, conversations, notes, or documents.

Note

Check out the following for a quick introduction to Office 365 Groups:

  • Video: Introducing Groups in Microsoft 365.
    • Learn more about groups.

Prerequisites

  • You need to have an Office 365 subscription which includes Exchange Online and SharePoint Online.

  • Before you can start using Office 365 Groups, the groups solution needs to be deployed and turned on for your Customer Engagement entities. For more information, see Deploy Microsoft 365 Groups.

Create or join a group

  1. Go to the record that you want to create a group for. For example, Go to Sales > Accounts.

  2. Choose an account.

  3. On the nav bar, choose the drop down menu next to the account name, and then select Microsoft 365 Groups.

  4. In the Welcome to Microsoft 365 Groups for Dynamics 365 Customer Engagement (on-premises)! section, select Create Microsoft 365 Group or search for an existing group to join.

Note

  • As of November 2019, Office Groups with MIP (Microsoft Information Protection) sensitivity labels can't be created from Dynamics 365 (on-premises). You have to create the group outside of Dynamics 365 (on-premises). For more information see, Learn more about creating new group with Sensitivity Label. Once this is done, add the link from Dynamics 365 (on-premises) by joining the group.
  • You can only connect to groups returned in search for which you are a member. Hover over the search results to see your status.
    • When you add team members to a project, they will be automatically added to the associated group.
    • You can associate existing groups to Customer Engagement records. You don't need to create a new group to create an association.
    • When you delete a group, you'll receive a notification on the Welcome to Microsoft 365 Groups for Dynamics 365 Customer Engagement (on-premises) page so you can take the appropriate action.

Join a meeting

Microsoft 365 Notebook

Group meetings help all members coordinate their schedules. Everyone in the group automatically sees meeting invites and other events.

  • Choose the meeting title to view meeting details.

Start a conversation

Having a group conversation is a way to communicate with group members. The conversations section displays each message, where you can read, reply to, and create new conversations.

  • To start a new conversion, in the Start a group conversion box, type in your message.

  • In the Conversations section choose a conversion to read and reply to it.

Add notes

Share notes with everyone in your group using the shared OneNote notebook. OneNote lets multiple people write in the same notebook, on the same page, at the same time, and it automatically merges everyone's changes.

  • In the Notebook section, choose the group's notebook. When OneNote opens, add your notes.

Share documents

When you create or upload a file in the group's OneDrive for Business page, it's automatically shared with all members of the group. When you add members to the group, they automatically get shared access to the files. By default, only group members have view and edit access to the files. When you create a group in Dynamics 365 for Customer Engagement, it's set to private, so only the group members can see information about the group including files, conversations, or even the group itself.

  • To see the latest list of documents, refresh the list using by choosing the refresh icon.

  • To upload or manage all of your documents in OneDrive for Business, select Open OneDrive.

Microsoft 365 Staff Notebook

Use the Microsoft 365 Connectors for Groups

Use the Office 365 Connectors for Groups to connect new or existing Office 365 Groups with Customer Engagement (on-premises) so the group is notified when new activities are posted.

Microsoft 365 Family Notebooksbilliger

To set it up, see Deploy Microsoft 365 Groups.

Note

Office 365 Class Notebook

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Microsoft 365 Notebook

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