QualifyLeadRequest 클래스

아티클
07/17/2015

Contains the data that is needed to qualify a lead and create account, contact, and opportunity records that are linked to the originating lead record.

네임스페이스: Microsoft.Crm.Sdk.Messages
어셈블리: Microsoft.Crm.Sdk.Proxy(Microsoft.Crm.Sdk.Proxy.dll에 있음)

구문

‘선언
<DataContractAttribute(Namespace:="https://schemas.microsoft.com/crm/2011/Contracts")> _
Public NotInheritable Class QualifyLeadRequest
    Inherits OrganizationRequest

[DataContractAttribute(Namespace="https://schemas.microsoft.com/crm/2011/Contracts")] 
public sealed class QualifyLeadRequest : OrganizationRequest

예제

The following example shows how to use this message. For this sample to work correctly, you must be connected to the server to get an IOrganizationService interface. For the complete sample, see the link later in this topic.

// 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.");

설명

Message Availability

이 메시지는 호출자가 서버에 연결되어 있는지 아니면 오프라인인지에 관계없이 작동합니다.

Usage

이 클래스의 인스턴스를 다음에 전달합니다. Execute method, which returns an instance of the QualifyLeadResponse class.

Privileges and Access Rights

To perform this action, the caller must have privileges on the Lead, Account, Contact, Opportunity, TransactionCurrency, and Campaign entities. The caller must also have access rights on the specified records in the following properties: LeadId, OpportunityCurrencyId, OpportunityCustomerId, and SourceCampaignId. For a complete list of required privileges, see QualifyLead Privileges.

Notes for Callers

If SharePoint integration is enabled, the document location records for the lead are copied for the newly created account, contact, and opportunity.

If you set the CreateAccount property and the CreateContact property to true, the created account becomes a parent (Contact.Parentcustomerid) of the contact and the contact becomes a primary contact (Account.PrimaryContactId) for the account.

상속 계층

System.Object
Microsoft.Xrm.Sdk.OrganizationRequest
Microsoft.Crm.Sdk.Messages.QualifyLeadRequest

스레드 보안

이 형식의 공용 정적(Visual Basic에서는 Shared) 구성원은 스레드로부터 안전합니다. 인스턴스 구성원은 스레드로부터 안전하지 않을 수 있습니다.

플랫폼

Development Platforms

The .NET Framework does not support all versions of every platform. For a list of the supported versions, see System Requirements.

Target Platforms

Windows Server 2008,Windows Server 2012,Windows 7

Change History

참고 항목

참조

QualifyLeadRequest 구성원
Microsoft.Crm.Sdk.Messages 네임스페이스
QualifyLeadResponse

기타 리소스

Sales Entities (Lead, Opportunity, Competitor, Quote, Order, Invoice)
Sample: Qualify a Lead
Customer Entities (Account, Contact)
TransactionCurrency (Currency) Entity
Campaign Entities
How Role-Based Security Can Be Used to Control Access to Entities in CRM
How Instance-Based Security Can Be Used to Control Access to Entity Instances (Records) in CRM
QualifyLead Privileges

다음을 통해 공유