本人微信公众号：微软动态CRM专家罗勇 ，回复279或者20180818可方便获取本文，同时可以在第一间得到我发布的最新博文信息，follow me！我的网站是 www.luoyong.me 。
Dynamics 365 Customer Engagement 新建实体后会自动建立一些公共视图，默认情况下，我们会修改实体的默认公共视图，让他显示更多的列和合适的排序和筛选。但是很多人会觉得比较耗时去修改其他的视图，如果不修改，用户切换到其他视图，默认只有两三列，变化比较大，用户体验不大好。
那么问题来了，有没有工具可以克隆公共视图呢？当然在克隆的时候保留目标视图的筛选条件，我今天就开发了一个这样的无依赖简单易用的工具，就是一个HTML Web资源，为了方便使用没有引用第三方JavaScript类库。
可以选择实体，选择一个源视图，一次克隆到这个实体的一个或者多个公共视图。
代码如下，可以看到Web API功能很强大了，查询元数据，执行操作，比如发布实体等以前做不了的操作都不在话下了，赞。
<!DOCTYPE html> <html> <head> <meta http-equiv="Content-Type" content="text/html; charset=utf-8" /> <meta http-equiv="X-UA-Compatible" content="IE=edge" charset="utf-8"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <title>Dynamics 365公共视图克隆工具_罗勇原创_www.luoyong.me</title> <script src="../../../ClientGlobalContext.js.aspx" type="text/javascript"></script> <script type="text/javascript"> var clientUrl = ""; var savedQueries; var targetEntityName = ""; function initPage() { if (typeof GetGlobalContext != "undefined") { crmclientcontext = GetGlobalContext(); } else { throw new Error("引入ClientGlobalContext.js.aspx失败，请检查!"); } clientUrl = crmclientcontext.getClientUrl() + "/api/data/v8.2/"; var req = new XMLHttpRequest(); req.open("GET", encodeURI(clientUrl + "EntityDefinitions?$select=LogicalName&$filter=IsCustomizable/Value eq true"), 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 /* complete */) { req.onreadystatechange = null; if (this.status == 200) { var responseJson = JSON.parse(this.responseText); var targetEntitySelect= document.getElementById("TargetEntity"); if (responseJson.value.length >= 1) { var recordCount = responseJson.value.length; for (var i = 0; i < recordCount; i++) { var option = document.createElement('option'); option.text = option.value = responseJson.value[i].LogicalName; targetEntitySelect.add(option, 0); } } } else { errorCallback(JSON.parse(this.responseText)); } } }; req.send(); } function targetEntityOnChange() { var targetEntitySelect = document.getElementById("TargetEntity"); targetEntityName = targetEntitySelect.options[targetEntitySelect.selectedIndex].value; if (targetEntityName != "nothing") { var req = new XMLHttpRequest(); req.open("GET", encodeURI(clientUrl + "savedqueries?$select=name,savedqueryid,layoutxml,fetchxml,isdefault,querytype&$filter=returnedtypecode eq '" + targetEntityName + "' and createdon ne null&$orderby=name asc"), 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 /* complete */) { req.onreadystatechange = null; if (this.status == 200) { var responseJson = JSON.parse(this.responseText); var sourceSavedQuerySelect = document.getElementById("SourceSavedQuery"); var targetSavedQueryFieldset = document.getElementById("TargetSavedQuery"); sourceSavedQuerySelect.options.length = 0; while (targetSavedQueryFieldset.firstChild) { targetSavedQueryFieldset.removeChild(targetSavedQueryFieldset.firstChild); } savedQueries = responseJson.value; if (responseJson.value.length >= 1) { var recordCount = responseJson.value.length; for (var i = 0; i < recordCount; i++) { var option = document.createElement('option'); option.value = responseJson.value[i].savedqueryid; option.text = responseJson.value[i].name; if (responseJson.value[i].isdefault == true && responseJson.value[i].querytype == 0) { option.selected = true; } sourceSavedQuerySelect.add(option, 0); var checkbox = document.createElement('input'); checkbox.type = "checkbox"; checkbox.name = "savedquerygroup"; checkbox.value = responseJson.value[i].savedqueryid; checkbox.id = "savedquery" + i; var label = document.createElement('label'); label.htmlFor = "savedquery" + i; label.appendChild(document.createTextNode(responseJson.value[i].name)); targetSavedQueryFieldset.appendChild(checkbox); targetSavedQueryFieldset.appendChild(label); } } } else { errorCallback(JSON.parse(this.responseText)); } } }; req.send(); } } function getSaveQueryObj(savedQueryId) { var returnVal = {}; var recordCount = savedQueries.length; for (var i = 0; i < recordCount; i++) { if (savedQueries[i].savedqueryid == savedQueryId) { returnVal.fetchxml = savedQueries[i].fetchxml; returnVal.layoutxml = savedQueries[i].layoutxml; returnVal.savedqueryid = savedQueries[i].savedqueryid; returnVal.name = savedQueries[i].name; } } return returnVal; } function Copy() { var sourceSavedQuerySelect = document.getElementById("SourceSavedQuery"); var sourceSavedQueryId = sourceSavedQuerySelect.options[sourceSavedQuerySelect.selectedIndex].value; var sourceFetchXml = getSaveQueryObj(sourceSavedQueryId).fetchxml; var sourceFetchXmlBeforeFilter = ""; var sourceFetchXmlAfterFilter = ""; var sourceFetchXmlFilterStart = sourceFetchXml.indexOf('<filter'); var sourceFetchXmlFilterEnd = sourceFetchXml.lastIndexOf('</filter>'); if (sourceFetchXmlFilterStart >= 0) { sourceFetchXmlBeforeFilter = sourceFetchXml.substring(0, sourceFetchXmlFilterStart); sourceFetchXmlAfterFilter = sourceFetchXml.substring(sourceFetchXmlFilterEnd + 9); } else { sourceFetchXmlBeforeFilter = sourceFetchXml; } //console.log("source savedquery id=" + sourceSavedQueryId); //console.log("source savedquery name=" + getSaveQueryObj(sourceSavedQueryId).name); //console.log("source savedquery fetchxml=" + getSaveQueryObj(sourceSavedQueryId).fetchxml); //console.log("sourceFetchXmlBeforeFilter=" + sourceFetchXmlBeforeFilter); //console.log("sourceFetchXmlAfterFilter=" + sourceFetchXmlAfterFilter); //console.log("source savedquery layoutxml=" + getSaveQueryObj(sourceSavedQueryId).layoutxml); var selectedTargetSavedQueries = document.forms['myForm'].elements['savedquerygroup']; var j = 0; for (var i = 0, len = selectedTargetSavedQueries.length; i < len; i++) { if (selectedTargetSavedQueries[i].checked) { //console.log("target savedquery id=" + selectedTargetSavedQueries[i].value); //console.log("target savedquery name=" + getSaveQueryObj(selectedTargetSavedQueries[i].value).name); //console.log("target savedquery fetchxml=" + getSaveQueryObj(selectedTargetSavedQueries[i].value).fetchxml); var targetFetchXml = getSaveQueryObj(selectedTargetSavedQueries[i].value).fetchxml; var targetFetchXmlFilter = ""; var targetFetchXmlFilterStart = targetFetchXml.indexOf('<filter'); var targetFetchXmlFilterEnd = targetFetchXml.lastIndexOf('</filter>'); if (targetFetchXmlFilterStart >= 0) { targetFetchXmlFilter = targetFetchXml.substring(targetFetchXmlFilterStart, targetFetchXmlFilterEnd + 9); } //console.log("targetFetchXmlFilter=" + targetFetchXmlFilter); //console.log("new fetchxml=" + sourceFetchXmlBeforeFilter + targetFetchXmlFilter + sourceFetchXmlAfterFilter); //console.log("target savedquery layoutxml=" + getSaveQueryObj(selectedTargetSavedQueries[i].value).layoutxml); var updateObj = {}; updateObj.fetchxml = sourceFetchXmlBeforeFilter + targetFetchXmlFilter + sourceFetchXmlAfterFilter; updateObj.layoutxml = getSaveQueryObj(sourceSavedQueryId).layoutxml; var req = new XMLHttpRequest(); req.open("PATCH", encodeURI(clientUrl + "savedqueries" + "(" + selectedTargetSavedQueries[i].value + ")"), 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 /* complete */) { req.onreadystatechange = null; if (this.status == 204) { j++; } else { errorCallback(JSON.parse(this.responseText)); } } }; req.send(JSON.stringify(updateObj)); } } Xrm.Utility.alertDialog("成功克隆到" + j + "个视图！"); } function CopyAndPublish() { Copy(); var pulishObj = {}; pulishObj.ParameterXml = "<importexportxml><entities><entity>" + targetEntityName + "</entity></entities></importexportxml>"; var req = new XMLHttpRequest(); req.open("POST", encodeURI(clientUrl + "PublishXml"), 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 /* complete */) { req.onreadystatechange = null; if (this.status == 204) { Xrm.Utility.alertDialog("发布实体【" + targetEntityName + "】成功，去看看效果吧！"); } else { errorCallback(JSON.parse(this.responseText)); } } }; req.send(JSON.stringify(pulishObj)); } function errorCallback(errorJson) { console.log(errorJson); if (typeof errorJson.error.message === "string") { Xrm.Utility.alertDialog("执行FetchXml出错!" + errorJson.error.message); } else { Xrm.Utility.alertDialog("执行FetchXml出错，请查看console中的输出信息！"); } } </script> </head> <body onload="initPage()"> <h3>罗勇原创的Dynamics 365公共视图克隆工具_会保留目标视图的筛选条件</h3> <p>请选择实体: <select id="TargetEntity" onchange="targetEntityOnChange()"><option value="nothing">请选择</option></select></p> <p>请选择源视图:<select id="SourceSavedQuery"><option value="nothing">请选择</option></select></p> <form id="myForm" action="#" method="post"> <fieldset id="TargetSavedQuery"> <legend>请选择目标视图</legend> </fieldset> </form> <p><button id="copy" onclick="Copy()">仅复制不发布</button> <button id="copyandpublish" onclick="CopyAndPublish()">复制并且发布</button></p> </body> </html>
打开初始界面如下：
我选择一个实体后，源视图会默认为该实体的默认公共视图，当然你可以修改，可以选择一个或者多个目标视图，如下：
我这这里选择复制到两个公共视图。下面有有两个按钮，分别为【仅复制不发布】和【复制并且发布】，前面的按钮仅仅更改，不发布，可以等到一定的量后一起发布，而且发布我们知道也是会锁数据库的，会造成Dynamics 365的卡顿，所以不一定修改后经常发布。若需要复制后立即发布的话点击第二个按钮【复制并且发布】，我这里点击这个按钮，会提示两次，分别如下：
发布后刷新看看效果，目标视图的列和排序和源视图一样了，但是筛选是保留源视图本身的，搞定。