New Outlook and OneNote integration

Anonymous
2023-05-03T05:17:23+00:00

I'm wondering how OneNote integration is handled with the "new Outlook" Experience on Windows?

Specifically, will any of these scenarios be supported with the new client?

  • Send to OneNote from Outlook
  • Send Meeting Details to OneNote from Outlook
  • Send page from OneNote via Outlook
  • Outlook Task Flag on page in OneNote
  • Insert Meeting Details in OneNote from Outlook.

In my initial look, I could not see any evidence of these products talking like they do with the Current Outlook on Windows experience. However, I don't have access to the new client at work to test.

Have I missed something? Does anyone have any insight to share?


UPDATE APRIL 2025:

Keep the feedback coming and thankyou to everyone who responded to this thread!

Update April 2, 2025. Updated instructions to enable the Send to OneNote button.

This seems to be working consistently now across work and personal accounts.

To enable:

*Note: this process has changed.

Add the OneNote Add-in to the new Outlook. See how to enable an add-in here:

https://support.microsoft.com/en-us/office/use-add-ins-in-outlook-1ee261f9-49bf-4ba6-b3e2-2ba7bcab64c8 

Then, to enable the Send to OneNote button:

  1. Select an email.
  2. In the reading pane, click the 3 dots (top right corner of the reading pane).
  3. Click on Customize actions.

Note: This setting is no longer found in Outlook settings > Email > Customise actions.

On the OneNote side, the meeting details experience has been updated and is rolling out to current channel. This new version of Meeting Details will work with the 'New' Outlook.

Not finished yet!

However, Flagging Outlook Tasks in OneNote is currently broken if you are using the 'new' Outlook.

This is because the OneNote Desktop app currently uses a direct app connection to the old Outlook. And if the old outlook is not open, the task list won't update and the tasks will go nowhere.

As a work around it is possible to use both the 'new' and 'old' Outlook side by side. Here is how to do it:

  1. Toggle on the new Outlook (Top right of the old app - 'Try the new Outlook'
  2. Pin the new app to your start menu and task bar.
  3. Toggle back to the old app ('New outlook' - top right of the new app - turn it off)
  4. Then access both apps from the pinned icon on the taskbar.

There are some smart things in the new app, but essential things in the old (like 2 way OneNote integration!). So it's a little clunky to get it all right now.

I got to raise the lack of OneNote integration in a recent meeting with the Outlook Team and I was pleased with the importance they put on this. I know that the OneNote team will also close the gap soon with updates to the OneNote -> Outlook side integrations.

While the 'new' Outlook is replacing the free Windows Mail and Calendar Apps in 2024 (The New Outlook for Windows Will Arrive for Everyone in 2024 (howtogeek.com). This is not Outlook as you know it in Office 365.

As an Office user you can happily continue to use the old Outlook (32bit desktop client) until 2029.

That's right. The final days of the old Outlook in Office 365 are still 4 years away. You can happily keep using the old Outlook for a long time yet. However, I suggest that in the meantime you start exploring the new Outlook. And you can run the two Outlooks - Old and New - side by side on your Windows PC.

Keep the feedback coming though as it is very important for the developers to hear from you! Tell them why and how you use OneNote Integrations in Outlook.

Outlook | Windows | Classic Outlook for Windows | For home

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  1. Anonymous
    2024-07-12T16:33:08+00:00

    Similar to others, my options for customizing actions against the email itself (not the main toolbar for outlook) have limited options where OP's examples give many more than what is shown here.

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  2. Anonymous
    2024-07-12T16:42:21+00:00

    Agreed need an ADD TO ONENOTE selection.

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  3. Anonymous
    2024-07-22T13:21:19+00:00

    OneNote has disappeared in my new outlook stored on my computer. It is not under the Customize tab. It appears to be an available app on the cloud outlook app.

    Please post a solution. This is critical.

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  4. Anonymous
    2024-08-12T15:37:30+00:00

    Hi,

    I am connected to two MS365 work accounts.

    The web based Outlook shows this option to add OneNote and 3rd party plugins for both MS365 accounts.

    The new Outlook shows the OneNote etc. and 3rd party plugins only for one MS365 account.

    Is this a server side setting to enable this for the new Outlook App?

    Thanks

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  5. Anonymous
    2024-09-07T06:59:50+00:00

    I will update the post to make the instructions clearer.

    To get to these options:

    1. Click on an email in your inbox
    2. Click on the 3 dot menu in the top right of the email
    3. Click on "Customise actions"

    You'll find the extra options there.

    Brett, with these steps, are we expecting to see "send to Onenote" option? not there for me - like everyone else

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