public void Execute_correct_pairs()
{
var service = Substitute.For <IOrganizationService>();
service.Execute(Arg.Any <OrganizationRequest>()).Returns((OrganizationResponse)null);
QualifyLeadResponse qualifyLeadResponse = service.Send(new QualifyLeadRequest());
WhoAmIResponse whoAmIResponse = service.Send(new WhoAmIRequest());
}
public OrganizationResponse Execute(OrganizationRequest request, XrmFakedContext ctx)
{
var req = request as QualifyLeadRequest;
var orgService = ctx.GetOrganizationService();
if (req.LeadId == null)
{
throw new Exception("Lead Id must be set in request.");
}
var leads = (from l in ctx.CreateQuery("lead")
where l.Id == req.LeadId.Id
select l);
var leadsCount = leads.Count();
if (leadsCount != 1)
{
throw new Exception(string.Format("Number of Leads by given LeadId should be 1. Instead it is {0}.", leadsCount));
}
// Made here to get access to CreatedEntities collection
var response = new QualifyLeadResponse();
response["CreatedEntities"] = new EntityReferenceCollection();
// Create Account
if (req.CreateAccount) // ParentAccount
{
var account = new Entity("account")
{
Id = Guid.NewGuid()
};
account.Attributes["originatingleadid"] = req.LeadId;
orgService.Create(account);
response.CreatedEntities.Add(account.ToEntityReference());
}
// Create Contact
if (req.CreateContact)
{
var contact = new Entity("contact")
{
Id = Guid.NewGuid()
};
contact.Attributes["originatingleadid"] = req.LeadId;
orgService.Create(contact);
response.CreatedEntities.Add(contact.ToEntityReference());
}
// Create Opportunity
if (req.CreateOpportunity)
{
var opportunity = new Entity("opportunity")
{
Id = Guid.NewGuid()
};
// Set OpportunityCurrencyId if given
// MSDN link:
// https://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.qualifyleadrequest.opportunitycurrencyid.aspx
if (req.OpportunityCurrencyId != null)
{
opportunity.Attributes["transactioncurrencyid"] = req.OpportunityCurrencyId;
}
// Associate Account or Contact with Opportunity
// MSDN link:
// https://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.qualifyleadrequest.opportunitycustomerid.aspx
if (req.OpportunityCustomerId != null)
{
var logicalName = req.OpportunityCustomerId.LogicalName;
// Associate Account or Contact
if (logicalName.Equals("account") || logicalName.Equals("contact"))
{
opportunity.Attributes["customerid"] = req.OpportunityCustomerId;
}
// Wrong Entity was given as parameter
else
{
throw new Exception(string.Format("Opportunity Customer Id should be connected with Account or Contact. Instead OpportunityCustomerId was given with Entity.LogicalName = {0}", logicalName));
}
}
opportunity.Attributes["originatingleadid"] = req.LeadId;
orgService.Create(opportunity);
response.CreatedEntities.Add(opportunity.ToEntityReference());
}
// Actual Lead
var lead = leads.First();
lead.Attributes["statuscode"] = new OptionSetValue(req.Status.Value);
orgService.Update(lead);
return(response);
}
protected override void Execute(PluginContext context)
{
context.TracingService.Trace("enter qualifylead 1.0.0 version");
string leadId = context.GetInputParameter <string>("leadid");
string contactId = context.GetInputParameter <string>("contactid");
string userId = context.GetInputParameter <string>("userid");
context.TracingService.Trace("qualifylead leadId='{0}',contactId='{1}',userId='{2}'", leadId, contactId, userId);
Lead lead = GetLead(new Guid(leadId), context.OrganizationService);
bool needToUpdate = false;
Lead proxyLead = new Lead
{
Id = lead.Id
};
context.TracingService.Trace("get lead data");
if (lead.ParentContact == null && string.IsNullOrEmpty(contactId))
{
context.TracingService.Trace("set new contact data");
Contact contact = new Contact
{
FirstName = lead.FirstName
, LastName = lead.LastName
, MiddleName = lead.MiddleName
, MobilePhone = lead.MobilePhone
, EmailAddress1 = lead.EmailAddress1
, CustomerType = lead.CustomerType ?? Contact.CustomerTypeEnum.Individual
, GenderCode = lead.GenderCode ?? Contact.GenderEnum.Unknown
, Store = lead.Store
, CommunicationConsent = lead.CommunicationConsent
, PersonalDataProcessingConsent = lead.PersonalDataProcessingConsent
};
context.TracingService.Trace("create new contact");
contact.Id = context.OrganizationService.Create(contact);
lead.ParentContact = contact.ToEntityReference();
proxyLead.ParentContact = contact.ToEntityReference();
needToUpdate = true;
}
else
{
if (!string.IsNullOrEmpty(contactId))
{
if (lead.Contact == null)
{
context.TracingService.Trace("set contact data");
proxyLead.ParentContact = new EntityReference(Contact.EntityLogicalName, new Guid(contactId));
lead.ParentContact = new EntityReference(Contact.EntityLogicalName, new Guid(contactId));
needToUpdate = true;
}
}
}
if (needToUpdate)
{
context.TracingService.Trace("update contact on lead");
context.OrganizationService.Update(proxyLead);
}
QualifyLeadRequest qualifyLeadRequest = new QualifyLeadRequest
{
CreateAccount = false,
CreateContact = false,
CreateOpportunity = true,
LeadId = lead.ToEntityReference(),
OpportunityCustomerId = lead.ParentContact,
Status = new OptionSetValue((int)Lead.LeadStatusCode.Qualified)
};
context.TracingService.Trace("call request");
QualifyLeadResponse qualifyLeadResponse = (QualifyLeadResponse)context.OrganizationService.Execute(qualifyLeadRequest);
context.TracingService.Trace("get response");
context.TracingService.Trace("get response {0} items", qualifyLeadResponse.CreatedEntities.Count());
foreach (var data in qualifyLeadResponse.CreatedEntities)
{
context.TracingService.Trace(data.LogicalName);
if (data.LogicalName == Opportunity.EntityLogicalName)
{
context.TracingService.Trace("set outputparameter opportunityid {0}", data.Id);
context.SetOutputParameter("opportunityid", data.Id.ToString());
context.SetOutputParameter("Error", string.Empty);
Team team = GetTeam(new Guid(userId), context.OrganizationService, context.TracingService);
EntityReference projectTypeId = null;
if (team != null)
{
context.TracingService.Trace("team '{0}', {1}", team.Name, team.Id);
projectTypeId = team.ProjectTypeId ?? null;
if (projectTypeId != null)
{
context.TracingService.Trace("project '{0}'", projectTypeId.Name);
}
}
Opportunity opportunity = new Opportunity
{
Id = data.Id
, Description = lead.Comment
, Store = lead.Store ?? null
, ProjectType = projectTypeId ?? null
};
context.OrganizationService.Update(opportunity);
context.TracingService.Trace("update opportunity");
}
}
}
/// <summary>
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptForDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Creates required records for this sample.
CreateRequiredRecords();
// Qualify a lead to create an opportunity
QualifyLeadRequest qualifyRequest = new QualifyLeadRequest
{
LeadId = new EntityReference(Lead.EntityLogicalName, _leadId),
Status = new OptionSetValue((int)lead_statuscode.Qualified),
CreateOpportunity = true
};
QualifyLeadResponse qualifyResponse = (QualifyLeadResponse)_serviceProxy.Execute(qualifyRequest);
_opportunityId = qualifyResponse.CreatedEntities[0].Id;
if (_opportunityId != Guid.Empty)
{
Console.WriteLine("\nQualified Lead to create an Opportunity record.");
}
// Verify the curently active BPF instance for the qualified Opportunity record
RetrieveProcessInstancesRequest procOpp1Req = new RetrieveProcessInstancesRequest
{
EntityId = _opportunityId,
EntityLogicalName = Opportunity.EntityLogicalName
};
RetrieveProcessInstancesResponse procOpp1Resp = (RetrieveProcessInstancesResponse)_serviceProxy.Execute(procOpp1Req);
// Declare variables to store values returned in response
Entity activeProcessInstance = null;
if (procOpp1Resp.Processes.Entities.Count > 0)
{
activeProcessInstance = procOpp1Resp.Processes.Entities[0]; // First record is the active process instance
_processOpp1Id = activeProcessInstance.Id; // Id of the active process instance, which will be used
// later to retrieve the active path of the process instance
Console.WriteLine("Current active process instance for the Opportunity record: '{0}'", activeProcessInstance["name"].ToString());
_procInstanceLogicalName = activeProcessInstance["name"].ToString().Replace(" ", string.Empty).ToLower();
}
else
{
Console.WriteLine("No process instances found for the opportunity record; aborting the sample.");
Environment.Exit(1);
}
// Retrieve the active stage ID of the active process instance
_activeStageId = new Guid(activeProcessInstance.Attributes["processstageid"].ToString());
// Retrieve the process stages in the active path of the current process instance
RetrieveActivePathRequest pathReq = new RetrieveActivePathRequest
{
ProcessInstanceId = _processOpp1Id
};
RetrieveActivePathResponse pathResp = (RetrieveActivePathResponse)_serviceProxy.Execute(pathReq);
Console.WriteLine("\nRetrieved stages in the active path of the process instance:");
for (int i = 0; i < pathResp.ProcessStages.Entities.Count; i++)
{
Console.WriteLine("\tStage {0}: {1} (StageId: {2})", i + 1,
pathResp.ProcessStages.Entities[i].Attributes["stagename"], pathResp.ProcessStages.Entities[i].Attributes["processstageid"]);
// Retrieve the active stage name and active stage position based on the activeStageId for the process instance
if (pathResp.ProcessStages.Entities[i].Attributes["processstageid"].ToString() == _activeStageId.ToString())
{
_activeStageName = pathResp.ProcessStages.Entities[i].Attributes["stagename"].ToString();
_activeStagePosition = i;
}
}
// Display the active stage name and Id
Console.WriteLine("\nActive stage for the process instance: '{0}' (StageID: {1})", _activeStageName, _activeStageId);
// Prompt the user to move to the next stage. If user choses to do so:
// Set the next stage (_activeStagePosition + 1) as the active stage for the process instance
bool moveToNextStage = true;
Console.WriteLine("\nDo you want to move to the next stage (y/n):");
String answer = Console.ReadLine();
moveToNextStage = (answer.StartsWith("y") || answer.StartsWith("Y"));
if (moveToNextStage)
{
// Retrieve the stage ID of the next stage that you want to set as active
_activeStageId = (Guid)pathResp.ProcessStages.Entities[_activeStagePosition + 1].Attributes["processstageid"];
// Retrieve the process instance record to update its active stage
ColumnSet cols1 = new ColumnSet();
cols1.AddColumn("activestageid");
Entity retrievedProcessInstance = _serviceProxy.Retrieve(_procInstanceLogicalName, _processOpp1Id, cols1);
// Update the active stage to the next stage
retrievedProcessInstance["activestageid"] = new EntityReference(ProcessStage.EntityLogicalName, _activeStageId);
_serviceProxy.Update(retrievedProcessInstance);
// Retrieve the process instance record again to verify its active stage information
ColumnSet cols2 = new ColumnSet();
cols2.AddColumn("activestageid");
Entity retrievedProcessInstance1 = _serviceProxy.Retrieve(_procInstanceLogicalName, _processOpp1Id, cols2);
EntityReference activeStageInfo = retrievedProcessInstance1["activestageid"] as EntityReference;
if (activeStageInfo.Id == _activeStageId)
{
Console.WriteLine("\nChanged active stage for the process instance to: '{0}' (StageID: {1})",
activeStageInfo.Name, activeStageInfo.Id);
}
}
// Prompts to delete the required records
DeleteRequiredRecords(promptForDelete);
}
}
// Catch any service fault exceptions that Microsoft Dynamics 365 throws.
catch (FaultException <Microsoft.Xrm.Sdk.OrganizationServiceFault> )
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
