Microsoft Dynamics CRM 2011：如何從外部聯系表單生成潛在客戶

Question

我為我的一位客戶開發了 CMS，他希望當用戶填寫聯系表格時，它會自動在他的 CRM 中生成潛在客戶。 最簡單的方法是什么？

順便說一句，聯系表格是 ajax 並且數據被傳輸到 asmx，所以很容易調用 CRM webservice 或類似的東西，因為我已經在服務器端。

有人可以指點我教程或一些代碼示例嗎？ 謝謝！

Answer 1

您最好的開始將是 SDK 此處可用，其中包含示例代碼和 sdk dll 等...

這是一個快速參考的頁面，其中包含所有 web 服務端點在不同風格的 CRM 2011 中可用的快速參考。

來自 SDK samplepcode\cs\quickstart 創建帳戶，但對於潛在客戶非常相似：

            // 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.");