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创建自定义实体。

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发布日期： 2017年1月

适用于： Dynamics 365 (online),Dynamics 365 (on-premises),Dynamics CRM 2016,Dynamics CRM Online

本主题说明如何创建称为“银行帐户”自定义的用户所有实体，并为其添加四个不同类型的属性。

也可以创建组织所有的自定义实体。详细信息：实体所有权

备注

除非编辑实体属性来设置“显示此实体的区域”，否则无法在应用程序导航中看到此实体。

本主题内容

创建自定义实体。

将 String 属性添加到自定义实体

将 Money 属性添加到自定义实体

将 DateTime 属性添加到自定义实体

将 Lookup 属性添加到自定义实体

创建自定义实体。

以下示例使用 CreateEntityRequest 来创建实体和 StringAttributeMetadataPrimaryAttribute。

_customEntityName 值为“new_bankaccount”。


CreateEntityRequest createrequest = new CreateEntityRequest
{

 //Define the entity
 Entity = new EntityMetadata
 {
  SchemaName = _customEntityName,
  DisplayName = new Label("Bank Account", 1033),
  DisplayCollectionName = new Label("Bank Accounts", 1033),
  Description = new Label("An entity to store information about customer bank accounts", 1033),
  OwnershipType = OwnershipTypes.UserOwned,
  IsActivity = false,

 },

 // Define the primary attribute for the entity
 PrimaryAttribute = new StringAttributeMetadata
 {
  SchemaName = "new_accountname",
  RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
  MaxLength = 100,
  FormatName = StringFormatName.Text,
  DisplayName = new Label("Account Name", 1033),
  Description = new Label("The primary attribute for the Bank Account entity.", 1033)
 }

};
_serviceProxy.Execute(createrequest);
Console.WriteLine("The bank account entity has been created.");


Dim createrequest As CreateEntityRequest = New CreateEntityRequest With {
 .Entity = New EntityMetadata With {
  .SchemaName = _customEntityName,
  .DisplayName = New Label("Bank Account", 1033),
  .DisplayCollectionName = New Label("Bank Accounts", 1033),
  .Description = New Label("An entity to store information about customer bank accounts", 1033),
  .OwnershipType = OwnershipTypes.UserOwned,
  .IsActivity = False},
 .PrimaryAttribute = New StringAttributeMetadata With {
  .SchemaName = "new_accountname",
  .RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
  .MaxLength = 100,
  .Format = StringFormat.Text,
  .DisplayName = New Label("Account Name", 1033),
  .Description = New Label("The primary attribute for the Bank Account entity.", 1033)
 }
}
'Define the entity
' Define the primary attribute for the entity
_serviceProxy.Execute(createrequest)
Console.WriteLine("The bank account entity has been created.")

将 String 属性添加到自定义实体

以下示例将 StringAttributeMetadata 属性添加到 Bank Account 实体。


CreateAttributeRequest createBankNameAttributeRequest = new CreateAttributeRequest
{
 EntityName = _customEntityName,
 Attribute = new StringAttributeMetadata
 {
  SchemaName = "new_bankname",
  RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
  MaxLength = 100,
  FormatName = StringFormatName.Text,
  DisplayName = new Label("Bank Name", 1033),
  Description = new Label("The name of the bank.", 1033)
 }
};

_serviceProxy.Execute(createBankNameAttributeRequest);


Dim createBankNameAttributeRequest As CreateAttributeRequest = New CreateAttributeRequest With {
 .EntityName = _customEntityName,
 .Attribute = New StringAttributeMetadata With {
  .SchemaName = "new_bankname",
  .RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
  .MaxLength = 100,
  .Format = StringFormat.Text,
  .DisplayName = New Label("Bank Name", 1033),
  .Description = New Label("The name of the bank.", 1033)
 }
}

_serviceProxy.Execute(createBankNameAttributeRequest)

将 Money 属性添加到自定义实体

以下示例将 MoneyAttributeMetadata 属性添加到 Bank Account 实体。


CreateAttributeRequest createBalanceAttributeRequest = new CreateAttributeRequest
{
 EntityName = _customEntityName,
 Attribute = new MoneyAttributeMetadata
 {
  SchemaName = "new_balance",
  RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
  PrecisionSource = 2,
  DisplayName = new Label("Balance", 1033),
  Description = new Label("Account Balance at the last known date", 1033),

 }
};

_serviceProxy.Execute(createBalanceAttributeRequest);


Dim createBalanceAttributeRequest As CreateAttributeRequest = New CreateAttributeRequest With {
 .EntityName = _customEntityName,
 .Attribute = New MoneyAttributeMetadata With {
  .SchemaName = "new_balance",
  .RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
  .PrecisionSource = 2,
  .DisplayName = New Label("Balance", 1033),
  .Description = New Label("Account Balance at the last known date", 1033)
 }
}

_serviceProxy.Execute(createBalanceAttributeRequest)

将 DateTime 属性添加到自定义实体

以下示例将 DateTimeAttributeMetadata 属性添加到 Bank Account 实体。


CreateAttributeRequest createCheckedDateRequest = new CreateAttributeRequest
{
 EntityName = _customEntityName,
 Attribute = new DateTimeAttributeMetadata
 {
  SchemaName = "new_checkeddate",
  RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
  Format = DateTimeFormat.DateOnly,
  DisplayName = new Label("Date", 1033),
  Description = new Label("The date the account balance was last confirmed", 1033)

 }
};

_serviceProxy.Execute(createCheckedDateRequest);
Console.WriteLine("An date attribute has been added to the bank account entity.");


Dim createCheckedDateRequest As CreateAttributeRequest = New CreateAttributeRequest With {
 .EntityName = _customEntityName,
 .Attribute = New DateTimeAttributeMetadata With {
  .SchemaName = "new_checkeddate",
  .RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.None),
  .Format = DateTimeFormat.DateOnly,
  .DisplayName = New Label("Date", 1033),
  .Description = New Label("The date the account balance was last confirmed", 1033)
 }
}

_serviceProxy.Execute(createCheckedDateRequest)
Console.WriteLine("An date attribute has been added to the bank account entity.")

将 Lookup 属性添加到自定义实体

以下示例使用 CreateOneToManyRequest 创建与 Contact 实体的一对多关系，以便将 LookupAttributeMetadata 属性添加到 Bank Account 实体中。

CreateOneToManyRequest req = new CreateOneToManyRequest()
{
    Lookup = new LookupAttributeMetadata()
    {
        Description = new Label("The referral (lead) from the bank account owner", 1033),
        DisplayName = new Label("Referral", 1033),
        LogicalName = "new_parent_leadid",
        SchemaName = "New_Parent_leadId",
        RequiredLevel = new AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.Recommended)
    },
    OneToManyRelationship = new OneToManyRelationshipMetadata()
    {
        AssociatedMenuConfiguration = new AssociatedMenuConfiguration()
        {
            Behavior = AssociatedMenuBehavior.UseCollectionName,
            Group = AssociatedMenuGroup.Details,
            Label = new Label("Bank Accounts", 1033),
            Order = 10000
        },
        CascadeConfiguration = new CascadeConfiguration()
        {
            Assign = CascadeType.Cascade,
            Delete = CascadeType.Cascade,
            Merge = CascadeType.Cascade,
            Reparent = CascadeType.Cascade,
            Share = CascadeType.Cascade,
            Unshare = CascadeType.Cascade
        },
        ReferencedEntity = "lead",
        ReferencedAttribute = "leadid",
        ReferencingEntity = _customEntityName,
        SchemaName = "new_lead_new_bankaccount"
    }
};
_serviceProxy.Execute(req);


Dim req As New CreateOneToManyRequest() With {
 .Lookup = New LookupAttributeMetadata() With {
  .Description = New Label("The owner of the bank account", 1033),
  .DisplayName = New Label("Account Owner", 1033),
  .LogicalName = "new_parent_contactid",
  .SchemaName = "New_Parent_ContactId",
  .RequiredLevel = New AttributeRequiredLevelManagedProperty(AttributeRequiredLevel.ApplicationRequired)},
 .OneToManyRelationship = New OneToManyRelationshipMetadata() With {
  .AssociatedMenuConfiguration = New AssociatedMenuConfiguration() With {
   .Behavior = AssociatedMenuBehavior.UseCollectionName,
   .Group = AssociatedMenuGroup.Details,
   .Label = New Label("Bank Accounts", 1033),
   .Order = 10000},
  .CascadeConfiguration = New CascadeConfiguration() With {
   .Assign = CascadeType.Cascade,
   .Delete = CascadeType.Cascade,
   .Merge = CascadeType.Cascade,
   .Reparent = CascadeType.Cascade,
   .Share = CascadeType.Cascade,
   .Unshare = CascadeType.Cascade},
  .ReferencedEntity = Contact.EntityLogicalName,
  .ReferencedAttribute = "contactid",
  .ReferencingEntity = _customEntityName,
  .SchemaName = "new_contact_new_bankaccount"
 }
}
_serviceProxy.Execute(req)

另请参阅

CreateEntityRequest
使用示例和帮助程序代码
自定义实体元数据
可自定义哪些实体？
检索、更新和删除实体
创建和更新可通过电子邮件发送的实体
创建自定义活动实体
修改实体的图标
修改实体的消息

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