How to connect Microsoft OneNote to Dropbox Dash

You can connect your Microsoft OneNote account to Dropbox Dash so you can access and search your OneNote content directly within Dash.

Requirements

To connect Microsoft OneNote to Dash, make sure you meet the following requirements:

• Admin approval: If Microsoft OneNote isn’t listed in your Apps, contact your admin. Learn more about admin approval.
• Authorization: You must authorize Dash in Microsoft OneNote.
• Active account: You need an active account with Microsoft OneNote.

Integration features

For Microsoft OneNote, Dash captures the following details:

• Notebooks: Microsoft OneNote users can create multiple notebooks. Dash gathers OneNote information, such as notebook titles and content, so it can search these items.
• Sections: Each notebook can contain multiple sections. Dash gathers OneNote information, such as section names and content, so it can search these items.
• Pages: Each notebook can contain multiple pages. Dash gathers OneNote information, such as page content, so it can search these items.

API permissions

When connecting Microsoft OneNote, Dash requests the following:

• Read OneNote notebooks you can access: This permission allows Dash to search for notebooks that have been shared with you. 
• Read your OneNote notebooks: This permission allows Dash to search for your notebooks. 
• Offline data access: This permission allows Dash to maintain access to data even when you’re offline.
• Your user profile data: This permission allows Dash to access user profile data, including your name and email, so Dash can identify you after login.

How content syncing works

• Content sync starts as soon as you connect. Although the first sync may take several hours to finish, you can start searching while sync is in progress.
• Dash performs a full sync of your Microsoft OneNote content every 7 days and an incremental sync every 8 minutes.

How to connect your Microsoft OneNote account to Dropbox Dash

To connect Microsoft OneNote to Dropbox Dash:

1. Log in to dash.ai.
2. Click Apps near the bottom of the left sidebar.
3. Locate Microsoft OneNote in the apps list.
4. Click ①(add) to the right of Microsoft OneNote.
5. Enter your login credentials, or select an account to connect to Dash.
6. Review the permissions requested, then click Allow.

How to remove your Microsoft OneNote account from Dropbox Dash

1. Log in to dash.ai.
2. Click Apps near the bottom of the left sidebar.
3. Locate Microsoft OneNote in the apps list.
4. Click ①(more options) to the right of Microsoft OneNote.
5. Click Disconnect.
6. Click Disconnect in the pop-up window. 
   • Note: You can reconnect the app anytime.

How to check your connected apps

To check what apps you’ve connected to Dropbox Dash:

1. Log in to dash.ai.
2. Click Apps near the bottom of the left sidebar.

You’ll see a list of your connected apps in the Added section, along with their connection status.

Admins: How to connect Microsoft OneNote for your team

Before team members can connect their Microsoft OneNote accounts to Dropbox Dash, you must:

• Step 1: Grant permissions for Dash in Microsoft Entra ID
• Step 2: Enable Microsoft OneNote in the Dash admin console

Step 1: Grant permissions for Dash in Microsoft Entra ID

First, grant tenant-wide admin consent to Dash. Then configure the user consent workflow (Step 1.2). If your organization requires admin approval for permission requests, you can also configure the admin consent workflow (Step 1.3).

Step 1.1: Grant tenant-wide admin consent to Dash

To grant tenant-wide consent:

1. Sign in to the Microsoft Entra admin center with an account that can grant app permissions.
2. Click Entra ID, then Enterprise apps.
3. Click All applications.
4. Search for Dash, then choose the right app:
   • Select Dropbox Dash Individual Apps if you connected Microsoft Teams individually, or connected Outlook or OneNote before March 2.
   • Select Dropbox Dash Microsoft 365 if you connected Outlook, OneNote, or OneDrive on or after March 2, or connected Microsoft 365 Suite apps at the same time.
   • Select Dropbox Dash Teams Admin if you’re setting up Microsoft Teams for your organization.
5. Select Permissions under Security.
6. Review the app permission requirements, then select Grant admin consent if approved.

Learn more about the tenant-wide consent.

 

Step 1.2: Configure the user consent workflow

Configure the user consent workflow to control when and how team members can grant app permissions. If your organization requires admins to review permission requests before approval, you can also configure the admin consent workflow in Step 1.3.

To configure the user consent workflow:

1. Sign in to the Microsoft Entra admin center as a Global Administrator.
2. Click Entra ID, then Enterprise apps.
3. Click Consent and permissions, then User consent settings.
4. Under User consent for applications, select which consent setting you want to configure for all users.
5. Select Save to save your settings.

Learn more about configuring the user consent workflow.

 

Step 1.3: Configure the admin consent workflow

To maintain admin oversight while team members request access, configure the admin consent workflow.

To configure the admin consent workflow:

1. Sign in to the Microsoft Entra admin center as a Global Administrator.
2. Click Entra ID, then Enterprise apps.
3. Click Consent and permissions, then Admin consent settings.
4. Under Admin consent requests, toggle Yes for Users can request admin consent to apps they are unable to consent to.
5. Configure the following settings:
   • Designate who can review admin consent requests.
   • Enable or disable email notifications for requests and expiration reminders.
   • Specify how long requests remain valid. 
     • Note: Learn more about configuration settings.
6. Click Save.

Learn more about the admin consent workflow.

Step 2: Enable Microsoft OneNote in the Dash admin console

To enable OneNote in Dash:

1. Log in to dash.ai using your admin credentials.
2. Click your avatar (profile picture or initials) in the lower left.
3. Select Admin console.
4. Click Apps.
5. Click the More apps tab. 
6. Click ①Add to the right of Microsoft OneNote.
7. Click Enable Microsoft OneNote in the pop-up window.

You’ll see a notification that says Microsoft OneNote was enabled.