使用特定所有者创建新记录,而无需在CRM 2011中调用AssignRequest

Question

在我们的应用程序中,我们创建了几千个电话呼叫记录.每个电话呼叫应具有不同的所有者,由名为GetAnyAppropriateSystemUser()的方法确定,该方法根据某些条件查找一些随机的SystemUser.

在下面的代码示例中,我们创建了一个电话呼叫,稍后在其上使用AssignRequest来指定其所有者.

PhoneCall phoneCall = new PhoneCall();

// 
// stuff to set up the new PhoneCall instance here; populate fields, etc...
//

// determine this phonecall's owner through some algorithm
Guid appropriateOwner = GetAnyAppropriateSystemUser();

Guid createdPhoneCallId = _serviceProxy.Create(phoneCall);
if (createdPhoneCallId != Guid.Empty)
{
    AssignRequest phoneCallAssign = new AssignRequest();
    phoneCallAssign.Assignee = new EntityReference(SystemUser.EntityLogicalName, appropriateOwner);
    phoneCallAssign.Target = new EntityReference(PhoneCall.EntityLogicalName, createdPhoneCallId);
    _serviceProxy.Execute(phoneCallAssign);
}

这可以正常工作,但有两个调用,一个用于创建,另一个用于分配.在调用Create()方法之前设置PhoneCall记录的"ownerid"是否可以,从而无需在以后调用AssignRequest？它似乎工作,我甚至找到了一个在SDK中做类似事情的例子,如下所示.

SDK示例:针对目标收入汇总自定义期间的目标数据

// Create three goals: one parent goal and two child goals.
Goal parentGoal = new Goal()
{
    Title = "Parent Goal Example",
    RollupOnlyFromChildGoals = true,
    ConsiderOnlyGoalOwnersRecords = true,
    TargetMoney = new Money(300.0M),
    IsFiscalPeriodGoal = false,
    MetricId = new EntityReference
    {
        Id = _metricId,
        LogicalName = Metric.EntityLogicalName
    },
    GoalOwnerId = new EntityReference
    {
        Id = _salesManagerId,
        LogicalName = SystemUser.EntityLogicalName
    },
    OwnerId = new EntityReference
    {
        Id = _salesManagerId,
        LogicalName = SystemUser.EntityLogicalName
    },
    GoalStartDate = DateTime.Today.AddDays(-1),
    GoalEndDate = DateTime.Today.AddDays(30)
};
_parentGoalId = _serviceProxy.Create(parentGoal);

虽然它似乎有用,但是如果我们在创建新记录之前设置ownerid,我们必须注意什么吗？有什么不同吗？

非常感谢你提前.

Answer 1

正如您已经发现的那样,您可以在创建记录时设置ownerid.

但是不可能以相同的方式编辑现有记录的所有者,在这种情况下,您必须使用AssignRequest.

还检查这个问题: ETL Software,无法检索联系人的所有者