Tuesday 20 July 2021

Custom Duplicate detection in Dynamics CRM - Plugin

Recently I had a requirement to create Duplicate detection rule using c# (Plugin) in Account Entity, to avoid redundancy.

You can try like bellow method

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
//CRM SDK Namespace
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Crm.Sdk.Messages;
 
namespace Sample
{
    public class Duplicate_Detection : IPlugin
    {
        public void Execute(IServiceProvider serviceProvider)
        {
            IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));
            IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
            IOrganizationService service = (IOrganizationService)serviceFactory.CreateOrganizationService(context.UserId);
            ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));
 
            if (context.InputParameters.Contains("Target") && context.InputParameters["Target"] is Entity)
            {
                Entity entity = (Entity)context.InputParameters["Target"];
                var Name = entity.GetAttributeValue<string>("name");
 
                #region  Retrieve All Account Record
 
                QueryExpression Account = new QueryExpression { EntityName = entity.LogicalName, ColumnSet = new ColumnSet("name") };
                Account.Criteria.AddCondition("name", ConditionOperator.Equal, Name);
               Account.Criteria.AddCondition("statecode", ConditionOperator.Equal, 0);
 
               EntityCollection RetrieveAccount = service.RetrieveMultiple(Account);
 
                //If the retrieved Account Count Greater Than 1 , following Error Message Throw
 
               if (RetrieveAccount.Entities.Count > 1)
                {
                    throw new InvalidPluginExecutionException("Following Record with Same Name Exists");
 
                }
               else if (RetrieveAccount.Entities.Count == 0)
                {
                    return;
                }
                #endregion
            }
        }
    }
}
  • Register your plugin Message = Create
  • Primary Entity = account
  • Post Operation

No comments:

Post a Comment

Creating SSRS Report for Dynamics 365 Online and Model Driven Power Apps

  Microsoft Dynamics 365 online and Model Driven PowerApps offers several advanced reporting options. Advanced reports are often necessary w...