¡Como estas amigos! Our good friend Pablo “CRMGamified” Peralta with another bunch of tips for dummies the rest of us. If your Español is good, read the original, nothing to see here. Otherwise, read Part 1 then Part 2, and enjoy the rest.
Face to Face: Annotations vs. OneNote Notes
Sometimes it’s useless to compare, but this is not the case :). Let’s see how different native annotations from CRM and OneNote notes are.
Feature Comparison
| Feature | Annotations | OneNote |
| Store unformatted text | ✓ | ✓ |
| Attach files | ✓ | ✓ |
| Take pictures | × | ✓ |
| Record voice notes | × | ✓ |
| Manage ToDo list | × | ✓ |
| HTML and hyperlinks | × | ✓ |
| Handwritten notes and drawings | × | ✓ |
| Real-time collaboration | × | ✓ |
| Embedded images and printscreens | × | ✓ |
| Embedded Excel documents | × | ✓ |
| Whiteboard notes | × | ✓ (Office Lens) |
| Business card converter | × | ✓ (Office Lens) |
| Third-party feed reader | × | ✓ (IFTTT, Feedly, etc.) |
| Email to notes converter | × | ✓ |
Other Features
| Annotations | OneNote Integration | |
| Storage | In CRM DB | In SharePoint |
| Security (within CRM) | CRM security model | CRM security model |
| Segurity (outside CRM) | N/A | SharePoint-integrated security model |
| Entrance | Within CRM | From CRM or OneNote App |
| Quick notes | Within CRM | From CRM or OneNote App |
| Preview | Within CRM | Preview by section |
| Search | By title within CRM | All content within OneNote |
| Previous versions | No | Yes, in each page |
I hope you like this and find this new feature and short tutorial useful.
Remember to leave your opinions, experiences and comments below.
Cheers!
PP