Use One Note as a CRM system
Use One Note in Planner
Use One Note in SharePoint
Use One Note in Team Channels
Here at Redwing we have been using One Note for over 10 years and have retained all One Note notebooks during that time, that way we can recall and find any notes made over those years. They inlude client meetings, CRM systems, planning notes, marketing notes, in fact notes about every aspect of the business
Course content to include
start One Note and open and navigate notebooks create a new simple notebook work with sections and pages in a notebook add various forms of content to a notebook gain an understanding of working with linked notes create and use Quick Notes apply formatting to note text work with note containers create and work with an outline work with tables use the drawing tools to create basic drawings create and work with tags search in notebooks create and work with a custom template apply page formatting print and export notebooks work with the security features in One Note share and work on shared notebooks work with the Outlook integration features in One Note
Contact us about One Note
It’s always easier to contact us via email rather than phone. We’re out training most days of the week