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Exemple : utiliser la détection des doublons lors de la création et la mise à jour des enregistrements

 

Date de publication : janvier 2017

S’applique à : Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online

Cet exemple de code est pour Microsoft Dynamics 365 (Online et local). Téléchargez le package Kit de développement logiciel (SDK) de Microsoft Dynamics CRM. Il se trouve à l'emplacement suivant dans le package de téléchargement :

SampleCode\CS\DataManagement\DuplicateDetection\InvokeDuplicateDetectionForCreateAndUpdate.cs

Configuration requise

Pour plus d'informations sur les conditions requises pour l'exécution de l'exemple de code fourni dans ce Kit de développement logiciel (SDK), consultez la rubrique Utiliser l’exemple de code et le code d’assistance.

Démontre

Cet exemple illustre comment invoquer la détection des doublons pour la création et la mise à jour des enregistrements d’entité.

Exemple


using System;
using System.ServiceModel;
using System.ServiceModel.Description;

// These namespaces are found in the Microsoft.Xrm.Sdk.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Messages;

using Microsoft.Crm.Sdk.Messages;

namespace Microsoft.Crm.Sdk.Samples
{
    /// <summary>
    /// Demonstrates how to do basic entity operations like create, and
    /// update, using Duplicate Detection attribute.</summary>
    /// <remarks>
    /// At run-time, you will be given the option to delete all the
    /// database records created by this program.</remarks>
    public class InvokeDuplicateDetectionForCreateAndUpdate
    {
        #region Class Level Members

        private Guid _accountId;
        private Guid _ruleId;
        private Guid _dupAccountId;
        private OrganizationServiceProxy _serviceProxy;
        private IOrganizationService _service;

        #endregion Class Level Members

        #region How To Sample Code
        /// <summary>
        /// This method first connects to the Organization service. Afterwards,
        /// basic create, retrieve, update, and delete entity operations are performed.
        /// </summary>
        /// <param name="serverConfig">Contains server connection information.</param>
        /// <param name="promptforDelete">When True, the user will be prompted to delete all
        /// created entities.</param>
        public void Run(ServerConnection.Configuration serverConfig, bool promptforDelete)
        {
            try
            {
                // Connect to the Organization service. 
                // The using statement assures that the service proxy will be properly disposed.
                using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri,serverConfig.Credentials, serverConfig.DeviceCredentials))
                {
                    // This statement is required to enable early-bound type support.
                    _serviceProxy.EnableProxyTypes();

                    _service = (IOrganizationService)_serviceProxy;

                    CreateRequiredRecords();

                    // Create and account record with the named Proseware, Inc. and already existing Account Number.
                    Account account = new Account 
                    {
                        Name = "Proseware, Inc.",
                        AccountNumber = "ACC005"
                    };

                    // Create operation by suppressing duplicate detection
                    CreateRequest reqCreate = new CreateRequest();
                    reqCreate.Target = account;
                    reqCreate.Parameters.Add("SuppressDuplicateDetection", true); // Change to false to activate the duplicate detection.
                    CreateResponse createResponse = (CreateResponse)_service.Execute(reqCreate);
                    _dupAccountId = createResponse.id;
                    Console.Write("Account: {0} {1} created with SuppressDuplicateDetection to true, ", 
                        account.Name, account.AccountNumber);

                    // Retrieve the account containing with its few attributes.
                    ColumnSet cols = new ColumnSet(
                        new String[] { "name", "accountnumber"});

                    Account retrievedAccount = (Account)_service.Retrieve("account", _dupAccountId, cols);
                    Console.Write("retrieved, ");

                    // Update the existing account with new account number.
                    retrievedAccount.AccountNumber = "ACC006";                   

                    // Update operation – update record, if a duplicate is not found.
                    UpdateRequest reqUpdate = new UpdateRequest();
                    reqUpdate.Target = retrievedAccount;
                    reqUpdate["SuppressDuplicateDetection"] = false; // Duplicate detection is activated.

                    // Update the account record.
                    UpdateResponse updateResponse = (UpdateResponse)_service.Execute(reqUpdate);
                    Console.WriteLine("and updated.");

                    DeleteRequiredRecords(promptforDelete);
                }
            }
            // Catch any service fault exceptions that Microsoft Dynamics CRM throws.
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>)
            {
                // You can handle an exception here or pass it back to the calling method.
                throw;
            }
        }

        /// <summary>
        /// Creates any entity records that this sample requires.
        /// </summary>
        public void CreateRequiredRecords()
        {
            // Create an account record named Fourth Coffee.
            Account account = new Account 
            { 
                Name = "Fourth Coffee",
                AccountNumber = "ACC005"
            };            
            _accountId = _service.Create(account);
            Console.Write("Account {0} {1} created, ", account.Name, account.AccountNumber);

            // Create a duplicate detection rule
            DuplicateRule accountDuplicateRule = new DuplicateRule
            {
                Name = "DuplicateRule: Accounts with the same Account Number",
                BaseEntityName = "account",
                MatchingEntityName = "account"                               
            };
            _ruleId = _service.Create(accountDuplicateRule);            

            // Create a duplicate detection rule condition
            DuplicateRuleCondition accountDupCondition = new DuplicateRuleCondition
            {
                BaseAttributeName = "accountnumber",
                MatchingAttributeName = "accountnumber",
                OperatorCode = new OptionSetValue(0), // Exact Match.
                RegardingObjectId = new EntityReference(DuplicateRule.EntityLogicalName, _ruleId)
            };
            Guid conditionId = _service.Create(accountDupCondition);

            Console.Write("'{0}' created, ", accountDuplicateRule.Name);

            // Execute the publish request.
            PublishDuplicateRuleResponse response = 
                (PublishDuplicateRuleResponse)_service.Execute(new PublishDuplicateRuleRequest() { DuplicateRuleId = _ruleId });

            // When the publishDuplicateRule request returns, the state of the rule will still be "Publishing" (StatusCode = 1).
            // we need to wait for the publishing operation to complete, so we keep polling the state of the
            // rule until it becomes "Published" (StatusCode = 2).
            int i = 0;
            DuplicateRule retrievedRule = 
                (DuplicateRule)_service.Retrieve(DuplicateRule.EntityLogicalName, _ruleId, new ColumnSet(new String[] { "statuscode" }));
            while (retrievedRule.StatusCode.Value == 1 &amp;&amp; i < 20)
            {
                i++;
                System.Threading.Thread.Sleep(1000);
                retrievedRule = 
                    (DuplicateRule)_service.Retrieve(DuplicateRule.EntityLogicalName, _ruleId, new ColumnSet(new String[] { "statuscode" }));
            }

            Console.Write("published.\n");
        }

        /// <summary>
        /// Deletes any entity records that were created for this sample.
        /// <param name="prompt">Indicates whether to prompt the user 
        /// to delete the records created in this sample.</param>
        /// </summary>
        public void DeleteRequiredRecords(bool prompt)
        {
            bool deleteRecords = true;

            if (prompt)
            {
                Console.WriteLine("\nDo you want these entity records deleted? (y/n) [y]: ");
                String answer = Console.ReadLine();

                deleteRecords = (answer.StartsWith("y") ||
                                answer.StartsWith("Y") ||
                                answer == String.Empty);
            }

            if (deleteRecords)
            {
                _service.Delete(Account.EntityLogicalName, _accountId);
                UnpublishDuplicateRuleRequest unpublishRequest = new UnpublishDuplicateRuleRequest
                {
                    DuplicateRuleId = _ruleId
                };
                _service.Execute(unpublishRequest);
                _service.Delete(DuplicateRule.EntityLogicalName, _ruleId);
                _service.Delete(Account.EntityLogicalName, _dupAccountId);
                Console.WriteLine("Entity records have been deleted.");
            }
        }

        #endregion How To Sample Code

        #region Main method

        /// <summary>
        /// Standard Main() method used by most SDK samples.
        /// </summary>
        /// <param name="args"></param>
        static public void Main(string[] args)
        {
            try
            {
                // Obtain the target organization's Web address and client logon 
                // credentials from the user.
                ServerConnection serverConnect = new ServerConnection();
                ServerConnection.Configuration config = serverConnect.GetServerConfiguration();

                InvokeDuplicateDetectionForCreateAndUpdate app = new InvokeDuplicateDetectionForCreateAndUpdate();
                app.Run(config, true);
            }
            catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
                Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
                Console.WriteLine("Message: {0}", ex.Detail.Message);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
            }
            catch (System.TimeoutException ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine("Message: {0}", ex.Message);
                Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
                Console.WriteLine("Inner Fault: {0}",
                    null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
            }
            catch (System.Exception ex)
            {
                Console.WriteLine("The application terminated with an error.");
                Console.WriteLine(ex.Message);

                // Display the details of the inner exception.
                if (ex.InnerException != null)
                {
                    Console.WriteLine(ex.InnerException.Message);

                    FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
                        as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
                    if (fe != null)
                    {
                        Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
                        Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
                        Console.WriteLine("Message: {0}", fe.Detail.Message);
                        Console.WriteLine("Trace: {0}", fe.Detail.TraceText);
                        Console.WriteLine("Inner Fault: {0}",
                            null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
                    }
                }
            }
            // Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
            // SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.
            finally
            {
                Console.WriteLine("Press <Enter> to exit.");
                Console.ReadLine();
            }
        }
        #endregion Main method
    }
}

Voir aussi

Détecter les données dupliquées
Exécuter la détection des doublons
Utiliser les messages (classes de demande et de réponse) avec la méthode Execute
218d9d80-fb52-49a4-9208-b72675080451#bkmk_optional_params
Exemple : rechercher plusieurs enregistrements dupliqués

Microsoft Dynamics 365

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