Generic utility to Copy Notes and attachment in Microsoft Dynamic 365 CRM

How to Copy notes/attachments from one Entity to another, when there is a One to Many relationship exists between them.

To illustrate we have Account with many Contacts and would like to have all notes n attachment copied from its parent account when contact is created.

Here are the configuration steps, (workflow code is at the end)

Step 1) Create a new workflow processes, so we can call the custom workflow assembly and set its parameter accordingly.

Step 2) Need to set parameter as

Source Attribute Name : parentcustomerid

Target Entity Name              : contact

Demo Steps

Step 1) Create an Account record and attach file in notes and click save.

Step 2) Create child Contact records and Observe Notes and attachment gets the attachment from parent account record.

The workflow Code

public sealed class CopyNotesWorkflow : CodeActivity

{

    #region Workflow Parameters

        [RequiredArgument]

        [Input("Source Attribute Name")]

        public InArgument<string> SourceAttributeName { get; set; }

        [RequiredArgument]

        [Input("Target Entity Name")]

        public InArgument<string> TargetEntityName { get; set; }

    #endregion Input Parameters

    protected override void Execute(CodeActivityContext executionContext)

    {

    #region Manage Tracing and Organization Service

    // Create the tracing service

    ITracingService tracingService = executionContext.GetExtension<ITracingService>();

    if (tracingService == null)

    {

        throw new InvalidPluginExecutionException("Failed to retrieve tracing service.");

    }

    tracingService.Trace("Entered CopyNotes.Execute(), Activity Instance Id: {0}, Workflow Instance Id: {1}",

        executionContext.ActivityInstanceId,

        executionContext.WorkflowInstanceId);

    // Create the context

    IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();

    if (context == null)

    {

        throw new InvalidPluginExecutionException("Failed to retrieve workflow context.");

    }

    tracingService.Trace("CopyNotes.Execute(), Correlation Id: {0}, Initiating User: {1}",

        context.CorrelationId,

        context.InitiatingUserId);

    IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();

    IOrganizationService orgService = serviceFactory.CreateOrganizationService(context.UserId);

    #endregion

    try

    {

        var sourceAttribute = this.SourceAttributeName.Get(executionContext);

        var targetEntity = this.TargetEntityName.Get(executionContext);

        if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)

        {

            Entity reqResponse = (Entity)context.InputParameters["Target"];

            if (!reqResponse.Attributes.Contains(sourceAttribute))

                throw new InvalidPluginExecutionException("Source Relationship Not found !!!");

            var accountId = ((EntityReference)(reqResponse.Attributes[sourceAttribute])).Id;

            // Fetch all Notes and Attachment for associated Leave Request

            QueryExpression Notes = new QueryExpression { EntityName = "annotation", ColumnSet = new ColumnSet(true) };

            Notes.Criteria.AddCondition("objectid", ConditionOperator.Equal, accountId);

            EntityCollection NotesRetrieve = orgService.RetrieveMultiple(Notes);

            if (NotesRetrieve.Entities.Count > 0)

            {

                // For all Notes n Attachments retrieved, loop and create new duplicate notes.

                foreach (var entity in NotesRetrieve.Entities)

                {

                    Entity note = new Entity("annotation");

                    note["objectid"] = new EntityReference(targetEntity, reqResponse.Id);

                    note["objecttypecode"] = targetEntity;// Associate Notes to Request Response

                    if (entity.Attributes.Contains("isdocument"))

                        note["isdocument"] = entity["isdocument"];

                    if (entity.Attributes.Contains("notetext"))

                        note["notetext"] = entity["notetext"];

                    if (entity.Attributes.Contains("filename"))

                        note["filename"] = entity["filename"];

                    if (entity.Attributes.Contains("documentbody"))

                        note["documentbody"] = entity["documentbody"];

                    if (entity.Attributes.Contains("mimetype"))

                        note["mimetype"] = entity["mimetype"];

                    orgService.Create(note);

                }

            }

        }

    }

    catch (Exception ex)

    {

        throw new InvalidPluginExecutionException(ex.ToString(), ex);

    }

    }

}

Some other commonly used examples are Lead to Opportunity.

Configuration for such would be

Thanks.

Vipin Jaiswal

Vipinjaiswal12@gmail.com

Guidelines to write good JavaScript code in Microsoft Dynamic CRMhttps://vjcity.blogspot.com/2019/08/guidelines-to-write-good-javascript.html