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With the Spring 2015 update we now have the ability to capture notes on enabled records using OneNote. This does not replaces the standard Notes functionality.

Requirements: You must have SharePoint integration configured. The OneNote notes live in SharePoint.

The configuration process involves the following steps:

Navigate to Settings > Document Management

OneNote_001

Click on the OneNote Integration link. This brings up the Integration Settings screen as seen below.

OneNote_002

Select the entities to enable for OneNote functionality, and click on Finish. After a moment or two of processing, you are done.

Now navigate to a record for one of the enabled entities. You will now see the ONENOTE link next to the original NOTES one.

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