c# - 如何使用 Dynamics CRM SDK 搜索潜在客户或客户？

Question

有人可以提供在 CRM SDK 中通过电子邮件检索潜在客户的示例代码吗？是否有像这样工作的内置函数？

Guid leadID = someLeadManager.GetByEmail(email);

Answer 1

假设您已获得服务，您可以执行以下查询。

private Guid GetGuidByEmail(String email)
{
  QueryExpression query = new QueryExpression
  {
    EntityName = "lead",
    ColumnSet = new ColumnSet("emailaddress1"),
    Criteria = new FilterExpression
    {
      Filters =
      {
        new FilterExpression
        {
          Conditions =
          {
            new ConditionExpression(
              "emailaddress1", ConditionOperator.Equals, email)
          }
        }
      }
    }
  };

  Entity entity = service.RetrieveMultiple(query).Entities.FirstOrDefault();
  if(entity != null)
    return entity.Id;
  return Guid.Empty;
}

现在，如果您需要过滤电子邮件的部分匹配项，查询会变短，您可以像这样使用 LINQ 进行选择。

private IEnumerable<Guid> GetGuidsByEmail(String email)
{
  QueryExpression query = new QueryExpression
  {
    EntityName = "lead",
    ColumnSet = new ColumnSet("emailaddress1")
  };
  IEnumerable<Entity> entities = service.RetrieveMultiple(query).Entities;

  return entities
    .Where(element => element.Contains("emailaddress1"))
      .Where(element => Regex.IsMatch(element["emailaddress1"], email))
        .Select(element => element.Id);
}