public static XrmLeadResult CreateLead(Dictionary <string, string> properties, IDictionary <string, string> settings, IDictionary <string, string> actions, CrmConnection connection = null)
{
XrmLeadResult result = new XrmLeadResult();
bool match = Convert.ToBoolean(settings.GetValueOrDefault <string>("match", bool.FalseString));
Entity lead = new Entity("lead", Guid.NewGuid());
string email = properties.GetValueOrDefault <string>("emailaddress1", "");
string accountId = properties.GetValueOrDefault <string>("accountid", properties.GetValueOrDefault <string>("companyname", ""));
Entity contact = null;
Entity account = null;
if (match && !string.IsNullOrEmpty(email))
{
if (!string.IsNullOrEmpty(accountId))
{
Guid g;
if (Guid.TryParse(accountId, out g))
{
account = XrmCore.Retrieve("account", g);
}
else
{
account = XrmCore.RetrieveByAttribute("account", "name", accountId).Entities.OrderByDescending(x => x.GetAttributeValue <DateTime>("createdon")).FirstOrDefault();
}
}
contact = XrmCore.RetrieveByAttribute("contact", "emailaddress1", email).Entities.OrderByDescending(x => x.GetAttributeValue <DateTime>("createdon")).FirstOrDefault();
if (contact != null)
{
lead["parentcontactid"] = contact.ToEntityReference();
result.ContactId = contact.Id.ToString();
if (accountId == null && contact.Contains("parentcustomerid"))
{
account = XrmCore.Retrieve("account", contact.GetAttributeValue <EntityReference>("parentcustomerid").Id);
}
//if (string.IsNullOrEmpty(accountId))
//{
// accountId = contact.GetAttributeValue<string>("parentcustomerid_name");
//}
}
if (account != null)
{
lead["parentaccountid"] = account.ToEntityReference();
result.AccountId = account.Id.ToString();
}
}
result.CompanyName = properties.GetValueOrDefault <string>("companyname", account != null && account.Contains("name") ? account.GetAttributeValue <string>("name") : "");
result.Email = email;
result.FullName = properties.GetValueOrDefault <string>("fullname", contact != null && contact.Contains("fullname") ? contact.GetAttributeValue <string>("fullname") : "");
// Apply properties
EntityMetadata meta = XrmCore.RetrieveMetadata("lead", EntityFilters.All, connection);
foreach (KeyValuePair <string, string> kv in properties)
{
lead.SetAttributeMetaValue(kv, settings, meta);
}
Guid Id = XrmCore.CreateEntity(lead);
result.LeadId = Id.ToString();
// Apply actions
foreach (KeyValuePair <string, string> kv in actions)
{
lead.ApplyAction(kv);
}
return(result);
}
public static XrmLeadResult CaptureLead(Dictionary <string, string> properties, IDictionary <string, string> settings, IDictionary <string, string> actions, CrmConnection connection = null)
{
XrmLeadResult result = new XrmLeadResult();
bool match = Convert.ToBoolean(settings.GetValueOrDefault <string>("match", bool.FalseString));
Entity lead = new Entity("lead", Guid.NewGuid());
string email = properties.GetValueOrDefault <string>("emailaddress1", "");
result.Email = email;
string accountId = properties.GetValueOrDefault <string>("accountid", properties.GetValueOrDefault <string>("companyname", ""));
Entity contact = null;
Entity account = null;
contact = XrmCore.RetrieveByAttribute("contact", "emailaddress1", email, CacheResults: false).Entities.OrderByDescending(x => x.GetAttributeValue <DateTime>("createdon")).FirstOrDefault();
if (contact != null)
{
result.ContactId = contact.Id.ToString();
result.FullName = contact.GetAttributeValue <string>("fullname");
if (contact.Contains("parentcustomerid"))
{
EntityReference accountReference = contact.GetAttributeValue <EntityReference>("parentcustomerid");
result.AccountId = accountReference.Id.ToString();
result.CompanyName = accountReference.Name;
lead["parentaccountid"] = accountReference;
}
// return matched contact result
return(result);
}
else
{
// No contact match. Match against an existing lead
EntityCollection leadCollection = XrmCore.RetrieveByAttribute("lead", "emailaddress1", email, new Microsoft.Xrm.Sdk.Query.ColumnSet("createdon", "fullname", "parentcontactid", "parentaccountid", "companyname"), CacheResults: false);
if (leadCollection.Entities.Count > 0)
{
lead = leadCollection.Entities.OrderByDescending(x => x.GetAttributeValue <DateTime>("createdon")).First();
result.LeadId = lead.Id.ToString();
if (lead.Contains("fullname"))
{
result.FullName = lead.GetAttributeValue <string>("fullname");
}
EntityReference er = null;
if (lead.Contains("parentaccountid"))
{
er = lead.GetAttributeValue <EntityReference>("parentaccountid");
Entity parentAccount = XrmCore.Retrieve("account", er.Id, new Microsoft.Xrm.Sdk.Query.ColumnSet("statecode"));
if (parentAccount != null && parentAccount.GetAttributeValue <OptionSetValue>("statecode").Value == 0)
{
result.AccountId = er.Id.ToString();
result.CompanyName = er.Name;
}
}
else if (lead.Contains("companyname"))
{
result.CompanyName = lead.GetAttributeValue <string>("companyname");
}
if (lead.Contains("parentcontactid"))
{
er = lead.GetAttributeValue <EntityReference>("parentcontactid");
Entity parentContact = XrmCore.Retrieve("contact", er.Id, new Microsoft.Xrm.Sdk.Query.ColumnSet("statecode"));
if (parentContact != null && parentContact.GetAttributeValue <OptionSetValue>("statecode").Value == 0)
{
result.ContactId = er.Id.ToString();
}
}
// result matched lead result
return(result);
}
}
//
// No contact or lead match. Create a new lead in the system
//
if (!string.IsNullOrEmpty(accountId))
{
Guid g;
if (Guid.TryParse(accountId, out g))
{
account = XrmCore.Retrieve("account", g);
}
else
{
account = XrmCore.RetrieveByAttribute("account", "name", accountId).Entities.OrderByDescending(x => x.GetAttributeValue <DateTime>("createdon")).FirstOrDefault();
}
if (account != null)
{
lead["parentaccountid"] = account.ToEntityReference();
properties.Remove("accountid");
result.AccountId = account.Id.ToString();
result.CompanyName = account.GetAttributeValue <string>("name");
}
}
if (account == null)
{
result.CompanyName = properties.GetValueOrDefault <string>("companyname", "");
}
result.FullName = properties.GetValueOrDefault <string>("fullname", "");
if (string.IsNullOrEmpty(result.FullName))
{
if (properties.ContainsKey("firstname") && properties.ContainsKey("lastname"))
{
result.FullName = string.Concat(properties.GetValueOrDefault <string>("firstname", ""), " ", properties.GetValueOrDefault <string>("lastname", ""));
}
}
// Apply properties
EntityMetadata meta = XrmCore.RetrieveMetadata("lead", EntityFilters.All, connection);
foreach (KeyValuePair <string, string> kv in properties)
{
lead.SetAttributeMetaValue(kv, settings, meta);
}
Guid Id = XrmCore.CreateEntity(lead);
result.LeadId = Id.ToString();
// Apply actions
foreach (KeyValuePair <string, string> kv in actions)
{
lead.ApplyAction(kv);
}
return(result);
}
