Dear CRM specialists,
When creating a signature on my phone i can now see it in Dynamics 365. After that i made a word-template to store a created signature directly in to the word-template. Now when i want to do that i get the error that it is impossible to store an image into the created word-template.
Anyone know a solution?
This is what i have in the work order;
Thanks,
Gido
*This post is locked for comments
Just in case someone is looking this will work for a plugin where the signature is loaded into notes.
Register plugin on post create annotation.
try
{
Entity entity = (Entity)context.InputParameters["Target"];
if (entity.Attributes.Contains("objecttypecode") && (entity["objecttypecode"].ToString() == "account"))
{
// Create query of annotation(note) entity i.e. the signature
// Your signature should be allways sig.jpg or change the filename
// This is based on account entity
var query = new QueryExpression("annotation");
query.ColumnSet = new ColumnSet("filename", "documentbody", "objectid");
query.Criteria.AddCondition("filename", ConditionOperator.Equal, "sig.jpg");
Entity account = new Entity("account");
// Retrieve the signature or image and save it to new field "new_signature" which will be inserted as picture into Word template
var entities = service.RetrieveMultiple(query).Entities;
foreach (var item in entities)
{
account["new_signature"] = item.Attributes["documentbody"];
EntityReference entRef = (EntityReference)item.Attributes["objectid"];
Guid newguid = entRef.Id;
account["accountid"] = newguid;
service.Update(account);
}
}
}
catch (Exception e)
{
throw new InvalidPluginExecutionException(e.Message);
}
Awesome guide, helped me a lot!
I believe the poster of the question is the only one that can set this as verified :-) , thanks anyway!
For your plugin, I suggest you create a new question in this forum to receive a quicker answer.
Yes, I got it to work, thank you! I do need to find a way to automate it. I tried using a calculated field but since the first signature field is 'multiple lines of text' and the calculated field would be 'single line of text' I can't use that feature to TRIM the first characters. I would like to figure out a way to use Business Rules or something within Dynamics to remove the string of text, but I think like you suggested, will need a plugin. If anyone reading this can help with a quick plugin please let me know. I also can't figure out how LogicApps can help.
Your solution of removing the string of text is working though, how do I mark this as verified answer?
Thank you
Did it solve your problem?
you mean, logicApps?
Yes, I believe that that should work.
(I am not a developer, so I cannot assist you with plugins. I would personally use Scribe for such a thing :) )
That's too bad, I just started a new one and it showed up right away, and I got it to work with your method. How easy is it to make a plugin to remove the ' data:image/png;base64, ' ? Can I build an app to do it?
Start from scratch, yes.
You cannot refresh your crm URL for the metadata in a saved template.
(Or I did not find how to do so..)
Thank you Wouter, awesome instructions! However I cannot find my signature field in the list of XML choices. The schema name is "new_signature" but it's not showing up. Is there a way to sync Word so it will pull from CRM? I had a document template already built and am now trying to add signature, maybe I need to start from scratch and generate a new document? Thank you
Upon request a quick short manual.
My screen recorder is not working for some reason, so here are some snapshots that should explain it all:
Create a custom field as multiple line and give it more than 16k characters.
Go to control tab and add the pen control for mobile.
Create a word template and in the developer tab open xml mapping pane.
Switch url to dynamics and find your custom field by schema-name (new_signature).
Right mouse click > insert content control > picture
Upload saved template.
HERE IS THE TRICKY PART:
To show the base64 string as picture, they added the following part: ' data:image/png;base64, '
This will not work in your Word file, so you will have to create a second field and fill it with the value without that part. (Best via plugin.)
For testing purposes, you can just delete that part in your field, however, the signature will no longer be shown on the mobile app for that record.
(ps: this is when you use the default app, not when you use Resco.)
Open the template for the record and it should show:
Regards,
Wouter
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