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Programmatically add a note to a CRM entity

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Notes are a simple CRM entity that can be added to most other entities in a one to many join.

An example of using the CRM API to add these programmatically to another entity is as follows. The "ObjectId" is the entity reference to the entity that will contain the note. This can be almost any entity in your CRM solution. In the example the entity type of the note being added is a Contact.

       
Dim note As New Annotation
   With note
 
       .Subject = "Sponsor Details"
 
       Dim sb As New StringBuilder("")
       sb.AppendLine("Sponsor Name: " & SponsorName & vbCrLf)
       sb.AppendLine("Sponsor MembershipNumber: " & SponsorMembershipNo & vbCrLf)
       sb.AppendLine("Sponsor Company: " & SponsorCompanyName & vbCrLf)
       sb.AppendLine("Sponsor Email: " & SponsorEmail & vbCrLf)
 
       .NoteText = sb.ToString
 
     End If
 
     Dim conRef As New EntityReference(Contact.EntityLogicalName, New System.Guid(contactGUID))
    .ObjectId = conRef
  End With
 
ser.create(note)

About the Author

James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.

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