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Service | Customer Service, Contact Center, Fie...
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Creating annotation record in Dynamics CRM

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Posted on by 5

Hey!

I have a screen:

upload.PNGupload.PNGpastedimage1589774330596v2.png

The customer can choose a picture(view it in the control) or pdf(cannot view it).

The name of the file is displayed in the label.

when the user presses upload the file needs to be uploaded in Dynamics 365 CRM.

 

I need to create an Annotation record in Quotes entity.

Can i please know how to create the above?

 

Thank you!

  • LeoAlt Profile Picture
    LeoAlt 16,331 on at
    RE: Creating annotation record in Dynamics CRM

    Hi Sandurpr,

    Welcome to D365 community.

    If my answer helped you, please mark my answer as verified.

    pastedimage1589853054770v1.png

    Best Regards,

    Leo

  • LeoAlt Profile Picture
    LeoAlt 16,331 on at
    RE: Creating annotation record in Dynamics CRM

    Hi partner,

    Are you using Power apps canvas app or custom phone app?

    If you are using custom phone app, you could create annotation with attachment outside of CRM, you could use Web api.

    Please refer to the following blogs.

    https://stackoverflow.com/questions/46675267/create-annotation-via-crm-web-api

    https://community.dynamics.com/365/b/dynamics365enterprisecloudfronts/posts/create-notes-attachment-using-webapi

    If you are using Power apps canvas app, please find more professional help in powerapps forum.

    https://powerusers.microsoft.com/t5/Power-Apps-Community/ct-p/PowerApps1

    Best Regards,

    Leo

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