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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”] = “測试商机”;
//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)对商机拥有的訪问权限
/// </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>
/// 检索有权訪问商机的安全主体(用户或团队)及其对商机所拥有的訪问权限
/// </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)
{
//訪问权限
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)对商机拥有的全部訪问权限。
/// </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);
}
}
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