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Sample: Insert or update a record using Upsert

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This sample code shows how to insert or update records by using the UpsertRequest message.

SDK for .NET: Insert or update a record using Upsert 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 UpsertRequest message is intended to be used in a scenario where it contains data that is needed to update or insert a record.

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 the current version of the org.
  2. Import a managed solution (UpsertSample_1_0_0_0_managed.zip) that creates a sample_product table that has an alternate key named sample_productcode. Verify that the indexes to support the alternate key are active.

Demonstrate

  1. The ProcessUpsert method processes data in the newsampleproduct.xml to represent new products and creates 13 new records.
  2. The second time when the ProcessUpsert method is called, it processes data in updatedsampleproduct.xml to represent updates to products previously created.
  3. The UpsertRequest method creates 6 updated records.

Clean up

Display an option to delete the managed solution created in the Setup. The deletion is optional in case you want to examine the tables and data created by the sample. You can manually delete the records to achieve the same result.