CRMQuote.CreateAndRetrieve Method
The CreateAndRetrieve method creates a quote and then retrieves it.
Syntax
[Visual Basic .NET]
Public Function CreateAndRetrieve(
ByVal Caller As CUserAuth,
ByVal InQuoteXml As String
) As String
[C#]
public string CreateAndRetrieve(
CUserAuth Caller,
string InQuoteXml
);
[C++]
public: String* CreateAndRetrieve(
CUserAuth* Caller,
String* InQuoteXml
);
Parameters
Caller
Specifies the identity of the caller. The caller must have the prvCreateQuote and prvReadQuote privileges to perform this action. See Remarks for more information about privileges for this method. See CUserAuth.
InQuoteXml
Specifies an XML string representing the quote. The XML schema is described by quote.xsd. See Remarks for more information about privileges for this method.
Return Value
Returns a String type that specifies the XML data containing the requested quote information. The XML schema is described by quote.xsd.
Remarks
The ownerid field in the InQuoteXml parameter has additional security requirements, which must be met for this method to succeed. The user who is specified in the ownerid field must have APPENDTO privileges on the account or the contract that is specified in the customerid field.
If there is an error, SOAP throws an exception and the error message is reported in System.Web.Services.Protocols.SoapException.Detail.OuterXml.
All IDs passed to the platform are GUIDs wrapped in braces. For example: {6522D89A-A752-4455-A2B0-51494C6957C3}
Example
[C#]
// strServerName should be set with the name of the platform Web server
string strServerName = "myservername";
// virtualDirectory should be set with the name of the Microsoft CRM
// virtual directory on the platform Web server
string virtualDirectory = "mscrmservices";
string strDir = "https://" + strServerName + "/" + virtualDirectory + "/";
// BizUser proxy object
Microsoft.CRM.Proxy.BizUser bizUser = new Microsoft.CRM.Proxy.BizUser ();
bizUser.Credentials = System.Net.CredentialCache.DefaultCredentials;
bizUser.Url = strDir + "BizUser.srf";
// CRMQuote proxy object
Microsoft.CRM.Proxy.CRMQuote quote = new Microsoft.CRM.Proxy.CRMQuote();
quote.Credentials = System.Net.CredentialCache.DefaultCredentials;
quote.Url = strDir + "CRMQuote.srf";
string strErrorMsg;
string xml;
string strCustomerId = "{CBDED4DD-CF90-43ED-85A9-0B33D205F9A6}";
try
{
Microsoft.CRM.Proxy.CUserAuth userAuth = bizUser.WhoAmI();
// Set up the XML string for the quote
xml = "<quote>";
xml += "<name>Test Quote</name >";
xml += "<customerid type=\"" + Microsoft.CRM.Flags.ObjectType.otAccount.ToString() +"\">";
xml += strCustomerId + "</customerid>";
xml += "<ownerid type=\"" + Microsoft.CRM.Flags.ObjectType.otSystemUser.ToString() +"\">";
xml += userAuth.UserId + "</ownerid>";
xml += "</quote>";
// Create the quote, and then retrieve the XML data for the quote
string strQuoteXML = quote.CreateAndRetrieve(userAuth, xml);
}
catch (System.Web.Services.Protocols.SoapException err)
{
// Process the platform error here
strErrorMsg = ("ErrorMessage: " + err.Message + " " + err.Detail.OuterXml + " Source: " + err.Source );
}
catch (Exception err)
{
// Process other errors here
strErrorMsg = ("ErrorMessage: " + err.Message );
}
Requirements
Namespace: Microsoft.CRM.Proxy
Assembly: microsoft.crm.proxy.dll
See Also