以编程方式为潜在客户/联系人实体上的自定义字段创建属性映射

Question

因此，我有一个 CRM 集成，它向潜在客户和联系人添加了两个字段。一个整数和一个布尔值。当我们将潜在客户转换为联系人时，我希望潜在客户中的这些自定义字段能够转移到新联系人。我们有超过 700 个实例在使用我们的产品，因此这需要是一个编程解决方案。这就是问题所在。我一直无法理解 CreateAttributeMappings 类，希望这里有人能启发我并告诉我我在哪里愚蠢......

现在我得到了这样的东西：

var parentEntityMapId = new v4.Sdk.Lookup();
parentEntityMapId.name = "lead";
parentEntityMapId.Value = Guid.NewGuid();

var entityMapId = new v4.Sdk.Lookup();
entityMapId.name = "contact";
//entityMapId.Value = new Guid("608861bc-50a4-4c5f-a02c-21fe1943e2cf");
entityMapId.Value = Guid.NewGuid();

var attributeMapId = new v4.Sdk.Key();
attributeMapId.Value = Guid.NewGuid();

var attributeMap = new v4.SdkTypeProxy.attributemap();
attributeMap.attributemapid = attributeMapId;
attributeMap.entitymapid = entityMapId;
attributeMap.sourceattributename = fieldNameFrom;
attributeMap.targetattributename = fieldNameTo;
//parentEntityMapId.Value = new Guid("DC6574CB-92CE-446C-A5D6-885A75107D52");
attributeMap.parentattributemapid = parentEntityMapId;

var targetAttributeMap = new v4.SdkTypeProxy.TargetCreateAttributeMap();

targetAttributeMap.AttributeMap = attributeMap;

var attributeMapCreateRequest = new v4.SdkTypeProxy.CreateRequest();
attributeMapCreateRequest.Target = targetAttributeMap;

var response = this.CrmService.Execute(attributeMapCreateRequest);

然而这给了我这个错误消息：

0x80046203 映射无效。属性不可映射，或者属性属于不同类型，或者目标属性的大小小于源属性的大小。 平台

如果您能给我任何帮助或见解，我将不胜感激。

Answer 1

终于想通了。需要拉取现有的实体映射，然后只需添加两个字段并发送请求。如此简单的事情却如此令人沮丧……

    public void CreateAttributeMapping(string fieldNameFrom, string entityNameFrom, string fieldNameTo, string entityNameTo)
    {
        var entityMap = Retrieve("entitymap", new List<FilterCriteria> { new FilterCriteria("targetentityname", entityNameTo), new FilterCriteria("sourceentityname", entityNameFrom) }, null);

        var entityMapId = new v4.Sdk.Lookup();
        entityMapId.name = entityMap.GetKeyName();
        entityMapId.Value = entityMap.GetKeyValue();

        var attributeMap = new v4.SdkTypeProxy.attributemap();
        attributeMap.entitymapid = entityMapId;
        attributeMap.sourceattributename = fieldNameTo;
        attributeMap.targetattributename = fieldNameFrom;

        var targetAttributeMap = new v4.SdkTypeProxy.TargetCreateAttributeMap();

        targetAttributeMap.AttributeMap = attributeMap;

        var attributeMapCreateRequest = new v4.SdkTypeProxy.CreateRequest();
        attributeMapCreateRequest.Target = targetAttributeMap;

        var response = this.CrmService.Execute(attributeMapCreateRequest);

Answer 2

我不能说我自己以编程方式完成了此操作，但在创建链接两个实体之间的字段的 attributemap 方面，您所做的事情看起来是正确的。

您得到的错误将是两件事之一。

它匹配的属性映射字段的大小或类型可能不同。如果您说您的集成负责创建，那么这似乎不太可能，但通过界面进入 CRM 可能是值得的。查找潜在客户和联系人之间的关系，然后手动添加映射以查看是否出现相同的错误。

如果确实出现错误，则说明存在不同的情况（类型或大小）。

如果您没有收到错误，则意味着您尝试执行的操作是正确的，但是代码中在尝试创建的属性映射方面会出现问题。

在这种情况下，可能值得进行调试以了解更多信息。然后，如果您查看尝试通过代码设置的值，并与手动输入的数据库中现有的值进行比较，它可能会指出缺少的内容。

Answer 3

我们可以使用 PowerShell 来完成此操作：

Import-Module Microsoft.Xrm.Data.Powershell

function Get-EntitymapDetails() {
    param(
        [Parameter(Mandatory)]
        [string] $SourceEntityName,
        [Parameter(Mandatory)]
        [string] $TargetEntityName
    )

    $fetchxml = @"
        <fetch>
          <entity name="entitymap" >
            <attribute name="sourceentityname" />
            <attribute name="targetentityname" />
            <attribute name="entitymapidunique" />
            <attribute name="entitymapid" />
            <filter>
              <condition attribute="sourceentityname" operator="eq" value="lead" />
              <condition attribute="targetentityname" operator="eq" value="contact" />
            </filter>
          </entity>
        </fetch>
"@

    $relMappings = (Get-CrmRecordsByFetch -Fetch $fetchxml -AllRows).CrmRecords

    if($relMappings.Count -ne 1) {
        throw "Expected single entity-map - found $($relMappings)"
    }

    $relMappings
}

function Test-AttributeMappingExists() {
    param(
        [Parameter(Mandatory)]
        [Guid] $EntityMapId,
        [Parameter(Mandatory)]
        [string] $SourceAttribute,
        [Parameter(Mandatory)]
        [string] $TargetAttribute
    )

    $fetchxml = @"
        <fetch >
          <entity name="attributemap" >
            <attribute name="attributemapid" />
            <filter>
              <condition attribute="entitymapid" operator="eq" value="$EntityMapId" />
              <condition attribute="sourceattributename" operator="eq" value="$SourceAttribute" />
              <condition attribute="targetattributename" operator="eq" value="$TargetAttribute" />
            </filter>
          </entity>
        </fetch>
"@


    $attrMappings = (Get-CrmRecordsByFetch -Fetch $fetchxml)

    return ($attrMappings.CrmRecords.Count -gt 0)
}

function Setup-AttributeMapping() {
   param(
        [Parameter(Mandatory)]
        [Guid] $EntityMapId,
        [Parameter(Mandatory)]
        [string] $SourceAttribute,
        [Parameter(Mandatory)]
        [string] $TargetAttribute
    )

    ## verify that this attribute mapping is not already defined
    $attrMappingExits = Test-AttributeMappingExists `
                            -EntityMapId $entityMap.entitymapid `
                            -SourceAttribute $SourceAttribute `
                            -TargetAttribute $TargetAttribute

    if($attrMappingExits){

        Write-Host "Attribute-Mapping for '$sourceAttr' -> '$targetAttr' is already defined"
        return
    }

    $response = New-CrmRecord -EntityLogicalName 'attributemap' -Fields @{
        entitymapid = New-CrmEntityReference -EntityLogicalName 'entitymap' -Id $EntityMapId
        sourceattributename = $SourceAttribute;
        targetattributename = $TargetAttribute;
    }

    if($response -eq $null) {
        throw $conn.LastCrmError
    }

    Write-Host "Created new attribute-mapping"

}

$conn = Get-CrmConnection -InteractiveMode

$sourceAttr = 'parentaccountid'
$targetAttr = 'parentcustomerid'

$entityMap = Get-EntitymapDetails -SourceEntityName 'lead' -TargetEntityName 'contact'


Setup-AttributeMapping `
    -EntityMapId $entityMap.entitymapid `
    -SourceAttribute $sourceAttr `
    -TargetAttribute $targetAttr