Dynamics 365 CRM (online) 使用WebApi调用全局action（Plugin)执行批量更新操作， 前端JS批量上传记录到CRM中

1. 创建一个action process,如下图，分别有两个inputparameter 和一个outputparameter
   

2.使用visual studio 2019编写一个plugin dll， 功能是根据电话，邮件，会员编号为查找条件查Contact表，然后更新某一个实体的记录，代码如下

using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using System;
using System.Linq;

namespace APM_ProContact_Plugin
{
    public class ProContact_Process : IPlugin
    {
        #region Secure/Unsecure Configuration Setup
        private string _secureConfig = null;
        private string _unsecureConfig = null;

        public ProContact_Process(string unsecureConfig, string secureConfig)
        {
            _secureConfig = secureConfig;
            _unsecureConfig = unsecureConfig;
        }
        #endregion
        public void Execute(IServiceProvider serviceProvider)
        {
            ITracingService tracer = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
            IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
            IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
            IOrganizationService service = factory.CreateOrganizationService(context.UserId);

          
            try
            {
                // Entity entity = (Entity)context.InputParameters["Target"];
                var Create_Num = 0;
                string inputOne = context.InputParameters["InputOne"].ToString();
                string inputTwo = context.InputParameters["InputTwo"].ToString();
                string OutIdList = string.Empty;
                    
                var ProContactQuery = new QueryExpression("apm_procontact");
                ProContactQuery.ColumnSet = new ColumnSet(true);
                ProContactQuery.Criteria.AddCondition("apm_processed", ConditionOperator.NotEqual, true);
           
                var queryEntity = service.RetrieveMultiple(ProContactQuery);
                if (queryEntity.Entities.Count > 0)
                {
                    foreach (Entity item in queryEntity.Entities)
                    {
                        var contactQuery = new QueryExpression("contact");
                        contactQuery.ColumnSet = new ColumnSet(true);
                        string phone = string.Empty;
                        string email = string.Empty;
                        string contact_no = string.Empty;
                        if(item.Attributes.Contains("_phone"))                      
                        {
                            phone = item.Attributes["_phone"].ToString();
                            contactQuery.Criteria.AddCondition("mobilephone", ConditionOperator.Equal, phone);
                        }
                        else if (item.Attributes.Contains("_email"))
                        {
                            email = item.Attributes["_email"].ToString();
                            contactQuery.Criteria.AddCondition("emailaddress1", ConditionOperator.Equal, email);
                        }
                        else if (item.Attributes.Contains("_contact_no"))
                        {
                            contact_no = item.Attributes["_contact_no"].ToString();
                            contactQuery.Criteria.AddCondition("thk_contact_no", ConditionOperator.Equal, contact_no);
                        }
                        else
                        {
                            continue;
                        }
                       
                        var ContactEntity = service.RetrieveMultiple(contactQuery);
                        if (ContactEntity.Entities.Count > 0)
                        {
                            Entity selectEn = ContactEntity.Entities.FirstOrDefault();
                            if (selectEn.Attributes.Count > 0)
                            {
                                Entity updateEntity = service.Retrieve("_procontact", item.Id, new ColumnSet());
                                if (selectEn.Attributes.Contains("thk_howdoyouknowus"))
                                {
                                    updateEntity.Attributes["_howdoyouknowus"] = selectEn.FormattedValues["thk_howdoyouknowus"];
                                }
                                updateEntity.Attributes["_contactid"] = new EntityReference("contact", selectEn.Id);
                                if (selectEn.Attributes.Contains("thk_contact_no"))
                                    updateEntity.Attributes["_contact_no"] = selectEn.Attributes["thk_contact_no"];
                                if (selectEn.Attributes.Contains("new_localortourist"))
                                    updateEntity.Attributes["_local_or_tourist"] = selectEn.FormattedValues["new_localortourist"];
                                if (selectEn.Attributes.Contains("new_countryid"))
                                {
                                    EntityReference countryReference = (EntityReference)selectEn.Attributes["new_countryid"];
                                    updateEntity.Attributes["_country"] = new EntityReference("new_country", countryReference.Id);
                                }
                                if (selectEn.Attributes.Contains("thk_city"))
                                    updateEntity.Attributes["_city"] = selectEn["thk_city"];
                                if (selectEn.Attributes.Contains("thk_address"))
                                    updateEntity.Attributes["_address"] = selectEn.Attributes["thk_address"];
                                if (selectEn.Attributes.Contains("thk_contact_type"))
                                    updateEntity.Attributes["_contact_type"] = selectEn.FormattedValues["thk_contact_type"];
                                if (selectEn.Attributes.Contains("new_creationshop"))
                                    updateEntity.Attributes["_creationshop"] = selectEn.Attributes["new_creationshop"];
                                if (selectEn.Attributes.Contains("_subscription"))
                                    updateEntity.Attributes["_subscription"] = selectEn.FormattedValues["_subscription"];
                                if (selectEn.Attributes.Contains("new_ethnicity"))
                                    updateEntity.Attributes["_ethnicity"] = selectEn.FormattedValues["new_ethnicity"];
                                if (selectEn.Attributes.Contains("fullname"))
                                    updateEntity.Attributes["_fullname"] = selectEn["fullname"];
                                if (selectEn.Attributes.Contains("new_languageid"))
                                    updateEntity.Attributes["_language"] = selectEn.FormattedValues["new_languageid"];
                                if (selectEn.Attributes.Contains("lastname"))
                                    updateEntity.Attributes["_lastname"] = selectEn["lastname"];
                                if ((selectEn.Attributes.Contains("new_membercardid")))
                                    updateEntity.Attributes["_membercard"] = selectEn.Attributes["new_membercardid"];
                                if (selectEn.Attributes.Contains("lastname"))
                                    item.Attributes["_name"] = selectEn.Attributes["lastname"];
                                if (selectEn.Attributes.Contains("new_phoneareacode"))
                                    updateEntity.Attributes["_phoneprefix"] = selectEn.Attributes["new_phoneareacode"];
                                if (selectEn.Attributes.Contains("new_datecreated"))
                                    updateEntity.Attributes["_sourcecreatedate"] = selectEn.Attributes["new_datecreated"];

                                if (selectEn.Attributes.Contains("emailaddress1"))
                                    updateEntity.Attributes["_email"] = selectEn.Attributes["emailaddress1"];

                                if (selectEn.Attributes.Contains("mobilephone"))
                                {
                                    updateEntity.Attributes["_phone"] = selectEn.Attributes["mobilephone"];
                                }
                                if (selectEn.Attributes.Contains("thk_contact_no"))
                                {
                                    updateEntity.Attributes["_contact_no"] = selectEn.Attributes["thk_contact_no"];
                                }

                                updateEntity.Attributes["_processed"] = true;

                                service.Update(updateEntity);
                              

                                Create_Num++;
                            }
                        }
                    }
                    string res = $"{Create_Num.ToString()} records are created.";
                    context.OutputParameters["OutParameter"] = res;

                }
                //TODO: Do stuff
            }
            catch (Exception e)
            {
                throw new InvalidPluginExecutionException(e.Message);
            }
        }
    }
}

3. 使Plugin-registration tool注册插件，注册为全局的，在Primary Entity处填写none, Message处选择action的名字，要先激活action
   

4. 测试，批量上传一些记录到表中，此时，上传到CRM后有很字段是没有值的，这就需要点一个按钮（处理数据）调action去更新能匹配到的记录，
   
   

5. 关于前端如何批量上传记录到CRM，也是采用webapi批量操作，需拼body，相对容易出错，如下代码，

        function BatchPostAccounts() {
            this.apiUrl = "https://yoururl.crm5.dynamics.com" +
                "/api/data/v9.1/";
            this.uniqueId = "batch_" + (new Date().getTime());
            this.batchItemHeader = "--" +
                this.uniqueId +
                "\nContent-Type: application/http\nContent-Transfer-Encoding:binary";
            this.content = [];
        }

        BatchPostAccounts.prototype.addRequestItem = function (entity, entityname) {
            this.content.push(this.batchItemHeader);
            this.content.push("");
            this.content.push("POST " + this.apiUrl + entityname + " HTTP/1.1");
            this.content.push("Content-Type: application/json;type=entry");
            this.content.push("");
            this.content.push(JSON.stringify(entity));

        }

        BatchPostAccounts.prototype.sendRequest = function () {
            this.content.push("");
            this.content.push("--" + this.uniqueId + "--");
            this.content.push(" ");

            var xhr = new XMLHttpRequest();
            xhr.open("POST", encodeURI(this.apiUrl + "$batch"));
            xhr.setRequestHeader("Content-Type", "multipart/mixed;boundary=" + this.uniqueId);
            xhr.setRequestHeader("Accept", "application/json");
            xhr.setRequestHeader("OData-MaxVersion", "4.0");
            xhr.setRequestHeader("OData-Version", "4.0");
            xhr.addEventListener("load",
                function () {
                    console.log("Batch request response code: " + xhr.status);
                });

            xhr.send(this.content.join("\n"));
            alert(xhr.response);
            alert(xhr.status);
            alert(xhr.response.readAsBinaryString());
        }

        function ExecuteBatchRequest() {

            var batchRequest = new BatchPostAccounts();

            var entityname = "apm_procontacts";

            for (var i = 0; i < jsondt.value.length; i++) {

                var contact = Object.create(ContactInfo);

                contact._contact_no = jsondt.value[i]["Contact No"];
                contact._email = jsondt.value[i]["Email"];
                contact._sourcetable = jsondt.value[i]["Source Table"];
                contact._mobilephone = jsondt.value[i]["Mobile Phone"];
                contact._fullname = jsondt.value[i]["Last Name"];

                var anonymous_json = {};
                anonymous_json["_email"] = contact._email;
                anonymous_json["_name"] = contact._fullname;
                anonymous_json["_phone"] = contact._mobilephone;
                anonymous_json["_contact_no"] = contact._contact_no;
                anonymous_json["_city"] = "广州";
                anonymous_json["_contactid@odata.bind"] = "/contacts(0001efb9-2d3e-e911-a982-000d3aa04914)";

                batchRequest.addRequestItem(JSON.stringify(anonymous_json), entityname);

            }
            batchRequest.sendRequest(); //调用方法批量上传数据

            document.getElementById("upload_btn").disabled = true;

            
        }

6. 上传完毕数据后，然后前端webapi调用CRM的action实现更新操作，WebApi调用Action代码如下

        function UpdateUploadInfo() {

            var result = null;
            var entity = new Object();
            entity["InputOne"] = "parameter input one";
            entity["InputTwo"] = "parameter input two";
            var req = new XMLHttpRequest()
            req.open("POST", "https://yourCRM.crm5.dynamics.com/api/data/v9.1/new_ProContact_Process", false);

            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) {
                    req.onreadystatechange = null;

                    if (this.status == 200) {
                        result = req.responseText;
                    }
                    else if (this.status == 204) {
                        console.log("Request executed successfully with a response.");
                    }
                    else {
                        var error = JSON.parse(this.response).error;
                        alert(error.message);
                    }
                }
            };

            if (entity) {
                req.send(JSON.stringify(entity))
            }
            else {
                req.send();
            }
            alert(result);

            document.getElementById("process_btn").disabled = true;
         
        }

8. 点击“处理数据”按钮后，数据已被更新，输出参数显示6条记录已被更新，
   

9. 再回来CRM看记录，很没有值的字段已被更新