Dynamics CRM - Upload Attachment

Declaration

<AMDYNAMICSCRM ACTIVITY="upload_attachment" SOURCE="text" MIMETYPE="text" ENTITY="text" ID="text" RESULTVARIABLE="text" PROTOCOL="text (options)" SERVER="text" USERNAME="text" PASSWORD="text (encrypted)" DOMAIN="text" ORGANIZATION="text" AUTODISCOVER="yes/no" DISCOVERYURI="text" ORGANIZATIONURI="text" HOMEREALMURI="text" AUTHTYPE="text (options)" TIMOUT="number" PROXYTYPE="text (options)" PROXYSERVER="text" PROXYPORT="number" PROXYUSERNAME="text" PROXYPASSWORD="text (encrypted)" />

Description:

Uploads an attachment to an annotation entity instance and populates an existing variable with the annotation ID.

NOTE: To function properly, this activity requires a Microsoft Dynamics CRM System Administrator or System Customizer security role or equivalent permissions.

Practical Usage

Commonly used for attaching notes to records. A note can be attached to multiple objects, including other notes.

Parameters

Connection

Property

Type

Required

Default

Markup

Description

Connection

 

 

 

 

Indicates where Dynamics CRM user credentials, connection properties and other preferences should originate from. This is a design mode parameter used only during task construction and configuration, thus, comprises no markup. The available options are:

  • Host (default) - Specifies that user credentials and preferences are configured individually for this activity. This option is normally selected if only a single activity is required to complete an operation.

  • Session - Specifies that user credentials and preferences are obtained from a pre-configured session created in an earlier step with the use of the Dynamics CRM - Create session activity. This option is normally selected if a combination of related activities are required to complete an operation. Consolidating several activities to a single session can make the task more manageable and eliminate redundancy. Moreover, a single task supports simultaneous execution of multiple sessions, which can improve efficiency and speed up production.

Session

Text

Yes if connection is session-based

DynamicsCrmSession1

SESSION="DynamicsCrmSession1"

The name of an existing session to attach this activity to. This parameter is active only if the Connection parameter is set to Session. The default session name is 'DynamicsCrmSession1'.

Server (protocol)

Text (options)

Yes

HTTPS

  1. PROTOCOL="HTTPS"

  2. PROTOCOL="HTTP"

Specifies the protocol used to connect to the Dynamics CRM server. The URL can be HTTP or HTTPS and the port is optional if it is HTTP over port 80 or HTTPS over port 443. The available options are:

  • HTTPS (default) - Hypertext Transfer Protocol Secure, which adds security capabilities of SSL/TLS to standard HTTP communications.

  • HTTP - Hypertext Transfer Protocol

Server

Text

Yes

(Empty)

  1. SERVER="crm.dynamics.com"

  2. SERVER="209.223.157.106"

The URL or IP address of the Dynamics CRM server to establish a connection with. If entering a URL, the port is optional if it is http over port 80 or https over port 443. (e.g.,crm-server:port). The server URL is typically in the format of:

http://crm-server:port/organization-name

Or for Microsoft Dynamics CRM Online:

https://organization-name.crm.dynamics.com

Username or Windows Live ID

Text

Yes

(Empty)

  1. USERNAME="bware"

  2. USERNAME="bwareh@live-int.com

The usename of the service account that is used to connect using AD, SPLA, or Passport authentication types. The format for this is specific to the authentication type: domain\username for AD and SPLA authentication types and a Windows Live ID for Passport authentication.

Password

Text

Yes

(Empty)

PASSWORD="encrypted"

The password of the service account that is used to connect using AD, SPLA, or Passport authentication.

Domain name (optional)

Text

No

(Empty)

DOMAIN="netauto.com"

The name of the domain that will verify user credentials (optional).

Organization name

Text

Yes

(Empty)

ORGANIZATION="Network Automation"

The name of the organization associated with the account. To query organization names and Dynamics CRM server URIs that exist on the system, click the font-size: 8pt; font-weight: bold;">Discover button.

Microsoft Office 365

Yes/No

No

No

OFFICE365="YES"

If set to YES, connection will be established via Office365 account. Set this option to YES if using  Microsoft Dynamics CRM Online through Microsoft Outlook. Set to NO by default.

Auto discover

Yes/No

No

No

AUTODISCOVER="YES"

Auto-discovery helps you detect where the Dynamics CRM components are installed, whether locally or remotely. If set to YES, will use CrmDiscoveryService to obtain a name and URL endpoint for a target organization (set to NO by default). The CrmDiscoveryService Web service is accessed through a global URL of an on-premise Microsoft Dynamics CRM server. Each Microsoft Dynamics CRM server hosts the CrmDiscoveryService Web service, which is located here: http://<server:port>/MSCRMServices/2007/AD/CrmDiscoveryService.asm.

NOTE: Setting this parameter to YES inactivates various settings.

Discovery URI

Text

No

(Empty)

DISCOVERYURI="crm.disco.com"

The Discovery URL used by your site if you are connecting to a Microsoft Dynamics CRM Online organization. To connect to Microsoft Dynamics CRM Online, the discovery service is first hit to retrieve a passport authentication ticket. This ticket indicates that a Live ID user is, in fact, authenticated to use the Microsoft Dynamics CRM Online instance.

Organization URI

Text

No

(Empty)

ORGANIZATIONURI="crm.org.com"

The URL of the organization service. If the Auto discover parameter is set to YES, this parameter becomes inactive.

Home realm URI

Text

No

(Empty)

HOMEREALMURI="crm.home.com"

The URL of the home realm. This is the address of the identity provider. If the Auto discover parameter is set to YES, this parameter becomes inactive.

Authentication type

Text (options)

No

LiveID

  1. AUTHTYPE="ActiveDirectory"

  2. AUTHTYPE="Federation"

  3. AUTHTYPE="LiveId"

  4. AUTHTYPE="OnlineFederation"

The type of authentication used to connect to the Dynamics CRM server. If the Auto discover parameter is set to YES, this parameter becomes inactive. The available options are:

  • None - Authenticates with Dynamics CRM using the current Windows credentials of the application. This is typically used in development environments and only works with on-premises deployments in the same Active Directory domain (or trusted domain) as the Microsoft Dynamics CRM server.

  • Active Directory - Authenticates using Active Directory credentials of a specific service account. This is mainly used for on-premises deployments.

  • Federation - Establishes an authentication gateway using a combination of IAG and Active Directory Federation Services (ADFS) in order to provide external users with access to the sensitive information that is stored in the CRM system without having to create Active Directory trusts.

  • Live ID - Authenticates using the Windows Live ID authentication mechanism (previously known as Passport authentication). Mainly used for Microsoft Dynamics CRM Online deployments.

  • Online Federation - Contains the available identity providers for the Microsoft Dynamics CRM Online service.

Timeout (seconds)

Number

No

120

TIMEOUT="120"

The total amount of time (in seconds) to allow for a synchronous connection request to the CRM server to complete. If this value is surpassed, a timeout error will occur. The default value is 120 seconds (3 minutes).

Proxy type

Text (options)

No

System default

  1. PROXYTYPE="none"

  2. PROXYTYPE="http"

The type of proxy in which to connect to. The available options are:

  • System default - Connect to the default proxy server currently recognized by the system.

  • None - No proxy connection required.

  • HTTP - Connect to an HTTP proxy.

Use authentication

 

 

 

 

If enabled, specifies that the proxy requires authentication before granting access to resources. If disabled (default), specifies that no authentication is required. This is a visual mode parameter only used during design time, therefore, it contains no properties or markup. This parameter is active only if the Proxy Type parameter is set to HTTP.

Proxy server

Text

Yes if proxy type is HTTP

(Empty)

PROXYSERVER="proxy.server.com"

The hostname or IP address of the proxy server to connect to. This parameter is active only if the Proxy type parameter is set to HTTP.

Proxy port

Number

No

808

PROXYPORT="1028"

The port that should be used to connect to the proxy server. The default value is 808. This parameter is active only if the Proxy type parameter is set to HTTP.

Proxy username

Text

No

(Empty)

PROXYUSER="username"

The username used to authenticate connection with the proxy server (if required). This parameter is active only if the Proxy type parameter is set to HTTP.

Proxy password

Text

No

(Empty)

PROXYPWD="encrypted"

The password used to authenticate connection with the proxy server (if required). This parameter is active only if the Proxy type parameter is set to HTTP.

Attachment

Property

Type

Required

Default

Markup

Description

Attachment file

Text

Yes

(Empty)

SOURCE="C:\temp\DTDCheck.xml"

The path and filename of the attachment to upload.

Mime type (optional)

Text

No

(Empty)

MIMETYPE="text"

The MIME type of the attachment to upload.

Entity logical name (e.g.,account)

Text

Yes

(Empty)

ENTITY="account"

The logical name of the entity in which to upload the attachment to.

Entity ID

Text

Yes

(Empty)

ID="accountid"

The ID of the entity in which to upload the attachment to.

Populate variable with attachment ID

Text

Yes

(Empty)

COLUMNS="name,ownerid"

The name of an existing variable to populate with the attachment ID.

Description

Error Causes

On Error

Examples

NOTE: The sample AML code below can be copied and pasted directly into the Steps panel of the Task Builder.

Description: A sample task that uses the 'Upload attachment' activity to upload a .xml file to the specified entity.

<AMVARIABLE NAME="theVar" />

<AMDYNAMICSCRM ACTIVITY="create_session" PROTOCOL="http" SERVER="209.223.157.106" USERNAME="administrator" PASSWORD="AM2gvUWJwwypS+Z9QcnFzL2L9z1QydMMsQpaME" DOMAIN="netautoinc" ORGANIZATION="netautodyn" AUTODISCOVER="no" DISCOVERYURI="http://209.223.157.106/XRMServices/2011/Discovery.svc" ORGANIZATIONURI="http://dynamicscrm2011/netautodyn/XRMServices/2011/Organization.svc" AUTHTYPE="ActiveDirectory" SESSION="DynamicsCrmSession1" />

<AMDYNAMICSCRM ACTIVITY="upload_attachment" SESSION="DynamicsCrmSession1" SOURCE="C:\Users\Administrator\Desktop\DTDCheck.xml" MIMETYPE="text" ENTITY="account" ID="test.accountid" RESULTVARIABLE="theVar" />

<AMDYNAMICSCRM ACTIVITY="end_session" SESSION="DynamicsCrmSession1" />