Sample: Upload, retrieve, and download an attachment

Applies to Dynamics 365 for Customer Engagement apps version 9.x

This sample code is for Dynamics 365 for Customer Engagement. Download the complete sample from Work with Annotations.


Internet connection is required to download the sample project and to restore the NuGet packages used in the sample project.


For more information about the requirements for running the sample code provided here, see Use the sample and helper code.


This sample shows how to upload, retrieve, and download an attachment for an annotation using the IOrganizationService.Create and IOrganizationService.Retrieve methods.


using System;
using System.IO;
using System.Text;
using System.ServiceModel;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// found in the SDK\bin folder.
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;

namespace Microsoft.Crm.Sdk.Samples
    /// <summary>
    /// Demonstrates how to upload attachments to an annotation and how to download attachments.
    /// </summary>
    public class UploadAndDownloadAttachment

        #region Class Level Members

        private Guid _annotationId;
        private OrganizationServiceProxy _serviceProxy;
        private String _fileName;

        #endregion Class Level Members

        #region How-To Sample Code
        /// <summary>
        /// This method first connects to the Organization service. Afterwards,
        /// an annotation is created, uploaded, then finally downloaded.
        /// </summary>
        /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptforDelete">When True, the user will be prompted to delete all
        /// created entities.</param>
        public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
                // Connect to the Organization service. 
                // The using statement assures that the service proxy will be properly disposed.
                using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
                    // This statement is required to enable early-bound type support.

                    #region Create and Upload annotation attachment

                    // Instantiate an Annotation object.
                    // See the Entity Metadata topic in the SDK documentation to determine
                    // which attributes must be set for each entity.
                    Annotation setupAnnotation = new Annotation()
                        Subject = "Example Annotation",
                        FileName = "ExampleAnnotationAttachment.txt",
                        DocumentBody = Convert.ToBase64String(
                            new UnicodeEncoding().GetBytes("Sample Annotation Text")),
                        MimeType = "text/plain"

                    // Create the Annotation object.
                    _annotationId = _serviceProxy.Create(setupAnnotation);

                    Console.Write("{0} created with an attachment", setupAnnotation.Subject);

                    #endregion Create and Upload annotation attachment

                    #region Download attachment from annotation record

                    // Define columns to retrieve from the annotation record.
                    ColumnSet cols = new ColumnSet("filename", "documentbody");

                    // Retrieve the annotation record.
                    Annotation retrievedAnnotation = 
                        (Annotation)_serviceProxy.Retrieve("annotation", _annotationId, cols);
                    Console.WriteLine(", and retrieved.");
                    _fileName = retrievedAnnotation.FileName;

                    // Download the attachment in the current execution folder.
                    using (FileStream fileStream = new FileStream(retrievedAnnotation.FileName, FileMode.OpenOrCreate))
                        byte[] fileContent = Convert.FromBase64String(retrievedAnnotation.DocumentBody);
                        fileStream.Write(fileContent, 0, fileContent.Length);

                    Console.WriteLine("Attachment downloaded.");

                    #endregion Download attachment from annotation record


            // Catch any service fault exceptions that Microsoft Dynamics CRM throws.
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
                // You can handle an exception here or pass it back to the calling method.

        /// <summary>
        /// Deletes any entity records and files that were created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user 
        /// to delete the records created in this sample.</param>
        /// </summary>
        public void DeleteRequiredRecords(bool prompt)
            bool deleteRecords = true;

            if (prompt)
                Console.WriteLine("\nDo you want these entity records deleted? (y/n) [y]: ");
                String answer = Console.ReadLine();

                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y") || answer == String.Empty);

            if (deleteRecords)
                _serviceProxy.Delete(Annotation.EntityLogicalName, _annotationId);
                Console.WriteLine("Entity records have been deleted.");

        #endregion How-To Sample Code

        #region Main method

        /// <summary>
        /// Standard Main() method used by most SDK samples.
        /// </summary>
        /// <param name="args"></param>
        static public void Main(string[] args)
                // Obtain the target organization's Web address and client logon 
                // credentials from the user.
                ServerConnection serverConnect = new ServerConnection();
                ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

                UploadAndDownloadAttachment app = new UploadAndDownloadAttachment();
                app.Run(config, true);
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
                Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
                Console.WriteLine("Message: {0}", ex.Detail.Message);
                Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
            catch (System.TimeoutException ex)
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Message: {0}", ex.Message);
                Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
            catch (System.Exception ex)
                Console.WriteLine("The application terminated with an error.");

                // Display the details of the inner exception.
                if (ex.InnerException != null)

                    FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
                        as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
                    if (fe != null)
                        Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
                        Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
                        Console.WriteLine("Message: {0}", fe.Detail.Message);
                        Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
                        Console.WriteLine("Inner Fault: {0}",
                            null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
            // Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
            // SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

                Console.WriteLine("Press <Enter> to exit.");
        #endregion Main method

See also

Sample: CrmServiceHelper Class
Annotation (Note) Entity