QualifyLeadRequest Klasse

Artikel
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.

Namespace: Microsoft.Crm.Sdk.Messages
Assembly: Microsoft.Crm.Sdk.Proxy (in Microsoft.Crm.Sdk.Proxy.dll)

Syntax

'Declaration
<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

Beispiel

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.");

Anmerkungen

Message Availability

Diese Meldung funktioniert unabhängig davon, ob der Anrufer mit dem Server verbunden oder offline ist.

Usage

Übergibt eine Instanz dieses Klasse an 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.

Vererbungshierarchie

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

Thread-Sicherheit

Alle öffentlichen statischen Mitglieder (Shared in Visual Basic) dieses Typs sind thread-sicher. Bei Instanzmitgliedern kann keine Garantie für die Thread-Sicherheit übernommen werden.

Plattformen

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

Siehe auch

Referenz

QualifyLeadRequest Mitglieder
Microsoft.Crm.Sdk.Messages Namespace
QualifyLeadResponse

Weitere Ressourcen

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

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