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
    2024-09-11T10:46:56+00:00

    Thanks for you help Brett,

    I have now reported it via 'feedback'. Alas the automatic reply told me it was under the ellipsis, but as we know for some of us that is not the case.

    I urge others to follow Brett's suggestion and also report it via feedback in the Help menu.

    Regards

    Chris

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  2. Anonymous
    2024-09-11T00:51:34+00:00

    Brett, if you go through this thread, many ppl have the same issue as me, pls bring this issue to someone asap, I'm currently mix and match old Outlook w. new Team, and not able to see ppl's live status in email, just to have the capability to send email to OneNote..

    To be clear, I do not work for Microsoft. I have met people from the Outlook team through my work, but I don't have a 'fix your bug' hotline to anyone. The channel for feedback it through the app (it absolutely gets looked at by humans), and via official forums like this.

    I'm just hoping to figure it out using diagnostic steps so that we can give more direct and clear feedback and get it fixed.

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  3. Anonymous
    2024-09-10T15:52:30+00:00

    I had a parasitic profile called "Profile 1". I have removed that, but still have the same options avialable. I will reboot later today and see if that fixes it.

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  4. Anonymous
    2024-09-10T15:13:07+00:00

    Thanks, I rebooted (hopefully that clears the previous session ID). No, I do not have the icon there. My sequence of icons is similar, but mine goes from "One Drive" to "More Apps" with no OneNote in the sequence at all. I am able to open OneNote from the MoreApps icon dialogue though.

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  5. Anonymous
    2024-09-09T16:24:07+00:00

    Me neither, i only see like 5 options to select under setting up visible customized actions...not surprised

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