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CRM中如何生成一个附件文档,然后放到一个实体中? RRS feed

  • 问题

  • CRM中如何用自己的程序生成一个附件文档,然后放到一个实体(比如:我生成一个合同的WORD文档,放到客户这个实体的附件中,让用户下载)中?
    2009年7月14日 3:00

答案

  • The annotation entity represents an annotation (note) and contains information that includes: the annotation (note) text, who created and modified the annotation (note), and if a file is attached to the annotation (note).

    An attached file can be any standard PC file format, including Microsoft Word documents, Microsoft Excel spreadsheets, CAD files, and PDF files. An attachment can be associated with any object, other than an annotation (note), in the Microsoft Dynamics CRM system.

    To upload or remove an attachment, use the Update message, setting the filename and mimetype properties. This uploads an attachment that has been decoded into a base64 string format. The System.Convert.ToBase64String method can be used to convert the contents of a data file into base64 formatted string. There is a maximum file size limit on the uploaded file data. That limit is defined in the system registry. For more information, see maxuploadfilesizeV4d0_SP5700r_maxrecordsforexporttoexcel.


    Batistuta Cai-刀客 | 蔡敏生 | MS CRM MVP | Blog:http://caims.cnblogs.com
    2009年7月14日 16:09
    版主
  • 我想你需要通过 plug-in 或 custom workflow activity 才能把实现你的需求。 使用 mail merge 行吗?
    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    2009年7月14日 4:25
    版主

全部回复

  • 我想你需要通过 plug-in 或 custom workflow activity 才能把实现你的需求。 使用 mail merge 行吗?
    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    2009年7月14日 4:25
    版主
  • 不行的啊,我自己写了个小程序,根据客户的ID,连接CRM获取数据,生成每个客户的合同文档,(前面已经实现)然后就想在客户这个实体上加个附件,把生成的文档加到这个附件里去
    2009年7月14日 5:17
  • The annotation entity represents an annotation (note) and contains information that includes: the annotation (note) text, who created and modified the annotation (note), and if a file is attached to the annotation (note).

    An attached file can be any standard PC file format, including Microsoft Word documents, Microsoft Excel spreadsheets, CAD files, and PDF files. An attachment can be associated with any object, other than an annotation (note), in the Microsoft Dynamics CRM system.

    To upload or remove an attachment, use the Update message, setting the filename and mimetype properties. This uploads an attachment that has been decoded into a base64 string format. The System.Convert.ToBase64String method can be used to convert the contents of a data file into base64 formatted string. There is a maximum file size limit on the uploaded file data. That limit is defined in the system registry. For more information, see maxuploadfilesizeV4d0_SP5700r_maxrecordsforexporttoexcel.


    Batistuta Cai-刀客 | 蔡敏生 | MS CRM MVP | Blog:http://caims.cnblogs.com
    2009年7月14日 16:09
    版主
  • thanks,You for giving me a great help.
    2009年7月15日 5:49
  • OK, 我自定义页面 可能需要用到CRM实体下的附件 那如何获取它呢 或者说怎么编译呢
    2009年11月18日 8:05
  • 那附件不在 Notes 那里吗?
    Darren Liu | 刘嘉鸿 | MS CRM MVP | English Blog: http://msdynamicscrm-e.blogspot.com | Chinese Blog: http://liudarren.spaces.live.com
    2009年11月18日 14:47
    版主
  • 是这样的, 不是我自定义的实体表单  是自定义的自己做的aspx页面

    2009年11月19日 1:57