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Sample: Use duplicate detection when creating and updating records

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This sample shows how to invoke duplicate detection for creating and updating table records.

SDK for .NET: Use duplicate detection when creating and updating records sample code

How to run this sample

  1. Download or clone the Samples repo so that you have a local copy.
  2. (Optional) Edit the dataverse/App.config file to define a connection string specifying the Microsoft Dataverse instance you want to connect to.
  3. Open the sample solution in Visual Studio and press F5 to run the sample. After you specify a connection string in dataverse/App.config, any sample you run will use that connection information.

If you do not specify a connection string in dataverse/App.config file, a dialog will open each time you run the sample and you will need to enter information about which Dataverse instance you want to connect to and which credentials you want to use. This dialog will cache previous connections so that you can choose a previously used connection.

Those samples in this repo that require a connection to a Dataverse instance to run will include a linked reference to the dataverse/App.config file.

What this sample does

The DuplicateRule method is intended to be used in a scenario where it contains data that is needed to create duplicate detection rule.

How this sample works

In order to simulate the scenario described in What this sample does, the sample will do the following:

Setup

  1. Checks for the current version of the org.
  2. The Account method creates an account record.
  3. The DuplicateRule method creates a duplicate detection rule.
  4. The DuplicateRuleCondition method creates a duplicate detection rule conditions.
  5. The PublishDuplicateRuleRequest method publishes the duplicate detection rule created earlier. You need to wait for publishing operation to complete, so we keep polling the state of the rule until it becomes Published.

Demonstrate

  1. The Account method creates an account record.
  2. The CreateRequest method creates operation by suppressing duplicate detection.
  3. The UpdateRequest method updates the retrieved account record with new account number.

Clean up

Displays an option to delete all the data created in the sample. The deletion is optional in case you want to examine the data created by the sample. You can manually delete the data to achieve same results.