我是CRM的新手。我已经为应用程序实现了OAuth。我正在使用web api方法访问特定的CRM用户数据。我已成功实施了web api以获取“获取用户机会”,“更新用户机会”。但我无法为“近距离机会”或“赢得机会”做同样的事情。
注意:访问用户数据时,我没有使用OrganizationService代理。我正在使用OAuth令牌并调用特定的API请求URL。
请指导我实现同样的目标。非常值得注意的是,如果有人能够在代码上显示任何样本,或者如何在邮递员中测试相同的样本。
我的疑问:
1)是否可以使用OAuth令牌,我们可以连接到OrganizationServiceProxy而无需传递用户凭据吗?
例如:获得机会
请求网址:https://testdevcrm.crm8.dynamics.com/api/data/v9.1/opportunities
标题:
授权:持票人(accessToken)
接受:应用/ JSON
的OData-MAXVERSION:4.0
OData兼容版本:4.0
方法类型:GET
码
#region FectchUserOpportunities
public async Task<JToken> FectchUserOpportunities(string systemuserid,string bearerToken)
{
JToken jResu = null;
try
{
var httpClient = new HttpClient();
httpClient.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", bearerToken);
ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;
string filter = "&$filter=_createdby_value eq '" + systemuserid + "' and opportunityid ne null and statuscode eq 1&$orderby=createdon asc&$top=5";
string opportunitiesURL = string.Concat(GenericMethods.GetAppSetting("FetchCRMOpportunitiesAPI"), filter);
var result = httpClient.GetAsync(opportunitiesURL).Result;
if (result != null)
{
var opporJSON = await result.Content.ReadAsStringAsync();
JToken jsonResult = JsonConvert.DeserializeObject<JObject>(opporJSON);
jResu = jsonResult["value"];
}
else
{
jResu = null;
}
}
catch (Exception ex)
{
}
return jResu;
}
#endregion
那么有一个特定的动作,可以从Web API调用以关闭机会作为WON或LOSS。它被称为
WinOpportunity
LoseOpportunity
现在你如何通过Web Api调用它。下面是示例代码从前端侧调用它。您可以使用Postman轻松复制此内容,并了解这有何帮助。
var parameters = {};
var opportunityclose = {};
opportunityclose.activityid = "00000000-0000-0000-0000-000000000000"; //Delete if creating new record
opportunityclose["@odata.type"] = "Microsoft.Dynamics.CRM.opportunityclose";
opportunityclose["[email protected]"] = "/opportunities(8CA20837-715F-E911-A83A-000D3A3852A3)";
parameters.OpportunityClose = opportunityclose;
parameters.Status = 0;
var req = new XMLHttpRequest();
req.open("POST", Xrm.Page.context.getClientUrl() + "/api/data/v9.1/WinOpportunity", false);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function() {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 204) {
//Success - No Return Data - Do Something
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send(JSON.stringify(parameters));
var parameters = {};
var opportunityclose = {};
opportunityclose.activityid = "00000000-0000-0000-0000-000000000000"; //Delete if creating new record
opportunityclose["@odata.type"] = "Microsoft.Dynamics.CRM.opportunityclose";
opportunityclose["[email protected]"] = "/opportunities(8CA20837-715F-E911-A83A-000D3A3852A3)";
parameters.OpportunityClose = opportunityclose;
parameters.Status = 0;
var req = new XMLHttpRequest();
req.open("POST", Xrm.Page.context.getClientUrl() + "/api/data/v9.1/LoseOpportunity", false);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function() {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 204) {
//Success - No Return Data - Do Something
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send(JSON.stringify(parameters));
最后,我使用web api实现了C#代码作为WON的机会。
码:
#region UpdateUserOpportunityWon
public async Task<string> UpdateUserOpportunityWon(string bearerToken, string opportunityid, string wonsubject, string actualend = "", int actualrevenue = 0, string wondesc = "")
{
string jResu = "";
try
{
string opportunitiesURL = string.Format(GenericMethods.GetAppSetting("UpdateCRMOpportunityAPI"), opportunityid);
var httpClient = new HttpClient();
httpClient.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", bearerToken);
httpClient.DefaultRequestHeaders.Add("OData-MaxVersion", "4.0");
httpClient.DefaultRequestHeaders.Add("OData-Version", "4.0");
httpClient.DefaultRequestHeaders.Add("Accept", "application/json");
//httpClient.DefaultRequestHeaders.Add("Content-Type", "application/json; charset=utf-8");
ServicePointManager.SecurityProtocol = SecurityProtocolType.Tls12;
string jsonBody = "";
if (String.IsNullOrEmpty(actualend))
{
jsonBody = "{'Status':3,'OpportunityClose':{'subject':'" + wonsubject + "','actualrevenue':" + actualrevenue + ",'description':'" + wondesc + "','[email protected]':'" + opportunitiesURL + "'}}";
}
else
{
jsonBody = "{'Status':3,'OpportunityClose':{'subject':'" + wonsubject + "','actualrevenue':" + actualrevenue + ",'actualend':'" + actualend + "','description':'" + wondesc + "','[email protected]':'" + opportunitiesURL + "'}}";
}
var content = new StringContent(jsonBody, Encoding.UTF8, "application/json");
string opportunitiesWonURL = string.Format(GenericMethods.GetAppSetting("UpdateOpportunityWon"), opportunityid);
var result = httpClient.PostAsync(opportunitiesWonURL, content).Result;
// TelemetryHelper.Trace("API res", result.ToString());
string statuscode = result.StatusCode.ToString();
if (result != null)
{
var opporJSON = await result.Content.ReadAsStringAsync();
if (statuscode.ToLower() == "nocontent")
{
jResu = statuscode; //success
}
else
{
JToken jsonResult = JsonConvert.DeserializeObject<JObject>(opporJSON);
if (jsonResult["error"] != null)
{
jResu = jsonResult["error"]["message"].ToString();
}
}
}
else
{
jResu = Resources.CommonAPIError + statuscode;
}
}
catch (Exception ex)
{
TelemetryHelper.Trace("API Ex", ex.Message.ToString());
}
return jResu;
}
#endregion