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Sample: Convert an opportunity to a quote (early bound)

Applies To: CRM 2015 on-prem, CRM Online

This sample code is for Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\BusinessDataModel\BusinessManagement\ConvertOpportunityToQuote.cs

Requirements

For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code.

Demonstrates

This sample shows how to convert an opportunity that contains products from the product catalog and a write-in product to a quote. It also illustrates how to overwrite a price of a product from the product catalog.

Example


using System;
using System.ServiceModel;
using System.ServiceModel.Description;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// found in the SDK\bin folder.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;

// This namespace is found in Microsoft.Crm.Sdk.Proxy.dll assembly
// found in the SDK\bin folder.
using Microsoft.Crm.Sdk.Messages;

namespace Microsoft.Crm.Sdk.Samples
{
	/// <summary>
	/// This sample shows how to convert an opporutnity to a quote.
	/// </summary>
	public class ConvertOpportunityToQuote
	{
        #region Class Level Members
        
        /// <summary>
        /// Stores the organization service proxy.
        /// </summary>
        private OrganizationServiceProxy _serviceProxy;

        // Define the IDs needed for this sample.
        public Guid _unitGroupId;
        public Guid _product1Id;
        public Guid _product2Id;
        public Guid _priceListId;
        public Guid _priceListItem1Id;
        public Guid _priceListItem2Id;
        public Guid _accountId;
        public Guid _opportunityId;
        public Guid _opportunityProduct1Id;
        public Guid _opportunityProduct2Id;
        public Guid _writeInProductId;
        public Guid _quoteId;
        
        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// Create and configure the organization service proxy.
        /// Initiate creating all entity records that this sample requires.
        /// Convert an opportunity to quote
        /// Optionally delete any entity records that were created for this sample.
        /// </summary>
                /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptforDelete">When True, the user will be prompted to delete all
        /// created entities.</param>
        public void Run(ServerConnection.Configuration serverConfig, bool promptForDelete)
        {
            try
            {
                // Connect to the Organization service. 
                // The using statement assures that the service proxy will be properly disposed.
                using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,
                                                                     serverConfig.Credentials, serverConfig.DeviceCredentials))
                {
                    // This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes();

                    // Call the method to create any data that this sample requires.
                    CreateRequiredRecords();

                    // Convert an opportunity to quote.
                    GenerateQuoteFromOpportunityRequest quoteRequest = new GenerateQuoteFromOpportunityRequest()
                    {
                        // Columns that will be transferred
                        ColumnSet = new ColumnSet("name", "customerid"),
                        OpportunityId = _opportunityId
                    };

                    GenerateQuoteFromOpportunityResponse quoteResponse =
                        (GenerateQuoteFromOpportunityResponse)_serviceProxy.Execute(quoteRequest);

                    _quoteId = quoteResponse.Entity.Id;
                    Console.WriteLine("Created the quote from an opportunity.");

                    DeleteRequiredRecords(promptForDelete);
                }
            }
            catch
            {
                // You can handle an exception here or pass it back to the calling method.
                throw;
            }
		}

        /// <summary>
        /// This method creates any entity records that this sample requires.
        /// Create a unit group, few products, price list and price list items.
        /// Create an account record.
        /// Create few opportunities, opportunity products and a write-in product.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Create a unit group.
            UoMSchedule newUnitGroup = new UoMSchedule
            {
                Name = "Example Unit Group",
                BaseUoMName = "Example Primary Unit"
            };

            _unitGroupId = _serviceProxy.Create(newUnitGroup);

            Console.WriteLine("Created {0}", newUnitGroup.Name);

            // retrieve the unit id.
            QueryExpression unitQuery = new QueryExpression
            {
                EntityName = UoM.EntityLogicalName,
                ColumnSet = new ColumnSet("uomid", "name"),
                Criteria = new FilterExpression(),
                PageInfo = new PagingInfo
                {
                    PageNumber = 1,
                    Count = 1
                }
            };
            unitQuery.Criteria.AddCondition("uomscheduleid", ConditionOperator.Equal, _unitGroupId);

            // Retrieve the unit.
            UoM unit = (UoM)_serviceProxy.RetrieveMultiple(unitQuery).Entities[0];

            Console.WriteLine("Retrieved {0}", unit.Name);

            
            // Create a few products
            Product newProduct1 = new Product
            {
                ProductNumber = "1",
                Name = "Example Product 1",
                ProductStructure = new OptionSetValue(1),
                QuantityDecimal = 2,
                DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),
                DefaultUoMId = new EntityReference(UoM.EntityLogicalName, unit.Id)
            };
           _product1Id = _serviceProxy.Create(newProduct1);

           Console.WriteLine("Created {0}", newProduct1.Name);

            Product newProduct2 = new Product
            {
                ProductNumber = "2",
                Name = "Example Product 2",
                ProductStructure = new OptionSetValue(1),
                QuantityDecimal = 2,
                DefaultUoMScheduleId = new EntityReference(UoMSchedule.EntityLogicalName, _unitGroupId),
                DefaultUoMId = new EntityReference(UoM.EntityLogicalName, unit.Id)
            };
            _product2Id = _serviceProxy.Create(newProduct2);

            Console.WriteLine("Created {0}", newProduct2.Name);

            // Create a price list
            PriceLevel newPriceList = new PriceLevel
            {
                Name = "Example Price List"
            };
            _priceListId = _serviceProxy.Create(newPriceList);

            Console.WriteLine("Created {0}", newPriceList.Name);

            // Create a price list items for the products
            ProductPriceLevel newPriceListItem1 = new ProductPriceLevel
            {
                PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
                ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
                UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
                Amount = new Money(20)
            };
            _priceListItem1Id = _serviceProxy.Create(newPriceListItem1);

            Console.WriteLine("Created price list for {0}", newProduct1.Name);

            ProductPriceLevel newPriceListItem2 = new ProductPriceLevel
            {
                PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
                ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
                UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
                Amount = new Money(20)
            };
            _priceListItem2Id = _serviceProxy.Create(newPriceListItem2);

            Console.WriteLine("Created price list for {0}", newProduct2.Name);

            //Publish Product1
            SetStateRequest publishRequest1 = new SetStateRequest
            {
                EntityMoniker = new EntityReference(Product.EntityLogicalName, _product1Id),
                State = new OptionSetValue((int)ProductState.Active),
                Status = new OptionSetValue(1)
            };
            _serviceProxy.Execute(publishRequest1);

            //Publish Product2
            SetStateRequest publishRequest2 = new SetStateRequest
            {
                EntityMoniker = new EntityReference(Product.EntityLogicalName, _product2Id),
                State = new OptionSetValue((int)ProductState.Active),
                Status = new OptionSetValue(1)
            };
            _serviceProxy.Execute(publishRequest2);
            Console.WriteLine("Published both the products");


            // Create an account record for the opportunity's potential customerid
            Account newAccount = new Account
            {
                Name = "Example Account"
            };
            _accountId = _serviceProxy.Create(newAccount);

            Console.WriteLine("Created {0}", newAccount.Name);

            // Create a new opportunity
            Opportunity newOpportunity = new Opportunity
            {
                Name = "Example Opportunity",
                CustomerId = new EntityReference(Account.EntityLogicalName, _accountId),
                PriceLevelId = new EntityReference(PriceLevel.EntityLogicalName, _priceListId),
                FreightAmount = new Money(10.00m)
            };
            _opportunityId = _serviceProxy.Create(newOpportunity);

            Console.WriteLine("Created {0}", newOpportunity.Name);

            // Create an opportunity product 
            OpportunityProduct newOpportunityProduct1 = new OpportunityProduct
            {
                OpportunityId = new EntityReference(Opportunity.EntityLogicalName, _opportunityId),
                ProductId = new EntityReference(Product.EntityLogicalName, _product1Id),
                UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
                Quantity = 3,
                Tax = new Money(4.80m)
            };
            _opportunityProduct1Id = _serviceProxy.Create(newOpportunityProduct1);

            Console.WriteLine("Created opportunity product for {0} and {1}", newOpportunity.Name, newProduct1.Name);

            // Create a catalog product and override the price per unit
            OpportunityProduct newOpportunityProduct2 = new OpportunityProduct
            {
               OpportunityId = new EntityReference(Opportunity.EntityLogicalName, _opportunityId),
               ProductId = new EntityReference(Product.EntityLogicalName, _product2Id),
               UoMId = new EntityReference(UoM.EntityLogicalName, unit.Id),
               Quantity = 1,
               IsPriceOverridden = true,
               PricePerUnit = new Money(12),
               Tax = new Money(0.96m)
            };
            _opportunityProduct2Id = _serviceProxy.Create(newOpportunityProduct2);

            Console.WriteLine("Created opportunity product for {0} and {1}", newOpportunity.Name, newProduct2.Name);

            // Create a write-in product with a manual discount
            OpportunityProduct newWriteInProduct = new OpportunityProduct
            {
                OpportunityId = new EntityReference(Opportunity.EntityLogicalName, _opportunityId),
                // set this attribute to make it a write-in product
                IsProductOverridden = true,
                ProductDescription = "Example Write-in Product",
                PricePerUnit = new Money(20.00m),
                Quantity = 5,
                ManualDiscountAmount = new Money(10.50m),
                Tax = new Money(7.16m)
            };
            _writeInProductId = _serviceProxy.Create(newWriteInProduct);

            Console.WriteLine("Created {0}", newWriteInProduct.ProductDescription);

            return;
        }
        
        /// <summary>
        /// Deletes any entity records that were created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user to delete the records created in this sample.</param>
        /// </summary>
        public void DeleteRequiredRecords(bool prompt)
        {
            bool deleteRecords = true;

            if (prompt)
            {
                Console.WriteLine("\nDo you want these entity records deleted? (y/n)");
                String answer = Console.ReadLine();
                
                deleteRecords = (answer.StartsWith("y") || answer.StartsWith("Y"));
            }

            if (deleteRecords)
            {
                _serviceProxy.Delete(Quote.EntityLogicalName, _quoteId);
                _serviceProxy.Delete(OpportunityProduct.EntityLogicalName, _writeInProductId);
                _serviceProxy.Delete(OpportunityProduct.EntityLogicalName, _opportunityProduct1Id);
                _serviceProxy.Delete(OpportunityProduct.EntityLogicalName, _opportunityProduct2Id);
                _serviceProxy.Delete(Opportunity.EntityLogicalName, _opportunityId);
                _serviceProxy.Delete(Account.EntityLogicalName, _accountId);
                _serviceProxy.Delete(ProductPriceLevel.EntityLogicalName, _priceListItem1Id);
                _serviceProxy.Delete(ProductPriceLevel.EntityLogicalName, _priceListItem2Id);
                _serviceProxy.Delete(Product.EntityLogicalName, _product1Id);
                _serviceProxy.Delete(Product.EntityLogicalName, _product2Id);
                _serviceProxy.Delete(PriceLevel.EntityLogicalName, _priceListId);
                _serviceProxy.Delete(UoMSchedule.EntityLogicalName, _unitGroupId);

                Console.WriteLine("Entity records have been deleted.");
            }
        }

        #endregion How To Sample Code

        #region Main
        /// <summary>
        /// Standard Main() method used by most SDK samples.
        /// </summary>
        /// <param name="args"></param>
        static public void Main(string[] args)
        {
            try
            {
                // Obtain the target organization's Web address and client logon 
                // credentials from the user.
                ServerConnection serverConnect = new ServerConnection();
                ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

                ConvertOpportunityToQuote  app = new ConvertOpportunityToQuote();
                app.Run(config, true);
            }

            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
                Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
                Console.WriteLine("Message: {0}", ex.Detail.Message);
                Console.WriteLine("Plugin Trace: {0}", ex.Detail.TraceText);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
            }
            catch (System.TimeoutException ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Message: {0}", ex.Message);
                Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
            }
            catch (System.Exception ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine(ex.Message);

                // Display the details of the inner exception.
                if (ex.InnerException != null)
                {
                    Console.WriteLine(ex.InnerException.Message);

                    FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
                        as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
                    if (fe != null)
                    {
                        Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
                        Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
                        Console.WriteLine("Message: {0}", fe.Detail.Message);
                        Console.WriteLine("Plugin Trace: {0}", fe.Detail.TraceText);
                        Console.WriteLine("Inner Fault: {0}",
                            null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
                    }
                }
            }
            // Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
            // SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.

            finally
            {
                Console.WriteLine("Press <Enter> to exit.");
                Console.ReadLine();
            }

        }
        #endregion Main
	}
}

See Also

Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online
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