private EntityCollection getExisitingAccountDetails(Guid _accountId)
{
ColumnSet accountColumns = new ColumnSet("name", "fdx_goldmineaccountnumber", "fdx_gonogo", "address1_line1", "address1_line2", "address1_city", "fdx_stateprovinceid", "fdx_zippostalcodeid", "telephone1");
accountColumns.AddColumns("fdx_prospectgroup", "defaultpricelevelid", "fdx_prospectpriority", "fdx_prospectscore", "fdx_prospectpercentile", "fdx_ratesource", "fdx_pprrate", "fdx_subrate", "fdx_prospectradius", "fdx_prospectdatalastupdated", "fdx_prospectscoreblankmessage");
QueryExpression accountQuery = CRMQueryExpression.getQueryExpression("account", accountColumns, new CRMQueryExpression[] { new CRMQueryExpression("accountid", ConditionOperator.Equal, _accountId) });
EntityCollection accountCollection = service.RetrieveMultiple(accountQuery);
return(accountCollection);
}
private Entity getAccountMatchedLead(Entity _account, IOrganizationService _service)
{
Entity lead = new Entity();
QueryExpression queryExp = CRMQueryExpression.getQueryExpression("lead", new ColumnSet("leadid", "contactid", "parentcontactid", "accountid", "parentaccountid", "ownerid", "owningteam"), new CRMQueryExpression[] { new CRMQueryExpression("accountid", ConditionOperator.Equal, _account.Id), new CRMQueryExpression("parentaccountid", ConditionOperator.Equal, _account.Id) }, LogicalOperator.Or);
EntityCollection collection = _service.RetrieveMultiple(queryExp);
if (collection.Entities.Count > 0)
{
lead = collection.Entities[0];
}
return(lead);
}
public LeadAssignment_Variables(Entity _leadEntity, IOrganizationService _service)
{
smartCrmSyncWebServiceUrl = DEV_ENVIRONMENT_URL;
leadAssigned = true;
acc_gmaccountno_exist = false;
accountid = Guid.Empty;
zip = Guid.Empty;
zipTerritory = Guid.Empty;
isGroupPractice = _leadEntity.Attributes.Contains("fdx_grppracactice") ? _leadEntity.GetAttributeValue <bool>("fdx_grppracactice") : false;
if (_leadEntity.Attributes.Contains("fdx_zippostalcode"))
{
zip = ((EntityReference)_leadEntity.Attributes["fdx_zippostalcode"]).Id;
Entity zipEntity = new Entity();
zipEntity = _service.Retrieve("fdx_zipcode", zip, new ColumnSet("fdx_zipcode", "fdx_timezone", "fdx_territory"));
zipcodetext = zipEntity.Attributes.Contains("fdx_zipcode") ? zipEntity.Attributes["fdx_zipcode"].ToString() : "";
if (zipEntity.Contains("fdx_timezone"))
{
int timeZoneCode = Convert.ToInt32(zipEntity["fdx_timezone"]);
QueryExpression tzDefinationQuery = CRMQueryExpression.getQueryExpression("timezonedefinition", new ColumnSet("standardname"), new CRMQueryExpression[] { new CRMQueryExpression("timezonecode", ConditionOperator.Equal, timeZoneCode) });
Entity tzDefination = _service.RetrieveMultiple(tzDefinationQuery).Entities[0];
DateTime timeUtc = DateTime.UtcNow;
if (tzDefination.Attributes.Contains("standardname"))
{
TimeZoneInfo tzInfo = TimeZoneInfo.FindSystemTimeZoneById(tzDefination.Attributes["standardname"].ToString());
tzTime = TimeZoneInfo.ConvertTimeFromUtc(timeUtc, tzInfo);
}
}
if (zipEntity.Contains("fdx_territory"))
{
zipTerritory = ((EntityReference)zipEntity.Attributes["fdx_territory"]).Id;
}
}
firstName = _leadEntity.Attributes.Contains("firstname") ? _leadEntity.Attributes["firstname"].ToString() : "";
lastName = _leadEntity.Attributes.Contains("lastname") ? _leadEntity.Attributes["lastname"].ToString() : "";
phone = _leadEntity.Attributes.Contains("telephone2") ? Regex.Replace(_leadEntity.Attributes["telephone2"].ToString(), @"[^0-9]+", "") : "";
telephone1 = _leadEntity.Attributes.Contains("telephone1") ? Regex.Replace(_leadEntity.Attributes["telephone1"].ToString(), @"[^0-9]+", "") : "";
email = _leadEntity.Attributes.Contains("emailaddress1") ? _leadEntity.Attributes["emailaddress1"].ToString() : "";
companyName = _leadEntity.Attributes.Contains("companyname") ? _leadEntity.Attributes["companyname"].ToString() : "";
title = _leadEntity.Attributes.Contains("fdx_jobtitlerole") ? CRMQueryExpression.GetOptionsSetTextForValue(_service, "lead", "fdx_jobtitlerole", ((OptionSetValue)_leadEntity.Attributes["fdx_jobtitlerole"]).Value) : "";
address1 = _leadEntity.Attributes.Contains("address1_line1") ? _leadEntity.Attributes["address1_line1"].ToString() : "";
address2 = _leadEntity.Attributes.Contains("address1_line2") ? _leadEntity.Attributes["address1_line2"].ToString() : "";
city = _leadEntity.Attributes.Contains("address1_city") ? _leadEntity.Attributes["address1_city"].ToString() : "";
state = _leadEntity.Attributes.Contains("fdx_stateprovince") ? (_service.Retrieve("fdx_state", ((EntityReference)_leadEntity.Attributes["fdx_stateprovince"]).Id, new ColumnSet("fdx_statecode"))).Attributes["fdx_statecode"].ToString() : "";
if ((((OptionSetValue)_leadEntity["leadsourcecode"]).Value == 2) || (((OptionSetValue)_leadEntity["leadsourcecode"]).Value == 3) || (((OptionSetValue)_leadEntity["leadsourcecode"]).Value == 5))
{
if (_leadEntity.Attributes.Contains("parentaccountid"))
{
accountid = ((EntityReference)_leadEntity.Attributes["parentaccountid"]).Id;
}
}
}
public void Execute(IServiceProvider serviceProvider)
{
int step = 0;
string url = "";
string apiParm = "";
//Extract the tracing service for use in debugging sandboxed plug-ins....
step = 87;
tracingService =
(ITracingService)serviceProvider.GetService(typeof(ITracingService));
//Obtain execution contest from the service provider....
step = 88;
IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
{
step = 89;
leadEntity = (Entity)context.InputParameters["Target"];
if (leadEntity.LogicalName != "lead")
{
return;
}
try
{
step = 90;
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
service = serviceFactory.CreateOrganizationService(context.UserId);
//Format phone numbers to remove special characters....
step = 91;
this.formatPhoneNumbers();
//Initialize lead variables....
step = 92;
variables = new LeadAssignment_Variables(leadEntity, service);
leadEntity["fdx_createdontime"] = variables.tzTime.Hour;
//Set api parameters....
step = 93;
apiParm = this.setApiParmFromLeadEntity();
//Set Connected lead, existing contact, existinng account and Lead owner based on criteria....
if (!variables.isGroupPractice)
{
EntityCollection entityCollection = new EntityCollection();
if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 1)).Entities.Count > 0)
{
tracingService.Trace("First name, last name and office phone on new lead matches First name, last name and office phone on existing lead");
step = 1;
this.setConnectedLead(entityCollection.Entities[0]);
step = 2;
this.setExistingContact(entityCollection.Entities[0], "lead");
step = 3;
this.setExistingAccount(entityCollection.Entities[0], "lead");
step = 4;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 2)).Entities.Count > 0)
{
tracingService.Trace("First name, last name and office phone on new lead matches First name, last name and office phone on existing contact");
step = 5;
this.setExistingContact(entityCollection.Entities[0], "contact");
step = 6;
this.setExistingAccount(entityCollection.Entities[0], "contact");
step = 7;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 3)).Entities.Count > 0)
{
tracingService.Trace("Office Phone on new lead matches office phone on existing lead");
step = 8;
this.setConnectedLead(entityCollection.Entities[0]);
step = 9;
this.setExistingAccount(entityCollection.Entities[0], "lead");
step = 10;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 4)).Entities.Count > 0)
{
tracingService.Trace("Email on new lead matches email on existing lead");
step = 11;
this.setConnectedLead(entityCollection.Entities[0]);
step = 12;
this.setExistingAccount(entityCollection.Entities[0], "lead");
step = 13;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 5)).Entities.Count > 0)
{
tracingService.Trace("Company name and zipcode on new lead matches company name and zipcode on an account");
step = 14;
Entity matchedLead = new Entity();
matchedLead = this.getAccountMatchedLead(entityCollection.Entities[0]);
step = 15;
if (matchedLead.Id != Guid.Empty)
{
step = 16;
this.setConnectedLead(matchedLead);
}
step = 17;
this.setExistingAccount(entityCollection.Entities[0], "account");
step = 18;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 6)).Entities.Count > 0)
{
tracingService.Trace("Company name and zipcode on new lead matches company name and zipcode on a lead");
step = 19;
this.setConnectedLead(entityCollection.Entities[0]);
step = 20;
this.setExistingAccount(entityCollection.Entities[0], "lead");
step = 21;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 7)).Entities.Count > 0)
{
tracingService.Trace("Email on new lead matches email on account");
Entity matchedLead = new Entity();
step = 22;
matchedLead = this.getAccountMatchedLead(entityCollection.Entities[0]);
step = 23;
if (matchedLead.Id != Guid.Empty)
{
step = 24;
this.setConnectedLead(matchedLead);
}
this.setExistingAccount(entityCollection.Entities[0], "account");
step = 25;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 8)).Entities.Count > 0)
{
tracingService.Trace("Email on new lead matches email on existing contact");
step = 26;
this.setExistingAccount(entityCollection.Entities[0], "contact");
step = 27;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 9)).Entities.Count > 0)
{
tracingService.Trace("Lastname and phone on new lead matches lastname and any phone on contact");
step = 28;
this.setExistingAccount(entityCollection.Entities[0], "contact");
step = 29;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 10)).Entities.Count > 0)
{
tracingService.Trace("Lastname and phone on new lead matches lastname and any phone on lead");
step = 30;
this.setConnectedLead(entityCollection.Entities[0]);
step = 31;
this.setExistingAccount(entityCollection.Entities[0], "lead");
step = 32;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 11)).Entities.Count > 0)
{
tracingService.Trace("Office Phone on new lead matches any phone on a lead");
step = 33;
this.setConnectedLead(entityCollection.Entities[0]);
step = 34;
this.setExistingAccount(entityCollection.Entities[0], "lead");
step = 35;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 12)).Entities.Count > 0)
{
tracingService.Trace("Mobile Phone on new lead matches any phone on a lead");
step = 36;
this.setConnectedLead(entityCollection.Entities[0]);
step = 37;
this.setExistingAccount(entityCollection.Entities[0], "lead");
step = 38;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 13)).Entities.Count > 0)
{
tracingService.Trace("Office Phone on new lead matches any phone on account");
Entity matchedLead = new Entity();
step = 39;
matchedLead = this.getAccountMatchedLead(entityCollection.Entities[0]);
step = 40;
if (matchedLead.Id != Guid.Empty)
{
step = 41;
this.setConnectedLead(matchedLead);
}
step = 42;
this.setExistingAccount(entityCollection.Entities[0], "account");
step = 43;
this.setLeadOwner(entityCollection.Entities[0]);
//Code added as part of S893 by Meghana on Lead create for Incoming Phone call,web creation/import
//wf name - fdx_Lead update Existing Account
step = 44;
//this.updateExistingAccount(matchedLead.Id);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 14)).Entities.Count > 0)
{
tracingService.Trace("Mobile Phone on new lead matches any phone on account");
Entity matchedLead = new Entity();
step = 45;
matchedLead = this.getAccountMatchedLead(entityCollection.Entities[0]);
step = 46;
if (matchedLead.Id != Guid.Empty)
{
step = 47;
this.setConnectedLead(matchedLead);
}
step = 48;
this.setExistingAccount(entityCollection.Entities[0], "account");
step = 49;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 15)).Entities.Count > 0)
{
tracingService.Trace("Office Phone on new lead matches any phone on contact");
step = 50;
this.setExistingAccount(entityCollection.Entities[0], "contact");
step = 51;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if ((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 16)).Entities.Count > 0)
{
tracingService.Trace("Mobile Phone on new lead matches any phone on contact");
step = 52;
this.setExistingAccount(entityCollection.Entities[0], "contact");
step = 53;
this.setLeadOwner(entityCollection.Entities[0]);
}
else if (((entityCollection = CRMQueryExpression.GetLeadEntityCollection(variables, service, 17)).Entities.Count > 0) && ((((OptionSetValue)leadEntity["leadsourcecode"]).Value == 1) || (((OptionSetValue)leadEntity["leadsourcecode"]).Value == 4)))
{
tracingService.Trace("Assiagn SAE based on zipcode");
step = 54;
Entity user = entityCollection.Entities[0];
step = 55;
leadEntity["ownerid"] = new EntityReference("systemuser", user.Id);
}
else if (((OptionSetValue)leadEntity["leadsourcecode"]).Value == 1 || ((OptionSetValue)leadEntity["leadsourcecode"]).Value == 4)
{
tracingService.Trace("Set lead Assigned to False and trigger next@bat only for Web Leads (new leads only and not cloned)");
variables.leadAssigned = false;
step = 56;
if (((OptionSetValue)leadEntity["leadsourcecode"]).Value == 1 && !leadEntity.Attributes.Contains("fdx_leadid"))
{
leadEntity["fdx_snb"] = true;
}
}
}
#region Set the address field as per the account if there is an existing account....
if (variables.accountid != Guid.Empty)
{
step = 57;
EntityCollection accountCollection = this.getExisitingAccountDetails(variables.accountid);
if (accountCollection.Entities.Count > 0)
{
Entity account = new Entity();
account = accountCollection.Entities[0];
step = 58;
if (!account.Attributes.Contains("fdx_goldmineaccountnumber"))
{
step = 59;
apiParm = this.setApiParmFromAccountEntity(account);
url = variables.smartCrmSyncWebServiceUrl + "/lead/createlead?" + apiParm;
}
else
{
step = 60;
variables.acc_gmaccountno_exist = true;
leadEntity["fdx_goldmineaccountnumber"] = account.Attributes["fdx_goldmineaccountnumber"].ToString();
leadEntity["fdx_gonogo"] = account.Attributes["fdx_gonogo"];
step = 61;
ProspectData prospectData = this.GetProspectDataFromAccount(account);
step = 62;
CopyLeadProspectDataToSharedVariable(context.SharedVariables, prospectData);
}
}
}
else
{
step = 63;
url = variables.smartCrmSyncWebServiceUrl + "/lead/createlead?" + apiParm;
}
#endregion
#region Call and update from API....
tracingService.Trace(url);
Lead leadObj = new Lead();
if (!variables.acc_gmaccountno_exist)
{
step = 64;
const string token = "8b6asd7-0775-4278-9bcb-c0d48f800112";
var uri = new Uri(url);
step = 65;
var request = WebRequest.Create(uri);
request.Method = WebRequestMethods.Http.Post;
request.ContentType = "application/json";
request.ContentLength = 0;
request.Headers.Add("Authorization", token);
step = 66;
using (var getResponse = request.GetResponse())
{
step = 67;
DataContractJsonSerializer serializer = new DataContractJsonSerializer(typeof(Lead));
step = 68;
leadObj = (Lead)serializer.ReadObject(getResponse.GetResponseStream());
tracingService.Trace("ProspectScoreBlankMessage :" + leadObj.prospectScoreBlankMessage);
if (string.IsNullOrEmpty(leadObj.prospectScoreBlankMessage))
{
leadObj.prospectScoreBlankMessage = "Valid Address";
}
step = 69;
EntityCollection priceLists = this.GetPriceListByName(leadObj.priceListName, service);
step = 70;
EntityCollection prospectGroups = this.GetProspectGroupByName(leadObj.prospectGroup, service);
step = 71;
ProspectData prospectData = this.GetProspectDataFromWebService(leadObj);
prospectData.PriceListName = leadObj.priceListName;
int lengthoferror = leadObj.prospectScoreBlankMessage.Length;
tracingService.Trace("lengthoferror-" + lengthoferror);
//if(lengthoferror >= 1500)
//{
// string trimerror = leadObj.prospectScoreBlankMessage.Substring(0, 1400);
// leadObj.prospectScoreBlankMessage = leadObj.prospectScoreBlankMessage.Substring(0, 1499);
// tracingService.Trace("trimerrormessage :" + trimerror);
//}
step = 72;
if (priceLists.Entities.Count == 1)
{
prospectData.PriceListId = priceLists.Entities[0].Id;
}
step = 73;
if (prospectGroups.Entities.Count == 1)
{
prospectData.ProspectGroupId = prospectGroups.Entities[0].Id;
}
step = 74;
leadEntity["fdx_goldmineaccountnumber"] = leadObj.goldMineId;
if (leadObj.goNoGo)
{
leadEntity["fdx_gonogo"] = new OptionSetValue(756480000);
}
else
{
leadEntity["fdx_gonogo"] = new OptionSetValue(756480001);
}
step = 75;
if (variables.accountid != Guid.Empty)
{
step = 76;
IOrganizationService impersonatedService = serviceFactory.CreateOrganizationService(null);
step = 77;
Entity acc = new Entity("account")
{
Id = variables.accountid
};
acc.Attributes["fdx_goldmineaccountnumber"] = leadObj.goldMineId;
acc.Attributes["fdx_gonogo"] = leadObj.goNoGo ? new OptionSetValue(756480000) : new OptionSetValue(756480001);
step = 78;
this.UpdateProspectDataOnAccount(acc, prospectData);
step = 79;
impersonatedService.Update(acc);
}
step = 80;
CopyLeadProspectDataToSharedVariable(context.SharedVariables, prospectData);
step = 81;
tracingService.Trace(GetProspectDataString(prospectData));
tracingService.Trace("Prospect Data Updated in AssignLead_Create");
}
}
#endregion
#region Condition to assign Lead to Lead Review Team....
if (!variables.leadAssigned && !leadObj.goNoGo && ((((OptionSetValue)leadEntity["leadsourcecode"]).Value == 1) || (((OptionSetValue)leadEntity["leadsourcecode"]).Value == 4)))
{
step = 82;
leadEntity["fdx_snb"] = false;
QueryExpression teamQuery = CRMQueryExpression.getQueryExpression("team", new ColumnSet("name"), new CRMQueryExpression[] { new CRMQueryExpression("name", ConditionOperator.Equal, "Lead Review Team") });
step = 83;
EntityCollection teamCollection = service.RetrieveMultiple(teamQuery);
step = 84;
if (teamCollection.Entities.Count > 0)
{
Entity team = teamCollection.Entities[0];
leadEntity["ownerid"] = new EntityReference("team", team.Id);
}
tracingService.Trace("Condition to assign Lead to Lead Review Team");
}
#endregion
#region Condition if Cloned Lead: override owner of cloned lead = originating lead's owner
if (leadEntity.Attributes.Contains("fdx_leadid"))
{
step = 85;
Entity OriginatingLead = service.Retrieve("lead", ((EntityReference)leadEntity.Attributes["fdx_leadid"]).Id, new ColumnSet("ownerid", "owningteam"));
step = 86;
if (OriginatingLead.Attributes.Contains("owningteam"))
{
leadEntity["ownerid"] = new EntityReference(OriginatingLead["owningteam"] != null ? "team" : "systemuser", ((EntityReference)OriginatingLead.Attributes["ownerid"]).Id);
}
else
{
leadEntity["ownerid"] = new EntityReference("systemuser", ((EntityReference)OriginatingLead.Attributes["ownerid"]).Id);
}
tracingService.Trace("Condition if Cloned Lead: override owner of cloned lead = originating lead's owner");
}
#endregion
}
catch (FaultException <OrganizationServiceFault> ex)
{
throw new InvalidPluginExecutionException(string.Format("An error occurred in the LeadAssignment_Create plug-in at Step {0}.", step), ex);
}
catch (Exception ex)
{
tracingService.Trace("LeadAssignment_Create: step {0}, {1}", step, ex.ToString());
throw;
}
}
}
public static EntityCollection GetLeadEntityCollection(LeadAssignment_Variables _variables, IOrganizationService _service, int _matchingCriteria)
{
EntityCollection entities = new EntityCollection();
QueryExpression queryExp = new QueryExpression();
switch (_matchingCriteria)
{
case 1: //First name, last name and office phone on new lead matches First name, last name and office phone on existing lead
queryExp = CRMQueryExpression.getQueryExpression("lead", new ColumnSet("leadid", "contactid", "parentcontactid", "accountid", "parentaccountid", "ownerid", "owningteam"), new CRMQueryExpression[] { new CRMQueryExpression("firstname", ConditionOperator.Equal, _variables.firstName), new CRMQueryExpression("lastname", ConditionOperator.Equal, _variables.lastName), new CRMQueryExpression("telephone2", ConditionOperator.Equal, _variables.phone) });
entities = _service.RetrieveMultiple(queryExp);
break;
case 2: //First name, last name and office phone on new lead matches First name, last name and office phone on existing contact
queryExp = CRMQueryExpression.getQueryExpression("contact", new ColumnSet("parentcustomerid", "fullname", "ownerid", "owningteam"), new CRMQueryExpression[] { new CRMQueryExpression("firstname", ConditionOperator.Equal, _variables.firstName), new CRMQueryExpression("lastname", ConditionOperator.Equal, _variables.lastName), new CRMQueryExpression("telephone2", ConditionOperator.Equal, _variables.phone) });
entities = _service.RetrieveMultiple(queryExp);
break;
case 3: //Office Phone on new lead matches office phone on existing lead
queryExp = CRMQueryExpression.getQueryExpression("lead", new ColumnSet("leadid", "contactid", "parentcontactid", "accountid", "parentaccountid", "ownerid", "owningteam"), new CRMQueryExpression[] { new CRMQueryExpression("telephone2", ConditionOperator.Equal, _variables.phone) });
entities = _service.RetrieveMultiple(queryExp);
break;
case 4: //Email on new lead matches email on existing lead
if (_variables.email != "")
{
queryExp = CRMQueryExpression.getQueryExpression("lead", new ColumnSet("leadid", "contactid", "parentcontactid", "accountid", "parentaccountid", "ownerid", "owningteam"), new CRMQueryExpression[] { new CRMQueryExpression("emailaddress1", ConditionOperator.Equal, _variables.email) });
entities = _service.RetrieveMultiple(queryExp);
}
break;
case 5: //Company name and zipcode on new lead matches company name and zipcode on an account
if (_variables.companyName != "" && _variables.zipcodetext != "")
{
queryExp = CRMQueryExpression.getQueryExpression("account", new ColumnSet("accountid", "primarycontactid", "ownerid", "owningteam"), new CRMQueryExpression[] { new CRMQueryExpression("name", ConditionOperator.Equal, _variables.companyName), new CRMQueryExpression("address1_postalcode", ConditionOperator.Equal, _variables.zipcodetext) });
entities = _service.RetrieveMultiple(queryExp);
}
break;
case 6: //Company name and zipcode on new lead matches company name and zipcode on a lead
if (_variables.companyName != "" && _variables.zipcodetext != "")
{
queryExp = CRMQueryExpression.getQueryExpression("lead", new ColumnSet("leadid", "contactid", "parentcontactid", "accountid", "parentaccountid", "ownerid", "owningteam"), new CRMQueryExpression[] { new CRMQueryExpression("companyname", ConditionOperator.Equal, _variables.companyName), new CRMQueryExpression("address1_postalcode", ConditionOperator.Equal, _variables.zipcodetext) });
entities = _service.RetrieveMultiple(queryExp);
}
break;
case 7: //Email on new lead matches email on account
if (_variables.email != "")
{
queryExp = CRMQueryExpression.getQueryExpression("account", new ColumnSet("accountid", "primarycontactid", "ownerid"), new CRMQueryExpression[] { new CRMQueryExpression("emailaddress1", ConditionOperator.Equal, _variables.email) });
entities = _service.RetrieveMultiple(queryExp);
}
break;
case 8: //Email on new lead matches email on existing contact
if (_variables.email != "")
{
queryExp = CRMQueryExpression.getQueryExpression("contact", new ColumnSet("parentcustomerid", "fullname", "ownerid", "owningteam"), new CRMQueryExpression[] { new CRMQueryExpression("emailaddress1", ConditionOperator.Equal, _variables.email) });
entities = _service.RetrieveMultiple(queryExp);
}
break;
case 9: //Lastname and phone on new lead matches lastname and any phone on contact
queryExp = CRMQueryExpression.getQueryWithChildExpression("contact", new ColumnSet("parentcustomerid", "fullname", "ownerid", "owningteam"), new CRMQueryExpression[] { new CRMQueryExpression("lastname", ConditionOperator.Equal, _variables.lastName), new CRMQueryExpression("telephone2", ConditionOperator.Equal, _variables.phone), new CRMQueryExpression("telephone1", ConditionOperator.Equal, _variables.phone), new CRMQueryExpression("telephone3", ConditionOperator.Equal, _variables.phone) });
entities = _service.RetrieveMultiple(queryExp);
break;
case 10: //Lastname and phone on new lead matches lastname and any phone on lead
queryExp = CRMQueryExpression.getQueryWithChildExpression("lead", new ColumnSet("leadid", "contactid", "parentcontactid", "accountid", "parentaccountid", "ownerid", "owningteam"), new CRMQueryExpression[] { new CRMQueryExpression("lastname", ConditionOperator.Equal, _variables.lastName), new CRMQueryExpression("telephone2", ConditionOperator.Equal, _variables.phone), new CRMQueryExpression("telephone1", ConditionOperator.Equal, _variables.phone), new CRMQueryExpression("telephone3", ConditionOperator.Equal, _variables.phone) });
entities = _service.RetrieveMultiple(queryExp);
break;
case 11: //Office Phone on new lead matches any phone on a lead
queryExp = CRMQueryExpression.getQueryExpression("lead", new ColumnSet("leadid", "contactid", "parentcontactid", "accountid", "parentaccountid", "ownerid", "owningteam"), new CRMQueryExpression[] { new CRMQueryExpression("telephone2", ConditionOperator.Equal, _variables.phone), new CRMQueryExpression("telephone1", ConditionOperator.Equal, _variables.phone), new CRMQueryExpression("telephone3", ConditionOperator.Equal, _variables.phone) }, LogicalOperator.Or);
entities = _service.RetrieveMultiple(queryExp);
break;
case 12: //Mobile Phone on new lead matches any phone on a lead
if (_variables.telephone1 != "")
{
queryExp = CRMQueryExpression.getQueryExpression("lead", new ColumnSet("leadid", "contactid", "parentcontactid", "accountid", "parentaccountid", "ownerid", "owningteam"), new CRMQueryExpression[] { new CRMQueryExpression("telephone2", ConditionOperator.Equal, _variables.telephone1), new CRMQueryExpression("telephone1", ConditionOperator.Equal, _variables.telephone1), new CRMQueryExpression("telephone3", ConditionOperator.Equal, _variables.telephone1) }, LogicalOperator.Or);
entities = _service.RetrieveMultiple(queryExp);
}
break;
case 13: //Office Phone on new lead matches any phone on account
queryExp = CRMQueryExpression.getQueryExpression("account", new ColumnSet("accountid", "primarycontactid", "ownerid"), new CRMQueryExpression[] { new CRMQueryExpression("telephone2", ConditionOperator.Equal, _variables.phone), new CRMQueryExpression("telephone1", ConditionOperator.Equal, _variables.phone), new CRMQueryExpression("telephone3", ConditionOperator.Equal, _variables.phone) }, LogicalOperator.Or);
entities = _service.RetrieveMultiple(queryExp);
break;
case 14: //Mobile Phone on new lead matches any phone on account
if (_variables.telephone1 != "")
{
queryExp = CRMQueryExpression.getQueryExpression("account", new ColumnSet("accountid", "primarycontactid", "ownerid"), new CRMQueryExpression[] { new CRMQueryExpression("telephone2", ConditionOperator.Equal, _variables.telephone1), new CRMQueryExpression("telephone1", ConditionOperator.Equal, _variables.telephone1), new CRMQueryExpression("telephone3", ConditionOperator.Equal, _variables.telephone1) }, LogicalOperator.Or);
entities = _service.RetrieveMultiple(queryExp);
}
break;
case 15: //Office Phone on new lead matches any phone on contact
queryExp = CRMQueryExpression.getQueryExpression("contact", new ColumnSet("parentcustomerid", "fullname", "ownerid", "owningteam"), new CRMQueryExpression[] { new CRMQueryExpression("telephone2", ConditionOperator.Equal, _variables.phone), new CRMQueryExpression("telephone1", ConditionOperator.Equal, _variables.phone), new CRMQueryExpression("telephone3", ConditionOperator.Equal, _variables.phone) }, LogicalOperator.Or);
entities = _service.RetrieveMultiple(queryExp);
break;
case 16: //Mobile Phone on new lead matches any phone on contact
if (_variables.telephone1 != "")
{
queryExp = CRMQueryExpression.getQueryExpression("contact", new ColumnSet("parentcustomerid", "fullname", "ownerid", "owningteam"), new CRMQueryExpression[] { new CRMQueryExpression("telephone2", ConditionOperator.Equal, _variables.telephone1), new CRMQueryExpression("telephone1", ConditionOperator.Equal, _variables.telephone1), new CRMQueryExpression("telephone3", ConditionOperator.Equal, _variables.telephone1) }, LogicalOperator.Or);
entities = _service.RetrieveMultiple(queryExp);
}
break;
case 17: //Assiagn SAE based on zipcode
if (_variables.zipTerritory != Guid.Empty)
{
Entity territory = new Entity();
territory = _service.Retrieve("territory", _variables.zipTerritory, new ColumnSet("managerid"));
if (territory.Attributes.Contains("managerid"))
{
queryExp = CRMQueryExpression.getQueryExpression("systemuser", new ColumnSet(true), new CRMQueryExpression[] { new CRMQueryExpression("systemuserid", ConditionOperator.Equal, ((EntityReference)territory.Attributes["managerid"]).Id) });
entities = _service.RetrieveMultiple(queryExp);
}
}
break;
}
return(entities);
}