QualifyLeadRequest 類別

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.

命名空間: Microsoft.Crm.Sdk.Messages
組件: Microsoft.Crm.Sdk.Proxy (在 Microsoft.Crm.Sdk.Proxy.dll 中)

語法

'宣告
<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

範例

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.");

備註

Message Availability

不論呼叫端是連線至伺服器還是離線狀態，此訊息都會正常運作。

Usage

將此類別的執行個體傳遞至 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.

繼承階層

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

執行緒安全

此類型的任何公用靜態 (Visual Basic 中的 Shared) 成員都具備執行緒安全。任何執行個體成員都不保證具備執行緒安全。

平台

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

請參閱

參照

QualifyLeadRequest 成員
Microsoft.Crm.Sdk.Messages 命名空間
QualifyLeadResponse

其他資源

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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