How to convert leads to an account or contact?

• Download Entity_Moniker.zip - 1.6 KB

Introduction

Hi,

A few days ago i needed to convert some lead entities to contact or account by server side programming.

I thought this could be done easily by using TargetRelatedRequest and response classes mentioned in CRM 3.0 SDK, but i found out that would not cover all my need,

If you seek to do the same operation of converting the lead as done on the user interface, here we go,

Using the code

Before starting, I assume you already added the crm web service reference in your project, otherwise you will not be able to reach the relevant classes.

class LeadConverter
{
        private CrmService _service;
        public CrmService Service
        {
              get { return _service; }
              set { _service = value; }
        }

       public LeadConverter()
       {
             Service = new CrmService();
             Service.Credentials = new System.Net.NetworkCredential( "username"  ,  "password"  , "domain"   );
  // first, keep these kind of credential information in the config file, second, use the appropriate values for this statement to authenticate your service.
       }
}

Well, above is the infrastructure of our object, now we add the convert function to accomplish our task.

public void Convert(Guid leadId, string entityName)
{ 
      SetStateLeadRequest qualifier = new SetStateLeadRequest(); 
      qualifier.EntityId = leadId;
      qualifier.LeadState = LeadState.Qualified;
      qualifier.LeadStatus = -1;  
      Service.Execute(qualifier);
      //lead is qualified, but not converted to contact yet, if you check the leads from user interface, you will not be able to see this lead in open leads, but you will not see  it in contacts.

      InitializeFromRequest req = new InitializeFromRequest(); 
      req.EntityMoniker = new Moniker(); // this is the very thing that does the job.
      req.EntityMoniker.Id = leadId; 
      req.EntityMoniker.Name = "lead"; 
      req.TargetEntityName = entityName;  //contact for our example req.
      req.TargetFieldType = TargetFieldType.All;
      InitializeFromResponse rps = (InitializeFromResponse)Service.Execute(req); 
      //now the lead is converted to a contact, and you can see it in contacts.
}

This is it, now you can create an instance of the class and call the convert function anytime needed,

Have fun!

This article, along with any associated source code and files, is licensed under The Code Project Open License (CPOL)