MS CRM 2011中的领导者资格

时间:2015-07-01 07:39:53

标签: dynamics-crm-2011 dynamics-crm crm

我是CRM的新手。我想要有资格领导创造机会。我将以下参数作为请求传递

CreateOpportunity
的createAccount
的createContact
客户id
targetentityname
targetentityid
requestname
transactioncurrencyid
的StatusCode
受试者
全名
名字
公司名称
createdby
campaignid

但是参数不足错误是响应。

任何人都可以通过提供缺少的参数来帮助我吗?

1 个答案:

答案 0 :(得分:0)

如果您需要仅从您的潜在客户创建机会,则完全足以将下一个参数传递给 QualifyLeadRequest
1. CreateOpportunity
2. OpportunityCurrencyId
3. OpportunityCustomerId
4.状态
5. LeadId

请查看下面的示例代码
C#:

var rmc = new RetrieveMultipleRequest()
{
    Query = new QueryExpression("organization")
    {
        ColumnSet = new ColumnSet("basecurrencyid")
    }
};
var rmc_r = (RetrieveMultipleResponse)serviceProxy.Execute(rmc);
//Qualify lead
var qlr = new QualifyLeadRequest()
{
    CreateOpportunity = true,
    OpportunityCurrencyId = rmc_r.EntityCollection.Entities[0].GetAttributeValue<EntityReference>("basecurrencyid"),
    OpportunityCustomerId = new EntityReference("account", new Guid(<your-existing-account-guid>)),
    //3 is statuscode value "Qualified" for lead entity 
    Status = new OptionSetValue(3),
    LeadId = new EntityReference("lead", new Guid(<your-existing-account-guid>))
};

请查看随Dynamics CRM SDK一起发布的 SOAPLogger (SDK \ SampleCode \ CS \ Client \ SOAPLogger)工具以获取请求XML字符串并从客户端扩展(JavaScript)发送请求负载

via