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範例:建立及擷取 Outlook 篩選

 

發行︰ 2016年11月

適用於: Dynamics CRM 2015

這個範例程式碼適用於 Microsoft Dynamics CRM 2015 和 Microsoft Dynamics CRM Online 2015 更新。下載 Microsoft Dynamics CRM SDK 套件。 可以在下列位置的下載套件中找到:

SampleCode\CS\Client\Outlook\RetrieveDataFilters.cs

需求

如需執行此 SDK 所提供範例程式碼的需求資訊,請參閱使用範例和 Helper 程式碼

示範

此範例將說明如何擷取 Microsoft Dynamics CRM for Outlook 的篩選。

範例



// Create and Retrieve Offline Filter
// In your Outlook client, this will appear in the System Filters tab
// under File | CRM | Synchronize | Outlook Filters.
Console.Write("Creating offline filter");
String contactName = String.Format("offlineFilteredContact {0}",
    DateTime.Now.ToLongTimeString());
String fetchXml = String.Format("<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\"><entity name=\"contact\"><attribute name=\"contactid\" /><filter type=\"and\">" +
    "<condition attribute=\"ownerid\" operator=\"eq-userid\" /><condition attribute=\"description\" operator=\"eq\" value=\"{0}\" />" +
    "<condition attribute=\"statecode\" operator=\"eq\" value=\"0\" /></filter></entity></fetch>", contactName);
SavedQuery filter = new SavedQuery();
filter.FetchXml = fetchXml;
filter.IsQuickFindQuery = false;
filter.QueryType = SavedQueryQueryType.OfflineFilters;
filter.ReturnedTypeCode = Contact.EntityLogicalName;
filter.Name = "ReadOnlyFilter_" + contactName;
filter.Description = "Sample offline filter for Contact entity";
_offlineFilter = _serviceProxy.Create(filter);

Console.WriteLine(" and retrieving offline filter");
SavedQuery result = (SavedQuery)_serviceProxy.Retrieve(
    SavedQuery.EntityLogicalName,
    _offlineFilter,
    new ColumnSet("name", "description"));
Console.WriteLine("Name: {0}", result.Name);
Console.WriteLine("Description: {0}", result.Description);
Console.WriteLine();

// Create and Retrieve Offline Template
// In your Outlook client, this will appear in the User Filters tab
// under File | CRM | Synchronize | Outlook Filters.
Console.Write("Creating offline template");
String accountName = String.Format("offlineFilteredAccount {0}",
    DateTime.Now.ToLongTimeString());
fetchXml = String.Format("<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\"><entity name=\"account\"><attribute name=\"accountid\" /><filter type=\"and\">" +
    "<condition attribute=\"ownerid\" operator=\"eq-userid\" /><condition attribute=\"name\" operator=\"eq\" value=\"{0}\" />" +
    "<condition attribute=\"statecode\" operator=\"eq\" value=\"0\" /></filter></entity></fetch>", accountName);
SavedQuery template = new SavedQuery();
template.FetchXml = fetchXml;
template.IsQuickFindQuery = false;
template.QueryType = SavedQueryQueryType.OfflineTemplate;
template.ReturnedTypeCode = Account.EntityLogicalName;
template.Name = "ReadOnlyFilter_" + accountName;
template.Description = "Sample offline template for Account entity";
_offlineTemplate = _serviceProxy.Create(template);

Console.WriteLine(" and retrieving offline template");
result = (SavedQuery)_serviceProxy.Retrieve(
    SavedQuery.EntityLogicalName,
    _offlineTemplate,
    new ColumnSet("name", "description"));
Console.WriteLine("Name: {0}", result.Name);
Console.WriteLine("Description: {0}", result.Description);
Console.WriteLine();

另請參閱

IOrganizationService
擴充 Microsoft Dynamics CRM 2015 for Outlook
範例:使用 CRM for Outlook 方法
離線與 Outlook 篩選與範本
SavedQuery (檢視表) 實體訊息和方法

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