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    <p>Ok so if your using 4.0 custom workflows and not 3.0 callouts, you should add a workflow assembly, and use the Context service and executing context of your workflow to pull the values from the new note.</p> <p>See the example below on how to access a record using the context service and the ID of your current context of execution (that should be your note)</p> <pre><code> /// &lt;summary&gt; /// The Execute method is called by the workflow runtime to execute an activity. /// &lt;/summary&gt; /// &lt;param name="executionContext"&gt; The context for the activity&lt;/param&gt; /// &lt;returns&gt;&lt;/returns&gt; protected override ActivityExecutionStatus Execute(ActivityExecutionContext executionContext) { // Get the context service. IContextService contextService = (IContextService)executionContext.GetService(typeof(IContextService)); IWorkflowContext context = contextService.Context; // Use the context service to create an instance of CrmService. ICrmService crmService = context.CreateCrmService(true); BusinessEntity newNote = GetNote(crmService, context.PrimaryEntityId); string noteAttrib; noteAttrib = newNote.Properties.Contains("AnnotationId") ? ((Lookup)newNote.Properties["annotationid"]).name.ToString() : null; return ActivityExecutionStatus.Closed; } </code></pre> <p>GetNotes method would be a standard query for notes by Id through a CRM service call, here is an example slightly modified from MSDN to return a note:</p> <pre><code>private BusinessEntity getNote(ICrmService service, guid noteid) { // Create the column set object that indicates the fields to be retrieved. ColumnSet cols = new ColumnSet(); // Set the columns to retrieve, you can use allColumns but its good practice to specify: cols.Attributes = new string [] {"name"}; // Create the target object for the request. TargetRetrieveAnnotation target = new TargetRetrieveAnnotation(); // Set the properties of the target object. // EntityId is the GUID of the record being retrieved. target.EntityId = noteid; // Create the request object. RetrieveRequest retrieve = new RetrieveRequest(); // Set the properties of the request object. retrieve.Target = target; retrieve.ColumnSet = cols; // Execute the request. RetrieveResponse retrieved = (RetrieveResponse)service.Execute(retrieve); return RetrieveResponse; } </code></pre>
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    1. COI want to thank you for this code sample, I really appreciate it. I have one further question. I'm not sure how to make a query for a BusinessEntity such as notes. I've never written a workflow like this before. Can you give me a hint regarding the inside of GetNotes()? Thanks again.
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    2. COOk, I edited the code to show the GetNotes() function, hope that helps you out. Workflow assemblies are one of my favorite features of the MSCRM sdk.
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    3. COExcellent code sample, helped me out a lot
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