Dynamics CRM Qualify Lead Destination

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Overview

Data flow destination to qualify a lead and create account, contact, and opportunity records that are linked to the originating lead record.

The script has the following parameters:

  • CrmConnection – selects Dynamics CRM Connection.
  • CreateAccount – map to input column containing value whether to create an account from the originating lead (Mappings Tab).
  • CreateContact – map to input column containing value whether to create a contact from the originating lead (Mappings Tab).
  • CreateOpportunity – map to input column containing value whether to create an opportunity from the originating lead (Mappings Tab).
  • LeadId – map to input column containing lead record identifier to be qualified (Mappings Tab).
  • OpportunityCurrencyId – map to input column containing currency identifier to use for this opportunity (Mappings Tab).
  • OpportunityCustomerId – map to input column containing account or contact identifier that is associated with the opportunity (Mappings Tab).
  • SourceCampaignId – map to input column containing source campaign identifier that is associated with the opportunity (Mappings Tab).
  • Status – map to input column containing the status of the lead (Mappings Tab).

Requirements

Depends on COZYROC Script Component Plus component for implementing parameters user interface.
Requires installation of COZYROC SSIS+ 1.6 library.

Library references

  • System
  • System.Data
  • Microsoft.SqlServer.TxScript
  • Microsoft.SqlServer.PipelineHost
  • Microsoft.SqlServer.DTSPipelineWrap
  • Microsoft.SqlServer.DTSRuntimeWrap
  • Microsoft.SqlServer.ManagedDTS
  • CozyRoc.SSISPlus
  • CozyRoc.Dynamics
  • System.Web.Services
  • System.XML

ScriptMain