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Sample: Attachment and Annotation file operations using Dataverse Web API

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This .NET 6.0 sample demonstrates how to perform operations using file data with activitymimeattachment and annotation entity types using the Dataverse Web API.

This sample uses the common helper code in the WebAPIService class library (C#) sample project.

Prerequisites

  • Microsoft Visual Studio 2022
  • Access to Dataverse with system administrator or system customizer privileges.

How to run the sample

  1. Clone or download the PowerApps-Samples repository.

  2. Open the PowerApps-Samples\dataverse\webapi\C#-NETx\AttachmentAndAnnotationOperations\AttachmentAndAnnotationOperations.sln file using Visual Studio 2022.

    This solution contains two projects that include samples:

    • ActivityMimeAttachmentOperations: Demonstrates using Attachments.
    • AnnotationOperations: Demonstrates using Annotations.

    Note: The WebAPIService project is included so that each of the other projects can depend on the common helper code provided by the service. The samples use several classes in the WebAPIService/Messages folder.

    In Solution Explorer, right-click the project you want to run and choose Set as Startup Project.

  3. In either project, edit the appsettings.json file to set the following property values:

    Property Instructions
    Url The Url for your environment. Replace the placeholder https://yourorg.api.crm.dynamics.com value with the value for your environment. See View developer resources to find this.
    UserPrincipalName Replace the placeholder you@yourorg.onmicrosoft.com value with the UPN value you use to access the environment.
    Password Replace the placeholder yourPassword value with the password you use.

  4. Save the appsettings.json file.

    Note: Both projects refer to the same appsettings.json file, so you only need to do this one time to run either project.

  5. Press F5 to run the sample.

Demonstrates

This sample is a solution with two projects. See the respective README files for details on each project.

Utility class

Both projects use a shared Utility class to perform common operations. This class contains three static methods:

GetMimeType

Based on a FileInfo parameter, this function uses Microsoft.AspNetCore.StaticFiles.FileExtensionContentTypeProvider to try to get the mimetype of the file. If this cannot be determined, it returns application/octet-stream

GetMaxUploadFileSize

Using the WebAPIService Service service parameter, this function returns the integer maxuploadfilesize value from the organization table.

SetMaxUploadFileSize

Using the WebAPIService Service service parameter, this function sets the integer maxuploadfilesize value from the organization table to the value of the integer maxUploadFileSizeInBytes parameter.

See also

Use file data with Attachment and Note records
Sample: File operations with Attachments and Notes using the Dataverse SDK for .NET