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):

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

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Verified answer

Leah Ju Microsoft Employee on at

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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

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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>')

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Bipin D365 28,983 Moderator on at

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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

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JonClay on at

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Hi Leah Ju

Thank you very much. I will take a look.

Best wishes
Jon

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JonClay on at

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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

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Leah Ju Microsoft Employee on at

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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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