Beispiel: Rollup-Zieldaten für eine benutzerdefinierte Periode für den Zielumsatz
Veröffentlicht: Januar 2017
Gilt für: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
Dieser Beispielcode ist für Microsoft Dynamics 365 (online und lokal).Laden Sie das Microsoft Dynamics CRM SDK-Paket herunter. Dieser ist an folgender Position im SDK-Downloadpaket verfügbar:
SampleCode\CS\BusinessDataModel\Goals\RollupAllGoalsForCustomPeriodAgainstTargetRevenue.cs
Anforderungen
Weitere Informationen zu den Anforderungen zum Ausführen des in diesem SDK enthaltenen Beispielcodes finden Sie unter Verwenden des Beispiel- und Hilfscode.
Demonstriert
Dieses Beispiel zeigt, wie für Zieldaten während einer benutzerdefinierten Periode für den Zielumsatz ein Rollup durchgeführt wird.
Beispiel
using System;
using System.ServiceModel;
using System.Collections.Generic;
// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;
// 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 work with Goals and related entities.</summary>
/// <remarks>
/// At run-time, you will be given the option to delete all the
/// database records created by this program.</remarks>
public class RollupAllGoalsForCustomPeriodAgainstTargetRevenue
{
#region Class Level Members
private Guid _salesManagerId;
private Guid _unitGroupId;
private Guid _defaultUnitId;
private Guid _product1Id;
private Guid _product2Id;
private Guid _discountTypeId;
private Guid _discountId;
private Guid _priceListId;
private Guid _priceListItem1Id;
private Guid _priceListItem2Id;
private Guid _catalogProductId;
private Guid _catalogProductPriceOverrideId;
private Guid _writeInProductId;
private Guid _metricId;
private Guid _inProgressId;
private Guid _actualId;
private Guid _parentGoalId;
private Guid _firstChildGoalId;
private Guid _secondChildGoalId;
private List<Guid> _accountIds = new List<Guid>();
private List<Guid> _rollupQueryIds = new List<Guid>();
private List<Guid> _salesRepresentativeIds = new List<Guid>();
private List<Guid> _opportunityIds = new List<Guid>();
private OrganizationServiceProxy _serviceProxy;
#endregion Class Level Members
#region How To Sample Code
/// <summary>
/// This method first connects to the Organization service. Afterwards,
/// several actions on Goal records are executed.
/// </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();
// Create the revenue metric, setting the Amount Data Type to 'Money'
// and the Metric Type to 'Amount'.
Metric sampleMetric = new Metric()
{
Name = "Sample Revenue Metric",
AmountDataType = new OptionSetValue(0),
IsAmount = true,
};
_metricId = _serviceProxy.Create(sampleMetric);
Console.Write("Created revenue metric, ");
// Create first RollupField which targets the estimated values.
RollupField inProgress = new RollupField()
{
SourceEntity = Opportunity.EntityLogicalName,
SourceAttribute = "estimatedvalue",
GoalAttribute = "inprogressmoney",
SourceState = 0,
EntityForDateAttribute = Opportunity.EntityLogicalName,
DateAttribute = "estimatedclosedate",
MetricId = new EntityReference(Metric.EntityLogicalName, _metricId),
};
_inProgressId = _serviceProxy.Create(inProgress);
Console.Write("created in-progress RollupField, ");
// Create second RollupField which targets the actual values.
RollupField actual = new RollupField()
{
SourceEntity = Opportunity.EntityLogicalName,
SourceAttribute = "actualvalue",
GoalAttribute = "actualmoney",
SourceState = 1,
EntityForDateAttribute = Opportunity.EntityLogicalName,
DateAttribute = "actualclosedate",
MetricId = new EntityReference(Metric.EntityLogicalName, _metricId)
};
_actualId = _serviceProxy.Create(actual);
Console.Write("created actual revenue RollupField, ");
// Create the goal rollup queries.
// Note: Formatting the FetchXml onto multiple lines in the following
// rollup queries causes the lenth property to be greater than 1,000
// chars and will cause an exception.
// The first query locates opportunities in the first sales
// representative's area (zip code: 60661).
GoalRollupQuery goalRollupQuery = new GoalRollupQuery()
{
Name = "First Example Goal Rollup Query",
QueryEntityType = Opportunity.EntityLogicalName,
FetchXml = @"<fetch version=""1.0"" output-format=""xml-platform"" mapping=""logical"" distinct=""false""><entity name=""opportunity""><attribute name=""totalamount""/><attribute name=""name""/><attribute name=""customerid""/><attribute name=""estimatedvalue""/><attribute name=""statuscode""/><attribute name=""opportunityid""/><order attribute=""name"" descending=""false""/><link-entity name=""account"" from=""accountid"" to=""customerid"" alias=""aa""><filter type=""and""><condition attribute=""address1_postalcode"" operator=""eq"" value=""60661""/></filter></link-entity></entity></fetch>"
};
_rollupQueryIds.Add(_serviceProxy.Create(goalRollupQuery));
Console.Write("created first rollup query for zip code 60661, ");
// The second query locates opportunities in the second sales
// representative's area (zip code: 99999).
goalRollupQuery = new GoalRollupQuery()
{
Name = "Second Example Goal Rollup Query",
QueryEntityType = Opportunity.EntityLogicalName,
FetchXml = @"<fetch version=""1.0"" output-format=""xml-platform"" mapping=""logical"" distinct=""false""><entity name=""opportunity""><attribute name=""totalamount""/><attribute name=""customerid""/><attribute name=""estimatedvalue""/><attribute name=""statuscode""/><attribute name=""opportunityid""/><order attribute=""name"" descending=""false""/><link-entity name=""account"" from=""accountid"" to=""customerid"" alias=""aa""><filter type=""and""><condition attribute=""address1_postalcode"" operator=""eq"" value=""99999""/></filter></link-entity></entity></fetch>"
};
_rollupQueryIds.Add(_serviceProxy.Create(goalRollupQuery));
Console.WriteLine("created second rollup query for zip code 99999.");
Console.WriteLine();
// Create three goals: one parent goal and two child goals.
Goal parentGoal = new Goal()
{
Title = "Parent Goal Example",
RollupOnlyFromChildGoals = true,
ConsiderOnlyGoalOwnersRecords = true,
TargetMoney = new Money(300.0M),
IsFiscalPeriodGoal = false,
MetricId = new EntityReference
{
Id = _metricId,
LogicalName = Metric.EntityLogicalName
},
GoalOwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
GoalStartDate = DateTime.Today.AddDays(-1),
GoalEndDate = DateTime.Today.AddDays(30)
};
_parentGoalId = _serviceProxy.Create(parentGoal);
Console.WriteLine("Created parent goal");
Console.WriteLine("-------------------");
Console.WriteLine("Target: {0}", parentGoal.TargetMoney.Value);
Console.WriteLine("Goal owner: {0}", parentGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Start Date: {0}", parentGoal.GoalStartDate);
Console.WriteLine("Goal End Date: {0}", parentGoal.GoalEndDate);
Console.WriteLine("<End of Listing>");
Console.WriteLine();
Goal firstChildGoal = new Goal()
{
Title = "First Child Goal Example",
ConsiderOnlyGoalOwnersRecords = true,
TargetMoney = new Money(100.0M),
IsFiscalPeriodGoal = false,
MetricId = new EntityReference
{
Id = _metricId,
LogicalName = Metric.EntityLogicalName
},
ParentGoalId = new EntityReference
{
Id = _parentGoalId,
LogicalName = Goal.EntityLogicalName
},
GoalOwnerId = new EntityReference
{
Id = _salesRepresentativeIds[0],
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
RollUpQueryActualMoneyId = new EntityReference
{
Id = _rollupQueryIds[0],
LogicalName = GoalRollupQuery.EntityLogicalName
},
GoalStartDate = DateTime.Today.AddDays(-1),
GoalEndDate = DateTime.Today.AddDays(30)
};
_firstChildGoalId = _serviceProxy.Create(firstChildGoal);
Console.WriteLine("First child goal");
Console.WriteLine("----------------");
Console.WriteLine("Target: {0}", firstChildGoal.TargetMoney.Value);
Console.WriteLine("Goal owner: {0}", firstChildGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Start Date: {0}", firstChildGoal.GoalStartDate);
Console.WriteLine("Goal End Date: {0}", firstChildGoal.GoalEndDate);
Console.WriteLine();
Goal secondChildGoal = new Goal()
{
Title = "Second Child Goal Example",
ConsiderOnlyGoalOwnersRecords = true,
TargetMoney = new Money(200.0M),
IsFiscalPeriodGoal = false,
MetricId = new EntityReference
{
Id = _metricId,
LogicalName = Metric.EntityLogicalName
},
ParentGoalId = new EntityReference
{
Id = _parentGoalId,
LogicalName = Goal.EntityLogicalName
},
GoalOwnerId = new EntityReference
{
Id = _salesRepresentativeIds[1],
LogicalName = SystemUser.EntityLogicalName
},
OwnerId = new EntityReference
{
Id = _salesManagerId,
LogicalName = SystemUser.EntityLogicalName
},
RollUpQueryActualMoneyId = new EntityReference
{
Id = _rollupQueryIds[1],
LogicalName = GoalRollupQuery.EntityLogicalName
},
GoalStartDate = DateTime.Today.AddDays(-1),
GoalEndDate = DateTime.Today.AddDays(30)
};
_secondChildGoalId = _serviceProxy.Create(secondChildGoal);
Console.WriteLine("Second child goal");
Console.WriteLine("-----------------");
Console.WriteLine("Target: {0}", secondChildGoal.TargetMoney.Value);
Console.WriteLine("Goal owner: {0}", secondChildGoal.GoalOwnerId.Id);
Console.WriteLine("Goal Start Date: {0}", secondChildGoal.GoalStartDate);
Console.WriteLine("Goal End Date: {0}", secondChildGoal.GoalEndDate);
Console.WriteLine();
// Calculate roll-up of goals.
RecalculateRequest recalculateRequest = new RecalculateRequest()
{
Target = new EntityReference(Goal.EntityLogicalName, _parentGoalId)
};
_serviceProxy.Execute(recalculateRequest);
Console.WriteLine("Calculated roll-up of goals.");
// Retrieve and report 3 different computed values for the goals
// - Percentage
// - ComputedTargetAsOfTodayPercentageAchieved
// - ComputedTargetAsOfTodayMoney
QueryExpression retrieveValues = new QueryExpression()
{
EntityName = Goal.EntityLogicalName,
ColumnSet = new ColumnSet(
"title",
"percentage",
"computedtargetasoftodaypercentageachieved",
"computedtargetasoftodaymoney")
};
EntityCollection ec = _serviceProxy.RetrieveMultiple(retrieveValues);
// Compute and display the results
for (int i = 0; i < ec.Entities.Count; i++)
{
Goal temp = (Goal)ec.Entities[i];
Console.WriteLine("Roll-up details for goal: {0}", temp.Title);
Console.WriteLine("---------------");
Console.WriteLine("Percentage: {0}", temp.Percentage);
Console.WriteLine("ComputedTargetAsOfTodayPercentageAchieved: {0}",
temp.ComputedTargetAsOfTodayPercentageAchieved);
Console.WriteLine("ComputedTargetAsOfTodayMoney: {0}",
temp.ComputedTargetAsOfTodayMoney.Value);
Console.WriteLine("<End of Listing>");
}
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;
}
}
/// <summary>
/// Creates any entity records that this sample requires.
/// </summary>
public void CreateRequiredRecords()
{
#region Create or Retrieve the necessary system users
// Retrieve the ldapPath
String ldapPath = String.Empty;
// Retrieve the sales team - 1 sales manager and 2 sales representatives.
_salesManagerId = SystemUserProvider.RetrieveSalesManager(_serviceProxy, ref ldapPath);
_salesRepresentativeIds = SystemUserProvider.RetrieveSalespersons(_serviceProxy, ref ldapPath);
#endregion
#region Create records to support Opportunity records
// Create a unit group
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
// Retrieve the default unit id that was automatically created
// when we created the Unit Group
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression
{
Conditions =
{
new ConditionExpression
{
AttributeName = "uomscheduleid",
Operator = ConditionOperator.Equal,
Values = { _unitGroupId }
}
}
},
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
// Retrieve the unit.
UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
_defaultUnitId = unit.UoMId.Value;
// Create a few products
Product newProduct1 = new Product
{
ProductNumber = "1",
Name = "Example Product 1",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product1Id = _serviceProxy.Create(newProduct1);
Console.WriteLine("Created {0}", newProduct1.Name);
Product newProduct2 = new Product
{
ProductNumber = "2",
Name = "Example Product 2",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 3,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName,
_unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId)
};
_product2Id = _serviceProxy.Create(newProduct2);
Console.WriteLine("Created {0}", newProduct2.Name);
// Create a new discount list
DiscountType newDiscountType = new DiscountType
{
Name = "Example Discount List",
IsAmountType = false
};
_discountTypeId = _serviceProxy.Create(newDiscountType);
// Create a new discount
Discount newDiscount = new Discount
{
DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName,
_discountTypeId),
LowQuantity = 5,
HighQuantity = 10,
Percentage = 3
};
_discountId = _serviceProxy.Create(newDiscount);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
// Create a price list item for the first product and apply volume discount
ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(20),
DiscountTypeId = new EntityReference(DiscountType.EntityLogicalName,
_discountTypeId)
};
_priceListItem1Id = _serviceProxy.Create(newPriceListItem1);
// Create a price list item for the second product
ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Amount = new Money(15)
};
_priceListItem2Id = _serviceProxy.Create(newPriceListItem2);
// Publish Product 1
SetStateRequest publishRequest1 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest1);
// Publish Product 2
SetStateRequest publishRequest2 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest2);
Console.WriteLine("Published {0} and {1}", newProduct1.Name, newProduct2.Name);
// Create an account record for the opportunity's potential customerid
Account newAccount = new Account
{
Name = "Litware, Inc.",
Address1_PostalCode = "60661"
};
_accountIds.Add(_serviceProxy.Create(newAccount));
newAccount = new Account
{
Name = "Margie's Travel",
Address1_PostalCode = "99999"
};
_accountIds.Add(_serviceProxy.Create(newAccount));
#endregion Create records to support Opportunity records
#region Create Opportunity records
// Create a new opportunity with user specified estimated revenue
Opportunity newOpportunity = new Opportunity
{
Name = "Example Opportunity",
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountIds[0]),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId),
IsRevenueSystemCalculated = false,
EstimatedValue = new Money(400.00m),
FreightAmount = new Money(10.00m),
DiscountAmount = new Money(0.10m),
DiscountPercentage = 0.20m,
ActualValue = new Money(400.00m),
OwnerId = new EntityReference
{
Id = _salesRepresentativeIds[0],
LogicalName = SystemUser.EntityLogicalName
}
};
_opportunityIds.Add(_serviceProxy.Create(newOpportunity));
Opportunity secondOpportunity = new Opportunity
{
Name = "Example Opportunity 2",
CustomerId = new EntityReference(Account.EntityLogicalName,
_accountIds[1]),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName,
_priceListId),
IsRevenueSystemCalculated = false,
EstimatedValue = new Money(400.00m),
FreightAmount = new Money(10.00m),
DiscountAmount = new Money(0.10m),
DiscountPercentage = 0.20m,
ActualValue = new Money(400.00m),
OwnerId = new EntityReference
{
Id = _salesRepresentativeIds[1],
LogicalName = SystemUser.EntityLogicalName
}
};
_opportunityIds.Add(_serviceProxy.Create(secondOpportunity));
// Create a catalog product
OpportunityProduct catalogProduct = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityIds[0]),
ProductId = new EntityReference(Product.EntityLogicalName,
_product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Quantity = 8,
Tax = new Money(12.42m),
};
_catalogProductId = _serviceProxy.Create(catalogProduct);
// Create another catalog product and override the list price
OpportunityProduct catalogProductPriceOverride = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityIds[1]),
ProductId = new EntityReference(Product.EntityLogicalName,
_product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, _defaultUnitId),
Quantity = 3,
Tax = new Money(2.88m),
IsPriceOverridden = true,
PricePerUnit = new Money(12)
};
_catalogProductPriceOverrideId = _serviceProxy.Create(
catalogProductPriceOverride);
// create a new write-in opportunity product with a manual discount applied
OpportunityProduct writeInProduct = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName,
_opportunityIds[1]),
IsProductOverridden = true,
ProductDescription = "Example Write-in Product",
PricePerUnit = new Money(20.00m),
Quantity = 5,
ManualDiscountAmount = new Money(10.50m),
Tax = new Money(7.16m)
};
_writeInProductId = _serviceProxy.Create(writeInProduct);
// Close the opportunities as 'Won'
WinOpportunityRequest winRequest = new WinOpportunityRequest()
{
OpportunityClose = new OpportunityClose()
{
OpportunityId = new EntityReference
{
Id = _opportunityIds[0],
LogicalName = Opportunity.EntityLogicalName
},
ActualRevenue = new Money(400.00M),
ActualEnd = DateTime.Today
},
Status = new OptionSetValue(3)
};
_serviceProxy.Execute(winRequest);
winRequest = new WinOpportunityRequest()
{
OpportunityClose = new OpportunityClose()
{
OpportunityId = new EntityReference
{
Id = _opportunityIds[1],
LogicalName = Opportunity.EntityLogicalName
},
ActualRevenue = new Money(400.00M),
ActualEnd = DateTime.Today
},
Status = new OptionSetValue(3)
};
_serviceProxy.Execute(winRequest);
#endregion Create Opportunity records
}
/// <summary>
/// Deletes any entity records that were created for this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to delete the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
// The three system users that were created by this sample will continue to
// exist on your system because system users cannot be deleted in Microsoft
// Dynamics CRM. They can only be enabled or disabled.
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("goal", _firstChildGoalId);
_serviceProxy.Delete("goal", _secondChildGoalId);
_serviceProxy.Delete("goal", _parentGoalId);
_serviceProxy.Delete("goalrollupquery", _rollupQueryIds[0]);
_serviceProxy.Delete("goalrollupquery", _rollupQueryIds[1]);
_serviceProxy.Delete("opportunityproduct", _writeInProductId);
_serviceProxy.Delete("opportunityproduct", _catalogProductPriceOverrideId);
_serviceProxy.Delete("opportunityproduct", _catalogProductId);
_serviceProxy.Delete("opportunity", _opportunityIds[0]);
_serviceProxy.Delete("opportunity", _opportunityIds[1]);
_serviceProxy.Delete("account", _accountIds[0]);
_serviceProxy.Delete("account", _accountIds[1]);
_serviceProxy.Delete("productpricelevel", _priceListItem1Id);
_serviceProxy.Delete("productpricelevel", _priceListItem2Id);
_serviceProxy.Delete("pricelevel", _priceListId);
_serviceProxy.Delete("product", _product1Id);
_serviceProxy.Delete("product", _product2Id);
_serviceProxy.Delete("discount", _discountId);
_serviceProxy.Delete("discounttype", _discountTypeId);
_serviceProxy.Delete("uomschedule", _unitGroupId);
_serviceProxy.Delete("rollupfield", _inProgressId);
_serviceProxy.Delete("rollupfield", _actualId);
_serviceProxy.Delete("metric", _metricId);
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();
RollupAllGoalsForCustomPeriodAgainstTargetRevenue app = new RollupAllGoalsForCustomPeriodAgainstTargetRevenue();
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
}
}
Siehe auch
RecalculateRequest
Zielverwaltungsentitäten
Beispiel: Rollup für Zieldaten für eine Buchhaltungsperiode für die Streckungszielanzahl
Microsoft Dynamics 365
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