creating opportunity with products

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  Hi Daniel,

  Yes, It is possible using workflow assembly and plugins. The advantage to using workflow assembly is that it would become a template whereas for plugins you will have to change the code. I am adding the code where I am creating a quote details you can change entity names in this code:-

  using System.Collections.Generic;
  using System.Text;
  using System;
  using System.Collections;
  using System.Workflow.ComponentModel.Compiler;
  using System.Workflow.ComponentModel.Serialization;
  using System.Workflow.ComponentModel;
  using System.Workflow.ComponentModel.Design;
  using System.Workflow.Runtime;
  using System.Workflow.Activities;
  using System.Workflow.Activities.Rules;
  using System.Reflection;
  using Microsoft.Crm.Workflow;
  using Microsoft.Crm.Sdk;
  using Microsoft.Crm.SdkTypeProxy;
  using Microsoft.Crm.Sdk.Query;
  
  
  namespace AutoProductDetail
  {
    [CrmWorkflowActivity("Proposal Template Creation")]
  	public class AutoProductDetailWF : Activity
    {
     protected override ActivityExecutionStatus Execute(ActivityExecutionContext executionContext)
     {
       IContextService contextService = (IContextService)executionContext.GetService(typeof(IContextService));
       IWorkflowContext context = contextService.Context;
  
       ICrmService crmService = context.CreateCrmService();
  
       DynamicEntity entity = new DynamicEntity();
       entity.Name = "quotedetail";
       entity.Properties = new PropertyCollection();
       if (entity.Properties.Contains("quoteid"))
       {
         entity.Properties.Add(new LookupProperty("quoteid", (Lookup)entity.Properties["oQuote"]));
         entity.Properties.Add(new LookupProperty("productid", (Lookup)entity.Properties["oProduct"]));
         entity.Properties.Add(new LookupProperty("uomid", (Lookup)entity.Properties["oUom"]));
         entity.Properties.Add(new CrmNumberProperty("quantity",(CrmNumber)entity.Properties["oQuantity"]));
       }
       TargetCreateDynamic targetCreate = new TargetCreateDynamic();
       targetCreate.Entity = entity;
  
       // Create the request object.
       CreateRequest create = new CreateRequest();
  
       // Set the properties of the request object.
       create.Target = targetCreate;
  
       // Execute the request.
       CreateResponse created = (CreateResponse)crmService.Execute(create);
  
  
  		 
       return base.Execute(executionContext);
     }
  
  		public static DependencyProperty quoteIdProperty =
  		 DependencyProperty.Register("quoteId",
       typeof(Lookup),
  		 typeof(AutoProductDetailWF));
  
  		[CrmInput("Quote")]
  		[CrmReferenceTarget("quote")]
  		public Lookup quoteId
  		{
  			get
  			{
  				return (Lookup)base.GetValue(quoteIdProperty);
  			}
  			set
  			{
  				base.SetValue(quoteIdProperty, value);
  			}
  		}
  
  		public static DependencyProperty productidProperty =
  		 DependencyProperty.Register("productid",
  		 typeof(Lookup),
  		 typeof(AutoProductDetailWF));
  
  		[CrmInput("Product")]
  		[CrmReferenceTarget("product")]
  		public Lookup productid
  		{
  			get
  			{
  				return (Lookup)base.GetValue(productidProperty);
  			}
  			set
  			{
  				base.SetValue(productidProperty, value);
  			}
  		}
  
  		public static DependencyProperty uomidProperty =
  		 DependencyProperty.Register("uomid",
  		 typeof(Lookup),
  		 typeof(AutoProductDetailWF));
  
  		[CrmInput("Unit")]
  		[CrmReferenceTarget("uom")]
  		public Lookup uomid
  		{
  			get
  			{
  				return (Lookup)base.GetValue(uomidProperty);
  			}
  			set
  			{
  				base.SetValue(uomidProperty, value);
  			}
  		}
  
  		public static DependencyProperty quantityProperty = 
  			DependencyProperty.Register("quantity", 
  			typeof(CrmDecimal),
  			typeof(AutoProductDetailWF));
  
  		[CrmInput("Quantity")]
  		public CrmNumber quantity
  		{
  			get
  			{
  				return (CrmNumber)base.GetValue(quantityProperty);
  			}
  			set
  			{
  				base.SetValue(quantityProperty, value);
  			}
  		}
  
  
  		public static DependencyProperty taxProperty =
  			DependencyProperty.Register("tax",
  			typeof(CrmMoney),
  			typeof(AutoProductDetailWF));
  
  		[CrmInput("Tax")]
  		public CrmMoney tax
  		{
  			get
  			{
  				return (CrmMoney)base.GetValue(taxProperty);
  			}
  			set
  			{
  				base.SetValue(taxProperty, value);
  			}
  		}
  
    }
  }

  Please let me know if you find any issue with this.

    

  ---

  Regards Faisal

  • Proposed as answer by Faisal Fiaz Thursday, December 16, 2010 6:44 PM
  • Marked as answer by DavidJennawayMVP, Moderator Tuesday, January 25, 2011 3:42 PM

  Wednesday, December 15, 2010 5:23 PM