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My customer works on CRM Online and doesn't use Office 365. They work heavily with attachments and want these to be visible on the front screen.

However, in the new flow UI, there is no possiblity to expose Notes & Attachment, independently, on the main form of the Opportunity. At least one extra click is required to display Notes since News feeds are displayed first in the integrated control and there is no way to change that behaviour.

Additionally, the Notes Control couldn't be added explicitly on the form since it appears greyed out all times in the ribbon in the Insert menu.

This issue must be fixed.

Category:
STATUS DETAILS
Under Review