如何设置机会状态-Dynamics CRM？ [英] How to set the Opportunity Status - Dynamics CRM?

问题描述

我正在尝试通过 WinOpportunityRequest& ;;更新状态打开机会。 MSDN中提供了LoseOpportunityRequest API。
我遵循了MSDN&我什至提到了stackoverflow的设置机会状态

I'm trying to update the status of open opportunity by using the WinOpportunityRequest & LoseOpportunityRequest API provided in the MSDN. I've followed the code which was given in the MSDN & I even referred to stackoverflow's Set Opportunity Status

但是，当我为开放机会运行以下代码时，会抛出错误，指出

But, When I run this following code for the open opportunity it throws error stating that

LoseOpportunityRequest req = new LoseOpportunityRequest();
Entity opportunityClose = new Entity("opportunityclose");
opportunityClose.Attributes.Add("opportunityid", new EntityReference(OptyEntityName, new Guid("xxxx-xxx")));
opportunityClose.Attributes.Add("subject", "Lost the Opportunity!");
req.OpportunityClose = opportunityClose;
// 4 = Cancelled and 5 = Out-Sold
req.Status = new OptionSetValue(4);
LoseOpportunityResponse resp = (LoseOpportunityResponse)_serviceProxy.Execute(req);

错误-

4不是带有ID（Guid）的有效机会状态代码

4 is not a valid status code on opportunity with Id(Guid)

当我尝试更改封闭的机会，它表示机会已经封闭。

When I tried to change the status of the closed opportunity it says that opportunity is already closed.

需要考虑的另一件事是我的CRM中的这种状态

One more thing to consider is this status in my CRM has a padlock icon that means it is locked.

那么是否可以更改状态，它是否基于角色？

So is it possible to change the status or not and is it based on the role?

推荐答案

对于开放的机会，我们可以将状态更改为赢或输。因此，我们将使用WinOpportunityRequest 和 LoseOpportunityRequest 。 messages.loseopportunityrequest.aspx＃Examples rel = nofollow noreferrer>此处。

For an open opportunity, we can change the status to either win or lose. So we will use the WinOpportunityRequest and LoseOpportunityRequest in here.

因此，我们需要将值更改为-1，以便CRM可以加载默认状态代码。

So, we need to change the value to -1 so that CRM can load the default status code.

req.Status = new OptionSetValue(4);

更改为-1后，不会引发任何异常。

after changing to -1 it doesn't throw any exception.

req.Status = new OptionSetValue(-1);

一旦执行了执行调用。机会价值将变为丢失。机会将被关闭。

once the execute call is performed. The opportunity value will be changed to lost. The opportunity will be closed.

要重新打开已关闭的机会，我们可以使用 SetStateRequest类。代码如下。

To re-open the closed opportunity, we can use the SetStateRequest class. The code would be as follows.

                var stateRef = new EntityReference("optyname", new Guid("optyid"));
                SetStateRequest req = new SetStateRequest();
                req.State = new OptionSetValue(0);
                req.Status = new OptionSetValue(2);
                req.EntityMoniker = stateRef;
                SetStateResponse stateSet = (SetStateResponse)_serviceProxy.Execute(req);

执行执行调用后，机会状态重新设置为打开，并且状态显示为打开。

After the execute call is performed the opportunity status is set back to open and the status is displayed as open.

状态码与状态不同。状态代码可以具有打开，赢得或关闭状态。状态可以有多个值。详细信息请参见 msdn 。

state code is different from status. state code can have open, win or close. status can have multiple values. detailed info is provide at msdn.

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