Sample: Use duplicate detection when creating and updating records

Article
11/28/2016
Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2016, Dynamics CRM Online
This sample code is for Microsoft Dynamics 365 (online & on-premises). Download the Microsoft Dynamics CRM SDK package. It can be found in the following location in the download package:
SampleCode\CS\DataManagement\DuplicateDetection\InvokeDuplicateDetectionForCreateAndUpdate.cs
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 invoke duplicate detection for creating and updating entity records.
Example


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
    }
}
Sample: Use duplicate detection when creating and updating records

Requirements

Demonstrates

Example

See Also

Additional resources
