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In Dynamics CRM 4.0, file attachment to entities is pretty simple as compared to CRM 3.0. UploadFromBase64DataAnnotationRequest and UploadFromBase64DataAnnotationResponse object are both deprecated. Instead a new attribute has been introduces in annotation object with documentbody that accepts string in base64 encoding. Please find the below sample:


Reading file data into Byte array and then converting it to base64. Since I am using in memory object of StringBuilder class so I have just used str.ToString() to return string.

Byte[] data;
ASCIIEncoding encode = new ASCIIEncoding();
data = encode.GetBytes(str.ToString());
string b64 = Convert.ToBase64String(data);

Next, simply create the annotation entity and set the attributes as below:

annotation note = new annotation();

note.subject = “Test Export”;
note.filename = “exported.txt”;
note.mimetype = “text/html”;
note.documentbody = b64;
note.objectid = new Lookup();
note.objectid.type = “new_export”;
note.objectid.Value = entityid;
note.objecttypecode = new EntityNameReference();
note.objecttypecode.Value = “new_export”;

Guid annotationId = service.Create(note);


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Joe D365

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