Exemplo: Qualificar um cliente potencial
Publicado: novembro de 2016
Aplicável a: Dynamics CRM 2015
Este código de exemplo é para o Atualização do Microsoft Dynamics CRM 2015 e Microsoft Dynamics CRM Online 2015. Baixe o pacote do SDK do Microsoft Dynamics CRM. Pode ser encontrado no seguinte local no pacote de download:
SampleCode\CS\BusinessDataModel\BusinessManagementSampleCode\WorkingWithLeads.cs
Requisitos
Para obter mais informações sobre os requisitos necessários à execução do código de exemplo fornecido neste SDK, consulte Usar o código de exemplo e auxiliar.
Demonstra
Este exemplo mostra como qualificar um cliente potencial e criar uma conta, um contato ou uma oportunidade com base neste cliente potencial.
Exemplo
using System;
using System.ServiceModel;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;
namespace Microsoft.Crm.Sdk.Samples
{
public class WorkingWithLeads
{
#region Class Level Members
private OrganizationServiceProxy _serviceProxy;
private Guid _lead1Id;
private Guid _lead2Id;
private Guid _accountId;
private Guid _leadAccountId;
private Guid _contactId;
private Guid _opportunityId;
#endregion
#region How To Sample Code
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);
// 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.");
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);
}
}
private void NotifyEntityCreated(String entityName, Guid entityId)
{
Console.WriteLine(" {0} created with GUID {{{1}}}",
entityName, entityId);
}
private void CreateRequiredRecords()
{
// Create an account to relate the opportunity to.
var account = new Account
{
Name = "Litware, Inc.",
Address1_StateOrProvince = "Colorado"
};
_accountId = (_serviceProxy.Create(account));
}
private void DeleteRecords(bool prompt)
{
bool toBeDeleted = true;
if (prompt)
{
// Ask the user if the created entities should be deleted.
Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
String answer = Console.ReadLine();
if (answer.StartsWith("y") ||
answer.StartsWith("Y") ||
answer == String.Empty)
{
toBeDeleted = true;
}
else
{
toBeDeleted = false;
}
}
if (toBeDeleted)
{
// Deleting the accounts will delete all of their related records, and then
// only the leads will be left.
_serviceProxy.Delete(Account.EntityLogicalName, _accountId);
_serviceProxy.Delete(Account.EntityLogicalName, _leadAccountId);
_serviceProxy.Delete(Lead.EntityLogicalName, _lead1Id);
_serviceProxy.Delete(Lead.EntityLogicalName, _lead2Id);
}
}
#endregion How To Sample Code
#region Main method
/// <summary>
/// Standard Main() method used by most SDK samples.
/// </summary>
/// <param name="args"></param>
static public void Main(string[] args)
{
try
{
// Obtain the target organization's web address and client logon
// credentials from the user.
ServerConnection serverConnect = new ServerConnection();
ServerConnection.Configuration config = serverConnect.GetServerConfiguration();
var app = new WorkingWithLeads();
app.Run(config, true);
}
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
Console.WriteLine("Message: {0}", ex.Detail.Message);
Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
catch (System.TimeoutException ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Message: {0}", ex.Message);
Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
Console.WriteLine("Inner Fault: {0}",
null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
}
catch (System.Exception ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine(ex.Message);
// Display the details of the inner exception.
if (ex.InnerException != null)
{
Console.WriteLine(ex.InnerException.Message);
FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
if (fe != null)
{
Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
Console.WriteLine("Message: {0}", fe.Detail.Message);
Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
}
}
// Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
// SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.
finally
{
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
#endregion Main method
}
}
Confira Também
QualifyLeadRequest
Entidades de Vendas (cliente potencial, oportunidade, concorrente, cotação, pedido, fatura)
Entidade de cliente potencial
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