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Create an Opportunity and Set a Picklist

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The following code example demonstrates how to create an opportunity and set the rating for the opportunity using a picklist value. It also shows how to associate an opportunity with a customer and assign it to a specific user. Note that before you can assign the values for the owner, customer, or picklist, you must first instantiate the correct type.

[C#]
using System;
using System.Collections.Generic;
using System.Text;
using CreaingOpportunity_Picklist.CrmSdk;

namespace CreaingOpportunity_Picklist
{
    class Opportunity_Picklist
    {
        static void Main(string[] args)
        {
            // Set up the CRM Service.
            CrmService service = new CrmService();
            service.Credentials = 
                System.Net.CredentialCache.DefaultCredentials;
           
            try
            {  
                // Instantiate an opportunity entity.
                opportunity bikes = new opportunity();
                // Set the name property (required).
                bikes.name = "New bike store";

                // Assign an owner for the opportunity.
                bikes.ownerid = new Owner();
                bikes.ownerid.type = EntityName.systemuser.ToString();
                // You must replace this with the GUID of a valid Microsoft CRM user.
                bikes.ownerid.Value = 
                    new Guid("F4D00C90-89C9-DA11-86AF-000BDB5C46AB");
                
                // Associate the opportunity with the potential customer.
                bikes.customerid = new Customer();
                // You must replace this with the GUID of a valid customer. 
                bikes.customerid.Value = 
                    new Guid("FD52C7BD-27C1-48A2-8657-0D3FAB00797E");
                // Set the type of the customer.
                bikes.customerid.type = EntityName.account.ToString();

                // Instantiate a picklist.
                bikes.opportunityratingcode = new Picklist();

                // Set the opportunity rating to warm.
                bikes.opportunityratingcode.Value = 2;

                // Create the opportunity instance in the Microsoft CRM database.
                Guid oppID = service.Create(bikes);
            }
            catch (System.Web.Services.Protocols.SoapException ex)
            {
            Console.WriteLine(ex.Message + "." + ex.Detail.InnerText);
            }
        }
    }
}

[Visual Basic .NET]

Imports System
Imports System.Collections.Generic
Imports System.Text
Imports CreatingOpportunity_Picklist_VB.CrmSdk

Namespace CreatingOpportunity_Picklist
    Class Opportunity_Picklist
        Shared Sub Main(ByVal args As String())
            ' Set up the CRM Service.
            Dim service As New CrmService()
            service.Credentials = System.Net.CredentialCache.DefaultCredentials

            Try
                ' Instantiate an opportunity entity.
                Dim bikes As New opportunity()
                ' Set the name property (required).
                bikes.name = "New bike store"
                ' Assign an owner for the opportunity.
                bikes.ownerid = New Owner()
                bikes.ownerid.type = EntityName.systemuser.ToString()
                ' You must replace this with the GUID of a valid Microsoft CRM user.
                bikes.ownerid.Value = New Guid("F4D00C90-89C9-DA11-86AF-000BDB5C46AB")

                ' Associate the opportunity with the potential customer.
                bikes.customerid = New Customer()
                ' Set the type of the customer.
                bikes.customerid.type = EntityName.account.ToString()
                ' You must replace this with the GUID of a valid customer.
                bikes.customerid.Value = New Guid("FD52C7BD-27C1-48A2-8657-0D3FAB00797E")

                ' Instantiate a picklist.
                bikes.opportunityratingcode = New Picklist()
                ' Set the opportunity rating to warm.
                bikes.opportunityratingcode.Value = 2
                ' Create the opportunity instance in the Microsoft CRM database.
                Dim oppID As Guid = service.Create(bikes)
            Catch ex As System.Web.Services.Protocols.SoapException
                Console.WriteLine(ex.Message + "." + ex.Detail.InnerText)
            End Try
        End Sub
    End Class
End Namespace

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