샘플: 특정 레코드와 관련된 레코드 롤업
게시 날짜: 2017년 1월
적용 대상: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
이 샘플 코드는 Microsoft Dynamics 365(온라인 및 온-프레미스)용입니다.Microsoft Dynamics CRM SDK 패키지를 다운로드합니다. 다운로드 패키지의 다음 위치에서 확인할 수 있습니다.
SampleCode\CS\BusinessDataModel\BusinessManagement\RollupByObject.cs
요구 사항
이 SDK에서 제공된 샘플 코드를 실행하기 위한 요구 사항에 대한 자세한 내용은 샘플 및 도우미 코드 사용을 참조하십시오.
보여 주기
이 샘플에서는 상위 거래처에서 영업 기회를 롤업하는 방법을 보여 줍니다.
예제
using System;
using System.ServiceModel;
// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// found in the SDK\bin folder.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;
// This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
// found in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// Demonstrates how to roll up opportunities by their parent account.</summary>
/// </summary>
public class RollupByObject
{
#region Class Level Members
private Guid _accountId;
private Guid _opportunityId;
private OrganizationServiceProxy _serviceProxy;
#endregion Class Level Members
#region How To Sample Code
/// <summary>
/// This sample demonstrates how to roll up opportunities by their parent account.
/// The sample first creates the Rollup Request. Next, it executes that request.
/// Finally, the sample displays the results of the Rollup Response.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
#region Create QueryExpression
// Create QueryExpression
QueryExpression query = new QueryExpression()
{
EntityName = Opportunity.EntityLogicalName,
ColumnSet = new ColumnSet("name", "accountid"),
Criteria =
{
Filters =
{
new FilterExpression
{
FilterOperator = LogicalOperator.And,
Conditions =
{
new ConditionExpression("name", ConditionOperator.Equal, "Opportunity 1")
},
}
}
},
};
Console.WriteLine("Created QueryExpression.");
#endregion Create QueryExpression
#region Create RollupRequest
// Create RollupRequest
RollupRequest rollupRequest = new RollupRequest();
rollupRequest.Query = query;
rollupRequest.Target = new EntityReference("account", _accountId);
rollupRequest.RollupType = RollupType.Extended;
Console.WriteLine("Created RollupRequest.");
#endregion Create RollupRequest
#region Execute RollupRequest
// Execute RollupRequest
RollupResponse rollupResponse = (RollupResponse)_serviceProxy.Execute(rollupRequest);
Console.WriteLine("Executed RollupRequest.");
#endregion Execute RollupRequest
#region Show RollupResponse results
// Show RollupResponse results
Console.WriteLine("RollupResponse Results:");
Console.WriteLine("--------------------------------------------------");
Console.WriteLine("Count: " + rollupResponse.Results.Count);
for (int i = 0; i < rollupResponse.Results.Count; i++ )
{
Console.WriteLine();
Console.WriteLine("LogicalName: " + rollupResponse.EntityCollection.Entities[i].LogicalName);
Console.WriteLine("Id: " + rollupResponse.EntityCollection.Entities[i].Id);
}
#endregion Show RollupResponse results
DeleteRequiredRecords(promptforDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics CRM throws.
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
public void CreateRequiredRecords()
{
// Create an account
Account account = new Account
{
Name = "Fourth Coffee"
};
_accountId = _serviceProxy.Create(account);
// Create an opportunity
Opportunity newOpportunity = new Opportunity
{
Name = "Opportunity 1",
CustomerId = new EntityReference
{
Id = _accountId,
LogicalName = account.LogicalName
}
};
_opportunityId = _serviceProxy.Create(newOpportunity);
}
public void DeleteRequiredRecords(bool prompt)
{
bool toBeDeleted = true;
if (prompt)
{
// Ask the user if the created entities should be deleted.
Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
String answer = Console.ReadLine();
if (answer.StartsWith("y") ||
answer.StartsWith("Y") ||
answer == String.Empty)
{
toBeDeleted = true;
}
else
{
toBeDeleted = false;
}
}
if (toBeDeleted)
{
// Delete all records created in this sample.
_serviceProxy.Delete(Account.EntityLogicalName, _accountId);
Console.WriteLine("Entity record(s) have been deleted.");
}
}
#endregion How To Sample Code
#region Main method
/// <summary>
/// Standard Main() method used by most SDK samples.
/// </summary>
/// <param name="args"></param>
static public void Main(string[] args)
{
try
{
// Obtain the target organization's Web address and client logon
// credentials from the user.
ServerConnection serverConnect = new ServerConnection();
ServerConnection.Configuration config = serverConnect.GetServerConfiguration();
RollupByObject app = new RollupByObject();
app.Run(config, true);
}
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
Console.WriteLine("Message: {0}", ex.Detail.Message);
Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
catch (System.TimeoutException ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Message: {0}", ex.Message);
Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
Console.WriteLine("Inner Fault: {0}",
null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
}
catch (System.Exception ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine(ex.Message);
// Display the details of the inner exception.
if (ex.InnerException != null)
{
Console.WriteLine(ex.InnerException.Message);
FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
if (fe != null)
{
Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
Console.WriteLine("Message: {0}", fe.Detail.Message);
Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
}
}
// Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
// SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.
finally
{
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
#endregion Main method
}
}
참고 항목
RollupRequest
Microsoft Dynamics 365에서 엔터티에 대한 소개
샘플: 엔터티 이미지 설정 및 검색
Microsoft Dynamics 365
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