CRM基于.NET的增删改查

 

一、准备工作：

    1.添加 microsoft.crm.sdk.proxy.dll和microsoft.xrm.sdk.dll 引用到项目中！并引用以下using！

using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using System.ServiceModel.Description;
using Microsoft.Crm.Sdk.Messages;

二、增删改查
1.CRM连接方法;

             Uri uri = new Uri("http://192.168.112.107/mzj-crm2011/XRMServices/2011/Organization.svc");//CRM发表地址
                ClientCredentials clientCredentials = new ClientCredentials();
                clientCredentials.Windows.ClientCredential = new System.Net.NetworkCredential("test", "7654321", "hz.sh.cn");//账号，密码，域名
                OrganizationServiceProxy _service = new OrganizationServiceProxy(uri, null, clientCredentials, null);
                _service.EnableProxyTypes();

2.增（向CRM插入数据）,默认你将要插入的数据读取到DataTable；

 1  Entity total = new Entity("new_yzsjz_street_total");//CRM的实体名称必须小写
 2                         total["new_street_name"] = new_streetname;
 3                         total["new_yzsjz_person"] = dt.Rows[i]["jzrs"].ToString();
 4                         total["new_countstatus"] = dt.Rows[i]["cishu"].ToString();
 5                         total["new_year"] = dt.Rows[i]["yy"].ToString();
 6                         total["new_check_type"] = new OptionSetValue(100000000);//多选项
 7                         total["new_suspicious_person"] = dt.Rows[i]["kyrs"].ToString();
 8                         total["new_sumallamt"] = dt.Rows[i]["jine"].ToString();
 9                         total["new_month"] = dt.Rows[i]["mm"].ToString();
10 
11                         string sql1 = string.Format("select TeamId from Team where Name='{0}'", new_streetname);
12                         SqlCommand cmd1 = new SqlCommand(sql1, con);
13                         con.Open();
14                         SqlDataAdapter sa1 = new SqlDataAdapter(cmd1);
15                         DataTable dt1 = new DataTable();
16                         DataSet ds1 = new DataSet();
17                         sa1.Fill(ds1);
18                         dt1 = ds1.Tables[0];
19                         con.Close();
20                         string guid = dt1.Rows[0]["teamid"].ToString();//获取负责人的Guid
21 
22                         //创建记录并为该记录添上负责人
23                         Guid hh = _service.Create(total);
24                         Guid aa = new Guid(guid);
25                         AssignRequest assignRequest = new AssignRequest();
26                         assignRequest.Assignee = new EntityReference("team", aa);//此处为团队，若负责人为用户则为systemuser
27                         assignRequest.Target = new EntityReference("new_yzsjz_street_total", hh);//实体名称
28                         _service.Execute(assignRequest);

3.删（删除CRM中的记录）;

 string new_id = dtjh.Rows[i]["new_id"].ToString();
                    //通过条件查询出记录的GUID
                    QueryExpression prosal = new QueryExpression("new_marry_person_reg");//实体名称
                    prosal.ColumnSet.AddColumn("new_id");//条件
                    FilterExpression filt = prosal.Criteria.AddFilter(LogicalOperator.And);//条件逻辑 and 或者 or
                    filt.AddCondition("new_id", ConditionOperator.Equal, new_id);//逻辑
                    EntityCollection entcol = _service.RetrieveMultiple(prosal);
                    if (new_id!="")
                    {
                        if (entcol.Entities.Count>1)
                        {
                            for (int j = 1; j < entcol.Entities.Count; j++)
                            {
                                Entity entiy = new Entity("new_marry_person_reg");
                                entiy.Id = entcol.Entities[j].Id;//记录GUID
                                DeleteRequest deleteRequest = new DeleteRequest();
                                deleteRequest.Target = new EntityReference("new_marry_person_reg", entiy.Id);
                                DeleteResponse deleteResponse = (DeleteResponse)_service.Execute(deleteRequest);//删除方法
                            }
                        }
                    }

Tips:删除也可直接从数据库中读取到记录的GUID，即字段名称为“实体名+ID”。再放入以上的DeleteRequest方法中！

4.改（修改CRM中的记录的数据）;

                             UpdateRequest uq = new UpdateRequest();
                                Entity contact2 = new Entity("new_yzsjz_daily_settlement");
                                contact2.Id = guidmtd;//通过查询获取得记录的Guid
                                if (guidym != "")
                                {
                    //CRM中lookup类型字段的赋值方法
                                    Guid new_tomontha = new Guid(guidym);
                                    EntityReference newguid = new EntityReference("new_jz_person", new_tomontha);
                                    contact2["new_tomonth"] = newguid;
                                }
                                uq.Target = contact2;
                                UpdateResponse updateResponse = (UpdateResponse)_service.Execute(uq);                                    

5.查(查询CRM中的记录);

                     //等同于sql语句
                        QueryExpression prosal = new QueryExpression("new_yzsjz_all_settlement");//当月
                        prosal.ColumnSet.AddColumn("new_insureid");
                        prosal.ColumnSet.AddColumn("new_year");
                        prosal.ColumnSet.AddColumn("new_month");
                        FilterExpression filt = prosal.Criteria.AddFilter(LogicalOperator.And);
                        filt.AddCondition("new_insureid", ConditionOperator.Equal, new_insureid);//身份证
                        filt.AddCondition("new_year", ConditionOperator.Equal, year);//年
                        filt.AddCondition("new_month", ConditionOperator.Equal, month);//月
                        EntityCollection entcol = _service.RetrieveMultiple(prosal);
                      if (new_insureid != "" && year != "" && month != "")
                        {
                            if (entcol.Entities.Count > 0)
                            {
   Guid guid1 = entcol.Entities[0].Id;//记录GUID
                            Entity entiy2 = _service.Retrieve
("new_yzsjz_all_settlement", guid1, new ColumnSet(true));
string aa=entiy2.Attributes["aa"].ToString()//该记录中的aa数据


}
}        

Tips：建议若需查询的记录太多，还是用SQL查询方法较好，CRM自带的方法只会查出5000+条记录。