Dynamics 365 Attach a Note to a Record with C#

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To attach a note to to an entity using C#, use the code below. The note entity is “annotation”.

For example, you could attach a note to a case (incident):

string entitytype = "incident";
Entity Note = new Entity("annotation");
Guid EntityToAttachTo = Guid.Parse("FDA93807-4EF3-E711-80F2-3863BB2E34E8"); // The GUID of the incident
Note["objectid"] = new Microsoft.Xrm.Sdk.EntityReference(entitytype, EntityToAttachTo);
Note["objecttypecode"] = entitytype;
Note["subject"] = "Test Subject";
Note["notetext"] = "Test note text";
service.Create(Note);

This would create a note below on the case:

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, BI, Web, Cloud and Data Science.

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