Close Opportunity via SDK

by Bill Owens 31. October 2009 05:51
Posted by Darren Liu at 11:19 AM

To close a CRM opportunity is different comparing to other CRM entities. If you want to close an opportunity, you need to use the WinOpportunityRequest and LostOpportunityRequest in the CRM SDK instead of the SetState requests. The code snippet below simply shows you how to set an opportunity to Win status via the CRM SDK.

opportunityclose close = new opportunityclose();
close.opportunityid = new Lookup();
close.opportunityid.Value = targetOppId;

WinOpportunityRequest request = new WinOpportunityRequest();
request.OpportunityClose = close;
// Update the status code according to your environment
request.Status = 1;

crmService.Execute(request);

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CRM 4.0

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I work for a consulting firm in Dublin Ohio called Affiliated Resource Group. For the last five years I have been spearheading our Microsoft Dynamics CRM practice. I have a deep appreciation for the Microsoft CRM platform and I am very excited about it. You might even describe me as a Microsoft CRM Advocate. I have many battle scars from my experience with the product and I’m constantly being asked questions about CRM and how-to-do something in it. Hence, this BLOG is to help disseminate that knowledge and information to everyone. As of last year I was posting links to many other blogs to help spread the knowledge, but now with the community.dynamics.com doing that for me, I will be following that practice unless a really juicy article catches my eye. Many people have asked where my post are for the first half of 2010, my company had me posting to another blog and maintain two was near impossible. I am now down to just this blog. So good luck and I hope that this blog may help in some way. If you have suggestions or questions, please email me them.

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