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.