How to assign a task or a Lead to a Member or Team Programmaticaly

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Posted on by Community Member Microsoft Employee

Hi guys,

Can anyone guide me how I can set a task or lead to a member or a team programmatically?

 var proxyService = ConnectToCRM(CRMuri, CRMusername, CRMpassword);

            try
            {
                //String strLeadTopic = "New Lead at " + System.DateTime.Now.ToString();

                Entity ipsLead = new Entity("lead");
                ipsLead.Attributes["subject"] = crmLeadModel.LeadSubject;
                ipsLead.Attributes["firstname"] = crmLeadModel.FirstName;
                ipsLead.Attributes["lastname"] = crmLeadModel.LastName;
                ipsLead.Attributes["jobtitle"] = crmLeadModel.JobTitle;
                ipsLead.Attributes["telephone1"] = crmLeadModel.BusinessPhone;
                ipsLead.Attributes["mobilephone"] = crmLeadModel.MobilePhone;
                ipsLead.Attributes["emailaddress1"] = crmLeadModel.EmailAddress;

                ipsLead.Attributes["companyname"] = crmLeadModel.CompanyName;
                ipsLead.Attributes["websiteurl"] = crmLeadModel.CompanyWebsite;
                ipsLead.Attributes["address1_country"] = crmLeadModel.CompanyCountry;

                ipsLead.Attributes["description"] = crmLeadModel.Description;

                // User Service Proxy to create the entity object
                proxyService.Create(ipsLead);
                return true;
            }
            catch (Exception ex)
            {
                //throw new Exception("CMR Error occurred - " + ex.Message);
                return false;
            }

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Tim Dutcher 2,100 on at

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RE: How to assign a task or a Lead to a Member or Team Programmaticaly

You can also get the GUID for records using Advance Find. First, list the records (e.g., all teams), export to Excel and open the Excel file. Then unhide columns A through C. You'll find the record GUID in column A.
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PS 23,577 on at

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RE: How to assign a task or a Lead to a Member or Team Programmaticaly

Check the following URLs:

msdn.microsoft.com/.../gg309540.aspx

weblogs.asp.net/.../creating-a-plug-in-to-assign-a-record-in-microsoft-dynamics-crm-2011-using-early-bound-entities

community.dynamics.com/.../192421

danielcai.blogspot.com.au/.../use-crm-assign-message.html
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Kumar Viju 1,026 on at

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RE: How to assign a task or a Lead to a Member or Team Programmaticaly

Anything between %7b------%7d

GUID = 78908357-E58E-E611-8121-005056AE3C40

So next time you can follow the same approach to get GUID.
Community Member Microsoft Employee on at

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RE: How to assign a task or a Lead to a Member or Team Programmaticaly

Ok. I Managed.

Now, I get this link: ipsdev.obeikan.com.sa/main.aspx;extraqs=formid%3d7ba7fac1-1418-4335-935f-f7f8dfd73fcc&id=%7b78908357-E58E-E611-8121-005056AE3C40%7d&pagetype=entityrecord>

which one is the Guid? I mean from where to where?
Community Member Microsoft Employee on at

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RE: How to assign a task or a Lead to a Member or Team Programmaticaly

Sorry for answering you again. I have outlook but now it is still opening the chrome browser now. How Can I change it?
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Kumar Viju 1,026 on at

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RE: How to assign a task or a Lead to a Member or Team Programmaticaly

Do you have outlook installed on your PC. You can select any mailing app if you dont habe outlook, it will opn the link.
Community Member Microsoft Employee on at

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RE: How to assign a task or a Lead to a Member or Team Programmaticaly

Hi I am trying it out but at first it tells me to select an app to open and select a browser. Then nothing displays. Then Clicked on Email a link again and nothing is shown now.
Kumar Viju 1,026 on at

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RE: How to assign a task or a Lead to a Member or Team Programmaticaly

Hi,

Open the team record in CRM and in the Ribbon there should be button ( Possibly the three dots..) , check for "EMAIL LINK". This will pop out the link of the team and you can copy GUID of that team.
Community Member Microsoft Employee on at

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RE: How to assign a task or a Lead to a Member or Team Programmaticaly

ipsLead.Attributes["ownerid"] = new EntityReference("systemuser", GUID(userid));

And the 'ownderid' is the general name one? I can use that? And do you know how I can get the Team Guid from CRM online because I can view the Team Details but cannot find the GUID?

Thank you
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Tim Dutcher 2,100 on at

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RE: How to assign a task or a Lead to a Member or Team Programmaticaly

The CRM SDK includes a file named EntityMetadata.xlsx that provides the schema name for all out-of-box entities.

The logical name is the same string as the schema name but is lower case. So, for users, SystemUser is the schema name and systemuser is the logical name... Team and team... etc.

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How to assign a task or a Lead to a Member or Team Programmaticaly

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