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Adding Notes (Annotation) in CRM 2011

Question
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Hi,
I am trying to add Notes to the existing records in CRM 2011.
The records are present in custom entities. I have tried to add notes using create method of Organization Service.
This inserted an entry to annotation entity(notes) , but the note is not linked to the Custom entity record.
I have specified the notes fields subject, notetext and object id ( GUID of record in Custom entity) and in related entities specified the CUstom Entity details.
This did not help.
I have also tried the update method to update the custom entity and also to insert a note.
This also didnt work.
Can anyone suggest how can achieve this.
Thanks,
Deepthi
- Moved by Leonid Ganeline Thursday, December 6, 2012 5:15 PM CRM question (From:BizTalk Server General)
Thursday, December 6, 2012 4:18 PM
Answers
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Hi,
Set the object type code along with guid. You can get the object type code for custom entity using below SQL query.
select ObjectTypeCode
from Entity
where
logicalname='logical_Name’Thanks,
Pankaj
- Proposed as answer by Pankaj mohite Wednesday, December 19, 2012 5:39 AM
- Marked as answer by DeepthiAdith Tuesday, February 19, 2013 4:21 PM
Wednesday, December 19, 2012 5:39 AM -
Hi,
Set the object type code along with guid. You can get the object type code for custom entity using below SQL query.
select ObjectTypeCode
from Entity
where
logicalname='logical_Name’Thanks,
Pankaj
My code worked without setting the annotation.ObjectTypeCode property. I also tried setting it too, but then it threw a null object reference error when i tried to save (via IOrganizationService.Create(annotation))
But for reference this is how I got my ObjectTypeCode
select ObjectTypeCode from EntityLogicalView where LogicalName = 'new_expenseform'
It was located in a view. Also here is a great article on attaching files as notes to custom entities:
lakshmanindian.wordpress.com/2012/11/01/attachments-in-microsoft-dynamics-crm-2011/
- Marked as answer by DeepthiAdith Tuesday, February 19, 2013 4:21 PM
Wednesday, February 13, 2013 12:03 PM
All replies
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Hi,
I agree with Pavlso, when relating an annotation with another entity following attributes are very important. Following is a Silverlight Code
Annotation a = new Annotation(); // Relate this annotation to another entity a.ObjectId = new EntityReference(); // set Guid of related Object (in this case account) a.ObjectId.Id = new Guid("51E590D2-C841-E211-A139-1CC1DE6E6BAE" ); // Set Logical name of the related entity (in my case it is account it can be different for you a.ObjectId.LogicalName = "account"; // Name of the related entity a.ObjectId.Name = "A Store (sample)"; // File name if required a.FileName = "SamplefileName.doc"; a.MimeType = "doc"; a.FileSize = fileContent.Length; a.DocumentBody = System.Convert.ToBase64String(fileContent); ; //New Annotation to be Created by Silverlight; _context.AddToAnnotationSet(a); _context.BeginSaveChanges(OnCreateAnnotationComplete, a);
Hope this helps
-Devashish
http://thecrmworld.wordpress.com
http://ebizartisans.com- Proposed as answer by vasu karempudiBanned Wednesday, February 27, 2013 5:30 AM
Friday, December 14, 2012 10:24 AM -
hi,
Create and attach a file to Notes.
string strMessage=”this is a demo”; byte[] filename = Encoding.ASCII.GetBytes(strMessage); string encodedData = System.Convert.ToBase64String(filename); Entity Annotation = new Entity(“annotation”); Annotation.Attributes["objectid"] = new EntityReference(“EntityName”,GUID); Annotation.Attributes["objecttypecode"] = “EntityNAME”; Annotation.Attributes["subject"] = “Demo”; Annotation.Attributes["documentbody"] = encodedData; Annotation.Attributes["mimetype"] = @”text/plain”; Annotation.Attributes["notetext"] = “Sample attachment.”; Annotation.Attributes["filename"] = “Demo.txt”; Service.Create(Annotation);
original post by Mahender Pal in this blog
Thanks and Regards. Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.
- Proposed as answer by vasu karempudiBanned Wednesday, February 27, 2013 5:30 AM
Friday, December 14, 2012 11:58 AM -
Hi,
Set the object type code along with guid. You can get the object type code for custom entity using below SQL query.
select ObjectTypeCode
from Entity
where
logicalname='logical_Name’Thanks,
Pankaj
- Proposed as answer by Pankaj mohite Wednesday, December 19, 2012 5:39 AM
- Marked as answer by DeepthiAdith Tuesday, February 19, 2013 4:21 PM
Wednesday, December 19, 2012 5:39 AM -
Hi,
Set the object type code along with guid. You can get the object type code for custom entity using below SQL query.
select ObjectTypeCode
from Entity
where
logicalname='logical_Name’Thanks,
Pankaj
My code worked without setting the annotation.ObjectTypeCode property. I also tried setting it too, but then it threw a null object reference error when i tried to save (via IOrganizationService.Create(annotation))
But for reference this is how I got my ObjectTypeCode
select ObjectTypeCode from EntityLogicalView where LogicalName = 'new_expenseform'
It was located in a view. Also here is a great article on attaching files as notes to custom entities:
lakshmanindian.wordpress.com/2012/11/01/attachments-in-microsoft-dynamics-crm-2011/
- Marked as answer by DeepthiAdith Tuesday, February 19, 2013 4:21 PM
Wednesday, February 13, 2013 12:03 PM