Dynamics 365 CRM Online 使用Ribbon Workbench 2016在view或form上添加按钮并实现CURD

目标：

Dynamics 365 CRM Online 使用Ribbon Workbench 2016在view或form上方添加按钮并根据View中所选中的记录实现CURD

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内容步骤：

1、 安装Ribbon workbench 2016, 可参照官网如何下载与安装

• 2、 创建供Ribbon workbench 2016所需的solution
• 3、 使用Ribbon workbench 2016加载并打开solution
  4、 在Ribbon workbench 2016界面中添加button
  5、 在Ribbon workbench 2016界面的button事件中指定command
  6、在Ribbon workbench 2016界面为command指定javascript action
  7、编写实现业务逻辑的javascript脚本及其相关的方法

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过程：

1、 创建soultion后，使用Ribbon workbench 2016打开soultion，此处我不介绍在dynamics 365 online如何创建soultion 

2、 在Ribbon workbench 2016界面中，首先是有三个level， 一个Home view, Sub grid和Form, 我这里选在Home view上添加一个button,选项如下设置，添加button，为button指定所调用的代码库，我这里使用javascript脚本，这里需要指定View所选的记录集，所以要启用参数Crm parameters

3、设置显示规则所调用的代码库与方法，方法在javascript代码库中有定义

4、 指定button所以调用的command

5、编写的javascript代码库中的方法

//获取用户组，如果是retail用户，则菜单按钮不可见,此处的harcode可以用参数设置
function Fei_EnableAnonyMousButton() {
    var roleEnable = false;
    var currentUserName = Xrm.Page.context.getUserName();
   // var currentuserRole = Xrm.Page.context.getUserRoleName();
   // alert(currentuserRole);    
    if (currentUserName == "# Retail") {

        roleEnable = false;
    }
    else {

        roleEnable = true;
    }
    return roleEnable;
}


//获取view中已选中的记录集
function Fei_getViewSelectedItems(Items,SelectedControl) {

    var currentUser = Xrm.Page.context.getUserName();//获取当前操作的用户
    //此处理写了hardcode测试，如果是为retail用户则没权限
    if (currentUser == "# Retail") {
        return;
    }
    var con = confirm("Are you sure to anonymous these contacts ?");
    if (con == true) {
        var contactItems = JSON.stringify(Items);
        var obj = eval('(' + contactItems + ')');
        for (var i = 0; i < obj.length; i++) {
            var contact_guid = obj[i].Id;
            contact_guid = contact_guid.replace('{', '').replace('}', '');

            Fei_GetContactInfo(contact_guid);
        }
    }
    SelectedControl.refresh();
}
//获取CRM的Url
function Fei_GetClientUrl() {
    var ClientURL = Xrm.Page.context.getClientUrl();
    var serviceurl = encodeURI(ClientURL + "/api/data/v8.1/");
    return serviceurl;
}
//根contactid查找contacts的部分字段信息
function Fei_GetContactInfo(contact_guid) {

    var querystring = "contacts?$select=emailaddress1,mobilephone,fullname,firstname,thk_contact_no&$filter=contactid eq '" + contact_guid + "'";
    var WebAPIUrl = Fei_GetClientUrl() + querystring;
    var data = ExecuteCrmCommand(WebAPIUrl, "GET");
   // alert(data);
    var obj = eval('(' + data + ')');
    var contact = Object.create(ContactInfo);
    for (var j = 0; j < obj.value.length; j++) {
        contact._contactid = contact_guid;
        contact._email = obj.value[j].emailaddress1;
        contact._mobilephone = obj.value[j].mobilephone
        contact._contact_no = obj.value[j].thk_contact_no;
        contact._fullname = obj.value[j].fullname;
       // alert(contact._contact_no + " " + contact._contactid);

        Fei_CreateAnonyMousContact(contact); //备份需要清空内容的字段信息，把信息添加到另一个entity
        Fei_CleanContactMainMsg(contact);//清空当前contact表的部分字段信息
    }
}

//把选择的记录集信息Post到另一个表中,
function Fei_CreateAnonyMousContact(ContactInfo) {
    var entityname = "Fei_anonymouses";
    var anonymous_json = {};
    anonymous_json["Fei_email"] = ContactInfo._email;
    anonymous_json["Fei_member_card_id"] = ContactInfo._contact_no;
    anonymous_json["Fei_phone"] = ContactInfo._mobilephone;
    anonymous_json["Fei_name"] = ContactInfo._fullname;
    anonymous_json["Fei_contactId@odata.bind"] = "/contacts(" + ContactInfo._contactid + ")";

    var jsonEntity = JSON.stringify(anonymous_json);
    //alert(jsonEntity);
    var WebAPI = Fei_GetClientUrl() + entityname;
   // alert(WebAPI);
   // alert(ContactInfo._contact_no);
    ExecuteCrmCommand(WebAPI, "POST", jsonEntity);
    alert("Create is OK");

}

//对当前已做备份的记录做部分字段值清空处理
function Fei_CleanContactMainMsg(ContactInfo) {
    var _contactid = ContactInfo._contactid;
    var entityname = "contacts(" + _contactid+")";
    var contactJson = {};
    contactJson["emailaddress1"] = "";
    contactJson["mobilephone"] = "";
   // contactJson["address1"] = "";
    contactJson["new_Fei_phoneareacode"] = "";
  //  contactJson["new_emailaddressstatus"] = -1;
    var jsonEntity = JSON.stringify(contactJson);    
    var WebAPI = Fei_GetClientUrl() + entityname;
    ExecuteCrmCommand(WebAPI, "PATCH", jsonEntity);
    alert("PATCH is OK");

}
function ContactInfo() {

    var _contactid;
    var _email;
    var _mobilephone;
    var _contact_no;
    var _fullname;
    var _firstname;

}
//CRM command执行方法
function ExecuteCrmCommand(WebApiUrl, action, data) {
    var req = new XMLHttpRequest()
    if (action == "GET")
        req.open(action, WebApiUrl, false);
    if (action == "POST")
        req.open(action, encodeURI(WebApiUrl), true);
    if (action == "PATCH")
        req.open(action, encodeURI(WebApiUrl), true);
    req.setRequestHeader("Accept", "application/json");
    req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
    req.setRequestHeader("OData-MaxVersion", "4.0");
    req.setRequestHeader("OData-Version", "4.0");
    req.onreadystatechange = function () {
        if (this.readyState == 4) {

            switch (this.status) {
                case 200: // Success with content returned in response body.   
                    req.onreadystatechange = null;
                //data = JSON.parse(this.responseBody);
                case 204: // Success with no content returned in response body.
                    var accountUri = this.getResponseHeader("OData-EntityId");
                    console.log("Created account with URI: " + accountUri)
                    //  data = JSON.parse(this.responseText);
                    break;
                default: // All other statuses are unexpected so are treated like errors.
                    var error;
                    try {
                        error = JSON.parse(request.response).error;
                    }
                    catch (e) {
                        error = new Error("Unexpected Error");
                    }
                    reject(error);
                    break;
            }
        }
    };
    req.send(data);
    return req.responseText;
}

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测试结果：

1、Contact view中选中二行记录可见Contact anonymous按钮，选中二行记录点击该按钮产生预期的功能效果 

在contact view中选中几行记录点击按钮测试一下再转到anonymous view中查看，确实更新过来，并将原始表中的相关字段值清空