Classe QualifyLeadRequest

Articolo
12/03/2014

Si applica 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.

Spazio dei nomi: Microsoft.Crm.Sdk.Messages
Assembly: Microsoft.Crm.Sdk.Proxy (in Microsoft.Crm.Sdk.Proxy.dll)

Sintassi

'Dichiarazione
<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

Esempio

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.");

Note

Message Availability

Questo messaggio funziona indipendentemente dal fatto che il chiamante sia connesso al server o offline.

Usage

Passare un'istanza di questa classe 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.

Gerarchia ereditarietà

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

Thread Safety

Tutti i membri statici pubblici (Shared in Visual Basic) di questo tipo sono thread-safe. Non è garantito che i membri di istanza siano thread-safe.

Piattaforme

Piattaforme di sviluppo

Windows Vista, Windows Server 2003 e

Piattaforme di destinazione

Windows Vista,Windows XP

Change History

Vedere anche

Riferimento

Membri QualifyLeadRequest
Spazio dei nomi Microsoft.Crm.Sdk.Messages
QualifyLeadResponse

Altre risorse

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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