QualifyLead PlugIn(转)

QualifyLead PlugIn

Supposing you needed some custom logic to happen immediately after a lead was qualified. You can achieve this by registering a Plug-in on the QualifyLead Post Operation stage. From within this Plug-in you can easily get a reference to the newly created Account, Contact and Opportunity and make any changes you need.

Inside the PlugIn you need the following code:

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IOrganizationService service = localContext.OrganizationService;
// Get the qualified lead
EntityReference leadid = (EntityReference) localContext.PluginExecutionContext.InputParameters[ "LeadId" ];
Lead lead = (Lead)service.Retrieve(leadid.LogicalName, leadid.Id, new ColumnSet(LeadAttributes.crm_AccountType));
 
// Get the newly created account, contact, opportunity
Contact contact = null ;
Opportunity opportunity = null ;
Account account = null ;
foreach (EntityReference created in (IEnumerable< object >) localContext.PluginExecutionContext.OutputParameters[ "CreatedEntities" ])
{
     switch (created.LogicalName)
     {
         case Contact.EntityLogicalName:
             contact = (Contact)service.Retrieve(Contact.EntityLogicalName, created.Id, new ColumnSet( true ));
             break ;
         case Account.EntityLogicalName:
             account = (Account)service.Retrieve(Account.EntityLogicalName, created.Id, new ColumnSet( true ));
             break ;
         case Opportunity.EntityLogicalName:
             opportunity = (Opportunity)service.Retrieve(Opportunity.EntityLogicalName, created.Id, new ColumnSet( true ));
             break ;
 
     }
}

If you need to make any changes to the created records, you can simply use:

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contact.LastName = "some change" ;
service.Update(contact);

Hope this helps.

转载于:https://www.cnblogs.com/janmson/archive/2013/01/28/2880032.html

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