Ayaz Ahmad [MVP - MSCRM]

MSCRM Blog

File Attachment to Notes - Dynamics CRM 4.0

Posted by Ayaz Ahmad [MVP - MSCRM] on June 11, 2008

In Dynamics CRM 4.0, file attachment to entities is pretty simple as compared to CRM 3.0. UploadFromBase64DataAnnotationRequest and UploadFromBase64DataAnnotationResponse object are both deprecated. Instead a new attribute has been introduces in annotation object with documentbody that accepts string in base64 encoding. Please find the below sample:

 

Reading file data into Byte array and then converting it to base64. Since I am using in memory object of StringBuilder class so I have just used str.ToString() to return string.

 

Byte[] data;

 ASCIIEncoding encode = new ASCIIEncoding();

data = encode.GetBytes(str.ToString());

string b64 = Convert.ToBase64String(data);

 

Next, simply create the annotation entity and set the attributes as below:

annotation note = new annotation();           

           

note.subject = “Test Export”;

note.filename = “exported.txt”;

note.mimetype = “text/html”;

note.documentbody = b64;

 

note.objectid = new Lookup();

note.objectid.type = “new_export”;

note.objectid.Value = entityid;

note.objecttypecode = new EntityNameReference();

note.objecttypecode.Value = “new_export”;

                       

Guid annotationId = service.Create(note);

 

One Response to “File Attachment to Notes - Dynamics CRM 4.0”

  1. Mayank Says:

    Hi, I want to create CRM workflow which updates the case follow up date based on priority. I
    f priority is high –> follow up date would be 24 hrs (1 day) after the case create date.
    If priority is normal –> follow up date would be 72 hrs (1 day) after the case create date
    Now the problem is that CRM includes (or counts) the weekends (Saturday/Sundays) while calculating the days after 3 days. I want to exclude these non business days to be counted in workflow.
    Is there any ways we can avoid saturdays/sundays while dynamically setting date values in CRM 4.0 workflow? Any idea??
    Thanks
    Regards,
    Mayank

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