Dynamic CRM最常用的3种查询方式

在crm系统中 接口或者插件中 通常都会有查询的校验

实际上单查询的话 不用crm提供的方式也可以 直接用sql的方式去查，一般涉及到很多表的联动查询比如报表查询时，还是用sql更方便

 

一、QueryExpression查询方式

1.花挎号实例化方式，可以做多表联动查询

 1 private static Entity GetDeliveryOrderDetail(string deliveryOrderNo, string deliveryRowNo)
 2         {
 3             QueryExpression queryExp = new QueryExpression("foton_deliveryorderdetail")
 4             {
 5                 ColumnSet = new ColumnSet("foton_deliveryorderdetailid"),
 6                 NoLock = true,
 7                 Criteria = new FilterExpression(LogicalOperator.And)
 8                 {
 9                     Conditions =
10                     {
11                         new ConditionExpression("foton_rowno", ConditionOperator.Equal, deliveryRowNo)
12                     }
13                 },
14                 LinkEntities =
15                 {
16                     new LinkEntity("foton_deliveryorderdetail", "foton_deliveryorder", "foton_deliveryorderid", "foton_deliveryorderid", JoinOperator.Inner)
17                     {
18                         LinkCriteria = new FilterExpression(LogicalOperator.And)
19                         {
20                             Conditions =
21                             {
22                                 new ConditionExpression("foton_no", ConditionOperator.Equal, deliveryOrderNo)，
23 new  ConditionExpression("crm_orderlinestatus",ConditionOperator.NotEqual,171060003),
24                             }
25                         }
26                     }
27                 }
28             };
29
30             Entity deliveryOrderDetail = null;
31             try
32             {
33                 deliveryOrderDetail = OrgServiceUtil.Client.RetrieveMultiple(queryExp).Entities.FirstOrDefault();
34             }
35             catch (Exception e)
36             {
37                 return null;
38             }
39             return deliveryOrderDetail;
40         }

2.属性赋值方式，看起来更整洁一些，个人比较常用此方式

 1 private Entity checkAccountAmountIsExist(IOrganizationService service,Entity entity)
 2         {
 3             QueryExpression query = new QueryExpression(AccountAmount.new_amount);
 4             query.Criteria.AddCondition("new_account_amount", ConditionOperator.Equal, entity.GetAttributeValue<EntityReference>("new_account_amount").Id);
 5             query.Criteria.AddCondition("new_type", ConditionOperator.Equal, entity.GetAttributeValue<OptionSetValue>("new_type").Value);
 6             query.ColumnSet = new ColumnSet(true);
 7             query.NoLock = true;
 8             Entity checkEntity = service.RetrieveMultiple(query)?.Entities.FirstOrDefault();
 9             return checkEntity;
10         }

项目实战拓展：QueryExpression多选项集条件查询与多条件组合查询方式：

 1  public List<Entity> GetOldFundsAccountByBusinessId(string businessEntityName, Guid businessId)
 2         {
 3             QueryExpression query = new QueryExpression(FundsAccount.new_funds_account);
 4             switch (businessEntityName)
 5             {
 6                 case FundsAccount.new_order:
 7                     query.Criteria.AddCondition(FundsAccount.new_order_field, ConditionOperator.Equal, businessId);
 8                     break;
 9                 case FundsAccount.new_salesorder:
10                     query.Criteria.AddCondition(FundsAccount.new_partssalesorder_field, ConditionOperator.Equal, businessId);
11                     break;
12                 default:
13                     break;
14             }
15             int[] typeArray = { FundsAccountType.BALANCE.GetHashCode(), FundsAccountType.BEGINBALANCE.GetHashCode(), FundsAccountType.LC.GetHashCode(), FundsAccountType.LINECREDIT_REMOVE_OUT.GetHashCode(), FundsAccountType.LINECREDIT_REMOVE_INNER.GetHashCode() };
16             ConditionExpression condition = new ConditionExpression("new_type", ConditionOperator.In, typeArray);
17             FilterExpression filter = new FilterExpression();
18             filter.AddCondition(condition);
19             query.ColumnSet = new ColumnSet(true);
20             query.NoLock = true;
21             query.Criteria.AddFilter(filter);
22             return crmOrg.RetrieveMultiple(query)?.Entities.ToList();
23         }

二、FetchXML查询方式

FetchXML查询方式个人使用最多的场景是多表联动查询

1.简单单表查询

 1 private static Entity GetPurchasingInfoRecord(string infnr,Guid otdmaterialId, Guid providerId)
 2         {
 3             Entity entity = null;
 4             string getOtdmaterialByCodeFetchXML = @"
 5                 <fetch mapping='logical'>
 6                     <entity name='foton_otdpurchasinginforecord'>
 7                         <all-attributes />
 8                         <filter type='and'>
 9                              <condition attribute='foton_infnr' operator='eq' value='{0}' />
10                              <condition attribute='foton_otdmaterialid' operator='eq' value='{1}' />
11                              <condition attribute='foton_providerid' operator='eq' value='{2}' />
12                         </filter>
13                     </entity>
14                 </fetch>";
15             string fetchXml = string.Format(getOtdmaterialByCodeFetchXML, infnr, otdmaterialId.ToString().Replace("{","").Replace("}", ""), providerId.ToString().Replace("{", "").Replace("}", ""));
16             EntityCollection entities = ExecFetchXML(fetchXml);
17             if (entities.Entities.Count > 0)
18             {
19                 entity = entities[0];
20             }
21             return entity;
22         }
23
24 　　　　　/// <summary>
25         /// 根据FetchXML查询对应的Entity列表
26         /// </summary>
27         /// <param name="fetchXml">fetchxml查询语句</param>
28         /// <create>ading</create>
29         /// <returns>结果集</returns>
30         public static EntityCollection ExecFetchXML(string fetchXml)
31         {
32             try
33             {
34                 return crmOrg.RetrieveMultiple(new FetchExpression(fetchXml));
35             }
36             catch (Exception ex)
37             {
38                 if (ex is MessageSecurityException)
39                 {
40                     crmOrg = OrgServiceUtil.Client;
41                     return crmOrg.RetrieveMultiple(new FetchExpression(fetchXml));
42                 }
43                 throw ex;
44             }
45         }

2.多表查询

（简单的查询语句可以通过在线sql语句转换成fetchxml的工具转化， 也可以通过相关的实体窗体右上方导航按钮中有个高级查询 自定义一个查询视图然后导出fetchxml，较为复杂的语句建议自己写）

 1         /// <summary>
 2         /// 税率查询FetchXML
 3         /// </summary>
 4         private string RateQueryFetchXML = @"
 5             <fetch mapping='logical'>
 6               <entity name = 'new_product_fourth'>
 7                 <link-entity name='new_return_analysis_detail' from='new_product_fourthid' to='new_product_fourthid' alias='analydetail' link-type='inner'>
 8                     <filter>
 9                         <condition attribute = 'new_return_analysis_detailid' operator='eq' value='{0}' />
10                     </filter>
11                 </link-entity>
12                 <link-entity name='new_brand' from='new_brandid' to='new_brandid' link-type='outer' alias='brand'>
13                   <attribute name='new_taxrate' />
14                 </link-entity>
15               </entity>
16             </fetch>";
17 要取出连接表中的new_taxrate字段的值 需要注意要用AliasedValue先承接连接表的查询结果
18 private decimal GetRateByDetail(IOrganizationService service, Entity detailEntity)
19         {
20             decimal rate = 0.00m;
21             Entity rateEntity = service.RetrieveMultiple(new FetchExpression(string.Format(RateQueryFetchXML, detailEntity.Id)))?.Entities.FirstOrDefault();
22             AliasedValue rateAliasedValue = rateEntity.GetAttributeValue<AliasedValue>("brand.new_taxrate");
23             rate = rateEntity == null ? 0.00m : (rateAliasedValue == null ? 0.00m: Convert.ToDecimal(rateAliasedValue.Value));
24             return rate;
25         }
26 brand.new_taxrate取值，实际上也可以通过设置连接表要查的字段一个别名的方式，rateEntity.GetAttributeValue<AliasedValue>("taxrate");：
27 <attribute name='new_taxrate' alias='taxrate' />    

拓展：

1）FetchXML中的关联表查询时，过滤条件为link表的字段是，既可以写在link表里，也可以放到最外层统一过滤

下面为js中拼接的fetchXML语句

 1 function getInvoiceDetailByOrderIdFetchXML(value) {
 2     var fetchXML = '<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">'
 3         + '<entity name="new_relation">'
 4         + '<all-attributes />'
 5         + '<link-entity name="crm_vehicle" from="crm_vehicleid" to="crm_vin" link-type="outer" />'
 6         + '<link-entity name="crm_ordermanage" from="crm_ordermanageid" to="crm_ordermanage" link-type="outer" />'
 7         + '<filter type="and">'
 8         + '<condition entityname="crm_ordermanage" attribute="crm_ordermanageid"  value="' + value + '" operator="eq" />'
 9         + '<condition entityname="crm_vehicle" attribute="crm_invoiceapplicationdetail"  operator="not-null"/>'
10         + '<condition attribute="crm_orderlinestatus"  value="171060003" operator="ne" />'
11         + '</filter>'
12         + '</entity >'
13         + '</fetch >';
14     return fetchXML;
15 }

三、QueryByAttribute方式：

QueryByAttribute queryo = new QueryByAttribute("opportunityproduct");
queryo.AddAttributeValue("foton_otddemandorerid", opportunityid.Id);
queryo.ColumnSet = new ColumnSet(true);
//queryinvoiceaccount.AddAttributeValue("statecode", 0);//属性名
EntityCollection ecinvoiceo = service.RetrieveMultiple(queryo);

通过字段值的方式，有些类似于QueryExpression使用属性赋值查询。