Microsoft Dynamics CRM came as a helping hand to all businesses in need of a unitary tool to help them keep track of their activities, goals and connections. According to UXC Eclipse, MS Dynamics CRM is addressing more and more the needs of not just enterprises, but also those of startups and SMEs.
The OneNote app is taking all of this one step further by making meetings and organizing much easier to handle due to its various integrated functions.
OneNote to Rule Them All
In meetings we usually go with a notebook or a laptop prepared to make a minute that we come back to in times of need. We combine note taking in Word and get creative with paper scribbling of highlights accompanied by a more or less decent representation of the graphic or table, drawn or projected by the speaker. Then we get bored and either start to doodle or daydream, so a lot of the valuable information presented slips away.
This happens so often that Business Insider tips us off on how to survive during boring meetings. Within the article, they include a Verizon Poll about meetings in America, in which the majority of respondents admitted to missing part of the meeting, doing other business during the meeting, daydreaming or even dozing off.
We need to be more alert in order to be more efficient so we integrate the Outlook functions, which make our life easier. If you have your laptop with you, instead of making tens of word documents for each project, you can now easily avoid clutter by integrating your every type of note into one tool that centralizes the information that you need in only one place.
OneNote, is intuitively created to focus on the note taker’s needs by saving content as you type, allowing you to use shortcuts in order to gain speed over time and combine notes with task lists by integrating the Outlook names from the meeting agenda.
How OneNote Works
The app pretty much allows you to take integrated notes in every possible form: voice, video, drawings, integration of pictures taken etc. When you are done, you simply assign the note to the selected register in Microsoft Dynamics CRM, making sure that all the information is stored in a notebook that can be accessed by all users that have access to the project, allowing them to be up to date with what is happening and how the tasks are progressing.
Both users and non-users of Dynamics CRM can see the new features that OneNote brings in addition to annotation, by simply giving them a try. All they need in order to sync notes with projects is to have Dynamics CRM 2015 online and they can use the OneNote by downloading it free and installing it on any device.
Did I mention that it works from every device? Notes can be taken anywhere, at any time be it on your laptop, PC, tablet or Smartphone. The ones who receive access can read and modify them at any time, adding some more saved time to your daily task list and allowing everyone to do their part independently.
OneNote for Every Need
If you are part of a project you can understand at what random times ideas seem to pop-up, so they come at hand only on your phone probably. You quickly take a note, save it and most probably forget to present it to your colleagues the next day.
What if things were different: you read a great article that solves an issue within the project. You take out your phone, use Office lens to take the picture and upload it into the specific project with what you are thinking written next to it. It’s an easy way to ensure the keepsake of great ideas no?
Now let’s say you are the leader of a project. OneNote helps you keep your ideas in check by letting you easily create and keep track of your to do lists and helps keep your team up to speed in an interactive, easy and organized way due to its integration with Dynamics CRM.
The app allows easier interaction with every information through its potential to visually enhance the written notes through graphics and pictures attached to sections of the text.
If, like me, you are an organizing freak and feel the need to make your work easier by having every bit of information where it belongs just to save some much needed time further on, you can give it a shot no matter if it’s meant for business or personal needs.
It is fun to use and discover all the features that can so easily integrate in your day to day business and who knows? You might actually end up loving it.
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