Exemplo: Converter uma oportunidade em uma cotação (limite antecipadamente)
Publicado: janeiro de 2017
Aplicável a: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
Este código de exemplo é para o Microsoft Dynamics 365 (online e local).Baixe o pacote do SDK do Microsoft Dynamics CRM. Pode ser encontrado no seguinte local no pacote de download:
SampleCode\CS\BusinessDataModel\BusinessManagement\ConvertOpportunityToQuote.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 converter uma oportunidade que contém produtos do catálogo de produtos e um produto de gravação para uma cotação. Mostra também como substituir o preço de um produto do catálogo de produtos.
Exemplo
using System;
using System.ServiceModel;
using System.ServiceModel.Description;
// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// found in the SDK\bin folder.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;
// This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
// found in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// This sample shows how to convert an opporutnity to a quote.
/// </summary>
public class ConvertOpportunityToQuote
{
#region Class Level Members
/// <summary>
/// Stores the organization service proxy.
/// </summary>
private OrganizationServiceProxy _serviceProxy;
// Define the IDs needed for this sample.
public Guid _unitGroupId;
public Guid _product1Id;
public Guid _product2Id;
public Guid _priceListId;
public Guid _priceListItem1Id;
public Guid _priceListItem2Id;
public Guid _accountId;
public Guid _opportunityId;
public Guid _opportunityProduct1Id;
public Guid _opportunityProduct2Id;
public Guid _writeInProductId;
public Guid _quoteId;
#endregion Class Level Members
#region How To Sample Code
/// <summary>
/// Create and configure the organization service proxy.
/// Initiate creating all entity records that this sample requires.
/// Convert an opportunity to quote
/// Optionally delete any entity records that were created for this sample.
/// </summary>
/// <param name="serverConfig">Contains server connection information.</param>
/// <param name="promptforDelete">When True, the user will be prompted to delete all
/// created entities.</param>
public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
{
try
{
// Connect to the Organization service.
// The using statement assures that the service proxy will be properly disposed.
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,
serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
// Call the method to create any data that this sample requires.
CreateRequiredRecords();
// Convert an opportunity to quote.
GenerateQuoteFromOpportunityRequest quoteRequest = new GenerateQuoteFromOpportunityRequest()
{
// Columns that will be transferred
ColumnSet = new ColumnSet("name", "customerid"),
OpportunityId = _opportunityId
};
GenerateQuoteFromOpportunityResponse quoteResponse =
(GenerateQuoteFromOpportunityResponse)_serviceProxy.Execute(quoteRequest);
_quoteId = quoteResponse.Entity.Id;
Console.WriteLine("Created the quote from an opportunity.");
DeleteRequiredRecords(promptForDelete);
}
}
catch
{
// You can handle an exception here or pass it back to the calling method.
throw;
}
}
/// <summary>
/// This method creates any entity records that this sample requires.
/// Create a unit group, few products, price list and price list items.
/// Create an account record.
/// Create few opportunities, opportunity products and a write-in product.
/// </summary>
public void CreateRequiredRecords()
{
// Create a unit group.
UoMSchedule newUnitGroup = new UoMSchedule
{
Name = "Example Unit Group",
BaseUoMName = "Example Primary Unit"
};
_unitGroupId = _serviceProxy.Create(newUnitGroup);
Console.WriteLine("Created {0}", newUnitGroup.Name);
// retrieve the unit id.
QueryExpression unitQuery = new QueryExpression
{
EntityName = UoM.EntityLogicalName,
ColumnSet = new ColumnSet("uomid", "name"),
Criteria = new FilterExpression(),
PageInfo = new PagingInfo
{
PageNumber = 1,
Count = 1
}
};
unitQuery.Criteria.AddCondition("uomscheduleid", ConditionOperator.Equal, _unitGroupId);
// Retrieve the unit.
UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];
Console.WriteLine("Retrieved {0}", unit.Name);
// Create a few products
Product newProduct1 = new Product
{
ProductNumber = "1",
Name = "Example Product 1",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, unit.Id)
};
_product1Id = _serviceProxy.Create(newProduct1);
Console.WriteLine("Created {0}", newProduct1.Name);
Product newProduct2 = new Product
{
ProductNumber = "2",
Name = "Example Product 2",
ProductStructure = new OptionSetValue(1),
QuantityDecimal = 2,
DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),
DefaultUoMId = new EntityReference(UoM.EntityLogicalName, unit.Id)
};
_product2Id = _serviceProxy.Create(newProduct2);
Console.WriteLine("Created {0}", newProduct2.Name);
// Create a price list
PriceLevel newPriceList = new PriceLevel
{
Name = "Example Price List"
};
_priceListId = _serviceProxy.Create(newPriceList);
Console.WriteLine("Created {0}", newPriceList.Name);
// Create a price list items for the products
ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
Amount = new Money(20)
};
_priceListItem1Id = _serviceProxy.Create(newPriceListItem1);
Console.WriteLine("Created price list for {0}", newProduct1.Name);
ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
{
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
Amount = new Money(20)
};
_priceListItem2Id = _serviceProxy.Create(newPriceListItem2);
Console.WriteLine("Created price list for {0}", newProduct2.Name);
//Publish Product1
SetStateRequest publishRequest1 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest1);
//Publish Product2
SetStateRequest publishRequest2 = new SetStateRequest
{
EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
State = new OptionSetValue((int)ProductState.Active),
Status = new OptionSetValue(1)
};
_serviceProxy.Execute(publishRequest2);
Console.WriteLine("Published both the products");
// Create an account record for the opportunity's potential customerid
Account newAccount = new Account
{
Name = "Example Account"
};
_accountId = _serviceProxy.Create(newAccount);
Console.WriteLine("Created {0}", newAccount.Name);
// Create a new opportunity
Opportunity newOpportunity = new Opportunity
{
Name = "Example Opportunity",
CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
FreightAmount = new Money(10.00m)
};
_opportunityId = _serviceProxy.Create(newOpportunity);
Console.WriteLine("Created {0}", newOpportunity.Name);
// Create an opportunity product
OpportunityProduct newOpportunityProduct1 = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName, _opportunityId),
ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
Quantity = 3,
Tax = new Money(4.80m)
};
_opportunityProduct1Id = _serviceProxy.Create(newOpportunityProduct1);
Console.WriteLine("Created opportunity product for {0} and {1}", newOpportunity.Name, newProduct1.Name);
// Create a catalog product and override the price per unit
OpportunityProduct newOpportunityProduct2 = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName, _opportunityId),
ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
Quantity = 1,
IsPriceOverridden = true,
PricePerUnit = new Money(12),
Tax = new Money(0.96m)
};
_opportunityProduct2Id = _serviceProxy.Create(newOpportunityProduct2);
Console.WriteLine("Created opportunity product for {0} and {1}", newOpportunity.Name, newProduct2.Name);
// Create a write-in product with a manual discount
OpportunityProduct newWriteInProduct = new OpportunityProduct
{
OpportunityId = new EntityReference(Opportunity.EntityLogicalName, _opportunityId),
// set this attribute to make it a write-in product
IsProductOverridden = true,
ProductDescription = "Example Write-in Product",
PricePerUnit = new Money(20.00m),
Quantity = 5,
ManualDiscountAmount = new Money(10.50m),
Tax = new Money(7.16m)
};
_writeInProductId = _serviceProxy.Create(newWriteInProduct);
Console.WriteLine("Created {0}", newWriteInProduct.ProductDescription);
return;
}
/// <summary>
/// Deletes any entity records that were created for this sample.
/// <param name="prompt">Indicates whether to prompt the user to delete the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
bool deleteRecords = true;
if (prompt)
{
Console.WriteLine("\nDo you want these entity records deleted? (y/n)");
String answer = Console.ReadLine();
deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
}
if (deleteRecords)
{
_serviceProxy.Delete(Quote.EntityLogicalName, _quoteId);
_serviceProxy.Delete(OpportunityProduct.EntityLogicalName, _writeInProductId);
_serviceProxy.Delete(OpportunityProduct.EntityLogicalName, _opportunityProduct1Id);
_serviceProxy.Delete(OpportunityProduct.EntityLogicalName, _opportunityProduct2Id);
_serviceProxy.Delete(Opportunity.EntityLogicalName, _opportunityId);
_serviceProxy.Delete(Account.EntityLogicalName, _accountId);
_serviceProxy.Delete(ProductPriceLevel.EntityLogicalName, _priceListItem1Id);
_serviceProxy.Delete(ProductPriceLevel.EntityLogicalName, _priceListItem2Id);
_serviceProxy.Delete(Product.EntityLogicalName, _product1Id);
_serviceProxy.Delete(Product.EntityLogicalName, _product2Id);
_serviceProxy.Delete(PriceLevel.EntityLogicalName, _priceListId);
_serviceProxy.Delete(UoMSchedule.EntityLogicalName, _unitGroupId);
Console.WriteLine("Entity records have been deleted.");
}
}
#endregion How To Sample Code
#region Main
/// <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();
ConvertOpportunityToQuote app = new ConvertOpportunityToQuote();
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
}
}
Confira Também
GenerateQuoteFromOpportunityRequest
Código auxiliar: Classe ServerConnection
Entidades de oportunidade
Microsoft Dynamics 365
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