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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / Link Annotation to User
Microsoft Dynamics 365 | Integration, Dataverse...
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Link Annotation to User

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Posted on by Grant_Rinnai 5

Hi there

I'm trying to create a simple Power BI dashboard to show a summary of Notes created by our sales team, but I can't find the Contact ID in the Annotations table that represents the User that entered the Notes.

Anyone know the answer to this? Thanks...Grant

In addition, the actual notetext field displays (for some records) with style sheet code as per below. I'm assuming that this is unavoidable?


<div data-wrapper="true" style='font-size: 9pt; font-family: &quot;Segoe UI&quot;, &quot;Helvetica Neue&quot;, sans-serif;'>
<div>29/5 popped in and updated folders in both trade and showroom with the new water spec guides. Spoke to new warehouse guy he is ex Australia</div>
</div>
  • Suggested answer
    Linn Zaw Win Profile Picture
    Linn Zaw Win 3,407 on at
    RE: Link Annotation to User

     is a spambot. Please just ignore and "Report as abusive".

    The User that created the Annotation is stored in "CreatedOn" field. (not the owninguse) owninguser is the owner of the note record itself (the record that has the note against it has its own owninguser field).

    Here is the OData 4.0 query to get the notes and the full name of the user who created the record.

    https://<>/api/data/v9.1/annotations?$select=_createdby_value&$expand=createdby($select=fullname)

  • Suggested answer
    Grant_Rinnai Profile Picture
    Grant_Rinnai 5 on at
    RE: Link Annotation to User

    Thanks @Linn Zaw Win for that great info.

    I'm after the name of the User that created the Annotation and think I found the answer with a search. I have to join the Annotations table to the Systemusers table on the _owninguser_value field. Just checking now to establish if the resulting user is the person that created the note or if it's the owner of the record that has the note against it.

  • Verified answer
    Linn Zaw Win Profile Picture
    Linn Zaw Win 3,407 on at
    RE: Link Annotation to User

    objectid is field in Annotation (Note) entity which stores the GUID of the related records (including Contact ID). The objecttypecodename field contains the logical name of the related entity and for the notes related to the Contact record, the value of the objecttypecodename field will be "contact".

    Those style sheet tags were added as part of Rich text notes feature in 2020 release wave 1. The only thing to prevent is by disabling the feature in the system settings or remove HTML tags in the Power Query.

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