QualifyLead PlugIn

QualifyLead PlugIn

Supposing you needed some custom logic to happen immediately after a lead was qualified. You can achieve this by registering a Plug-in on the QualifyLead Post Operation stage. From within this Plug-in you can easily get a reference to the newly created Account, Contact and Opportunity and make any changes you need.

Inside the PlugIn you need the following code:

IOrganizationService service = localContext.OrganizationService;
// Get the qualified lead
EntityReference leadid = (EntityReference) localContext.PluginExecutionContext.InputParameters[ "LeadId" ];
Lead lead = (Lead)service.Retrieve(leadid.LogicalName, leadid.Id, new ColumnSet(LeadAttributes.crm_AccountType));

// Get the newly created account, contact, opportunity
Contact contact = null ;
Opportunity opportunity = null ;
Account account = null ;
foreach (EntityReference created in (IEnumerable< object >) localContext.PluginExecutionContext.OutputParameters[ "CreatedEntities" ])
{
    switch (created.LogicalName)
    {
        case Contact.EntityLogicalName:
            contact = (Contact)service.Retrieve(Contact.EntityLogicalName, created.Id, new ColumnSet( true ));
            break ;
        case Account.EntityLogicalName:
            account = (Account)service.Retrieve(Account.EntityLogicalName, created.Id, new ColumnSet( true ));
            break ;
        case Opportunity.EntityLogicalName:
            opportunity = (Opportunity)service.Retrieve(Opportunity.EntityLogicalName, created.Id, new ColumnSet( true ));
            break ;

    }
}

If you need to make any changes to the created records, you can simply use:

contact.LastName = "some change" ;
service.Update(contact);

Hope this helps.