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);

}

}