Hello all,
I'm writing a tool to parse a large number of backup files from a different CRM (Salesforce) to upload them to the correct records in our Dynamics CRM Online instance. I have already imported Accounts, Opportunities, Contacts, and Contracts, and I included a new field in each entity that has the old Salesforce ID in it. I've written a method now that takes a Salesforce ID, and an entity type, and looks up the correct ID from Dynamics CRM. That's all working. My next step is trying a test upload of a Note/Annotation.
I'm using the "CreateAnnotation" method from a working CrmServiceClient (I know it's working because that's how I look up the entity ID). The line of code is...
DynamicsServiceClient.CreateAnnotation(GetEntityString(WhichEntityType), EntityID, theNoteBuilder.GetPropertyDictionary());
- DynamicsServiceClient is just the instance of CrmServiceClient.
- GetEntityString just gets me a string like "account" depending on which entity type I'm trying to attach to.
- EntityID is the ID I found earlier...
And I just figured out what the problem was. I'll post this anyway in case anyone else has the same problem. The dictionary I built included the EntityID too because I was trying to do this with the "Create" method first, and I needed the EntityID of the parent entity among the attributes. When I switched to using "CreateAnnotation", I didn't think of the fact that it requires you to provide the EntityID as one of the parameters, and I was still including it in the dictionary I was building.
So: just make sure you aren't adding the Entity ID twice (the "targetEntityID" parameter in the method)