crm操作观点

时间:2023-03-09 15:40:22
crm操作观点

using System;

    using Microsoft.Xrm.Sdk;

    using Microsoft.Crm.Sdk.Messages;

/// <summary>

    /// 视图

    /// </summary>

    public class UserQueryHelper

    {

        public static readonly string entityName = "userquery";

        public Guid viewid = Guid.Empty;

        public IOrganizationService service;

/// <summary>

        /// 创建视图

        /// </summary>

        public void Create()

        {

            #region fetchXml

            string fetchXml =@"<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>

                        <entity name='opportunity'>

                        <order attribute='estimatedvalue' descending='false' />

                        <filter type='and'>

                            <condition attribute='statecode' operator='eq'

                            value='0' />

                        </filter>

                        <attribute name='name' />

                        <attribute name='estimatedvalue' />

                        <attribute name='estimatedclosedate' />

                        <attribute name='customerid' />

                        <attribute name='opportunityratingcode' />

                        <attribute name='closeprobability' />

                        <link-entity alias='opportunitycustomeridcontactcontactid'


                            name='contact' from='contactid' to='customerid'

                            link-type='outer' visible='false'>

                            <attribute name='emailaddress1' />

                        </link-entity>

                        <attribute name='opportunityid' />

                        </entity>

                    </fetch>";

            #endregion

            #region layoutXml

            string layoutXml = @"<grid name='resultset' object='3' jump='name' select='1' preview='1' icon='1'>

                                    <row name='result' id='opportunityid'>

                                    <cell name='name' width='150' />

                                    <cell name='customerid' width='150' />

                                    <cell name='estimatedclosedate' width='150' />


                                    <cell name='estimatedvalue' width='150' />

                                    <cell name='closeprobability' width='150' />

                                    <cell name='opportunityratingcode' width='150' />


                                    <cell name='opportunitycustomeridcontactcontactid.emailaddress1'


                                        width='150' disableSorting='1' />

                                    </row>

                                </grid>";

            #endregion

            Entity en = new Entity() { LogicalName = entityName };

            en["name"] = "自己定义商机视图";

            en["returnedtypecode"] = "opportunity";

            en["querytype"] = 0;

            en["fetchxml"] = fetchXml;

            en["layoutXml"] = layoutXml;

            en["querytype"] = 0;

            viewid = service.Create(en);

        }

/// <summary>

        /// 将用户查询分派给还有一用户或团队

        /// </summary>

        /// <param name="assignee">用户或团队引用</param>

        public void Assign(EntityReference assignee)

        {

            AssignRequest request = new AssignRequest();

            request.Target = new EntityReference() { LogicalName = entityName,Id = viewid };

            request.Assignee = assignee;

            AssignResponse response = (AssignResponse)service.Execute(request);

        }

/// <summary>

        /// 运行由 ID 指定的先前保存的查询

        /// </summary>

        public void ExecuteByIdUserQuery()

        {

            ExecuteByIdUserQueryRequest request = new ExecuteByIdUserQueryRequest();

            request.EntityId = new EntityReference() { LogicalName = entityName,Id = viewid };

            ExecuteByIdUserQueryResponse response = (ExecuteByIdUserQueryResponse)service.Execute(request);

            string result = response.String;

        }

/// <summary>

        /// 删除指定安全主体(用户或团队)对用户查询的全部訪问权限

        /// </summary>

        /// <param name="revokee">用户或团队引用</param>

        public void RevokeAccess(EntityReference revokee)

        {

            RevokeAccessRequest request = new RevokeAccessRequest();

            request.Target = new EntityReference() { LogicalName = entityName, Id = viewid };

            request.Revokee = revokee;

            RevokeAccessResponse response = (RevokeAccessResponse)service.Execute(request);

        }

/// <summary>

        /// 删除视图

        /// </summary>

        public void Delete()

        {

            service.Delete(entityName, viewid);

        }

}

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