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Run duplicate detection

  • Straipsnis

There are several ways to perform duplicate detection after you enable it and publish the duplicate detection rules.

Retrieve and detect duplicates for a specified record

Detect and retrieve duplicates:

  • Before you create an entity
  • For an existing entity
  • For other entities that correspond to duplicate rules across entities. For example, any Lead entity which matches a contact entity.

Options:

Example: Detect duplicates for a specified record using Web API

The following example shows how to detect duplicates of a specified record using RetrieveDuplicates function.

Request

GET [Organization URI]/api/data/v9.1/RetrieveDuplicates(BusinessEntity=@p1,MatchingEntityName=@p2,PagingInfo=@p3)?@p1={'@odata.type':'Microsoft.Dynamics.CRM.account','accountid':'0d1156d2-1598-e711-80e8-00155db64062'}&@p2='account'&@p3={'PageNumber':1,'Count':50} HTTP/1.1
If-None-Match: null
OData-Version: 4.0
OData-MaxVersion: 4.0
Content-Type: application/json
Accept: application/json

Response

HTTP/1.1 200 OK  
Content-Type: application/json; odata.metadata=minimal  
OData-Version: 4.0

{
    "@odata.context": "[Organization URI]/api/data/v9.1/$metadata#accounts",
    "value": [
        <Omitted for brevity: JSON data for any matching accounts including all properties>
    ]
}

Detect duplicates for an entity type

Submit an asynchronous duplicate detection job that runs in the background. The duplicates are detected according to the published duplicate rules for the entity type. The detected duplicates are stored as DuplicateRecord records in Dynamics 365 Customer Engagement (on-premises).

A maximum of 5000 duplicates are returned by the duplicate detection job.

Options

Example: Detect duplicates for an entity type using the Web API

The following example shows how to detect duplicates for an entity type by creating an asynchronous job using BulkDetectDuplicates action.

Request

POST [Organization URI]/api/data/v9.1/BulkDetectDuplicates HTTP/1.1
If-None-Match: null
OData-Version: 4.0
Content-Type: application/json
Accept: application/json
OData-MaxVersion: 4.0

{
    "Query": {
        "@odata.type": "#Microsoft.Dynamics.CRM.QueryExpression",
        "EntityName": "lead"
    },
    "JobName": "jobname1",
    "SendEmailNotification": false,
    "TemplateId": "07B94C1D-C85F-492F-B120-F0A743C540E6",
    "ToRecipients": [],
    "CCRecipients": [],
    "RecurrencePattern": "",
    "RecurrenceStartTime": "2015-07-15T05:30:00Z"
}

Response

HTTP/1.1 200 OK  
Content-Type: application/json; odata.metadata=minimal  
OData-Version: 4.0

{
    "@odata.context": "[Organization URI]/api/data/v9.1/$metadata#Microsoft.Dynamics.CRM.BulkDetectDuplicatesResponse",
    "JobId": "efaff068-7598-e711-80e8-00155db64062"
}

The above request creates an asynchronous duplicate detection job whose JobID is returned in the response. The JobID returned from the above request can be used to fetch duplicate records in an entity type, as shown in the example below.

Request

GET [Organization URI]/api/data/v9.1/asyncoperations(efaff068-7598-e711-80e8-00155db64062)/AsyncOperation_DuplicateBaseRecord
If-None-Match: null
OData-Version: 4.0
OData-MaxVersion: 4.0
Content-Type: application/json
Accept: application/json

The FetchXML equivalent of the above request is shown below.

<fetch>
    <entity name="duplicaterecord">
        <attribute name="owninguser" />
        <attribute name="ownerid" />
        <attribute name="baserecordid" />
        <attribute name="duplicateid" />
        <attribute name="owningbusinessunit" />
        <attribute name="createdon" />
        <attribute name="asyncoperationid" />
        <filter>
            <condition attribute="asyncoperationid" operator="eq" value="efaff068-7598-e711-80e8-00155db64062" />
        </filter>
    </entity>
</fetch>

Response

HTTP/1.1 200 OK  
Content-Type: application/json; odata.metadata=minimal  
OData-Version: 4.0

{  
   "@odata.context":"[Organization URI]/api/data/v9.1/$metadata#duplicaterecords",
   "value":[  
      {  
         "owninguser":"b3ac4144-6d9a-e711-811c-000d3a75ce72",
         "_ownerid_value":"b3ac4144-6d9a-e711-811c-000d3a75ce72",
         "_baserecordid_value":"3a6fc65b-3f9c-e711-811c-000d3a75ce72",
         "duplicateid":"489a879c-019b-4c28-8539-51ebc850d18f",
         "createdon":"2017-09-19T03:34:25Z",
         "owningbusinessunit":"20a44144-6d9a-e711-811c-000d3a75ce72",
         "_asyncoperationid_value":"efaff068-7598-e711-80e8-00155db64062",
         "_duplicateruleid_value":null,
         "_duplicaterecordid_value":null
      },
      {  
         "owninguser":"b3ac4144-6d9a-e711-811c-000d3a75ce72",
         "_ownerid_value":"b3ac4144-6d9a-e711-811c-000d3a75ce72",
         "_baserecordid_value":"406fc65b-3f9c-e711-811c-000d3a75ce72",
         "duplicateid":"0a4a7dea-1488-4e05-b5eb-c2925ad2925a",
         "createdon":"2017-09-19T03:34:25Z",
         "owningbusinessunit":"20a44144-6d9a-e711-811c-000d3a75ce72",
         "_asyncoperationid_value":"efaff068-7598-e711-80e8-00155db64062",
         "_duplicateruleid_value":null,
         "_duplicaterecordid_value":null
      }
   ]
}

The GUID of the base record is stored as baserecordid in the DuplicateRecord records. duplicateid, in the above response is the unique identifier of the duplicate record. asyncoperationid is the unique idenitifier of the system job that created that record. And, ownerid is the unique identifier of the user or team that owns the duplicate record. See DuplicateRecord Entity for more information.

Note

Before creating and executing duplicate detection jobs, make sure that there are appropriate duplicate detection rules in place. Dynamics 365 Customer Engagement includes default duplicate detection rules for accounts, contacts, and leads, but not for other types of records. If you want the system to detect duplicates for other record types, you’ll need to create a new rule. For information on how to create a duplicate detection rule, see Duplicate detection rules.

Detect duplicates during Create and Update operations

By default, duplicate detection is suppressed when you are creating or updating a record using Web API. Use MSCRM.SuppressDuplicateDetection header and set its value to false while creating or updating a record. Duplicate detection only applies when the organization has duplicate detection enabled, the entity is enabled for duplicate detection, and there are active duplicate detection rules being applied.

See more on how to detect duplicates during Create and Update operation in Manage duplicate detection during Create and Update operation using Web API

Example: Duplicate detection using the Organization Service

The following example shows how to pass the duplicate detection option as a part of the CreateRequest and UpdateRequest messages:



// 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);
}

See also

Duplicate Detection
Enable and disable duplicate detection
Use Messages (Request and Response Classes) with the Execute Method
Duplicate Detection Messages