QualifyLeadRequest 类

应用到: 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.

命名空间: Microsoft.Crm.Sdk.Messages
程序集: Microsoft.Crm.Sdk.Proxy (在 Microsoft.Crm.Sdk.Proxy.dll 中)

语法

声明
<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

示例

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.");

备注

Message Availability

无论调用方是连接到服务器还是处于脱机状态，此消息都可正常工作。

Usage

将此类的实例传递给 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.

继承层次结构

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

线程安全性

此类型的所有公共静态（Visual Basic 中的 Shared）成员都是线程安全成员。不保证任何实例成员是线程安全成员。

平台

开发平台

Windows Vista、Windows Server 2003 和

目标平台

Windows Vista,Windows XP

Change History

另请参阅

参考

QualifyLeadRequest 成员
Microsoft.Crm.Sdk.Messages 命名空间
QualifyLeadResponse

其他资源

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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