Opportunity Helper

admin 管理员组

文章数量: 887021

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>
    /// 创建商机
    /// </summary>
    /// <param name="service">服务</param>
    /// <param name="accountId">潜在客户</param>
    public void Create(IOrganizationService service, Guid accountId)
    {
        Entity en = new Entity() { LogicalName = entityName };
        //主题
        en["name"] = "测试商机";
        //潜在客户
        en["customerid"] = new EntityReference() { LogicalName = entityName, Id = accountId };

        opportunityId = service.Create(en);
    }

    /// <summary>
    /// 计算商机的值
    /// </summary>
    /// <param name="service">服务</param> 
    public decimal CalculateActualValueOpportunity(IOrganizationService service)
    {
        CalculateActualValueOpportunityRequest request = new CalculateActualValueOpportunityRequest();
        request.OpportunityId = opportunityId;

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

        return response.Value;

    }

    /// <summary>
    /// 更改商机为赢单
    /// 1: 正在进行,2: 暂候,3: 赢单,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>
    /// 更改商机为丢单
    /// 1: 正在进行,2: 暂候,3: 赢单,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>
    /// 商机生成报价单
    /// </summary>
    /// <param name="service">服务</param>
    public void ToQuote(IOrganizationService service)
    {
        GenerateQuoteFromOpportunityRequest request = new GenerateQuoteFromOpportunityRequest();
        request.OpportunityId = opportunityId;
        //这些字段将会转换
        request.ColumnSet = new Microsoft.Xrm.Sdk.Query.ColumnSet("name", "customerid");
        GenerateQuoteFromOpportunityResponse response = (GenerateQuoteFromOpportunityResponse)service.Execute(request);
        //报价单实体
        Entity quoteEn = response.Entity;
    }

    /// <summary>
    /// 商机生成销售订单
    /// </summary>
    /// <param name="service">服务</param>
    public void ToSaleOrder(IOrganizationService service)
    {
        GenerateSalesOrderFromOpportunityRequest request = new GenerateSalesOrderFromOpportunityRequest();
        request.OpportunityId = opportunityId;
        //这些字段将会转换
        request.ColumnSet = new Microsoft.Xrm.Sdk.Query.ColumnSet("name", "customerid");
        GenerateSalesOrderFromOpportunityResponse response = (GenerateSalesOrderFromOpportunityResponse)service.Execute(request);
        //销售订单
        Entity saloorderEn = response.Entity;
    }

    /// <summary>
    /// 商机生成发票
    /// </summary>
    /// <param name="service">服务</param>
    public void ToInvoiceFrom(IOrganizationService service)
    {
        GenerateInvoiceFromOpportunityRequest request = new GenerateInvoiceFromOpportunityRequest();
        request.OpportunityId = opportunityId;
        //这些字段将会转换
        request.ColumnSet = new Microsoft.Xrm.Sdk.Query.ColumnSet("name", "customerid");
        GenerateInvoiceFromOpportunityResponse response = (GenerateInvoiceFromOpportunityResponse)service.Execute(request);
        //发票
        Entity invoiceFromEn = response.Entity;
    }

    /// <summary>
    /// 为目标值中指定的实体获取产品的数量小数值
    /// </summary>
    /// <param name="service">服务</param>
    /// <param name="productId">产品id</param>
    /// <param name="uoMId">单位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>
    /// 检索指定安全主体（用户或团队）对商机拥有的访问权限
    /// </summary>
    /// <param name="service">服务</param>
    /// <param name="principal">用户或团队</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>
    /// 检索有权访问商机的安全主体（用户或团队）及其对商机所拥有的访问权限
    /// </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)
            {
                //访问权限
                AccessRights accessRights = pa.AccessMask;
                //用户或者团队的引用
                EntityReference Principal = pa.Principal;
            }
        }

    }

    /// <summary>
    /// 移除指定安全主体（用户或团队）对商机拥有的所有访问权限。
    /// </summary>
    /// <param name="service">服务</param>
    /// <param name="revokee">用户或者团队</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>         /// 
    /// 删除商机         /// 
    /// </summary>         
    public void Delete(IOrganizationService service) { service.Delete(entityName, opportunityId); }
}

转载于:https://wwwblogs/bennylam/p/9921195.html

本文标签： Opportunity helper