Thursday, 9 March 2023

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);

Wednesday, 1 March 2023

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;
}
}

How to Call an Action through Power Automate(MS Flow)

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