crm操作商機實體

標籤：crm建立商機   crm計算商機的值   crm更改商機為贏單   crm更改商機為丟單   crm刪除商機   

    using System;
    using Microsoft.Xrm.Sdk;
    using Microsoft.Crm.Sdk.Messages;

    public class OpportunityHelper
    {
        public static readonly string entityName = "opportunity";
        public Guid opportunityId = Guid.Empty;

        /// <summary>
        /// 建立商機
        /// </summary>
        /// <param name="service">服務</param>
        /// <param name="accountId">潛在客戶</param>
        public void Create(IOrganizationService service,Guid accountId)
        {
            Entity en = new Entity() { LogicalName = entityName };
            //主題
            en["name"] = "測試商機";
            //潛在客戶
            en["customerid"] = new EntityReference() { LogicalName = entityName,Id = accountId };

            opportunityId = service.Create(en);
        }

        /// <summary>
        /// 計算商機的值
        /// </summary>
        /// <param name="service">服務</param>
        public decimal CalculateActualValueOpportunity(IOrganizationService service)
        {
            CalculateActualValueOpportunityRequest request = new CalculateActualValueOpportunityRequest();
            request.OpportunityId = opportunityId;

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

            return response.Value;

        }

        /// <summary>
        /// 更改商機為贏單
        /// 1: 進行中,2: 暫候,3: 贏單,4: 已取消,5: 售完
        /// </summary>
        public void WinOpportunity(IOrganizationService service)
        {
            WinOpportunityRequest request = new WinOpportunityRequest();
            request.OpportunityClose = new Entity() { LogicalName = entityName,Id = opportunityId };
            request.Status = new OptionSetValue(3);
            service.Execute(request);
        }

        /// <summary>
        /// 更改商機為丟單
        /// 1: 進行中,2: 暫候,3: 贏單,4: 已取消,5: 售完
        /// </summary>
        public void LoseOpportunity(IOrganizationService service)
        {
            LoseOpportunityRequest request = new LoseOpportunityRequest();
            request.OpportunityClose = new Entity() { LogicalName = entityName, Id = opportunityId };
            request.Status = new OptionSetValue(4);
            service.Execute(request);
        }

        /// <summary>
        /// 商機產生報價單
        /// </summary>
        /// <param name="service">服務</param>
        public void ToQuote(IOrganizationService service)
        {
            GenerateQuoteFromOpportunityRequest request = new GenerateQuoteFromOpportunityRequest();
            request.OpportunityId = opportunityId;
            //這些欄位將會轉換
            request.ColumnSet = new Microsoft.Xrm.Sdk.Query.ColumnSet("name", "customerid");
            GenerateQuoteFromOpportunityResponse response = (GenerateQuoteFromOpportunityResponse)service.Execute(request);
            //報價單實體
            Entity quoteEn = response.Entity;
        }

        /// <summary>
        /// 商機產生銷售訂單
        /// </summary>
        /// <param name="service">服務</param>
        public void ToSaleOrder(IOrganizationService service)
        {
            GenerateSalesOrderFromOpportunityRequest request = new GenerateSalesOrderFromOpportunityRequest();
            request.OpportunityId = opportunityId;
            //這些欄位將會轉換
            request.ColumnSet = new Microsoft.Xrm.Sdk.Query.ColumnSet("name", "customerid");
            GenerateSalesOrderFromOpportunityResponse response = (GenerateSalesOrderFromOpportunityResponse)service.Execute(request);
            //銷售訂單
            Entity saloorderEn = response.Entity;
        }

        /// <summary>
        /// 商機產生發票
        /// </summary>
        /// <param name="service">服務</param>
        public void ToInvoiceFrom(IOrganizationService service)
        {
            GenerateInvoiceFromOpportunityRequest request = new GenerateInvoiceFromOpportunityRequest();
            request.OpportunityId = opportunityId;
            //這些欄位將會轉換
            request.ColumnSet = new Microsoft.Xrm.Sdk.Query.ColumnSet("name", "customerid");
            GenerateInvoiceFromOpportunityResponse response = (GenerateInvoiceFromOpportunityResponse)service.Execute(request);
            //發票
            Entity invoiceFromEn = response.Entity;
        }

        /// <summary>
        /// 為目標值中指定的實體擷取產品的數量小數值
        /// </summary>
        /// <param name="service">服務</param>
        /// <param name="productId">產品id</param>
        /// <param name="uoMId">單位id</param>
        public int GetQuantityDecimal(IOrganizationService service,Guid productId,Guid uoMId)
        {
            GetQuantityDecimalRequest request = new GetQuantityDecimalRequest();
            request.Target = new EntityReference() { LogicalName = entityName,Id = opportunityId };
            request.ProductId = productId;
            request.UoMId = uoMId;
            GetQuantityDecimalResponse response = (GetQuantityDecimalResponse)service.Execute(request);
            return response.Quantity;
        }

        /// <summary>
        /// 檢索指定安全性主體（使用者或團隊）對商機擁有的存取權限
        /// </summary>
        /// <param name="service">服務</param>
        /// <param name="principal">使用者或團隊</param>
        public AccessRights RetrievePrincipalAccess(IOrganizationService service,EntityReference principal)
        {
            RetrievePrincipalAccessRequest request = new RetrievePrincipalAccessRequest();
            request.Target = new EntityReference() { LogicalName = entityName, Id = opportunityId };
            request.Principal = principal;
            RetrievePrincipalAccessResponse response = (RetrievePrincipalAccessResponse)service.Execute(request);
            return response.AccessRights;
        }

        /// <summary>
        /// 檢索有權訪問商機的安全性主體（使用者或團隊）及其對商機所擁有的存取權限
        /// </summary>
        public void RetrieveSharedPrincipalsAndAccess(IOrganizationService service)
        {
            RetrieveSharedPrincipalsAndAccessRequest request = new RetrieveSharedPrincipalsAndAccessRequest();
            request.Target = new EntityReference() { LogicalName = entityName, Id = opportunityId };
            RetrieveSharedPrincipalsAndAccessResponse response =
                (RetrieveSharedPrincipalsAndAccessResponse)service.Execute(request);
            if (response != null && response.PrincipalAccesses != null)
            {
               foreach(PrincipalAccess pa in response.PrincipalAccesses)
               {
                   //存取權限
                   AccessRights accessRights = pa.AccessMask;
                   //使用者或者團隊的引用
                   EntityReference Principal = pa.Principal;
               }
            }

        }

        /// <summary>
        /// 移除指定安全性主體（使用者或團隊）對商機擁有的所有存取權限。
        /// </summary>
        /// <param name="service">服務</param>
        /// <param name="revokee">使用者或者團隊</param>
        public void RevokeAccess(IOrganizationService service,EntityReference revokee)
        {
            RevokeAccessRequest request = new RevokeAccessRequest();
            request.Target = new EntityReference() { LogicalName = entityName, Id = opportunityId };
            request.Revokee = revokee;
            service.Execute(request);
        }

        /// <summary>
        /// 刪除商機
        /// </summary>
        public void Delete(IOrganizationService service)
        {
            service.Delete(entityName, opportunityId);
        }
    }

crm操作商機實體