Dynamics CRM 2015/2016 Web API：Unbound Custom Action 和 Bound Custom Action

Posted 2022-12-19 Jeff Xiong

今天我们再来看看Bound/Unbound Custom Action吧，什么是Custom Action？不知道的小伙伴们就out了，Dynamics CRM 2013就有了这个功能啦。和WhoAmI这类消息一样，我们都可以通过代码去调用它们，只不过呢，今天我要给大家讲讲怎么用Web API的方式去调用它们。

Custom Action也被划分为Bound和Unbound两种类型了，它们的具体含义和之前讲的Function和Action没有区别，唯一的区别就是，这里的Custom Action是我们自己配置的，这里科普下，我们可以在Setting-》Process里面创建Action，它的创建界面如下：

Bound Custom Action

Unbound Custom Action

他们的调用方式和OOB Action是一样的，没有区别，具体可以参考下面的代码片段：

Bound Custom Action

 HttpRequestMessage custBoundActionReq = new HttpRequestMessage(HttpMethod.Post, webApiUrl + "/accounts(723ef58a-75bb-e511-80d9-c4346bc43f3c)/Microsoft.Dynamics.CRM.new_CreatePrimaryContactForAccount");
            custBoundActionReq.Headers.Authorization = new AuthenticationHeaderValue("Bearer", auth.AcquireToken().AccessToken);

            JObject custBoundActionContent = new JObject();
            custBoundActionContent.Add("FirstName", "Jeff");
            custBoundActionContent.Add("LastName", "Xiong");
            //custBoundActionContent.Add("Telephone", "15000303158");
            //custBoundActionContent.Add("Email", "[e-mail]");

            custBoundActionReq.Content = new StringContent(JsonConvert.SerializeObject(custBoundActionContent), Encoding.UTF8, "application/json");

            HttpResponseMessage custBoundActionResp = await client.SendAsync(custBoundActionReq);

            if (custBoundActionResp.IsSuccessStatusCode)
            
                JObject result = JsonConvert.DeserializeObject<JObject>(await custBoundActionResp.Content.ReadAsStringAsync());
                Console.WriteLine(result);
            

Unbound Custom Action

            HttpRequestMessage custActionReq = new HttpRequestMessage(HttpMethod.Post, webApiUrl + "/new_CreateDemoAccount_UA");///"accounts(723ef58a-75bb-e511-80d9-c4346bc43f3c)/Microsoft.Dynamics.CRM.new_CreateDemoAccount"
            custActionReq.Headers.Authorization = new AuthenticationHeaderValue("Bearer", auth.AcquireToken().AccessToken);

            JObject custActionContent = new JObject();
            custActionContent.Add("AccountName", "Jeff's Demo Account");
            custActionReq.Content = new StringContent(JsonConvert.SerializeObject(custActionContent), Encoding.UTF8, "application/json");

            HttpResponseMessage custActionResp = await client.SendAsync(custActionReq);

            if (custActionResp.IsSuccessStatusCode)
            
                JObject result = JsonConvert.DeserializeObject<JObject>(await custActionResp.Content.ReadAsStringAsync());
                Console.WriteLine(result);

            

是不是很轻松呢？小伙伴们要知道，在之前，我们定义这样的Custom Action得花九牛二虎之力去呀，倒腾 web service什么的。现在我们只需要通过UI界面就可以轻松的配置一个不错的Action，是不是很幸福呢！