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Posted 15 Jun 2007
Licenced CPOL

How to convert leads to an account or contact?

, 15 Jun 2007
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Gives a brief description to convert the leads in MS CRM 3.0.



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;  
      //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)


About the Author

Cem Onvar
Software Developer (Senior) Tradesoft Business Services
Turkey Turkey
Microsoft Dynamics CRM Consultant

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Comments and Discussions

QuestionGetting error - 3 is not a valid status code on contact Pin
Eddi Rae11-Jul-11 4:45
memberEddi Rae11-Jul-11 4:45 
AnswerRe: Getting error - 3 is not a valid status code on contact Pin
Eddi Rae27-Jul-11 3:16
memberEddi Rae27-Jul-11 3:16 
GeneralError using this code Pin
michelle sollicito13-May-11 4:47
membermichelle sollicito13-May-11 4:47 
Generalonly the system fields are getting mapped. Custom fields are not getting mapped. Pin
raghav.mohit7-Apr-10 1:39
memberraghav.mohit7-Apr-10 1:39 
GeneralI tried this example but getting the error... Pin
IMMujeeb14-Apr-09 4:00
memberIMMujeeb14-Apr-09 4:00 
GeneralRe: I tried this example but getting the error... Pin
IMMujeeb14-Apr-09 4:46
memberIMMujeeb14-Apr-09 4:46 
QuestionDoesn't show in contacts? Pin
mgrif25-Oct-07 5:04
membermgrif25-Oct-07 5:04 
AnswerRe: Doesn't show in contacts? Pin
Cem Onvar11-Nov-07 22:20
memberCem Onvar11-Nov-07 22:20 
AnswerRe: Doesn't show in contacts? Pin
berend13-Aug-09 3:12
memberberend13-Aug-09 3:12 
AnswerRe: Doesn't show in contacts? Pin
Nathan Greenway27-Jan-10 16:08
memberNathan Greenway27-Jan-10 16:08 

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