Dynamics Crm 商机赢单&丢单

行走在炒锅上的程序猿

于 2022-01-07 17:20:01 发布

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分类专栏： dynamics 365 文章标签： microsoft

本文链接：https://blog.csdn.net/weixin_46239451/article/details/122368024

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本文介绍了在CRM系统中如何进行赢单和丢单操作。使用WinOpportunityRequest和LoseOpportunityRequest分别实现赢单和丢单，通过设置机会状态来关闭商机。此外，还展示了通过 OpportunityClose 实体和 SetStateRequest 设置状态来结束商机的过程。这些方法对于跟踪和管理销售流程至关重要。

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WinOpportunityRequest–赢单

var winOppRequest = new WinOpportunityRequest
{
    OpportunityClose = new OpportunityClose
    {
        OpportunityId = new EntityReference
            (Opportunity.EntityLogicalName, _opportunityId)
    },
    Status = new OptionSetValue((int)opportunity_statuscode.Won)
};
    svc.Execute(winOppRequest);

LoseOpportunityRequest–丢单

var loseOppRequest = new LoseOpportunityRequest
  {
      OpportunityClose = new OpportunityClose
       {
           OpportunityId = new EntityReference(Opportunity.EntityLogicalName, _loseOpportunityId)
       },
       Status = new OptionSetValue((int)opportunity_statuscode.Canceled)
};
    svc.Execute(loseOppRequest);

通过商机结束实体结束商机

WinOpportunityRequest req = new WinOpportunityRequest();

Entity opportunityClose = new Entity("opportunityclose");
opportunityClose.Attributes.Add("opportunityid", new EntityReference("opportunity", opportunity.Id));
opportunityClose.Attributes.Add("subject", "Win the Opportunity!");
req.OpportunityClose = opportunityClose;
req.Status = new OptionSetValue(3);
WinOpportunityResponse resp = (WinOpportunityResponse)service.Execute(req);

SetStateRequest–设置状态

SetStateRequest setRequest = new SetStateRequest()
{
    EntityMoniker = entityMoniker,
    State = new OptionSetValue(state),
    Status = new OptionSetValue(status),
};
SetStateResponse setResponse = (SetStateResponse)service.Execute(setRequest);