/// <summary>
/// <c>Qualify</c> a <c>Lead</c> with existing record.
/// <para>
/// For more information look at https://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.qualifyleadrequest(v=crm.8).aspx
/// </para>
/// </summary>
/// <param name="id"><c>Lead</c> Id</param>
/// <param name="qualifyTo">Lead qualified to entity type</param>
/// <param name="existingRecordType">Existing record entity type</param>
/// <param name="existingRecordId">If you qualify with existing record (account or contact) set record Id</param>
/// <param name="status"><see cref="LeadQualifiedStatusCode"/> status code</param>
/// <param name="customStatusCode">If you're using your custom statuscodes set this, otherwise you can set "0 (zero)" or null</param>
/// <returns>
/// Resturns created entities after qualification in <see cref="QualifyLeadResponse.CreatedEntities"/> property.
/// </returns>
public QualifyLeadResponse Qualify(Guid id, QualifyLeadTo qualifyTo, ExistingEntityType existingRecordType, Guid existingRecordId, LeadQualifiedStatusCode status = LeadQualifiedStatusCode.Qualified, int customStatusCode = 0)
{
return(Qualify(id, qualifyTo, existingRecordType, existingRecordId, null, null, status, customStatusCode));
}
/// <summary>
/// <c>Qualify</c> a <c>Lead</c> and create an account, contact, or opportunity records that are linked to the originating lead.
/// <para>
/// For more information look at https://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.qualifyleadrequest(v=crm.8).aspx
/// </para>
/// </summary>
/// <param name="id"><c>Lead</c> Id</param>
/// <param name="qualifyTo">Lead qualified to entity type</param>
/// <param name="existingRecordType">Existing record entity type</param>
/// <param name="existingRecordId">If you qualify with existing record (account or contact) set record Id</param>
/// <param name="currencyId">
/// If you want create an <c>Opportunity</c> set <c>TransactionCurrency Id</c>, otherwise leave NULL.
/// <para>
/// If you want create an <c>Opportunity</c> and do not know / sure <c>TransactionCurrency Id</c> leave NULL, this method will find <c>TransactionCurrency Id</c>
/// </para>
/// </param>
/// <param name="campaignId"></param>
/// <param name="status"><see cref="LeadQualifiedStatusCode"/> status code</param>
/// <param name="customStatusCode">If you're using your custom statuscodes set this, otherwise you can set "0 (zero)" or null</param>
/// <returns>Resturns created entities after qualification in <see cref="QualifyLeadResponse.CreatedEntities"/> property.</returns>
public QualifyLeadResponse Qualify(Guid id, QualifyLeadTo qualifyTo, ExistingEntityType?existingRecordType, Guid?existingRecordId, Guid?currencyId, Guid?campaignId, LeadQualifiedStatusCode status = LeadQualifiedStatusCode.Qualified, int customStatusCode = 0)
{
ExceptionThrow.IfGuidEmpty(id, "id");
ExceptionThrow.IfNegative((int)qualifyTo, "qualifyTo");
int statusCode = (int)status;
if (status == LeadQualifiedStatusCode.CustomStatusCode)
{
ExceptionThrow.IfNegative(customStatusCode, "customStatusCode");
statusCode = customStatusCode;
}
bool isAccount = (qualifyTo.HasFlag(QualifyLeadTo.Account) || qualifyTo.HasFlag(QualifyLeadTo.AccountAndContact) || qualifyTo.HasFlag(QualifyLeadTo.OpportunityWithAccountAndContact)) && !qualifyTo.HasFlag(QualifyLeadTo.None);
bool isContact = (qualifyTo.HasFlag(QualifyLeadTo.Contact) || qualifyTo.HasFlag(QualifyLeadTo.AccountAndContact) || qualifyTo.HasFlag(QualifyLeadTo.OpportunityWithContact) || qualifyTo.HasFlag(QualifyLeadTo.OpportunityWithAccountAndContact)) && !qualifyTo.HasFlag(QualifyLeadTo.None);
bool isOpportunity = (qualifyTo.HasFlag(QualifyLeadTo.OpportunityWithContact) || qualifyTo.HasFlag(QualifyLeadTo.OpportunityWithAccountAndContact) || qualifyTo.HasFlag(QualifyLeadTo.OpportunityWithExistingRecord)) && !qualifyTo.HasFlag(QualifyLeadTo.None);
QualifyLeadRequest request = new QualifyLeadRequest()
{
LeadId = new EntityReference(this.EntityName.ToLower(), id),
CreateAccount = isAccount,
CreateContact = isContact,
CreateOpportunity = isOpportunity,
Status = new OptionSetValue(statusCode)
};
if (campaignId.HasValue)
{
ExceptionThrow.IfGuid(campaignId.Value, "campaignId");
request.SourceCampaignId = new EntityReference("campaign", campaignId.Value);
}
if (isOpportunity)
{
var currencyEntityReference = currencyId.HasValue && !currencyId.Value.IsGuidEmpty() ? new EntityReference("transactioncurrency", currencyId.Value) : GetTransactionCurrency("lead", id);
ExceptionThrow.IfNull(currencyEntityReference, "OpportunityCurrency");
ExceptionThrow.IfGuidEmpty(currencyEntityReference.Id, "OpportunityCurrency.Id");
request.OpportunityCurrencyId = currencyEntityReference;
if (qualifyTo.HasFlag(QualifyLeadTo.OpportunityWithExistingRecord))
{
ExceptionThrow.IfNull(existingRecordType, "existingRecordType");
ExceptionThrow.IfGuidEmpty(existingRecordId.Value, "existingRecordId");
request.OpportunityCustomerId = new EntityReference(existingRecordType.Description(), existingRecordId.Value);
}
}
return((QualifyLeadResponse)this.OrganizationService.Execute(request));
}
/// <summary>
/// <c>Qualify</c> a <c>Lead</c> and create an account, contact, or opportunity records that are linked to the originating lead.
/// <para>
/// For more information look at https://msdn.microsoft.com/en-us/library/microsoft.crm.sdk.messages.qualifyleadrequest(v=crm.8).aspx
/// </para>
/// </summary>
/// <param name="id"><c>Lead</c> Id</param>
/// <param name="qualifyTo">Lead qualified to entity type</param>
/// <param name="status"><see cref="LeadQualifiedStatusCode"/> status code</param>
/// <param name="customStatusCode">If you're using your custom statuscodes set this, otherwise you can set "0 (zero)" or null</param>
/// <returns>Resturns created entities after qualification in <see cref="QualifyLeadResponse.CreatedEntities"/> property.</returns>
public QualifyLeadResponse Qualify(Guid id, QualifyLeadTo qualifyTo, LeadQualifiedStatusCode status = LeadQualifiedStatusCode.Qualified, int customStatusCode = 0)
{
return(Qualify(id, qualifyTo, null, null, null, null, status, customStatusCode));
}
