Creating PDF notes programmatically in CRM 2015

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Hi Folks,

This post will help you in creating notes attachment into CRM programmatically.

 

// Open a file and read the contents into a byte array

FileStream stream = File.OpenRead(@"c:\testfile.pdf");

byte[] byteData = new byte[stream.Length];

stream.Read(byteData, 0, byteData.Length);

stream.Close();

 

// Encode the data using base64.

string encodedData = System.Convert.ToBase64String(byteData);

 

 

// Instantiate an Annotation object.

// See the Entity Metadata topic in the SDK documentation to determine

// which attributes must be set for each entity.

Annotation createAnnotation = new Annotation()

{

Subject = "PDF Attachment",

FileName = "File Name",

DocumentBody = encodedData,

MimeType = @"application\pdf"

};

 

// Create the Annotation object.

_annotationId = _serviceProxy.Create(createAnnotation);

 

In the above code snippet you can change the MimeType based on the type of file that want to upload into CRM. For ex., application/msword for Microsoft Word, application/pdf for PDF etc.,

Hope this helps.

 

Thanks,

Vishnu