Dynamics 365: 详解虚实体(Virtual Entity) 从0到1

Stone-hdj

已于 2022-05-23 15:40:57 修改

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于 2022-05-23 15:34:36 首次发布

本文链接：https://blog.csdn.net/djstone/article/details/124924348

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从Dynamics 365 for Customer Engagement 9.0开始，虚实体通过在Dynamics 365 Customer Engagement中无缝地将数据表示为实体，实现了外部系统中的数据集成。它无需数据复制，通常也无需自定义编码。

虚实体有如下的限制，但除了下面的这些限制外，它和其它的那些自定义实体没有区别：

数据是只读的。虚实体特性不支持在 Dynamics 365中 CE所做的更改在推回到外部系统
只支持实体的组织级权限。不支持字段级安全
对于外部数据，需要抽象建模为D365的支持的那些字段，就比如说你想获取外部系统中一条记录的姓名，性别，年龄字段，那么在虚实体中，你需要创建与姓名，性别和年龄字段相符的字段类型，比如text, number, optionset, date, image, 和lookup类型
外部数据的记录必须有一个GUID格式的主键与虚实体中的主键相关联
无法使用计算字段，如果需要计算，需要在外部系统完成或者在data provider中进行处理。
无法筛选某一列的值或者进行对其进行排序
不支持Audit History
不能为queue启用虚实体
虚实体不支持BPF
虚实体一旦创建就不能更改为普通实体

1. 创建插件并注册

这个插件将会实现Retrieve和Retrieve Multiple，示例代码中是连接到另外一个组织的D365中，获取Account实体里的记录并显示出来.

将这些hardcode写到你的插件中并不是一个很好的方法，我这样做主要是为了让你可以更容易看到它是如何工作的，你在编写自己的代码的时候需要将这些配置信息妥善处理一下

对于如何下面代码中的这些配置信息在Azure中的什么地方能够找到，大家可以参考下面的这篇博客

Dynamics 365: 如何从Azure中获取连接到D365 Online所需要的认证信息_Stone-hdj的博客-CSDN博客https://blog.csdn.net/djstone/article/details/124927079?spm=1001.2014.3001.5502

Retrieve:

using Microsoft.Xrm.Sdk;
using Newtonsoft.Json;
using System;
using System.IO;
using System.Net;

namespace VirtualEntityODataProvider
{
    public class Retrieve : IPlugin
    {
        //set these values for your D365 instance, user credentials and Azure AD clientid/token endpoint
        string crmorg = "https://orgeXXXX.crm5.dynamics.com";
        string clientid = "b004872a-XXXX-XXXX-XXXX-4a21868c04db";
        string username = "applicationuser@XXXX.onmicrosoft.com";
        string userpassword = "XXXX";
        string tokenendpoint = "https://login.microsoftonline.com/594a2057-XXXX-XXXX-XXXX-0bc293dfb025/oauth2/token";
        string clientsecret = "mTQ8Q~2bc84~fMK5Z0qc123456XXXdaG";

        //relative path to web api endpoint
        string crmwebapi = "/api/data/v9.2";

        string crmwebapipath = "/accounts({Id})?$select=name,accountid";

        public void Execute(IServiceProvider serviceProvider)
        {
            //basic plugin set-up stuff
            IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
            IOrganizationServiceFactory servicefactory = XXXX(IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
            IOrganizationService service = servicefactory.CreateOrganizationService(context.UserId);
            ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));

            tracingService.Trace($"Starting Tracing!");

            try
            {
                EntityReference target = (EntityReference)context.InputParameters["Target"];

                //build the authorization request for Azure AD
                var reqstring = "client_id=" + clientid;
                reqstring += "&client_secret=" + clientsecret;
                reqstring += "&resource=" + Uri.EscapeUriString(crmorg);
                reqstring += "&username=" + Uri.EscapeUriString(username);
                reqstring += "&password=" + Uri.EscapeUriString(userpassword);
                reqstring += "&grant_type=password";

                //make the Azure AD authentication request
                WebRequest req = WebRequest.Create(tokenendpoint);
                req.ContentType = "application/x-www-form-urlencoded";
                req.Method = "POST";
                byte[] bytes = System.Text.Encoding.ASCII.GetBytes(reqstring);
                req.ContentLength = bytes.Length;
                System.IO.Stream os = req.GetRequestStream();
                os.Write(bytes, 0, bytes.Length);
                os.Close();

                tracingService.Trace($"Request token completed");
                HttpWebResponse resp = (HttpWebResponse)req.GetResponse();
                StreamReader tokenreader = new StreamReader(resp.GetResponseStream());
                string responseBody = tokenreader.ReadToEnd();
                tokenreader.Close();

                tracingService.Trace($"Parsing token response");
                //deserialize the Azure AD token response and get the access token to supply with the web api query
                var tokenresponse = JsonConvert.DeserializeObject<Newtonsoft.Json.Linq.JObject>(responseBody);
                var token = tokenresponse["access_token"];
                tracingService.Trace($"token:{token}");
                //make the web api query
                WebRequest crmreq = WebRequest.Create(crmorg + crmwebapi + crmwebapipath.Replace("{Id}", target.Id.ToString()));
                crmreq.Headers = new WebHeaderCollection();

                //use the access token from earlier as the authorization header bearer value
                crmreq.Headers.Add("Authorization", "Bearer " + token);
                crmreq.Headers.Add("OData-MaxVersion", "4.0");
                crmreq.Headers.Add("OData-Version", "4.0");
                crmreq.Headers.Add("Prefer", "odata.maxpagesize=500");
                crmreq.Headers.Add("Prefer", "odata.include-annotations=OData.Community.Display.V1.FormattedValue");
                crmreq.ContentType = "application/json; charset=utf-8";
                crmreq.Method = "GET";

                HttpWebResponse crmresp = (HttpWebResponse)crmreq.GetResponse();
                StreamReader crmreader = new StreamReader(crmresp.GetResponseStream());
                string crmresponseBody = crmreader.ReadToEnd();
                crmreader.Close();
                tracingService.Trace($"Retrieve completed");
                //deserialize the response
                var crmresponseobj = JsonConvert.DeserializeObject<Newtonsoft.Json.Linq.JObject>(crmresponseBody);
                

                tracingService.Trace($"Retrieve result completed, crmresponseobj = {crmresponseobj}");
                Entity verow = new Entity("cr8e0_otheraccount");
                verow["cr8e0_otheraccountid"] = (Guid)crmresponseobj["accountid"];
                verow["cr8e0_name"] = (string)crmresponseobj["name"];

                //return a result
                context.OutputParameters["BusinessEntity"] = verow;
            }
            catch (Exception e)
            {
                tracingService.Trace($"{e.Message} {e.StackTrace}");
                if (e.InnerException != null)
                    tracingService.Trace($"{e.InnerException.Message} {e.InnerException.StackTrace}");

                throw new InvalidPluginExecutionException(e.Message);
            }
        }
    }
}

Retrieve Multiple:

using Microsoft.Xrm.Sdk;
using Newtonsoft.Json;
using System;
using System.IO;
using System.Net;

namespace VirtualEntityODataProvider
{
    public class RetrieveMultiple : IPlugin
    {
        //set these values for your D365 instance, user credentials and Azure AD clientid/token endpoint
        string crmorg = "https://orgeXXXX.crm5.dynamics.com";
        string clientid = "b004872a-XXXX-XXXX-XXXX-4a21868c04db";
        string username = "applicationuser@XXXX.onmicrosoft.com";
        string userpassword = "XXXX";
        string tokenendpoint = "https://login.microsoftonline.com/594a2057-XXXX-XXXX-XXXX-0bc293dfb025/oauth2/token";
        string clientsecret = "mTQ8Q~2bc84~fMK5Z0qc123456XXXdaG";

        //relative path to web api endpoint
        string crmwebapi = "/api/data/v9.2";

        //web api query to execute - in this case all accounts that start with "A"
        string crmwebapipath = "/accounts?$select=name,accountid&$filter=startswith(name,'A')";

        public void Execute(IServiceProvider serviceProvider)
        {
            
            //basic plugin set-up stuff
            IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
            IOrganizationServiceFactory servicefactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
            IOrganizationService service = servicefactory.CreateOrganizationService(context.UserId);
            ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));

            tracingService.Trace($"Starting Tracing!");

            try
            {
                EntityCollection results = new EntityCollection();

                //build the authorization request for Azure AD
                var reqstring = "client_id=" + clientid;
                reqstring += "&client_secret=" + clientsecret;
                reqstring += "&resource=" + Uri.EscapeUriString(crmorg);
                reqstring += "&username=" + Uri.EscapeUriString(username);
                reqstring += "&password=" + Uri.EscapeUriString(userpassword);
                reqstring += "&grant_type=password";

                //make the Azure AD authentication request
                WebRequest req = WebRequest.Create(tokenendpoint);
                req.ContentType = "application/x-www-form-urlencoded";
                req.Method = "POST";
                byte[] bytes = System.Text.Encoding.ASCII.GetBytes(reqstring);
                req.ContentLength = bytes.Length;
                System.IO.Stream os = req.GetRequestStream();
                os.Write(bytes, 0, bytes.Length);
                os.Close();

                tracingService.Trace($"Request token completed");
                HttpWebResponse resp = (HttpWebResponse)req.GetResponse();
                StreamReader tokenreader = new StreamReader(resp.GetResponseStream());
                string responseBody = tokenreader.ReadToEnd();
                tokenreader.Close();

                tracingService.Trace($"Parsing token response");
                //deserialize the Azure AD token response and get the access token to supply with the web api query
                var tokenresponse = JsonConvert.DeserializeObject<Newtonsoft.Json.Linq.JObject>(responseBody);
                var token = tokenresponse["access_token"];
                tracingService.Trace($"token:{token}");
                //make the web api query
                WebRequest crmreq = WebRequest.Create(crmorg + crmwebapi + crmwebapipath);
                crmreq.Headers = new WebHeaderCollection();

                //use the access token from earlier as the authorization header bearer value
                crmreq.Headers.Add("Authorization", "Bearer " + token);
                crmreq.Headers.Add("OData-MaxVersion", "4.0");
                crmreq.Headers.Add("OData-Version", "4.0");
                crmreq.Headers.Add("Prefer", "odata.maxpagesize=500");
                crmreq.Headers.Add("Prefer", "odata.include-annotations=OData.Community.Display.V1.FormattedValue");
                crmreq.ContentType = "application/json; charset=utf-8";
                crmreq.Method = "GET";

                HttpWebResponse crmresp = (HttpWebResponse)crmreq.GetResponse();
                StreamReader crmreader = new StreamReader(crmresp.GetResponseStream());
                string crmresponseBody = crmreader.ReadToEnd();
                crmreader.Close();
                tracingService.Trace($"Retrieve multiple completed");
                //deserialize the response
                var crmresponseobj = JsonConvert.DeserializeObject<Newtonsoft.Json.Linq.JObject>(crmresponseBody);

                //loop through the response values
                foreach (var row in crmresponseobj["value"].Children())
                {
                    //create a new virtual entity of type lpa_demove
                    Entity verow = new Entity("cr8e0_otheraccount");
                    verow["cr8e0_otheraccountid"] = (Guid)row["accountid"];
                    verow["cr8e0_name"] = (string)row["name"];

                    //add it to the collection
                    results.Entities.Add(verow);
                }

                tracingService.Trace($"Retrieve results completed, there are {results.Entities.Count} items!");
                //return the results
                context.OutputParameters["BusinessEntityCollection"] = results;
            }
            catch (Exception e)
            {
                tracingService.Trace($"{e.Message} {e.StackTrace}");
                if (e.InnerException != null)
                    tracingService.Trace($"{e.InnerException.Message} {e.InnerException.StackTrace}");

                throw new InvalidPluginExecutionException(e.Message);
            }
        }
    }
}

需要注意上面的代码中用到了Newtonsoft这个第三方的Nuget包，所以我们需要使用ILMerge或者Costura.Fody来打包成一个dll.

注册插件(不需要注册step，后续创建Data Provider的时候会自动添加MainOperation这个step)

2. 注册Data Provider

Plugin Registeration Tool: Register -> Register New Data Provider

Solution: 这里我们选择新建一个solution, 它里面会放我们下面填的Data Source Entity（虚实体）

Data Source Entity：选择新建一个data source

Assembly: 选择我们刚刚注册的插件

Retrieve和Retrieve Multiple：也是选择我们我们刚刚创建的

注册完成后我们会看到，第一步我们创建的插件里的就会被自动填充步骤

并且我们发现里面的步骤都是不可编辑的

3. 系统内部新建Data Source

Setting -> Administration -> Virtual Entity Data Sources

选择我们上面第二步创建的Data Provider

填写Name并保存

4. 创建虚实体

实体里需要把Virtual Entity选中，Data Source选择我们刚刚创建的数据源

Note：这一步里的字段需要和上面代码里的是对应上的，如下图

5. 效果

我们使用高级查找去测试一下，高级查找会调用Retrieve Multiple

因为我们代码中做了过滤，只提取A开头的Account

当我们点击其中一条记录来打开，它会调用Retrieve

参考链接：

Get started with virtual entities (Developer Guide for Dynamics 365 Customer Engagement) | Microsoft Docshttps://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/virtual-entities/get-started-ve?view=op-9-1#limitations-of-virtual-entities 使用自定义数据源配置虚拟实体 - 微软MVP(15-18)罗勇 - 博客园 (cnblogs.com)https://www.cnblogs.com/luoyong0201/p/Dynamics_365_Develop_Virtual_Entity_with_Custom_Data_Provider.html Using Dynamics 365 virtual entities to show data from an external organization (alexanderdevelopment.net)https://alexanderdevelopment.net/post/2018/05/28/using-dynamics-365-virtual-entities-to-show-data-from-an-external-organization/

Stone-hdj

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Dynamics 365: 详解虚实体(Virtual Entity) 从0到1

从Dynamics 365 for Customer Engagement 9.0开始，虚实体通过在Dynamics 365 Customer Engagement中无缝地将数据表示为实体，实现了外部系统中的数据集成。它无需数据复制，通常也无需自定义编码。虚实体有如下的限制，但除了下面的这些限制外，它和其它的那些自定义实体没有区别：数据是只读的。虚实体特性不支持在 Dynamics 365中 CE所做的更改在推回到外部系统只支持实体的组织级权限。不支持字段级安全对于外部数据，需要抽象建模.
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