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Hello - I am trying to update an out of box Activity form to also include attachments (e.g. for Task activity type). When I try to edit the form, it doesn't seem to allow ability to associate new attachments to a Task; though I was able to create a subgrid of unrelated records for Notes. Any idea how I can configure this?
I did notice that for an Outlook task that is synched, I was able to add the attachment within Outlook, but not sure where this translates to on CRM side.
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In the default Task entity form it looks like Notes control is not added. Go to task entity form customization and add notews control in the form save and publish it. Once you pulish the form locate notes section in the activity record and enter simple notes where you find Browse button to attach files.
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