Outlook to OneNote integration

Published on April 14, 2023
Integrating my Outlook calendar and email with OneNote is really helpful. I can add important emails to my OneNote planner so that I can store necessary information for upcoming events or receipts. I can also use OneNote to take detailed meeting notes on upcoming meetings that are scheduled through Outlook calendar. The integration is wonderful! Yes, it would be nice if the integration was even stronger, like being able to embed your calendar, maybe one day.
Hi, I’m Crystal. Welcome to a Crystal Clear Life where we talk about planning, organizing and living a more simplified life. I use Microsoft OneNote 365 to create functional and decorative planners and notebooks to help keep my life organized. OneNote is awesome because it crosses all platforms so I can use it on my desktop PC, my iPad and my Android phone. That way I am never without my planner! Hope you enjoy.
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Chapters
0:00 - Introduction
1:00 - email into OneNote, send to OneNote
4:25 - linking to email information
5:50 - calendar integration
6:15 - meeting notes for existing meeting
7:45 - taking meeting notes
8:50 - adding action items using custom tags
9:50 - meeting attendees checklist
10:26 - Conclusion
🐈‍⬛
🐈‍⬛:: Products used in this video
• OneNote 365 version on Windows PC
• Calendarpedia www.calendarpedia.com/2023-ca...
• April Shower - Doodle Bug Draws - DoodleBugDraws - Etsy
• Kites - DigitalPaperCraft
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• March - HappyDownloads
• Birthday - DPCDigitals
• Calypso creative planning calypsocreativeplanning.com/c...
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🐈‍⬛ Crystal Clear Life is a community of learning, encouragement and inspiration. All comments should be considerate and kind. Any mean spirited negative comments will be deleted and any future comments will be blocked. Let’s lift each other up as we learn new skills.
Production Music:
Take Me Out to the Ballgame - E's Jammy Jams
Microsoft OneNote 365 Icon Used with permission from Microsoft
#CrystalClearLife
#OneNote
#outlook

[@valeriemcchesney2790]

I thought I was pretty good with outlook and one note, but every time I watch your videos, I learn a little tip. Thank you!!

[@CrystalClearLife]

That's awesome. Thank you for watching. I can only imagine how useful this is in a business setting. 😊

[@CrystalClearLife]

The integration is very helpful to me! Please feel free to share how you use these 2 applications together to be more productive. Leave me a comment so that we can all learn from each other. PS - Little man had his surgery and he is completely recovered and back to his crazy self. Thanks for asking. 😊❤ 🐈‍⬛

[@debracox9277]

So incredibly helpful! I use onenote and outlook like this and it has changed my life! Great content Crystal!😊

[@CrystalClearLife]

Thank you so much. I find it helpful too!

[@acuerdatedeldia]

Buena información, muchas gracias, saludos 😉

[@CrystalClearLife]

Muchas Gracias!

[@basavarajuramaiah7315]

Good Information

[@CrystalClearLife]

Thank you very much. I appreciate your comments.

[@mkmk-og2pm]

Thank you Crystal. This video was very appropriate timing for my use case. I've seen others mention the calendar feature but your ability to "teach" is what makes you stand out. I did do a test on pulling in a mtg & learned that if the mtg is updated in Outlook, it will not automatically update in OneNote (similar to running/'printing' a tags summary I guess). Even so, it is a valuable feature. As always, I appreciate what you do. Thank you.

[@CrystalClearLife]

Thank you for your kind words. I am always hoping for more integration but I will work with what we have. Thanks for the update on your testing. I didn’t mention that you can share your notes easily with the participants.

[@mkmk-og2pm]

@@CrystalClearLife how do you share your notes with the participants?

[@CrystalClearLife]

@@mkmk-og2pm On the page I created in the video, there is a purple share box in the right top coner above the ribbon bar. I choose to share a copy of the page. OneNote creates an email with all of the participants and pastes the page in the body of the email. Another great integration feature. Looks like I need to do a quick tip as a follow up. Thanks for the question. Sorry I can't post a screen shot to show you.

[@cooluser23]

Is there a way to get the calendar of Outlook to synchronize, so you can have thr time slots blocked in your olanner pages?

[@CrystalClearLife]

Unfortunately integrating outlooks calendar into OneNote is not possible to my knowledge at this time. It certainly would be a great feature wouldn't it? The best that you can do is do a split screen and have onenote open on one side and your outlook Calendar open on the other. I keep hoping Microsoft will work on this because they do have some integration between Outlook and onenote. For example you can print an email to OneNote. You can also create meeting notes in OneNote for an appointment that is in Outlook. But that is as far as it has gone. Thanks for the question and thanks for watching.

[@cooluser23]

@@CrystalClearLife hope so. Because the manual process doesn't work at my work as meetings get shuffled around several times a day and it would be impossible to keep up.

[@laughingrainbow7]

Hi there, sry, but it didnt work with the new outlook and in win 11, - you got already a new solutione 4this? thx Jürgen - Germany

[@CrystalClearLife]

I have not upgraded to Win 11 as of yet. If I come up with a work around, I will let you know. Technology is an ever changing beast. 😂

[@alchkosac]

i will never understand why these apps are separate..notes,calendar,tasks..everything should be in one app and synced with one mobile app..this is like scratching your head with leg again and again.. :(

[@CrystalClearLife]

I share your frustration!🤔 But it seems that so many things in our lives are fractured or separated into small components. For me one note is the best way to combine these elements all into one. I can embed spreadsheets and keep specific tasks lists with custom tags. So in my own way I feel like I am mastering all of the fragmentation. But I do agree that it would be a lot easier if it were all integrated into one life management tool.☺️ Thanks for watching.🥰

[@urosbajec1358]

thats old outlook...I need for new outlook, pls

[@CrystalClearLife]

I need more information. I am not sure what you mean by the new Outlook? I apologize 😔 that I can't help you.

[@hailetadesse1]

You have over 9k unread email, and your site name is clear life...

[@CrystalClearLife]

Hahaha, I get a lot of junk mail, just like everyone and I don't take the time to clear every email. I flag and deal with the important and let the rest go. 😊 Nobody is perfect.

[@paulaclemon3269]

Did anyone else screen go black?! 🤷🏾‍♀️

[@paulaclemon3269]

Nevermind GOT IT!!! It was USER ERROR 🫣🥴

[@CrystalClearLife]

Oh no, I rechecked the video and it looks fine on my end.

[@paulaclemon3269]

@@CrystalClearLife I’m sorry it was user error I think I hit something on my phone and it went black, lol, I could hear you but couldn’t see anything!!! 🤣🤦🏾‍♀️

[@CrystalClearLife]

@@paulaclemon3269 🤣 happens to the best of us. Glad you figured it out.