You can also easily add notes in the activities area. And if you’re on the latest version of Microsoft Dynamics CRM Online, you have the benefits of using OneNote to take or review customer notes from within your CRM records. For more information on OneNote, see: Set up and use OneNote in CRM.
This doesn’t replace the current Notes feature, but gives you another way to access notes stored in OneNote.
Open the record you want to add the activity to.
In the middle of the page, click Notes or OneNote. Then do one of the following:
In the Notes area, start typing your notes.
In the OneNote area, select a notebook to make entries.
The notebook is stored in the associated SharePoint folder for the record. If there is more than one associated folder, the notebook is created in the first folder. For more information see, Set up and use OneNote in CRM.