Sample: Convert an opportunity to a quote (early bound)

 

Applies To: Dynamics CRM 2013

This sample code is for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\BusinessDataModel\BusinessManagement\ConvertOpportunityToQuote.cs

SampleCode\VB\BusinessDataModel\BusinessManagement\ConvertOpportunityToQuote.vb

Requirements

For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code.

Demonstrates

This sample shows how to convert an opportunity that contains products from the product catalog and a write-in product to a quote. It also illustrates how to overwrite a price of the product from the product catalog.

Example

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 = ServerConnection.GetOrganizationProxy(serverConfig))
                {
                    // 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",
                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",
                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);

            // 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
    }
}

Imports System.ServiceModel
Imports System.ServiceModel.Description

' These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
' found in the SDK\bin folder.
Imports Microsoft.Xrm.Sdk
Imports Microsoft.Xrm.Sdk.Client
Imports Microsoft.Xrm.Sdk.Query
Imports Microsoft.Xrm.Sdk.Discovery

' This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
' found in the SDK\bin folder.
Imports 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 _serviceProxy As OrganizationServiceProxy

        ' Define the IDs needed for this sample.
        Public _unitGroupId As Guid
        Public _product1Id As Guid
        Public _product2Id As Guid
        Public _priceListId As Guid
        Public _priceListItem1Id As Guid
        Public _priceListItem2Id As Guid
        Public _accountId As Guid
        Public _opportunityId As Guid
        Public _opportunityProduct1Id As Guid
        Public _opportunityProduct2Id As Guid
        Public _writeInProductId As Guid
        Public _quoteId As Guid

        #End Region ' 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 Sub Run(ByVal serverConfig As ServerConnection.Configuration, ByVal promptForDelete As Boolean)
            Try
                ' Connect to the Organization service. 
                ' The using statement assures that the service proxy will be properly disposed.
                _serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig)
                Using _serviceProxy
                    ' 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.
                    Dim quoteRequest As New GenerateQuoteFromOpportunityRequest() With { _
                        .ColumnSet = New ColumnSet("name", "customerid"), .OpportunityId = _opportunityId}
                        ' Columns that will be transferred

                    Dim quoteResponse As GenerateQuoteFromOpportunityResponse = _
                        CType(_serviceProxy.Execute(quoteRequest), GenerateQuoteFromOpportunityResponse)

                    _quoteId = quoteResponse.Entity.Id
                    Console.WriteLine("Created the quote from an opportunity.")

                    DeleteRequiredRecords(promptForDelete)
                End Using
            Catch
                ' You can handle an exception here or pass it back to the calling method.
                Throw
            End Try
        End Sub

        ''' <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 Sub CreateRequiredRecords()
            ' Create a unit group.
            Dim newUnitGroup As UoMSchedule = New UoMSchedule With {.Name = "Example Unit Group", .BaseUoMName = "Example Primary Unit"}

            _unitGroupId = _serviceProxy.Create(newUnitGroup)

            Console.WriteLine("Created {0}", newUnitGroup.Name)

            ' retrieve the unit id.
            Dim unitQuery As QueryExpression = New QueryExpression With { _
                .EntityName = UoM.EntityLogicalName, .ColumnSet = New ColumnSet("uomid", "name"), _
                .Criteria = New FilterExpression(), .PageInfo = New PagingInfo With {.PageNumber = 1, .Count = 1}}
            unitQuery.Criteria.AddCondition("uomscheduleid", ConditionOperator.Equal, _unitGroupId)

            ' Retrieve the unit.
            Dim unit As UoM = CType(_serviceProxy.RetrieveMultiple(unitQuery).Entities(0), UoM)

            Console.WriteLine("Retrieved {0}", unit.Name)


            ' Create a few products
            Dim newProduct1 As Product = New Product With { _
                .ProductNumber = "1", .Name = "Example Product 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)

            Dim newProduct2 As Product = New Product With { _
                .ProductNumber = "2", .Name = "Example Product 2", .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
            Dim newPriceList As PriceLevel = New PriceLevel With {.Name = "Example Price List"}
            _priceListId = _serviceProxy.Create(newPriceList)

            Console.WriteLine("Created {0}", newPriceList.Name)

            ' Create a price list items for the products
            Dim newPriceListItem1 As ProductPriceLevel = New ProductPriceLevel With { _
                .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)

            Dim newPriceListItem2 As ProductPriceLevel = New ProductPriceLevel With { _
                .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)

            ' Create an account record for the opportunity's potential customerid
            Dim newAccount As Account = New Account With {.Name = "Example Account"}
            _accountId = _serviceProxy.Create(newAccount)

            Console.WriteLine("Created {0}", newAccount.Name)

            ' Create a new opportunity
            Dim newOpportunity As Opportunity = New Opportunity With { _
                .Name = "Example Opportunity", .CustomerId = New EntityReference(Account.EntityLogicalName, _accountId), _
                .PriceLevelId = New EntityReference(PriceLevel.EntityLogicalName, _priceListId), .FreightAmount = New Money(10D)}
            _opportunityId = _serviceProxy.Create(newOpportunity)

            Console.WriteLine("Created {0}", newOpportunity.Name)

            ' Create an opportunity product 
            Dim newOpportunityProduct1 As OpportunityProduct = New OpportunityProduct With { _
                .OpportunityId = New EntityReference(Opportunity.EntityLogicalName, _opportunityId), _
                .ProductId = New EntityReference(Product.EntityLogicalName, _product1Id), _
                .UoMId = New EntityReference(UoM.EntityLogicalName, unit.Id), .Quantity = 3, .Tax = New Money(4.8D)}
            _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
            Dim newOpportunityProduct2 As OpportunityProduct = New OpportunityProduct With { _
                .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(0.96D)}
            _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
            Dim newWriteInProduct As OpportunityProduct = New OpportunityProduct With { _
                .OpportunityId = New EntityReference(Opportunity.EntityLogicalName, _opportunityId), .IsProductOverridden = True, _
                .ProductDescription = "Example Write-in Product", .PricePerUnit = New Money(20D), .Quantity = 5, _
                .ManualDiscountAmount = New Money(10.5D), .Tax = New Money(7.16D)}
                ' set this attribute to make it a write-in product
            _writeInProductId = _serviceProxy.Create(newWriteInProduct)

            Console.WriteLine("Created {0}", newWriteInProduct.ProductDescription)

            Return
        End Sub

        ''' <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 Sub DeleteRequiredRecords(ByVal prompt As Boolean)
            Dim deleteRecords As Boolean = True

            If prompt Then
                Console.WriteLine(vbLf &amp; "Do you want these entity records deleted? (y/n)")
                Dim answer As String = Console.ReadLine()

                deleteRecords = (answer.StartsWith("y") OrElse answer.StartsWith("Y"))
            End If

            If deleteRecords Then
                _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.")
            End If
        End Sub

        #End Region ' How To Sample Code

        #Region "Main"
        ''' <summary>
        ''' Standard Main() method used by most SDK samples.
        ''' </summary>
        ''' <param name="args"></param>
        Public Shared Sub Main(ByVal args() As String)
            Try
                ' Obtain the target organization's Web address and client logon 
                ' credentials from the user.
                Dim serverConnect As New ServerConnection()
                Dim config As ServerConnection.Configuration = serverConnect.GetServerConfiguration()

                Dim app As New ConvertOpportunityToQuote()
                app.Run(config, True)

            Catch ex As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault)
                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}", If(Nothing Is ex.Detail.InnerFault, "No Inner Fault", "Has Inner Fault"))
            Catch ex As TimeoutException
                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}", If(Nothing Is ex.InnerException.Message, "No Inner Fault", ex.InnerException.Message))
            Catch ex As Exception
                Console.WriteLine("The application terminated with an error.")
                Console.WriteLine(ex.Message)

                ' Display the details of the inner exception.
                If ex.InnerException IsNot Nothing Then
                    Console.WriteLine(ex.InnerException.Message)

                    Dim fe As FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault) = _
                        TryCast(ex.InnerException, FaultException(Of Microsoft.Xrm.Sdk.OrganizationServiceFault))
                    If fe IsNot Nothing Then
                        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}", If(Nothing Is fe.Detail.InnerFault, "No Inner Fault", "Has Inner Fault"))
                    End If
                End If
            ' Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
            ' SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

            Finally
                Console.WriteLine("Press <Enter> to exit.")
                Console.ReadLine()
            End Try

        End Sub
        #End Region ' Main
    End Class
End Namespace

See Also

GenerateQuoteFromOpportunityRequest
Helper code: ServerConnection class
Opportunity entities