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OneNoteTab in Timeline

You are a Dynamics 365 for Customer Service system administrator. You implement Dynamics 365 for a customer. The customer wants to use Microsoft OneNote in Dynamics for a custom entity. The OneNote tab does not appear in the Timeline. You need to make the tab visible. What should you do first?

  • A. Enable the entity for Microsoft SharePoint document management.
  • B. Grant access in the user’s security role.
  • C. Check document management for the entity in the default solution.
  • D. Grant access under the user’s product licenses.



Note: this question and recommended answer given at Recommendation added during the site review and added to the initial content.

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