CRMBuzz.net

Working on a special project, I have to recreate the Lead conversion and make some other customizations on the Accounts and Contact relationship, the first code I was looking was the conversion using the Relationship mapping, I found some code regarding the related request/response, but looking under the SDK documentation finally find some code hints that I can use for the conversion.

/// <summary>

///  Convert to Contact, Convert/Create first the Contact then the Account

/// </summary>

public Guid ConvertLead2Contact(Guid leadIdvalue)

{

InitializeFromRequest requestObject = new InitializeFromRequest();

requestObject.EntityMoniker = new Moniker();

requestObject.EntityMoniker.Id = leadIdvalue;

requestObject.EntityMoniker.Name = EntityName.lead.ToString();

requestObject.TargetEntityName = EntityName.contact.ToString();

requestObject.TargetFieldType = TargetFieldType.All;

InitializeFromResponse responseObject = (InitializeFromResponse)service.Execute(requestObject);

contact returnContact = (contact) responseObject.Entity;

    // You need to create the new created Contact Entity

    Guid returnContactId = service.Create(returnContact.Entity);

return returnContactId;

}

/// <summary>

/// Convert Lead to Account, Convert the Account after the Contact.

/// </summary>

public Guid ConvertLead2Account(Guid leadIdvalue, Guid primaryContactId)

{

InitializeFromRequest requestObject = new InitializeFromRequest();

      requestObject.EntityMoniker = new Moniker();

      requestObject.EntityMoniker.Id = leadIdvalue;

      requestObject.EntityMoniker.Name = EntityName.lead.ToString();

      requestObject.TargetEntityName = EntityName.account.ToString();

      requestObject.TargetFieldType = TargetFieldType.All;

InitializeFromResponse responseObject = 

    (InitializeFromResponse)service.Execute(requestObject);

      account returnAccount = (account) responseObject.Entity;

if(primaryContactId != null)

{

    If(primaryContactId != Guid.Empty)

    {

// relationship with the Contact

returnAccount.primarycontactid = 

CrmTypes.CreateLookup(EntityName.contact.ToString(),primaryContactId);

    }

}

    // You need to create the new converted Account

    Guid returnAccountId = service.Create(returnAccount.Entity);

      return returnAccountId;

}