Microsoft dynamics CRM 2011:如何从外部联系人表单生成销售线索

Question

我为我的一个客户开发了CMS，他希望当用户填写联系人表单时，它将自动在他的CRM中生成销售线索。做到这一点最简单的方法是什么？

顺便说一下，contact表单是ajax，数据被传输到asmx，所以调用CRM webservice或类似的东西会很容易，因为我已经在服务器端了。

有人能给我指点教程或一些代码示例吗？谢谢!

Answer 1

您最好的开始将是SDK可用的here，其中包含示例代码和sdk dll等……

Here是一个页面，可以快速参考不同风格的CRM2011中所有可用的web服务端点。

从SDK samplepcode\cs\quickstart创建帐户，但与lead非常相似：

            // 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.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());

                // Instaniate an account object.
                // See the Entity Metadata topic in the SDK documentation to determine 
                // which attributes must be set for each entity.
                Account account = new Account { Name = "Fourth Coffee" };

                // Create an account record named Fourth Coffee.
                _accountId = _serviceProxy.Create(account);
                Console.Write("{0} {1} created, ", account.LogicalName, account.Name);

                // Retrieve the account containing several of its attributes.
                ColumnSet cols = new ColumnSet(
                    new String[] { "name", "address1_postalcode", "lastusedincampaign" });

                Account retrievedAccount = (Account)_serviceProxy.Retrieve("account", _accountId, cols);
                Console.Write("retrieved, ");

                // Update the postal code attribute.
                retrievedAccount.Address1_PostalCode = "98052";

                // The address 2 postal code was set accidentally, so set it to null.
                retrievedAccount.Address2_PostalCode = null;

                // Shows use of a Money value.
                retrievedAccount.Revenue = new Money(5000000);

                // Shows use of a boolean value.
                retrievedAccount.CreditOnHold = false;

                // Update the account record.
                _serviceProxy.Update(retrievedAccount);
                Console.WriteLine("and updated.");