重新打开机会时执行的 CRM 插件

Question

我需要为 Dynamics CRM 4.0 编写一个插件，该插件在重新打开已关闭的机会时执行，以便更改 salesstagecode。我的问题是：

• 当我向插件注册新步骤时，我应该过滤哪些属性？
• 我应该检查实体的哪些财产的价值？ 我应该寻找该实体的值，
• 以便我可以确定插件执行是否应该继续？

我通常编写异步工作流程，并且我编写插件的经验仍在发展中，因此我非常感谢您提供的任何帮助和说明。

请参阅下面我编写的插件框架

    public void Execute(IPluginExecutionContext context)
    {
        if (context.InputParameters.Properties.Contains("Target") && context.InputParameters.Properties["Target"] is DynamicEntity)
        {
            ICrmService service = context.CreateCrmService(false);

            DynamicEntity entity = (DynamicEntity)context.InputParameters.Properties["Target"];

            if (entity.Name == EntityName.opportunity.ToString())
            {
                if (entity.Properties.Contains(/*What Property Should I Check Here?*/))
                {
                    //And what value should I be looking for in that property?

                }
            }
        }
    }

Answer 1

我认为您实际上想要在 SetStateDynamicEntity 消息的后期阶段注册一个插件。您不需要此消息的任何过滤属性。

你的代码看起来像这样：

public void Execute(IPluginExecutionContext context)
{
    string state = (string)context.InputParameters["State"];
    if (state == "Open")
    {
        Moniker entityMoniker = (Moniker)context.InputParameters["EntityMoniker"];
        DynamicEntity opp = new DynamicEntity("opportunity");
        opp["opportunityid"] = new Key(entityMoniker.Id);
        opp["salesstagecode"] = new Picklist(/*your value*/);
        context.CreateCrmService(true).Update(opp);
    }
}

Answer 2

您将需要在 SetStateDynamic 消息上设置实体。这不提供目标，因此您需要拉取 EntityMoniker 并手动检索实体，如下所示：

            // If this is a setstate call, we need to manually pull the entity
            if (context.InputParameters.Properties.Contains("EntityMoniker") &&
                    context.InputParameters.Properties["EntityMoniker"] is Moniker)
            {
                Moniker entity = (Moniker)context.InputParameters.Properties["EntityMoniker"];

                // get the entity
                TargetRetrieveDynamic targetRet = new TargetRetrieveDynamic();
                targetRet.EntityId = entity.Id;
                targetRet.EntityName = context.PrimaryEntityName;

                RetrieveRequest retrieveReq = new RetrieveRequest();
                retrieveReq.ColumnSet = new ColumnSet();
                retrieveReq.ColumnSet.AddColumns(new string[]{"opportunityid", "statecode", "statuscode"});
                retrieveReq.Target = targetRet;
                retrieveReq.ReturnDynamicEntities = true;

                RetrieveResponse retrieveRes = this.Service.Execute(retrieveReq) as RetrieveResponse;

                // Set the new entity and the status
                int status = (int)context.InputParameters["Status"];
                dynEntity = (DynamicEntity)retrieveRes.BusinessEntity;                                        
                dynEntity.Properties["statuscode"] = new Status(status);                      
            }

Answer 3

这就是我最终得出的结论。我会将其标记为正确答案，但当我能够再次投票时，我会给你们俩（焦点和科里）投票，因为我采纳了你们俩的建议来达成这个解决方案。

    public void Execute(IPluginExecutionContext context)
    {
        if (context.InputParameters.Properties.Contains("Target") &&
            context.InputParameters.Properties["Target"] is DynamicEntity)
        {
            DynamicEntity opp = (DynamicEntity)context.InputParameters["Target"];
            Picklist StageCodePicklist = new Picklist(); (Picklist);opp.Properties["salesstagecode"];
            StageCodePicklist.name = "Advocating - Advanced (90%)";
            StageCodePicklist.Value = 200004;
            opp.Properties["salesstagecode"] = StageCodePicklist;
        }
    }