Dynamics 365 访问团队模板配置

1、 访问团队模板

实体启用访问团队功能

 

 设置>安全性>访问团队模板

 

在实体窗体中添加子网格

 

在该实体中添加用户就可以访问

 

也可以通过代码创建访问用户

 

        /// <summary>
        /// 对团队模板添加用户
        /// </summary>
        /// <param name="service"></param>
        /// <param name="data"></param>
        /// <param name="uid"></param>
        /// <param name="teamtemplate"></param>
        private void AddUserToRecordTeam(IOrganizationService service, EntityReference data, Guid uid, Guid teamtemplateID)
        {
            var addToTeamRequest = new AddUserToRecordTeamRequest()
            {
                Record = data,
                SystemUserId = uid,
                TeamTemplateId = teamtemplateID,
            };

            service.Execute(addToTeamRequest);
        }

        /// <summary>
        /// 移除团队模板记录
        /// </summary>
        /// <param name="service"></param>
        /// <param name="data"></param>
        /// <param name="uid"></param>
        /// <param name="teamtemplate"></param>
        private void RemoveUserFromRecordTeam(IOrganizationService service, EntityReference data, Guid uid, Guid teamtemplateID)
        {
            var RemoveFromTeamRequest = new RemoveUserFromRecordTeamRequest()
            {
                Record = data,
                SystemUserId = uid,
                TeamTemplateId = teamtemplateID
            };
            service.Execute(RemoveFromTeamRequest);
        }

        /// <summary>
        /// 通过模板名称获取模板ID
        /// </summary>
        /// <param name="adminService"></param>
        /// <param name="teamtemplatename"></param>
        /// <returns></returns>
        private Guid GetTeamtemplateId(IOrganizationService adminService, string teamtemplatename)
        {
            QueryExpression qe = new QueryExpression("teamtemplate");
            qe.Criteria.AddCondition("teamtemplatename", ConditionOperator.Equal, teamtemplatename);
            var ec = adminService.RetrieveMultiple(qe);
            if (ec != null && ec.Entities.Count > 0)
            {
                return ec.Entities[0].Id;
            }
            return Guid.Empty;

        }