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Sample: Enable duplicate detection and retrieve duplicates

Applies To: Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online

This sample code is for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:

SampleCode\CS\DataManagement\DuplicateDetection\EnableDuplicateDetectionAndRetrieveDuplicates.cs

SampleCode\VB\DataManagement\DuplicateDetection\EnableDuplicateDetectionAndRetrieveDuplicates.vb

Requirements

For more information about the requirements for running the sample code provided in this SDK, see Use the sample and helper code.

Demonstrates

This sample shows how to enable duplicate detection and retrieve duplicate records.

Example


using System;
using System.Collections.Generic;
using System.ServiceModel;
using Microsoft.Crm.Sdk.Messages;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Xrm.Sdk.Query;

namespace Microsoft.Crm.Sdk.Samples
{
    /// <summary>
    /// This sample shows how to enable duplicate detection and retrieve duplicate
    /// records based on the active duplicate detection rule(s).
    /// </summary>
    /// <remarks>
    /// At run-time, you will be given the option to delete all the
    /// database records created by this program.
    /// </remarks>
    public class EnableDuplicateDetectionAndRetrieveDuplicates
    {
        #region Class Level Members
        private OrganizationServiceProxy _serviceProxy;
        private Guid? _accountId1;
        private Guid? _accountId2;
        #endregion

        #region How To Sample Code

        /// <summary>
        /// Enables dupe detection and retrieves duplicates. 
        /// </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)
        {
            using (_serviceProxy = ServerConnection.GetOrganizationProxy(serverConfig))
            {
                // This statement is required to enable early-bound type support.
                _serviceProxy.EnableProxyTypes();
                EnableDuplicateDetectionForOrg();
                EnableDuplicateDetectionForEntity(Account.EntityLogicalName);
                PublishRulesForEntity(Account.EntityLogicalName);
                CreateAccountRecords();
                RetrieveDuplicates();
                DeleteRequiredRecords(promptforDelete);
            }
        }

        /// <summary>
        /// Create some account records to retrieve duplicates
        /// </summary>
        private void CreateAccountRecords()
        {
            var crmAccount = new Account { Name="Microsoft"};
             
            _accountId1 = _serviceProxy.Create(crmAccount);
            _accountId2 = _serviceProxy.Create(crmAccount);
            Console.WriteLine(String.Concat("Creating duplicate records:\n\taccount 1 - ",
                _accountId1.Value, "\n\taccount 2 - ", _accountId2.Value));
        }

        /// <summary>
        /// Call the method to retrieve duplicate records.  
        /// </summary>
        private void RetrieveDuplicates()
        {
            // PagingInfo is Required. 
            var request = new RetrieveDuplicatesRequest
            {
                BusinessEntity = new Account { Name = "Microsoft" }.ToEntity<Entity>(),
                MatchingEntityName = Account.EntityLogicalName,
                PagingInfo = new PagingInfo() { PageNumber = 1, Count = 50 }
            };

            Console.WriteLine("Retrieving duplicates");
            var response =(RetrieveDuplicatesResponse)_serviceProxy.Execute(request);

            for (int i = 0; i < response.DuplicateCollection.Entities.Count; i++)
            {
                var crmAccount = response.DuplicateCollection.Entities[i]
                    .ToEntity<Account>();
                Console.WriteLine(crmAccount.Name + ", " + crmAccount.AccountId.Value.ToString()); 
            }
        }

        /// <summary>
        /// Enables duplicate detection for the organization
        /// </summary>
        private void EnableDuplicateDetectionForOrg()
        {
            // Retrieve the org ID
            var orgId = RetrieveOrganizationId();
            if (!orgId.HasValue)
                return;

            Console.WriteLine(String.Concat("Enabling duplicate detection for organization: ", 
                orgId.Value));

            // Enable dupe detection for each type
            var crmOrganization = new Organization
            {
                Id = orgId.Value,
                IsDuplicateDetectionEnabled = true,
                IsDuplicateDetectionEnabledForImport = true,
                IsDuplicateDetectionEnabledForOfflineSync = true,
                IsDuplicateDetectionEnabledForOnlineCreateUpdate = true,
            };

            _serviceProxy.Update(crmOrganization);
        }

        /// <summary>
        /// Enabling the dupe detection unpublishes the rules.  
        /// This will publish them, and wait for them to complete publishing.
        /// </summary>
        /// <param name="entityName"></param>
        private void PublishRulesForEntity(string entityName)
        {
            // Retrieve all rules for the entity
            var rules = _serviceProxy.RetrieveMultiple(
                new QueryByAttribute(DuplicateRule.EntityLogicalName)
            {
                ColumnSet = new ColumnSet("duplicateruleid"),
                Attributes = { "matchingentityname" },
                Values = { entityName }
            });

            List<Guid> crmAsyncOperationIds = new List<Guid>();
            foreach (var item in rules.Entities)
            {
                Console.WriteLine(String.Concat("Publishing duplicate rule: ", item.Id));

                // Publish each rule and get the job id since it is async
                var response = (PublishDuplicateRuleResponse)_serviceProxy.Execute(
                        new PublishDuplicateRuleRequest { DuplicateRuleId = item.Id });

                crmAsyncOperationIds.Add(response.JobId);
            }

            // Wait until all the rules are published before testing the dupe detection
            WaitForAsyncJobCompletion(crmAsyncOperationIds);
        }

        /// <summary>
        /// Updates the entity customizations and publishes the entity 
        /// </summary>
        /// <param name="entityName"></param>
        private void EnableDuplicateDetectionForEntity(string entityName)
        {
            Console.WriteLine(String.Format("Retrieving entity metadata for {0}",
                entityName));

            // Retrieve the entity metadata
            var crmEntity = ((RetrieveEntityResponse)_serviceProxy.Execute(
                new RetrieveEntityRequest
                {
                    RetrieveAsIfPublished = true,
                    LogicalName = entityName
                })).EntityMetadata;

            Console.WriteLine(String.Concat("Enabling duplicate for ", entityName));

            // Update the duplicate detection flag
            crmEntity.IsDuplicateDetectionEnabled = 
                new BooleanManagedProperty(true);

            // Update the entity metadata
            _serviceProxy.Execute(new UpdateEntityRequest
            {
                Entity = crmEntity
            });

            Console.WriteLine(String.Concat("Publishing ", entityName, " entity"));

            // Publish the entity 
            var publishRequest = new PublishXmlRequest
            {              
                ParameterXml = String.Concat("<importexportxml><entities><entity>",
                    entityName, "</entity></entities></importexportxml>"),
            };

            _serviceProxy.Execute(publishRequest);
        }

        /// <summary>
        /// There should only be one organization record per Crm Org
        /// </summary>
        /// <returns></returns>
        private Guid? RetrieveOrganizationId()
        {   
            // Retrieve the first record in the organization table.  
            // There should only be one organization record. 
            var entities = _serviceProxy.RetrieveMultiple(
                new QueryExpression(Organization.EntityLogicalName)
                {
                    ColumnSet = new ColumnSet("organizationid"),
                    PageInfo = new PagingInfo { PageNumber = 1, Count = 1 },
                });

            if (entities != null && entities.Entities.Count > 0)
                return entities.Entities[0].Id;

            return null;
        }
        
        /// <summary>
        /// 
        /// </summary>
        /// <param name="prompt"></param>
        private void DeleteRequiredRecords(bool prompt)
        {
            bool toBeDeleted = true;

            if (prompt)
            {
                // Ask the user if the created entities should be deleted.
                Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
                String answer = Console.ReadLine();
                if (answer.StartsWith("y") ||
                    answer.StartsWith("Y") ||
                    answer == String.Empty)
                {
                    toBeDeleted = true;
                }
                else
                {
                    toBeDeleted = false;
                }
            }

            if (toBeDeleted)
            {
                // Delete records created in this sample.
                if (_accountId1.HasValue)
                {
                    Console.WriteLine(String.Concat("Deleting account: ", _accountId1.Value));
                    _serviceProxy.Delete(Account.EntityLogicalName, _accountId1.Value);
                }
                if (_accountId2.HasValue)
                {
                    Console.WriteLine(String.Concat("Deleting account: ", _accountId2.Value)); 
                    _serviceProxy.Delete(Account.EntityLogicalName, _accountId2.Value);
                }
                Console.WriteLine("Entity records have been deleted.");
            }
        }

        /// <summary>
        /// Waits for async job to complete
        /// </summary>
        /// <param name="asyncJobId"></param>
        public void WaitForAsyncJobCompletion(IEnumerable<Guid> asyncJobIds)
        {
            List<Guid> asyncJobList = new List<Guid>(asyncJobIds);
            ColumnSet cs = new ColumnSet("statecode", "asyncoperationid");
            int retryCount = 100;

            while (asyncJobList.Count != 0 && retryCount > 0)
            {
                // Retrieve the async operations based on the ids
                var crmAsyncJobs = _serviceProxy.RetrieveMultiple(
                    new QueryExpression("asyncoperation")
                    {
                        ColumnSet = cs,
                        Criteria = new FilterExpression
                        {
                            Conditions = 
                            {
                                new ConditionExpression("asyncoperationid",
                                    ConditionOperator.In, asyncJobList.ToArray())
                            }
                        }
                    });

                // Check to see if the operations are completed and if so remove them from the Async Guid list
                foreach (var item in crmAsyncJobs.Entities)
	            {
                    var crmAsyncJob = item.ToEntity<AsyncOperation>();
                    if (crmAsyncJob.StateCode.HasValue && 
                        crmAsyncJob.StateCode.Value == AsyncOperationState.Completed)
                        asyncJobList.Remove(crmAsyncJob.AsyncOperationId.Value);

                    Console.WriteLine(String.Concat("Async operation state is ",
                        crmAsyncJob.StateCode.Value.ToString(), 
                        ", async operation id: ", crmAsyncJob.AsyncOperationId.Value.ToString()));
	            }

                // If there are still jobs remaining, sleep the thread.
                if (asyncJobList.Count > 0)
                    System.Threading.Thread.Sleep(2000);
                
                retryCount--;           
            }

            if (retryCount == 0 && asyncJobList.Count > 0)
            {
                for (int i = 0; i < asyncJobList.Count; i++)
                {
                    Console.WriteLine(String.Concat(
                        "The following async operation has not completed: ",
                        asyncJobList[i].ToString()));
                }
            }
        }

        #endregion

        #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();

                var app = new EnableDuplicateDetectionAndRetrieveDuplicates();
                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("Plugin Trace: {0}", ex.Detail.TraceText);
                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("Plugin 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
    }
}

See Also

Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
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