Clase de QualifyLeadRequest

Artículo
12/03/2014

Se aplica a: CRM 2015 on-prem, CRM Online

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.

Espacio de nombres: Microsoft.Crm.Sdk.Messages
Ensamblado: Microsoft.Crm.Sdk.Proxy (en Microsoft.Crm.Sdk.Proxy.dll)

Sintaxis

'Declaración
<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

Ejemplo

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.");

Comentarios

Message Availability

Este mensaje funciona independientemente de si el autor de la llamada está conectado al servidor o no.

Usage

Pasar una instancia de esta clase a 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.

Jerarquía heredada

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

Seguridad de hilo

Los miembros estáticos públicos (Shared en Visual Basic) de este tipo son seguros para el hilo. No se garantiza que los miembros de instancia sean seguros para el hilo.

Plataformas

Plataformas de desarrollo

Windows Vista, Windows Server 2003 y

Plataformas de destino

Windows Vista,Windows XP

Change History

Vea también

Referencia

Miembros de QualifyLeadRequest
Espacio de nombres de Microsoft.Crm.Sdk.Messages
QualifyLeadResponse

Otros recursos

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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