DYNAMICS 365 ATTACH A NOTE TO A RECORD WITH C# Plugin Code

 

DYNAMICS 365 ATTACH A NOTE TO A RECORD WITH C#

To attach a note to to an entity using C#, use the code below. The note entity is “annotation”.

For example, you could attach a note to a case (incident):

string entitytype = "incident";

Entity Note = new Entity("annotation");

Guid EntityToAttachTo = Guid.Parse("FDA93807-4EF3-E711-80F2-3863BB2E34E8"); // The GUID of the incident

Note["objectid"] = new Microsoft.Xrm.Sdk.EntityReference(entitytype, EntityToAttachTo);

Note["objecttypecode"] = entitytype;

Note["subject"] = "Test Subject";

Note["notetext"] = "Test note text";

service.Create(Note);

Sharing sample code to check if a user belongs to a team or not in Dynamics 365

 Sharing sample code to check if a user belongs to a team or not 

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public static bool IsTeamMember(Guid teamID, Guid userID, IOrganizationService service) { QueryExpression query = new QueryExpression("team"); query.ColumnSet = new ColumnSet(true); query.Criteria.AddCondition(new ConditionExpression("teamid", ConditionOperator.Equal, teamID)); LinkEntity link = query.AddLink("teammembership", "teamid", "teamid"); link.LinkCriteria.AddCondition(new ConditionExpression("systemuserid", ConditionOperator.Equal, userID)); var results = service.RetrieveMultiple(query);   if (results.Entities.Count > 0) { return true; } else { return false; } }