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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Documents stored on th...
Microsoft Dynamics 365 | Integration, Dataverse...
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Documents stored on the Timeline of a Contact

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Posted on by JonClay

Hi everyone

We have many contacts on our CRM that have documents attached in their Timeline (as per the image below):

pastedimage1667396283021v1.png

Whereabouts would these attachments be stored in the CRM tables? I can see the Notes using Advanced Find, but I'm unable to see where the documents are actually stored.

Many thanks
Jon

I have the same question (0)
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at

    Hi JonClay,

    If a user uploads a file to a note, the attachment is stored in the Annotation(Note) table.

    There is one field named DocumentBody in the table, which stores contents of the note's attachment, and the field is a base64 encoded string.

    https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/entities/annotation?view=op-9-1#BKMK_DocumentBody 

    ======

    The option to get documentbody is via CRM OData call. 

    Here is the example:  https://<your org url>/api/data/v9.2/annotations?$filter=startswith(filename,'<your file name>')

    pastedimage1667445883720v1.png

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,985 Moderator on at

    Hi,

    DocumetBody field of Notes entity can not added/shown in Advanced find.

    You will either use Web Api in browser OR write console c# application to retrieve this field value and download the attachment on your local machine

  • JonClay Profile Picture
    JonClay on at

    Hi Leah Ju 

    Thank you very much. I will take a look.

    Best wishes
    Jon

  • JonClay Profile Picture
    JonClay on at

    Hi Bipin Kumar

    Thank you very much. I will speak to our developer as this is a bit too advanced for me!

    Best wishes

    Jon

  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at

    Hi JonClay,

    Have any updates?

    Could you click 'Yes' under title to mark this as a verified answer if my reply is helpful?

    Thanks in advance!:)

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