crm工作机会实体

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);

        }

    }