crm操作报价单实体

using System;

    using Microsoft.Xrm.Sdk;

    using Microsoft.Crm.Sdk.Messages;

    using Microsoft.Xrm.Sdk.Query;

/// <summary>

    /// 报价单

    /// </summary>

    public class QuoteHelper

    {

        public static readonly string entityName = "quote";

        public Guid quoteId = Guid.Empty;

        public IOrganizationService service;

/// <summary>

        /// 创建报价单

        /// </summary>

        public void Create(Guid accountId)

        {

            Entity en = new Entity() { LogicalName = entityName };

            en["name"] = "报价单測试";

            en["accountid"] = new EntityReference() { LogicalName = "account",Id = accountId };

            quoteId = service.Create(en);

        }

/// <summary>

        /// 创建报价单及其相关报价单具体信息

        /// </summary>

        /// <param name="childEn">报价单具体信息</param>

        public void CompoundCreate(EntityCollection childEn)

        {

            CompoundCreateRequest request = new CompoundCreateRequest();

            request.Entity = new Entity() { LogicalName = entityName };

            request.ChildEntities = childEn;

            CompoundCreateResponse response = (CompoundCreateResponse)service.Execute(request);

            quoteId = response.Id;

        }

/// <summary>

        /// 将报价单分派给其它用户或团队

        /// </summary>

        /// <param name="assignee">用户或团队引用</param>

        public void Assign(EntityReference assignee)

        {

            AssignRequest request = new AssignRequest();

            request.Target = new EntityReference() { LogicalName = entityName,Id = quoteId };

            request.Assignee = assignee;

            AssignResponse response = (AssignResponse)service.Execute(request);

        }

/// <summary>

        /// 指定结束报价单

        /// </summary>

        /// <param name="status">结束的状态值</param>

        public void CloseQuote(int status)

        {

            CloseQuoteRequest request = new CloseQuoteRequest();

            request.QuoteClose = new Entity() { LogicalName = entityName,Id = quoteId };

            request.Status = new OptionSetValue(status);

            CloseQuoteResponse response = (CloseQuoteResponse)service.Execute(request);

        }

/// <summary>

        /// 将报价单转换为销售订单

        /// </summary>

        public Entity ConvertQuoteToSalesOrder()

        {

            ConvertQuoteToSalesOrderRequest request = new ConvertQuoteToSalesOrderRequest();

            request.QuoteId = quoteId;

            request.ColumnSet = new Microsoft.Xrm.Sdk.Query.ColumnSet("name","accountid");

            ConvertQuoteToSalesOrderResponse response = (ConvertQuoteToSalesOrderResponse)service.Execute(request);

            //销售订单

            Entity solrorderEn = response.Entity;

            return solrorderEn;

        }

/// <summary>

        /// 为目标值中指定的实体获取产品的数量小数值

        /// </summary>

        /// <param name="productId">产品id</param>

        /// <param name="uoMId">单位id</param>

        public int GetQuantityDecimal(Guid productId, Guid uoMId)

        {

            GetQuantityDecimalRequest request = new GetQuantityDecimalRequest();

            request.Target = new EntityReference() { LogicalName = entityName,Id = quoteId };

            request.ProductId = productId;

            request.UoMId = uoMId;

            GetQuantityDecimalResponse response = (GetQuantityDecimalResponse)service.Execute(request);

            return response.Quantity;

        }

/// <summary>

        /// 从商机中检索产品并将其拷贝到报价单

        /// </summary>

        /// <param name="opportunityId">商机id</param>

        public void GetQuoteProductsFromOpportunity(Guid opportunityId)

        {

            GetQuoteProductsFromOpportunityRequest request = new GetQuoteProductsFromOpportunityRequest();

            request.OpportunityId = opportunityId;

            request.QuoteId = quoteId;

            GetQuoteProductsFromOpportunityResponse response =

                (GetQuoteProductsFromOpportunityResponse)service.Execute(request);

        }

/// <summary>

        /// 与其它安全主体（用户或团队）共享报价单

        /// </summary>

        /// <param name="accessMask">訪问权限</param>

        /// <param name="principal">用户或团队引用</param>

        public void GrantAccessRequest(AccessRights accessMask,EntityReference principal)


        {

            GrantAccessRequest request = new GrantAccessRequest();

            request.Target = new EntityReference() { LogicalName = entityName,Id = quoteId };

            request.PrincipalAccess = new PrincipalAccess() { AccessMask = accessMask,Principal = principal };

            GrantAccessResponse response = (GrantAccessResponse)service.Execute(request);

        }

/// <summary>

        /// 将报价单的状态设置为“草稿”

        /// </summary>

        public void ReviseQuote()

        {

            ReviseQuoteRequest request = new ReviseQuoteRequest();

            request.QuoteId = quoteId;

            request.ColumnSet = new Microsoft.Xrm.Sdk.Query.ColumnSet("name","accountid");

            ReviseQuoteResponse response = (ReviseQuoteResponse)service.Execute(request);

            //草稿状态的报价单

            Entity quoteEn = response.Entity;

        }

/// <summary>

        /// 汇总或检索与指定的记录（客户或联系人）相关的全部报价单

        /// </summary>

        /// <param name="target">客户或联系人引用</param>

        /// <param name="query">查询条件</param>

        /// <param name="rollupType">关联类型</param>

        public void Rollup(EntityReference target, QueryBase query, RollupType rollupType)


        {

            RollupRequest request = new RollupRequest();

            request.Target = target;

            request.Query = query;

            request.RollupType = rollupType;

            RollupResponse response = (RollupResponse)service.Execute(request);

            EntityCollection entityCollection = response.EntityCollection;

        }

/// <summary>

        /// 删除报价单

        /// </summary>

        public void Delete()

        {

            service.Delete(entityName, quoteId);

        }

       

    }