QualifyLeadRequest クラス
適用対象: 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.
名前空間: Microsoft.Crm.Sdk.Messages
アセンブリ: Microsoft.Crm.Sdk.Proxy (Microsoft.Crm.Sdk.Proxy.dll に含まれる)
構文
'宣言
<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
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.");
備考
Message Availability
このメッセージは、呼び出し元がサーバーに接続されているか、オフラインであるかに関係なく機能します。
Usage
このクラスのインスタンスを渡す先は次のとおりです: 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.
継承階層
System.Object
Microsoft.Xrm.Sdk.OrganizationRequest
Microsoft.Crm.Sdk.Messages.QualifyLeadRequest
スレッド セーフ
この種類のパブリックな静的 (Visual Basic では Shared) メンバーはスレッド セーフです。インスタンス メンバーがスレッド セーフであることは保証されません。
プラットフォーム
開発プラットフォーム
Windows Vista、Windows Server 2003、および
対象プラットフォーム
Windows Vista、Windows XP
Change History
関連項目
参照
QualifyLeadRequest のメンバー
Microsoft.Crm.Sdk.Messages 名前空間
QualifyLeadResponse
他のリソース
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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