/// <summary>
/// This will close an opportunity as either Won or lost in CRM
/// </summary>
/// <param name="opportunityId">ID of the opportunity to close</param>
/// <param name="fieldList">List of fields for the Opportunity Close Entity</param>
/// <param name="opportunityStatusCode">Status code of Opportunity, Should be either 1 or 2, defaults to 1 ( won )</param>
/// <param name="batchId">Optional: if set to a valid GUID, generated by the Create Batch Request Method, will assigned the request to the batch for later execution, on fail, runs the request immediately </param>
/// <returns></returns>
public static Guid CloseOpportunity(this CdsServiceClient cdsServiceClient, Guid opportunityId, Dictionary <string, CdsDataTypeWrapper> fieldList, int opportunityStatusCode = 3, Guid batchId = default(Guid))
{
cdsServiceClient.logEntry.ResetLastError(); // Reset Last Error
if (cdsServiceClient._CdsService == null)
{
cdsServiceClient.logEntry.Log("Crm Service not initialized", TraceEventType.Error);
return(Guid.Empty);
}
if (opportunityId == Guid.Empty)
{
return(Guid.Empty);
}
if (opportunityStatusCode < 3)
{
return(Guid.Empty);
}
Guid actId = Guid.Empty;
Entity uEnt = new Entity("opportunityclose");
AttributeCollection PropertyList = new AttributeCollection();
#region MapCode
if (fieldList != null)
{
foreach (KeyValuePair <string, CdsDataTypeWrapper> field in fieldList)
{
cdsServiceClient.AddValueToPropertyList(field, PropertyList);
}
}
// Add the key...
// check to see if the key is in the import set allready
if (fieldList != null && !fieldList.ContainsKey("opportunityid"))
{
PropertyList.Add(new KeyValuePair <string, object>("opportunityid", opportunityId));
}
if (fieldList != null && fieldList.ContainsKey("activityid"))
{
actId = (Guid)fieldList["activityid"].Value;
}
else
{
actId = Guid.NewGuid();
uEnt.Id = actId;
}
#endregion
uEnt.Attributes.AddRange(PropertyList.ToArray());
// 2 types of close supported... Won or Lost.
if (opportunityStatusCode == 3)
{
WinOpportunityRequest req = new WinOpportunityRequest();
req.OpportunityClose = uEnt;
req.Status = new OptionSetValue(opportunityStatusCode);
if (cdsServiceClient.AddRequestToBatch(batchId, req, "Calling Close Opportunity as Won", "Request to Close Opportunity as Won Queued"))
{
return(Guid.Empty);
}
WinOpportunityResponse resp = (WinOpportunityResponse)cdsServiceClient.CdsCommand_Execute(req, "Closing a Opportunity in CRM as Won");
if (resp != null)
{
return(actId);
}
else
{
return(Guid.Empty);
}
}
else
{
LoseOpportunityRequest req = new LoseOpportunityRequest();
req.OpportunityClose = uEnt;
req.Status = new OptionSetValue(opportunityStatusCode);
if (cdsServiceClient.AddRequestToBatch(batchId, req, "Calling Close Opportunity as Lost", "Request to Close Opportunity as Lost Queued"))
{
return(Guid.Empty);
}
LoseOpportunityResponse resp = (LoseOpportunityResponse)cdsServiceClient.CdsCommand_Execute(req, "Closing a Opportunity in CRM as Lost");
if (resp != null)
{
return(actId);
}
else
{
return(Guid.Empty);
}
}
}
