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Is it possible to add an attachment to an opportunity and have it automatically attach to the related Account as well? Also, is there a way to view all related documents in an opportunity? Maybe some form of tab?
1. There is no OOB function to do this. The best way I think is using plug-in to get the related account records first and then copy this attachment to them.
About how to add attachment to account, you could refer to this sample code.
2.You could not put note in a view in Dynamics. The only way you can do is to create a report with note/attachment and then put it in an iframe or custom html page in your form.
Hope it helps.
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