public void Check_if_Opportunity_was_created_after_sending_request()
{
var context = new XrmFakedContext();
context.ProxyTypesAssembly = Assembly.GetExecutingAssembly();
var service = context.GetFakedOrganizationService();
var lead = new Lead()
{
Id = Guid.NewGuid()
};
context.Initialize(new[] { lead });
var request = new QualifyLeadRequest()
{
CreateAccount = false,
CreateContact = false,
CreateOpportunity = true,
LeadId = lead.ToEntityReference(),
Status = new OptionSetValue((int)LeadState.Qualified)
};
service.Execute(request);
var opportunity = (from opp in context.CreateQuery <Opportunity>()
where opp.OriginatingLeadId.Id == lead.Id
select opp).First();
Assert.NotNull(opportunity);
}
public void Status_of_qualified_Lead_should_be_qualified()
{
var context = new XrmFakedContext();
var service = context.GetOrganizationService();
var lead = new Lead()
{
Id = Guid.NewGuid()
};
context.Initialize(new List <Entity>()
{
lead
});
var request = new QualifyLeadRequest()
{
CreateAccount = false,
CreateContact = false,
CreateOpportunity = false,
LeadId = lead.ToEntityReference(),
Status = new OptionSetValue((int)LeadState.Qualified)
};
service.Execute(request);
var qualifiedLead = (from l in context.CreateQuery <Lead>()
where l.Id == lead.Id
select l).Single();
Assert.Equal((int)LeadState.Qualified, qualifiedLead.StatusCode.Value);
}
public QualifyLeadResponse QualifyLead(EntityReference entityReference, bool createAccount, bool createContact, bool createOpportunity,
EntityReference opportunityCurrencyId, EntityReference opportunityCustomerId)
{
var portal = PortalCrmConfigurationManager.CreatePortalContext();
var context = portal.ServiceContext;
if (opportunityCurrencyId == null)
{
var currency =
context.CreateQuery("transactioncurrency").FirstOrDefault(
c => c.GetAttributeValue <string>("currencyname") == "US Dollar") ??
context.CreateQuery("transactioncurrency").FirstOrDefault();
if (currency != null)
{
opportunityCurrencyId = currency.ToEntityReference();
}
}
//start with the case of creating contact, account, AND opportunity
var qualifyLeadReq = new QualifyLeadRequest
{
CreateAccount = true,
CreateContact = true,
CreateOpportunity = true,
LeadId = entityReference,
OpportunityCurrencyId = opportunityCurrencyId,
Status = new OptionSetValue((int)LeadStatusCode.Qualified)
};
var qualifyLeadResponse = (QualifyLeadResponse)context.Execute(qualifyLeadReq);
return(qualifyLeadResponse);
}
public async Task <List <Entity> > QualifyLeadAsync(QualifyLeadRequest action)
{
string fullUrl = $"{ApiUrl}/leads({action.LeadId:P})/Microsoft.Dynamics.CRM.QualifyLead";
JObject jObject = action.GetRequestObject();
var request = new HttpRequestMessage(new HttpMethod("POST"), fullUrl)
{
Content = new StringContent(JsonConvert.SerializeObject(jObject), Encoding.UTF8, "application/json")
};
HttpResponseMessage response = await Authorization.GetHttpClient().SendAsync(request);
ResponseValidator.EnsureSuccessStatusCode(response);
string responseContent = await response.Content.ReadAsStringAsync();
var data = JsonConvert.DeserializeObject <JObject>(responseContent);
List <Entity> entities = QualifyLeadResponseFormatter.GetCreatedEntities(data);
foreach (Entity entity in entities)
{
EntityDefinition entityDefinition = WebApiMetadata.GetEntityDefinition(entity.LogicalName);
string primaryKey = entityDefinition?.PrimaryIdAttribute;
if (entity.Contains(primaryKey))
{
entity.Id = Guid.Parse(entity.GetAttributeValue <string>(primaryKey));
}
}
return(entities);
}
public override EntityReferenceCollection Execute()
{
EntityReference aliasRef = _crmContext.RecordCache[_alias];
var lead = new Lead(GlobalTestingContext.ConnectionManager.CurrentConnection.Retrieve(aliasRef, new ColumnSet(Lead.Fields.TransactionCurrencyId, Lead.Fields.CustomerId, Lead.Fields.CampaignId)));
Logger.WriteLine($"Qualifying Lead {lead.Id}");
QualifyLeadRequest req = lead.CreateQualifyLeadRequest(_createAccount, _createContact, _createOpportunity);
return(GlobalTestingContext.ConnectionManager.CurrentConnection.Execute <QualifyLeadResponse>(req).CreatedEntities);
}
protected override void Execute(CodeActivityContext executionContext)
{
#region "Load CRM Service from context"
Common objCommon = new Common(executionContext);
objCommon.tracingService.Trace("Load CRM Service from context --- OK");
#endregion
#region "Read Parameters"
EntityReference lead = this.Lead.Get(executionContext);
if (lead == null)
{
return;
}
bool createAccount = this.CreateAccount.Get(executionContext);
bool createContact = this.CreateContact.Get(executionContext);
bool createOpportunity = this.CreateOpportunity.Get(executionContext);
EntityReference existingAccount = this.ExistingAccount.Get(executionContext);
int leadStatus = this.LeadStatus.Get(executionContext);
objCommon.tracingService.Trace("LeadID=" + lead.Id);
#endregion
#region "QualifyLead Execution"
var query = new QueryExpression("organization");
query.ColumnSet = new ColumnSet("basecurrencyid");
var result = objCommon.service.RetrieveMultiple(query);
var currencyId = (EntityReference)result.Entities[0]["basecurrencyid"];
var qualifyIntoOpportunityReq = new QualifyLeadRequest();
qualifyIntoOpportunityReq.CreateOpportunity = createOpportunity;
qualifyIntoOpportunityReq.CreateAccount = createAccount;
qualifyIntoOpportunityReq.CreateContact = createContact;
qualifyIntoOpportunityReq.OpportunityCurrencyId = currencyId;
if (existingAccount != null)
{
qualifyIntoOpportunityReq.OpportunityCustomerId = new EntityReference(
"account", existingAccount.Id);
}
qualifyIntoOpportunityReq.Status = new OptionSetValue(leadStatus);
qualifyIntoOpportunityReq.LeadId = new EntityReference("lead", lead.Id);
var qualifyIntoOpportunityRes =
(QualifyLeadResponse)objCommon.service.Execute(qualifyIntoOpportunityReq);
Console.WriteLine(" Executed OK.");
#endregion
}
/// <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));
}
public QualifyLeadRequest CreateQualifyLeadRequest(bool createAccount, bool createContact, bool createOpportunity)
{
var req = new QualifyLeadRequest()
{
CreateAccount = createAccount,
CreateContact = createContact,
CreateOpportunity = createOpportunity,
LeadId = _lead.ToEntityReference(),
OpportunityCurrencyId = Currency,
OpportunityCustomerId = Customer,
SourceCampaignId = Campaign,
Status = new OptionSetValue((int)Lead_StatusCode.Qualified)
};
req.Parameters.Add("SuppressDuplicateDetection", true);
return(req);
}
public void PerformTestSetup()
{
MessageName = "QualifyLead";
var accountEntity = EntityFactory.CreateAccount();
var campaignEntity = EntityFactory.CreateCampaign();
var leadEntity = EntityFactory.CreateLead();
QualifyLeadRequest = new QualifyLeadRequest
{
CreateAccount = true,
CreateContact = true,
CreateOpportunity = true,
LeadId = leadEntity.ToEntityReference(),
OpportunityCurrencyId = CrmReader.GetCurrencyId(),
OpportunityCustomerId = accountEntity.ToEntityReference(),
SourceCampaignId = campaignEntity.ToEntityReference(),
Status = new OptionSetValue(3)
};
}
protected override void ExecuteWorkflowLogic()
{
var qualifyLeadRequest = new QualifyLeadRequest()
{
CreateAccount = IsCreateAccont.Get(Context.ExecutionContext),
CreateContact = IsCreateContact.Get(Context.ExecutionContext),
CreateOpportunity = IsCreateOpportunity.Get(Context.ExecutionContext),
LeadId = Lead.Get(Context.ExecutionContext),
Status = LeadStatus.Get(Context.ExecutionContext),
OpportunityCurrencyId = Currency.Get(Context.ExecutionContext)
};
if (OpportunityCustomerAccount.Get(Context.ExecutionContext) != null)
{
qualifyLeadRequest.OpportunityCustomerId = OpportunityCustomerAccount.Get(Context.ExecutionContext);
}
else if (OpportunityCustomerContact.Get(Context.ExecutionContext) != null)
{
qualifyLeadRequest.OpportunityCustomerId = OpportunityCustomerContact.Get(Context.ExecutionContext);
}
var qualifyLeadResponse = (QualifyLeadResponse)Context.UserService.Execute(qualifyLeadRequest);
foreach (var createdEntity in qualifyLeadResponse.CreatedEntities)
{
switch (createdEntity.LogicalName)
{
case "account":
Account.Set(Context.ExecutionContext, createdEntity);
break;
case "contact":
Contact.Set(Context.ExecutionContext, createdEntity);
break;
case "opportunity":
Opportunity.Set(Context.ExecutionContext, createdEntity);
break;
}
}
}
public void Run(ServerConnection.Configuration serverConfig,
bool promptforDelete)
{
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
Console.WriteLine("=== Creating and Qualifying Leads ===");
// Create two leads.
var lead1 = new Lead
{
CompanyName = "A. Datum Corporation",
FirstName = "Henriette",
LastName = "Andersen",
Subject = "Sample Lead 1"
};
_lead1Id = _serviceProxy.Create(lead1);
NotifyEntityCreated(Lead.EntityLogicalName, _lead1Id);
var lead2 = new Lead
{
CompanyName = "Adventure Works",
FirstName = "Michael",
LastName = "Sullivan",
Subject = "Sample Lead 2"
};
_lead2Id = _serviceProxy.Create(lead2);
NotifyEntityCreated(Lead.EntityLogicalName, _lead2Id);
//<snippetWorkingWithLeads1>
// Qualify the first lead, creating an account and a contact from it, but
// not creating an opportunity.
var qualifyIntoAccountContactReq = new QualifyLeadRequest
{
CreateAccount = true,
CreateContact = true,
LeadId = new EntityReference(Lead.EntityLogicalName, _lead1Id),
Status = new OptionSetValue((int)lead_statuscode.Qualified)
};
var qualifyIntoAccountContactRes =
(QualifyLeadResponse)_serviceProxy.Execute(qualifyIntoAccountContactReq);
Console.WriteLine(" The first lead was qualified.");
//</snippetWorkingWithLeads1>
foreach (var entity in qualifyIntoAccountContactRes.CreatedEntities)
{
NotifyEntityCreated(entity.LogicalName, entity.Id);
if (entity.LogicalName == Account.EntityLogicalName)
{
_leadAccountId = entity.Id;
}
else if (entity.LogicalName == Contact.EntityLogicalName)
{
_contactId = entity.Id;
}
}
// Retrieve the organization's base currency ID for setting the
// transaction currency of the opportunity.
var query = new QueryExpression("organization");
query.ColumnSet = new ColumnSet("basecurrencyid");
var result = _serviceProxy.RetrieveMultiple(query);
var currencyId = (EntityReference)result.Entities[0]["basecurrencyid"];
// Qualify the second lead, creating an opportunity from it, and not
// creating an account or a contact. We use an existing account for the
// opportunity customer instead.
var qualifyIntoOpportunityReq = new QualifyLeadRequest
{
CreateOpportunity = true,
OpportunityCurrencyId = currencyId,
OpportunityCustomerId = new EntityReference(
Account.EntityLogicalName,
_accountId),
Status = new OptionSetValue((int)lead_statuscode.Qualified),
LeadId = new EntityReference(Lead.EntityLogicalName, _lead2Id)
};
var qualifyIntoOpportunityRes =
(QualifyLeadResponse)_serviceProxy.Execute(qualifyIntoOpportunityReq);
Console.WriteLine(" The second lead was qualified.");
foreach (var entity in qualifyIntoOpportunityRes.CreatedEntities)
{
NotifyEntityCreated(entity.LogicalName, entity.Id);
if (entity.LogicalName == Opportunity.EntityLogicalName)
{
_opportunityId = entity.Id;
}
}
DeleteRecords(promptforDelete);
}
}
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");
}
}
}
private void PostToRecordWalls()
{
Console.WriteLine("\r\n== Working with Record Walls ==");
// Create the leads.
CreateRequiredRecords();
// Follow each of the leads.
_follow1 = new PostFollow
{
RegardingObjectId = _lead1.ToEntityReference()
};
_serviceContext.AddObject(_follow1);
_follow2 = new PostFollow
{
RegardingObjectId = _lead2.ToEntityReference()
};
_serviceContext.AddObject(_follow2);
_follow3 = new PostFollow
{
RegardingObjectId = _lead3.ToEntityReference()
};
_serviceContext.AddObject(_follow3);
_serviceContext.SaveChanges();
Console.WriteLine(" The 3 leads are now followed.");
// Create posts, mentions, and comments related to the leads.
// Create a post related to lead 1 with a mention and a comment.
_leadPost1 = new Post
{
RegardingObjectId = _lead1.ToEntityReference(),
Source = new OptionSetValue((int)PostSource.AutoPost),
// Include a mention in the post text.
Text = String.Format("This lead is similar to @[{0},{1},\"{2}\"]",
Lead.EntityTypeCode, _lead2.Id, _lead2.FullName)
};
_serviceContext.AddObject(_leadPost1);
_serviceContext.SaveChanges();
Console.WriteLine(" Post 1 has been created.");
// It isn't necessary to keep track of the comment because the comment will
// be deleted when its parent post is deleted.
var comment1 = new PostComment
{
PostId = _leadPost1.ToEntityReference(),
Text = "Sample comment 1"
};
_serviceContext.AddObject(comment1);
_serviceContext.SaveChanges();
Console.WriteLine(" Comment 1 has been created.");
// Create a post related to lead 2 with three comments.
var post2 = new Post
{
RegardingObjectId = _lead2.ToEntityReference(),
Source = new OptionSetValue((int)PostSource.ManualPost),
Text = "This lead was created for a sample."
};
_serviceContext.AddObject(post2);
_serviceContext.SaveChanges();
Console.WriteLine(" Post 2 has been created.");
var comment2 = new PostComment
{
PostId = post2.ToEntityReference(),
Text = "Sample comment 2"
};
var comment3 = new PostComment
{
PostId = post2.ToEntityReference(),
Text = "Sample comment 3"
};
var comment4 = new PostComment
{
PostId = post2.ToEntityReference(),
Text = "Sample comment 4"
};
_serviceContext.AddObject(comment2);
_serviceContext.AddObject(comment3);
_serviceContext.AddObject(comment4);
_serviceContext.SaveChanges();
Console.WriteLine(" Comments 2, 3, and 4 have been created.");
// Qualify some leads. Since there is an active post rule config for
// qualification of a lead, this should generate an auto post to the record
// wall of each lead that is qualified.
// Qualify lead 2.
var qualifyLead2Request = new QualifyLeadRequest
{
CreateAccount = true,
LeadId = _lead2.ToEntityReference(),
Status = new OptionSetValue((int)lead_statuscode.Qualified)
};
var qualifyLead2Response = (QualifyLeadResponse)_serviceProxy.Execute(
qualifyLead2Request);
// Store the generated Account to delete it later.
foreach (var entityRef in qualifyLead2Response.CreatedEntities)
{
_generatedEntities.Add(entityRef);
}
Console.WriteLine(" Lead 2 was qualified.");
// Qualify lead 3.
var qualifyLead3Request = new QualifyLeadRequest
{
CreateAccount = true,
LeadId = _lead3.ToEntityReference(),
Status = new OptionSetValue((int)lead_statuscode.Qualified)
};
var qualifyLead3Response = (QualifyLeadResponse)_serviceProxy.Execute(
qualifyLead3Request);
foreach (var entityRef in qualifyLead3Response.CreatedEntities)
{
_generatedEntities.Add(entityRef);
}
Console.WriteLine(" Lead 3 was qualified.");
}
private void PostToRecordWalls()
{
Console.WriteLine("\r\n== Working with Record Walls ==");
// Create the leads.
CreateRequiredRecords();
// Follow each of the leads.
_follow1 = new PostFollow
{
RegardingObjectId = _lead1.ToEntityReference()
};
_serviceContext.AddObject(_follow1);
_follow2 = new PostFollow
{
RegardingObjectId = _lead2.ToEntityReference()
};
_serviceContext.AddObject(_follow2);
_follow3 = new PostFollow
{
RegardingObjectId = _lead3.ToEntityReference()
};
_serviceContext.AddObject(_follow3);
_serviceContext.SaveChanges();
Console.WriteLine(" The 3 leads are now followed.");
// Create posts, mentions, and comments related to the leads.
// Create a post related to lead 1 with a mention and a comment.
_leadPost1 = new Post
{
RegardingObjectId = _lead1.ToEntityReference(),
Source = new OptionSetValue((int)PostSource.AutoPost),
// Include a mention in the post text.
Text = String.Format("This lead is similar to @[{0},{1},\"{2}\"]",
Lead.EntityTypeCode, _lead2.Id, _lead2.FullName)
};
_serviceContext.AddObject(_leadPost1);
_serviceContext.SaveChanges();
Console.WriteLine(" Post 1 has been created.");
// It isn't necessary to keep track of the comment because the comment will
// be deleted when its parent post is deleted.
var comment1 = new PostComment
{
PostId = _leadPost1.ToEntityReference(),
Text = "Sample comment 1"
};
_serviceContext.AddObject(comment1);
_serviceContext.SaveChanges();
Console.WriteLine(" Comment 1 has been created.");
// Create a post related to lead 2 with three comments.
var post2 = new Post
{
RegardingObjectId = _lead2.ToEntityReference(),
Source = new OptionSetValue((int)PostSource.ManualPost),
Text = "This lead was created for a sample."
};
_serviceContext.AddObject(post2);
_serviceContext.SaveChanges();
Console.WriteLine(" Post 2 has been created.");
var comment2 = new PostComment
{
PostId = post2.ToEntityReference(),
Text = "Sample comment 2"
};
var comment3 = new PostComment
{
PostId = post2.ToEntityReference(),
Text = "Sample comment 3"
};
var comment4 = new PostComment
{
PostId = post2.ToEntityReference(),
Text = "Sample comment 4"
};
_serviceContext.AddObject(comment2);
_serviceContext.AddObject(comment3);
_serviceContext.AddObject(comment4);
_serviceContext.SaveChanges();
Console.WriteLine(" Comments 2, 3, and 4 have been created.");
// Qualify some leads. Since there is an active post rule config for
// qualification of a lead, this should generate an auto post to the record
// wall of each lead that is qualified.
// Qualify lead 2.
var qualifyLead2Request = new QualifyLeadRequest
{
CreateAccount = true,
LeadId = _lead2.ToEntityReference(),
Status = new OptionSetValue((int)lead_statuscode.Qualified)
};
var qualifyLead2Response = (QualifyLeadResponse)_serviceProxy.Execute(
qualifyLead2Request);
// Store the generated Account to delete it later.
foreach (var entityRef in qualifyLead2Response.CreatedEntities)
{
_generatedEntities.Add(entityRef);
}
Console.WriteLine(" Lead 2 was qualified.");
// Qualify lead 3.
var qualifyLead3Request = new QualifyLeadRequest
{
CreateAccount = true,
LeadId = _lead3.ToEntityReference(),
Status = new OptionSetValue((int)lead_statuscode.Qualified)
};
var qualifyLead3Response = (QualifyLeadResponse)_serviceProxy.Execute(
qualifyLead3Request);
foreach (var entityRef in qualifyLead3Response.CreatedEntities)
{
_generatedEntities.Add(entityRef);
}
Console.WriteLine(" Lead 3 was qualified.");
}
/// <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;
}
}
[STAThread] // Required to support the interactive login experience
static void Main(string[] args)
{
CrmServiceClient service = null;
try
{
service = SampleHelpers.Connect("Connect");
if (service.IsReady)
{
// Create any entity records that the demonstration code requires
SetUpSample(service);
#region Demonstrate
/// <summary>
/// Function to set up the sample.
/// </summary>
/// <param name="service">Specifies the service to connect to.</param>
///
Console.WriteLine("=== Creating and Qualifying Leads ===");
// Create two leads.
var lead1 = new Lead
{
CompanyName = "A. Datum Corporation",
FirstName = "Henriette",
LastName = "Andersen",
Subject = "Sample Lead 1"
};
_lead1Id = service.Create(lead1);
NotifyEntityCreated(Lead.EntityLogicalName, _lead1Id);
var lead2 = new Lead
{
CompanyName = "Adventure Works",
FirstName = "Michael",
LastName = "Sullivan",
Subject = "Sample Lead 2"
};
_lead2Id = service.Create(lead2);
NotifyEntityCreated(Lead.EntityLogicalName, _lead2Id);
// Qualify the first lead, creating an account and a contact from it, but
// not creating an opportunity.
var qualifyIntoAccountContactReq = new QualifyLeadRequest
{
CreateAccount = true,
CreateContact = true,
LeadId = new EntityReference(Lead.EntityLogicalName, _lead1Id),
Status = new OptionSetValue((int)lead_statuscode.Qualified)
};
var qualifyIntoAccountContactRes =
(QualifyLeadResponse)service.Execute(qualifyIntoAccountContactReq);
Console.WriteLine(" The first lead was qualified.");
foreach (var entity in qualifyIntoAccountContactRes.CreatedEntities)
{
NotifyEntityCreated(entity.LogicalName, entity.Id);
if (entity.LogicalName == Account.EntityLogicalName)
{
_leadAccountId = entity.Id;
}
else if (entity.LogicalName == Contact.EntityLogicalName)
{
_contactId = entity.Id;
}
}
// Retrieve the organization's base currency ID for setting the
// transaction currency of the opportunity.
var query = new QueryExpression("organization");
query.ColumnSet = new ColumnSet("basecurrencyid");
var result = service.RetrieveMultiple(query);
var currencyId = (EntityReference)result.Entities[0]["basecurrencyid"];
// Qualify the second lead, creating an opportunity from it, and not
// creating an account or a contact. We use an existing account for the
// opportunity customer instead.
var qualifyIntoOpportunityReq = new QualifyLeadRequest
{
CreateOpportunity = true,
OpportunityCurrencyId = currencyId,
OpportunityCustomerId = new EntityReference(
Account.EntityLogicalName,
_accountId),
Status = new OptionSetValue((int)lead_statuscode.Qualified),
LeadId = new EntityReference(Lead.EntityLogicalName, _lead2Id)
};
var qualifyIntoOpportunityRes =
(QualifyLeadResponse)service.Execute(qualifyIntoOpportunityReq);
Console.WriteLine(" The second lead was qualified.");
foreach (var entity in qualifyIntoOpportunityRes.CreatedEntities)
{
NotifyEntityCreated(entity.LogicalName, entity.Id);
if (entity.LogicalName == Opportunity.EntityLogicalName)
{
_opportunityId = entity.Id;
}
}
DeleteRequiredRecords(service, prompt);
}
#endregion
else
{
const string UNABLE_TO_LOGIN_ERROR = "Unable to Login to Common Data Service";
if (service.LastCrmError.Equals(UNABLE_TO_LOGIN_ERROR))
{
Console.WriteLine("Check the connection string values in cds/App.config.");
throw new Exception(service.LastCrmError);
}
else
{
throw service.LastCrmException;
}
}
}
catch (Exception ex)
{
SampleHelpers.HandleException(ex);
}
finally
{
if (service != null)
{
service.Dispose();
}
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
public void QualifyLead(QualifyLeadRequest action)
{
QualifyLeadAsync(action).GetAwaiter().GetResult();
}
public void Run(ServerConnection.Configuration serverConfig,
bool promptforDelete)
{
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early bound type support.
_serviceProxy.EnableProxyTypes();
CreateRequiredRecords();
Console.WriteLine("=== Creating and Qualifying Leads ===");
// Create two leads.
var lead1 = new Lead
{
CompanyName = "A. Datum Corporation",
FirstName = "Henriette",
LastName = "Andersen",
Subject = "Sample Lead 1"
};
_lead1Id = _serviceProxy.Create(lead1);
NotifyEntityCreated(Lead.EntityLogicalName, _lead1Id);
var lead2 = new Lead
{
CompanyName = "Adventure Works",
FirstName = "Michael",
LastName = "Sullivan",
Subject = "Sample Lead 2"
};
_lead2Id = _serviceProxy.Create(lead2);
NotifyEntityCreated(Lead.EntityLogicalName, _lead2Id);
//<snippetWorkingWithLeads1>
// Qualify the first lead, creating an account and a contact from it, but
// not creating an opportunity.
var qualifyIntoAccountContactReq = new QualifyLeadRequest
{
CreateAccount = true,
CreateContact = true,
LeadId = new EntityReference(Lead.EntityLogicalName, _lead1Id),
Status = new OptionSetValue((int)lead_statuscode.Qualified)
};
var qualifyIntoAccountContactRes =
(QualifyLeadResponse)_serviceProxy.Execute(qualifyIntoAccountContactReq);
Console.WriteLine(" The first lead was qualified.");
//</snippetWorkingWithLeads1>
foreach (var entity in qualifyIntoAccountContactRes.CreatedEntities)
{
NotifyEntityCreated(entity.LogicalName, entity.Id);
if (entity.LogicalName == Account.EntityLogicalName)
{
_leadAccountId = entity.Id;
}
else if (entity.LogicalName == Contact.EntityLogicalName)
{
_contactId = entity.Id;
}
}
// Retrieve the organization's base currency ID for setting the
// transaction currency of the opportunity.
var query = new QueryExpression("organization");
query.ColumnSet = new ColumnSet("basecurrencyid");
var result = _serviceProxy.RetrieveMultiple(query);
var currencyId = (EntityReference)result.Entities[0]["basecurrencyid"];
// Qualify the second lead, creating an opportunity from it, and not
// creating an account or a contact. We use an existing account for the
// opportunity customer instead.
var qualifyIntoOpportunityReq = new QualifyLeadRequest
{
CreateOpportunity = true,
OpportunityCurrencyId = currencyId,
OpportunityCustomerId = new EntityReference(
Account.EntityLogicalName,
_accountId),
Status = new OptionSetValue((int)lead_statuscode.Qualified),
LeadId = new EntityReference(Lead.EntityLogicalName, _lead2Id)
};
var qualifyIntoOpportunityRes =
(QualifyLeadResponse)_serviceProxy.Execute(qualifyIntoOpportunityReq);
Console.WriteLine(" The second lead was qualified.");
foreach (var entity in qualifyIntoOpportunityRes.CreatedEntities)
{
NotifyEntityCreated(entity.LogicalName, entity.Id);
if (entity.LogicalName == Opportunity.EntityLogicalName)
{
_opportunityId = entity.Id;
}
}
DeleteRecords(promptforDelete);
}
}
