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系统设置
1.如何在表单的子网格右上角隐藏关联视图按钮
表单编辑器
2.如何控制子网格按钮的显示隐藏
Dynamics 365子网格根据条件隐藏新建/添加按钮 – 微软MVP(15-18)罗勇 – 博客园
前台
1.访问后台方法
访问后台的方法有很多，有通过action访问的，有通过workflow访问的，js的直接查询方法也有两种，一种通过直接查询实体名，只能通过主键查询。另一种fetch可以更灵活的查询。
//直接查询实体 var rest = new fwREST(); var objStr = "accounts?$select=hms_sapcustomerid&$filter=accountid eq (" + customerid + ")"; rest.get(objStr).then(function (ob) { if (ob.value.error != undefined || ob.value.length > 1) { } else { var hms_sapcustomerid = ob.value[0]["hms_sapcustomerid"]; } });//请求的封装方法 this.executeWebAPI = function (requestType, requestUri, requestData, successCallback, errorCallback, isAsync) { var req = new XMLHttpRequest(); if (isAsync == null) { isAsync = true; } req.open(requestType, encodeURI(requestUri), isAsync); req.setRequestHeader("Accept", "application/json"); req.setRequestHeader("Content-Type", "application/json; charset=utf-8"); req.setRequestHeader("OData-MaxVersion", "4.0"); req.setRequestHeader("OData-Version", "4.0"); req.setRequestHeader("Prefer", "odata.include-annotations=*"); req.onreadystatechange = function () { if (this.readyState == 4 /* complete */) { req.onreadystatechange = null; if (this.status == 200) { if (successCallback) { successCallback(JSON.parse(this.responseText)); } } else if (this.status == 204) { if (successCallback) { successCallback(this.getResponseHeader("OData-EntityId")); } } else { var error = JSON.parse(this.response).error; if (errorCallback) { errorCallback(error); } else { Xrm.Utility.alertDialog(error.message); } } } }; req.send(JSON.stringify(requestData)); }//fetch的查询方式 var cancelorderId = formContext.data.entity.getId().replace("{", "").replace("}", ""); if (!!cancelorderId) { var fetchxml = "<fetch mapping='logical' aggregate='false'>" + "<entity name='hms_changeconfirmeddetail'>" + "<attribute name='hms_changeconfirmeddetailid' />" +//主键 "<filter type='and' >" + "<condition attribute='hms_cancelapplyid' operator='eq' value='" + cancelorderId + "' />" + "<condition attribute='hms_changetype' operator='not-null' />" + "</filter>" + "</entity>" + "</fetch>"; var req = new XMLHttpRequest(); req.open("get", Xrm.Page.context.getClientUrl() + "/api/data/v8.0/hms_changeconfirmeddetails?fetchXml=" + encodeURI(fetchxml), false); req.setRequestHeader("Accept", "application/json"); req.setRequestHeader("Content-Type", "application/json; charset=utf-8"); req.setRequestHeader("OData-MaxVersion", "4.0"); req.setRequestHeader("OData-Version", "4.0"); req.onreadystatechange = function () { if (this.readyState == 4) { if (this.status == 200) { var data = JSON.parse(this.responseText); if (data.value.length > 0) { show = true; } else { show = false; } } } }; req.send(); }//查询结果用于过滤lookup字段的可选范围 var clientURL = formContext.context.getClientUrl(); var uri = clientURL + "/api/data/v8.0/accounts?$filter=accountid eq " + customerid + "&$select=hms_sapcustomerid"; HMS.CRMUtil.executeWebAPI("GET", uri, null, function (data) { var length = data.value.length; if (length > 0) { var hms_sapcustomerid = data.value[0].hms_sapcustomerid; var contactWithCustomer = "<filter type='and'>" + "<condition attribute='hms_name' operator='eq' value='" + hms_sapcustomerid + "'/>" + "</filter>" formContext.getControl("hms_soldtoparty").addCustomFilter(contactWithCustomer, "hms_sapsoldtoparty"); } }, null, false);2.给lookup字段赋值
formContext.getAttribute("hms_salesorganizationid").setValue([{ id: hms_salesorganizationid, name: ob.value[0]["hms_name"], entityType: 'hms_salesorganization' }]);3.判断是否页面已保存
if (Xrm.Page.data.entity.getIsDirty()) { Xrm.Utility.alertDialog("页面尚未保存！"); return; }4.阻止保存语句
context.getEventArgs().preventDefault();5.提示
// 弹窗提示 var alertStrings = { confirmButtonLabel: "Yes", text: "This is an alert.", title: "Sample title" }; var alertOptions = { height: 120, width: 260 }; Xrm.Navigation.openAlertDialog(alertStrings, alertOptions).then( function (success) { console.log("Alert dialog closed"); }, function (error) { console.log(error.message); } ); //上方提示栏位 formContext.ui.setFormNotification("未查询到产品型号相关信息！！", "WARNING", "salesPriceCheckError"); setTimeout(function () { formContext.ui.clearFormNotification('salesPriceCheckError'); }, 5000);6.设置字段是否必填
formContext.getAttribute("hms_soldtoparty").setRequiredLevel("none");//设置该字段为非必填 formContext.getAttribute("hms_soldtoparty").setRequiredLevel("required");//设置该字段为必填7.限制lookup字段的查询范围
formContext.getControl("hms_soldtoparty").addCustomFilter(allContacts, "hms_sapsoldtoparty");8.设置字段可编辑
formContext.getControl("hms_changetype").setDisabled(false); //可编辑 formContext.getControl("hms_changetype").setDisabled(true); //不可编辑9.设置可见性
//设置字段可见性 formContext.getControl(arg).setVisible(true);//可见 formContext.getControl(arg).setVisible(false);//不可见 //设置选项卡可见性 Xrm.Page.ui.tabs.get("mainform").setVisible(true); //设置选项卡内某个节可见性 Xrm.Page.ui.tabs.get("mainform").sections.get("doactioniframe").setVisible(true); 10.打开指定实体指定ID的表单
var newid = dataobj.Data.id; var entityFormOptions = {}; entityFormOptions["entityName"] = "salesorder"; entityFormOptions["entityId"] = newid; Xrm.Navigation.openForm(entityFormOptions).then( function (success) { console.log(success); }, function (error) { console.log(error); });11.多项选项集字段
11.1 设置可选值
//通用过滤选项集值的函数 attributeName：需要过滤的选项集的属性名 valuesArr：需要保留的选项值 function filterOptionSet (attributeName, valuesArr) { var optionSet = Xrm.Page.ui.controls.get(attributeName); var optionSetValues = optionSet.getAttribute().getOptions(); optionSet.clearOptions(); optionSetValues.forEach(function (element) { var index = valuesArr.indexOf(element.value); if (index === -1) { optionSet.removeOption(element.value); } else { optionSet.addOption(element); } }, valuesArr); }11.2 自定义选择框选项
new Xrm.OptionSetItem(1,'111')； let optionsetControl = Xrm.Page.getControl(field); optionsetControl.clearOptions(); optionsetControl.addOption(item);11.3 隐藏不需要的选项
//先判断字段是否可编辑，考虑历史数据的显示 filterOptionSet("hms_documenttype", [10, 20, 30, 40]); function filterOptionSet(attributeName, valuesArr) { var fieldstatus = formContext.getControl(attributeName).getDisabled(); if (!fieldstatus) { var optionSet = Xrm.Page.ui.controls.get(attributeName); var optionSetValues = optionSet.getAttribute().getOptions(); optionSetValues.forEach(function (element) { var index = valuesArr.indexOf(element.value); if (index > -1) { optionSet.removeOption(element.value); } }, valuesArr); var fieldvalue = Xrm.Page.getAttribute(attributeName).getValue(); if (valuesArr.indexOf(fieldvalue) > -1) { Xrm.Page.getAttribute(attributeName).setValue(null); } } }11.4 设置值
//给多项选项集字段取值时，取到的是字符串“1,2,3”，需要转成数组，然后注意转成数字数组后赋值给字段才可。 var new_majorcusttype = ob.value[0]["new_majorcusttype"]; if (new_majorcusttype != null) { debugger; var arr = new_majorcusttype.split(","); let numArray = arr.map(str => parseInt(str)); formContext.getAttribute("hms_majorcusttype").setValue(numArray); }12.给lookup字段设置默认查找视图
formContext.getControl("hms_systemuserid").setDefaultView("EBD6ED09-6686-EB11-B02E-00155D93E403");13.获取当前操作人员ID
var systemuserid = Xrm.Page.context.getUserId().replace("{", "").replace("}", "");14.获取当前表单实体ID
var id = Xrm.Page.data.entity.getId().replace("{", "").replace("}", "");15.设置窗体lookup类型字段的查询视图
16.点击按钮弹出人员选择或者其他选择弹窗
var viewId = "{00000000-0000-0000-0000-000000000001}"//HMS.CRMUtil.newGUID(); //2. 获取自定义查询实体的type code，避免同一个实体在不同系统中typecode不相同带来的问题 var objectTypeCode = Mscrm.EntityPropUtil.EntityTypeName2CodeMap["hms_faeengineercard"]; //4. 构造自定义视图 var layoutXML = "<grid name='resultset' object='" + objectTypeCode + "' jump='hms_name' select='1' icon='0' preview='0'>" + "<row name='result' id='hms_faeengineercard'>" + "<cell name='hms_systemuserid' width='150' />" + "<cell name='hms_engineerstatus' width='80' />" + "<cell name='hms_belongtoarea' width='80' />" + "<cell name='hms_onhandticketnum' width='90' />" + "<cell name='hms_skilledservicetype' width='200' />" + "<cell name='hms_skilledproduct' width='200' />" + "<cell name='hms_skilledarea' width='200' />" + "<cell name='hms_domainname' width='150' />" + "</row>" + "</grid>"; var customerView = { Type: 0, //固定值0 fetchXml: fetchXml, id: viewId, layoutXml: layoutXML, name: viewName, recordType: objectTypeCode }; //5. 构造dialogOption var lookupOptions = { defaultEntityType: "hms_faeengineercard", entityTypes: ["hms_faeengineercard"], viewIds: [viewId], allowMultiSelect: false, defaultViewId: viewId, customViews: [customerView] }; //6. 构造dialog调用参数 Xrm.Utility.lookupObjects(lookupOptions) .then(function (result) { debugger; var domainName = JSON.parse(result[0].keyValues).hms_domainname.value; var systemUserId = HMS.SupportTicket.RibbonEvent.getSystemUserIdByDomainName("'" + domainName + "'"); var clientURL = Xrm.Page.context.getClientUrl(); var uri = clientURL + "/api/data/v8.0/hms_supporttickets" + supportTicketId.replace("{", "(").replace("}", ")"); var requestData = { "hms_assigntosystemuserid": systemUserId }; HMS.CRMUtil.executeWebAPI( "PATCH", uri, requestData, function (data) { // 刷新视图列表 Mscrm.Utilities.refreshCurrentGrid(Mscrm.EntityPropUtil.EntityTypeName2CodeMap["hms_supportticket"]); }, function (data) { debugger; alert("分派工单出错," + data.message); }); }) .fail(function (error) { // Do sth. });17.刷新视图列表
Mscrm.Utilities.refreshCurrentGrid(Mscrm.EntityPropUtil.EntityTypeName2CodeMap["hms_supportticket"]);18.判断当前表单是不是新建状态未保存过
var formType = formContext.ui.getFormType(); if (formType != 1) { //已经保存过了 } else { //新建状态 }19.触发字段onchange事件
formContextmaketaction.getAttribute(fieldname).fireOnChange()20.设置iframe的url
var hisiframe = Xrm.Page.context.getClientUrl() + "/WebResources/hms_explain.html";
var iFramehis = formContextmaketaction.ui.controls.get("IFRAME_levelexplain");
iFramehis.setSrc(hisiframe);21.自定义单选或多选lookup弹出窗口
/// <summary> /// 功能：根据工程师角色推荐分派专员 /// </summary> this.createAssignViewWithEngineerRole = function (supportTicketId) { // 当工单不满足分派条件 直接返回 if (!HMS.SupportTicket.RibbonEvent.validateTicket(supportTicketId)) { return; } // 根据擅长业务查找FAE工程师 var fetchData = { name: "分派专员" }; var fetchXml = [ "<fetch>", " <entity name='systemuser'>", " <attribute name='systemuserid' />", " <attribute name='fullname' />", " <attribute name='domainname' />", " <link-entity name='systemuserroles' from='systemuserid' to='systemuserid' link-type='inner'>", " <link-entity name='role' from='roleid' to='roleid' link-type='inner'>", " <filter type='or'>", " <condition attribute='name' operator='eq' value='", fetchData.name/*分派专员*/, "'/>", " </filter>", " </link-entity>", " </link-entity>", " </entity>", "</fetch>", ].join(""); HMS.SupportTicket.RibbonEvent.createAssignViewForAssigner(fetchXml, supportTicketId); } /// <summary> /// 功能：生成分派专员视图。 /// </summary> this.createAssignViewForAssigner = function (fetchXml, supportTicketId) { debugger; //1. 定义视图唯一编号guid，可用guid工具生成，只要不重复即可。 var viewId = "{00000000-0000-0000-0000-000000000002}"; //2. 获取自定义查询实体的type code，避免同一个实体在不同系统中typecode不相同带来的问题 var objectTypeCode = Mscrm.EntityPropUtil.EntityTypeName2CodeMap["systemuser"]; //4. 构造自定义视图 var layoutXML = "<grid name='resultset' object='" + objectTypeCode + "' jump='hms_name' select='1' icon='0' preview='0'>" + "<row name='result' id='systemuser'>" + "<cell name='fullname' width='150' />" + "<cell name='domainname' width='150' />" + "</row>" + "</grid>"; var customerView = { Type: 0, //固定值0 fetchXml: fetchXml, id: viewId, layoutXml: layoutXML, name: "分派专员", recordType: objectTypeCode }; //5. 构造dialogOption var lookupOptions = { defaultEntityType: "systemuser", entityTypes: ["systemuser"], viewIds: [viewId], allowMultiSelect: false, defaultViewId: viewId, customViews: [customerView] }; //6. 构造dialog调用参数 Xrm.Utility.lookupObjects(lookupOptions) .then(function (result) { debugger; var domainName = JSON.parse(result[0].keyValues).domainname.value; var systemUserId = HMS.SupportTicket.RibbonEvent.getSystemUserIdByDomainName("'" + domainName + "'"); var clientURL = Xrm.Page.context.getClientUrl(); var uri = clientURL + "/api/data/v8.0/hms_supporttickets" + supportTicketId.replace("{", "(").replace("}", ")"); var requestData = { "hms_assigntosystemuserid": systemUserId }; HMS.CRMUtil.executeWebAPI( "PATCH", uri, requestData, function (data) { // 刷新视图列表 Mscrm.Utilities.refreshCurrentGrid(Mscrm.EntityPropUtil.EntityTypeName2CodeMap["hms_supportticket"]); }, function (data) { debugger; alert("分派工单出错," + data.message); }); }) .fail(function (error) { // Do sth. }); }后台
1.创建数据库连接服务
ClientCredentials clientCredent = new ClientCredentials(); clientCredent.UserName.UserName = UserName + "@" + DomainName; clientCredent.UserName.Password = Password; Uri uri = new Uri(ServiceUri); IServiceManagement<IOrganizationService> sm = ServiceConfigurationFactory.CreateManagement<IOrganizationService>(uri); IOrganizationService organizationService = new OrganizationServiceProxy(sm, clientCredent); OrganizationServiceProxy serviceProxy = new OrganizationServiceProxy(sm, clientCredent);2.实体赋值
注意，此方法只能用来赋值，不能用来取值
Entity entity = new Entity("salesorder", Guid.Parse("0745f62c-3acf-eb11-a13a-00c0be")); entity["hms_so"] = "";//SO entity["hms_sapstatus"] = "成功";//SAP状态 organizationService.Update(entity);3.查询数据（使用方法查询、关联查询）
//先创建个返还申请明细的查询 QueryExpression queryExpression = new QueryExpression("hms_retrunrequestorderdetail"); //查询出全部列 queryExpression.ColumnSet = new ColumnSet(true); //设置查询条件为固定ID的数据 //queryExpression.Criteria.AddCondition("hms_retrunrequestorderid", ConditionOperator.Equal, target.Id); //关联上返还申请主表 var linkEntity1 = queryExpression.AddLink("hms_retrunrequestorder", "hms_retrunrequestorderid", "hms_retrunrequestorderid"); //判断主表状态为审批通过的 linkEntity1.LinkCriteria.AddCondition("hms_status", ConditionOperator.Equal, 40/*审批通过*/); //查询出指定返还申请的所有明细 var result = organizationService.RetrieveMultiple(queryExpression); //如果能查询到 if (result != null && result.Entities != null) { //获取查询处的返还申请明细实体集合 var returnRequestOrderDetails = result.Entities; //循环该集合 foreach (var detail in returnRequestOrderDetails) { if (detail.GetAttributeValue<EntityReference>("hms_salesorderexecutedetailid") == null) { continue; } //获取返还申请明细中关联的物料领用申请执行明细ID var salesOrderExecuteDetailId = detail.GetAttributeValue<EntityReference>("hms_salesorderexecutedetailid").Id; //定义一个返还申请明细的查询 queryExpression = new QueryExpression("hms_retrunrequestorderdetail"); //查询出所有列 queryExpression.ColumnSet = new ColumnSet(true); //按指定的物料领用执行明细查询 queryExpression.Criteria.AddCondition("hms_salesorderexecutedetailid", ConditionOperator.Equal, salesOrderExecuteDetailId); //返还数量不为空的 queryExpression.Criteria.AddCondition("hms_count", ConditionOperator.NotNull); //关联上返还申请主表通过主表id var linkEntity = queryExpression.AddLink("hms_retrunrequestorder", "hms_retrunrequestorderid", "hms_retrunrequestorderid"); //判断主表状态为审批通过的 linkEntity.LinkCriteria.AddCondition("hms_status", ConditionOperator.Equal, 40/*审批通过*/); //查询出所有数据 result = organizationService.RetrieveMultiple(queryExpression); if (result != null && result.Entities != null && result.Entities.Count > 0) { //计算出此物料领用明细关联出的所有返还申请明细返还数量的和 var totalReturnCount = result.Entities.Sum(s => s.GetAttributeValue<decimal>("hms_count")); // 定义一个物料领用申请执行明细实体 Entity materialRequisitionOrder = new Entity("hms_salesorderexecutedetail", salesOrderExecuteDetailId); //更新他的实际返还数量 materialRequisitionOrder["hms_actualreturnquantity"] = totalReturnCount; organizationService.Update(materialRequisitionOrder); } } }4.常用查询（查询单条、多条）
查询单条 Entity entity = service.Retrieve(ename, new Guid(eid), new ColumnSet(true)); 查询多条 QueryExpression queryExpression = new QueryExpression() { EntityName = "hms_salesorderdetail", ColumnSet = new ColumnSet(true) }; queryExpression.Criteria.AddCondition("hms_stockplace", ConditionOperator.Null); queryExpression.Criteria.AddCondition("hms_salesorderid", ConditionOperator.Equal, entity.Id); var orderDetailList = service.RetrieveMultiple(queryExpression); if (orderDetailList.Entities.Count > 0) { throw new InvalidPluginExecutionException("销售合同明细库存地点不能为空！"); }5.使用fetch查询
5.1关联查询
var cancelApplyId = target.GetAttributeValue<EntityReference>("hms_cancelapplyid").Id; var fetchXml = $@" <fetch> <entity name='hms_company'> <attribute name='hms_sapfactoryname' /> <link-entity name='salesorder' from='hms_companyid' to='hms_companyid' link-type='inner'> <link-entity name='hms_cancelapply' from='hms_salesorderid' to='salesorderid' link-type='inner'> <filter> <condition attribute='hms_cancelapplyid' operator='eq' value='{cancelApplyId}'/> </filter> </link-entity> </link-entity> </entity> </fetch>"; FetchExpression fetchExpression = new FetchExpression(fetchXml); var result = service.RetrieveMultiple(fetchExpression); if (result != null && result.Entities != null && result.Entities.Count > 0) { var company = result.Entities[0]; target["hms_factory"] = company.GetAttributeValue<string>("hms_sapfactoryname"); }5.2分组查询合并数量
var fetchXml = $@" <fetch mapping='logical' aggregate='true' version='1.0'> <entity name='hms_deliverydetail'> <attribute name='hms_count' alias='sum_hms_count' aggregate='sum' /> <attribute name='hms_itemid' alias='group_itemid' groupby='true' /> <attribute name='hms_deliveryproductid' alias='group_deliveryproductid' groupby='true' /> <filter> <condition attribute='hms_deliveryid' operator='eq' value='{image.Id}'/> </filter> </entity> </fetch>"; FetchExpression fetchExpression = new FetchExpression(fetchXml); var result = service.RetrieveMultiple(fetchExpression); if (result != null && result.Entities != null && result.Entities.Count > 0) { lineCount = result.Entities.Count; workflowRequestTableRecords = new WorkflowRequestTableRecord[lineCount]; int k = 0; foreach (var sourceEntity in result.Entities) { workflowRequestTableField = new WorkflowRequestTableField[10]; i = 0; //交货单 workflowRequestTableField[i] = GetTableFields(workflowRequestTableField, "jhd", i); string deliveryproductname = ((EntityReference)((AliasedValue)sourceEntity.Attributes["group_deliveryproductid"]).Value).Name; workflowRequestTableField[i].fieldValue = deliveryproductname; i++; //物料编号 workflowRequestTableField[i] = GetTableFields(workflowRequestTableField, "wlbm", i); string itemname = ((EntityReference)((AliasedValue)sourceEntity.Attributes["group_itemid"]).Value).Name; workflowRequestTableField[i].fieldValue = itemname; i++; //物料描述 workflowRequestTableField[i] = GetTableFields(workflowRequestTableField, "wlms", i); Guid itemid = ((EntityReference)((AliasedValue)sourceEntity.Attributes["group_itemid"]).Value).Id; workflowRequestTableField[i].fieldValue = GetOABussinessValue(itemid, "hms_item", "hms_itemdescription", service); i++; //合计数量 workflowRequestTableField[i] = GetTableFields(workflowRequestTableField, "slhj", i); string coun = ((AliasedValue)sourceEntity.Attributes["sum_hms_count"]).Value.ToString(); workflowRequestTableField[i].fieldValue = coun; workflowRequestTableRecords[k] = new WorkflowRequestTableRecord(); workflowRequestTableRecords[k].workflowRequestTableFields = workflowRequestTableField; k++; } }6.通过多条件过滤数据，匹配到的更新，否则新增
ExecuteMultipleRequest multipleReq = new ExecuteMultipleRequest() { Settings = new ExecuteMultipleSettings() { ContinueOnError = true, ReturnResponses = true }, Requests = new OrganizationRequestCollection() }; Boolean failed = false; //Insert data into CRM if ((response.Subrc == 0) && zscrm009s.Length > 0) { for (int i = 0; i < zscrm009s.Length; i++) { //t052 payTerm = payTerms[i]; var soldToPart = zscrm009s[i]; var businessPartnerNumber = soldToPart.Kunnr; if (businessPartnerNumber.Length == 10 && businessPartnerNumber.StartsWith("0000")) { businessPartnerNumber = businessPartnerNumber.Substring(4); } //售达方联合主键 KeyAttributeCollection keyCollect = new KeyAttributeCollection(); keyCollect.Add("hms_name", soldToPart.Kunnr); // SAP客户编码 keyCollect.Add("hms_salesorganizationnumber", soldToPart.Vkorg);// 销售组织编号 keyCollect.Add("hms_sapdistributionchannel", soldToPart.Vtweg);// 分销渠道 keyCollect.Add("hms_productgroup", soldToPart.Spart);// 产品组 Entity soldToParty = new Entity("hms_sapsoldtoparty", keyCollect); // SAP客户编码 soldToParty["hms_name"] = soldToPart.Kunnr; // 销售组织编号 soldToParty["hms_salesorganizationnumber"] = soldToPart.Vkorg; // 分销渠道 soldToParty["hms_sapdistributionchannel"] = soldToPart.Vtweg; // 产品组 soldToParty["hms_productgroup"] = soldToPart.Spart; 组织名称 soldToParty["hms_salesorganizationid"] = RetrieveSalesOrg(serviceProxy, soldToPart.Vkorg); 分销渠道 soldToParty["hms_distributionchannels"] = DistributionChannels(soldToPart.Vtweg); 合作伙伴功能 soldToParty["hms_partnerfunction"] = soldToPart.Parvw; 组织名称 soldToParty["hms_orgname"] = soldToPart.Name1; //同步销售视图删除标识 yhx string LoevmV = soldToPart.LoevmV; soldToParty["hms_loevmv"] = string.IsNullOrEmpty(LoevmV) ? true : false; //同步财务视图删除标识 string Loevm = soldToPart.Loevm; soldToParty["hms_loevm"] = string.IsNullOrEmpty(Loevm) ? true : false; UpsertRequest req = new UpsertRequest() { Target = soldToParty }; multipleReq.Requests.Add(req); if (multipleReq.Requests.Count >= 1000) { //Insert/Update payment term into CRM mulresponse = (ExecuteMultipleResponse)serviceProxy.Execute(multipleReq); if (mulresponse.IsFaulted || failed) { failed = true; results[1] = "获取SAP售达方数据成功，更新至CRM时出错，请重试或联系系统管理员。"; } else { results[1] = "获取SAP售达方数据成功并已同步至CRM售达方中。"; } multipleReq.Requests.Clear(); } } if (multipleReq.Requests.Count > 0) { //Insert/Update payment term into CRM mulresponse = (ExecuteMultipleResponse)serviceProxy.Execute(multipleReq); if (mulresponse.IsFaulted || failed) { failed = true; results[1] = "获取SAP售达方数据成功，更新至CRM时出错，请重试或联系系统管理员。"; } else { results[1] = "获取SAP售达方数据成功并已同步至CRM售达方中。"; } } } else { results[1] = "未获取到满足条件的SAP售达方数据。"; } }7.错误提示
throw new InvalidPluginExecutionException("非草稿或退回状态下不能删除");8.共享数据
/// <summary> /// 共享记录（读与写） 需要添加引用Microsoft.Crm.Sdk.proxy; /// using Microsoft.Crm.Sdk.Messages; /// </summary> /// <param name="teamOrSystem">要共享给用户或者团队</param> /// <param name="record">要共享的记录</param> private static void Grant(IOrganizationService service, EntityReference teamOrSystemUser, EntityReference record) { GrantAccessRequest grantAccessRequest = new GrantAccessRequest { Target = record, PrincipalAccess = new PrincipalAccess { Principal = teamOrSystemUser, AccessMask = AccessRights.WriteAccess | AccessRights.ReadAccess | } }; service.Execute(grantAccessRequest); } //撤销共享 var revokeUserAccessReq = new RevokeAccessRequest { Revokee = new EntityReference("LogicalName",Guid),//需要撤销共享的团队 Target = new EntityReference("LogicalName", Guid),//需要撤销的目标实体 }; SysService.Execute(revokeUserAccessReq); 9.新增数据
查询单条 Entity entity = service.Retrieve(ename, new Guid(eid), new ColumnSet(true)); 查询多条 QueryExpression queryExpression = new QueryExpression() { EntityName = "hms_salesorderdetail", ColumnSet = new ColumnSet(true) }; queryExpression.Criteria.AddCondition("hms_stockplace", ConditionOperator.Null); queryExpression.Criteria.AddCondition("hms_salesorderid", ConditionOperator.Equal, entity.Id); var orderDetailList = service.RetrieveMultiple(queryExpression); if (orderDetailList.Entities.Count > 0) { throw new InvalidPluginExecutionException("销售合同明细库存地点不能为空！"); }10.修改数据
string str = "D2B83152-EC20-EC11-A13C-00C0BE,DFDBB45A-EC20-EC11-A13C-00C0BE"; string[] arr = str.Split(','); for (int i = 0; i < arr.Length; i++) { Entity entity = new Entity("hms_delivery", Guid.Parse(arr[i])); entity["hms_tallystatus"] = new OptionSetValue(50); entity["hms_deliverystatus"] = new OptionSetValue(50); organizationService.Update(entity); }11.执行多条数据
//批量执行可以是新增、修改，或者判断没有就新增否则修改分别对应不同的Request //CreateRequest、UpdateRequest、UpsertRequest //值得注意的是UpsertRequest需要指定对比的key字段 //Entity deliveryProduct = new Entity("hms_deliveryproduct", "hms_name", sapDelivery.VBELN); //如果是UpdateRequest那么要赋值id ExecuteMultipleRequest multipleReq = new ExecuteMultipleRequest(); multipleReq = new ExecuteMultipleRequest() { Settings = new ExecuteMultipleSettings() { ContinueOnError = true, ReturnResponses = true }, Requests = new OrganizationRequestCollection() }; foreach (var deliveryProduct in deliveryProductEntities.Entities) { Entity entity = new Entity("hms_deliveryproduct", deliveryProduct.Id); entity["hms_isinsertdliverydata"] = true; UpdateRequest req = new UpdateRequest() { Target = entity }; multipleReq.Requests.Add(req); } //Insert/Update product into CRM ExecuteMultipleResponse mulresponse = new ExecuteMultipleResponse(); try { mulresponse = (ExecuteMultipleResponse)serviceProxy.Execute(multipleReq); } catch (Exception ex) { results[1] = "更新交货单的交货标识字段失败：: " + ex.Message; }12.人员赋予角色
AssociateEntitiesRequest associateEntitiesRequest = new AssociateEntitiesRequest() { RelationshipName = "多对多关系名称" }; associateEntitiesRequest.Moniker1 = new EntityReference("systemuser", new Guid(entityid)); associateEntitiesRequest.Moniker2 = new EntityReference("role", new Guid(item)); OrganizationService.Execute(associateEntitiesRequest);13. 团队成员增删管理
//新增成员方法 public void AddUsersToTeam(IOrganizationService serviceadmin,EntityReference team, params EntityReference[] users) { var req = new AddMembersTeamRequest { TeamId = team.Id, MemberIds = users.Select(x => x.Id).ToArray() }; serviceadmin.Execute(req); } //删除成员方法 private void RemoveMember(IOrganizationService orgService, EntityReference team,Entity systemUser) { var request = new RemoveMembersTeamRequest { TeamId = team.Id, MemberIds = new[] { systemUser.Id } }; orgService.Execute(request); }数据库
1.获取表单下拉框选项值的Text
CREATE FUNCTION [dbo].[fn_GetOptionSetValueName] ( @entity_name nvarchar(50), @colume_name nvarchar(50), @attributevalue int ) RETURNS varchar(50) AS BEGIN; declare @return_value varchar(100); SET @return_value = ( SELECT Value FROM dbo.StringMap WHERE AttributeName = @colume_name and AttributeValue = @attributevalue AND ObjectTypeCode = ( SELECT distinct ObjectTypeCode FROM MetadataSchema.Entity WHERE Name = @entity_name ) ); RETURN @return_value; END 系统运维
1.设置系统登录超时时间
Get-ADFSRelyingPartyTrust Set-ADFSRelyingPartyTrust -Targetname "CRM IFD Replaying Party" -TokenLifetime 14402.在登录页添加修改密码
参考以下两个，注意ADFS的地址，不是系统的地址端口
Dynamics CRM修改密码界面_dynimiccrm修改密码-CSDN博客
添加登录页面描述 | Microsoft Learn
3.登录页面的自定义，如隐藏Logo等
AD FS 用户登录自定义 | Microsoft Learn
4.其他
ADFS 3.0登录页面不用输入域名的实现方法_adfs 域名 免-CSDN博客
如何关闭ad服务器密码策略 • Worktile社区
工具使用
1.下载地址
常用的工具有开发工具和调试工具
开发工具 plugin工具下载地址
Walkthrough: Register a plug-in using the plug-in registration tool | Microsoft Docs
调试工具有以下两种，需要从谷歌市场中下载（需要翻墙）
按钮开发工具为Ribbon Workbench
Develop 1 Ltd | Ribbon Workbench for Dynamics 365 & Dynamics CRM
2.Plugin监听执行顺序
PreValidation 数据未发生变化之前
PreOperation 数据未发生变化之前
PostOperation 数据发生变化之后，此时使用组织服务查询数据得到的是变化后的数据，删除操作在此阶段无法查询到数据
每个阶段之间不会互相影响，即PreValidation中执行的操作即使PreOperation中报错也会生效，但是同一个实体在不同的Step的同一个事件中，只要有一个Step报错其他Step中的操作就会回滚
相同的事件，可以通过 Excution Order来设置执行的顺序
3.Plugin监听事件Message
Create 创建
Update 更新
Delete 删除
Assign 分派
GrantAccess 共享
ModifyAccess 修改共享权限
RevokeAccess 移除共享
分派会触发Assign和Update（如果设置了监听ownerid字段）
开发步骤
- 创建实体
- 新建字段
- 新建窗体
- 新建js
- 注册按钮
- 新建类库
- 在VS中安装
D365 Developer Extensions扩展
- 在VS中安装nuget工具Microsoft.CrmSdk.CoreAssemblies
- 新建CS文件
- 注册Assembly 注意需要给类库新增签名hms.snk否则会在创建时报错
- 在窗体中引用js需要主要的事
别忘了引用hms_/scripts/CRMUtil.js
注意事项
1.在用rest查询数据时，一定注意实体名要加s,id字段要写成_idfield_value的样式
字段联动开发逻辑
fun1 可编辑字段赋值 fun2 显示控制 fun3 不可编辑字段赋值 //所有表单打开控制字段显示隐藏 fun2 //复制单据，第一次打开单据控制，仅用于复制单据有字段联动触发存在可编辑字段带出值为最新 formtype!=1&&((orderStatuts == 10 || orderStatuts == 60) && hms_createtype == 2 && hms_iffirstopen） fun1 //字段联动存在不可编辑字段赋值，若希望草稿状态单据打开时保持带出字段信息最新 status==10 or 60 fun3 //字段change事件所有方法都触发 fieldchange(changefun) 如果不需要带出最新数据，只需要写两个方法，一个是字段控制显示逻辑，一个是控制字段赋值逻辑 changefun(){ fun1 fun2 fun3 }免责声明：本站所有文章内容,图片，视频等均是来源于用户投稿和互联网及文摘转载整编而成，不代表本站观点，不承担相关法律责任。其著作权各归其原作者或其出版社所有。如发现本站有涉嫌抄袭侵权/违法违规的内容,侵犯到您的权益，请在线联系站长,一经查实,本站将立刻删除。 本文来自网络,若有侵权，请联系删除，如若转载，请注明出处：https://haidsoft.com/140811.html
