Tuesday, February 14, 2012

Submit a Bulk Duplicate Detection Job in Microsoft Dynamics CRM 2011 using C# or Jscript

This illustration shows how to submit a bulk duplicate detection job in Microsoft Dynamics CRM 2011 with BulkDetectDuplicatesRequest.  This example will be given in Jscript (SOAP) and in C# (.NET).


NOTES: 

- You can schedule the job at regular intervals if desired using this request.  See the following link for details. http://msdn.microsoft.com/en-us/library/cc189846.aspx


Ok, here is what the code looks like!
First in C#:

BulkDetectDuplicatesRequest req = new BulkDetectDuplicatesRequest();
//send email to these receipients after job completes
req.ToRecipients = new Guid[] { new Guid("6E219F51-0310-4C4D-8C60-1C524E2BA7B3") };
//add cc recipients to the email here if desired
req.CCRecipients = new Guid[0];
req.JobName = "testbulkdeletejob";
req.SendEmailNotification = true;

req.RecurrencePattern = "";
//example of recurrence pattern 
//int interval = 30;
//string pattern = String.Format(System.Globalization.CultureInfo.InvariantCulture, "FREQ=DAILY;INTERVAL={0};", interval);
//req.RecurrencePattern = pattern;
req.Query = new QueryExpression()
{
    EntityName = "account",
    ColumnSet = new ColumnSet(true),
    Criteria = new FilterExpression
    {
        FilterOperator = LogicalOperator.And,
        Conditions = 
        {
      
            new ConditionExpression
            {
                AttributeName = "name",
                Operator = ConditionOperator.Equal,
                Values = { "test account in code" }
            }
        }
    }
};
 //Guid of email template for email that will be sent (must be a system job email template)
req.TemplateId = new Guid("D1F0639F-2057-E111-B314-1CC1DEF1353B");

BulkDetectDuplicatesResponse resp = (BulkDetectDuplicatesResponse)service.Execute(req);


If you need help instantiating a service object in .NET within a plugin check out this post:
http://mileyja.blogspot.com/2011/04/instantiating-service-object-within.html


Now here is the Jscript nicely formatted by the CRM 2011 SOAP formatter. Available at: http://crm2011soap.codeplex.com/

Now in Jscript

This example is asynchronous, if you want to learn how to make JScript SOAP calls synchronously please visit this posthttp://mileyja.blogspot.com/2011/07/using-jscript-to-access-soap-web.html

if (typeof (SDK) == "undefined")
   { SDK = { __namespace: true }; }
       //This will establish a more unique namespace for functions in this library. This will reduce the 
       // potential for functions to be overwritten due to a duplicate name when the library is loaded.
       SDK.SAMPLES = {
           _getServerUrl: function () {
               ///<summary>
               /// Returns the URL for the SOAP endpoint using the context information available in the form
               /// or HTML Web resource.
               ///</summary>
               var ServicePath = "/XRMServices/2011/Organization.svc/web";
               var serverUrl = "";
               if (typeof GetGlobalContext == "function") {
                   var context = GetGlobalContext();
                   serverUrl = context.getServerUrl();
               }
               else {
                   if (typeof Xrm.Page.context == "object") {
                         serverUrl = Xrm.Page.context.getServerUrl();
                   }
                   else
                   { throw new Error("Unable to access the server URL"); }
                   }
                  if (serverUrl.match(/\/$/)) {
                       serverUrl = serverUrl.substring(0, serverUrl.length - 1);
                   } 
                   return serverUrl + ServicePath;
               }, 
           BulkDetectDuplicatesRequest: function () {
               var requestMain = ""
               requestMain += "<s:Envelope xmlns:s=\"http://schemas.xmlsoap.org/soap/envelope/\">";
               requestMain += "  <s:Body>";
               requestMain += "    <Execute xmlns=\"http://schemas.microsoft.com/xrm/2011/Contracts/Services\" xmlns:i=\"http://www.w3.org/2001/XMLSchema-instance\">";
               requestMain += "      <request i:type=\"b:BulkDetectDuplicatesRequest\" xmlns:a=\"http://schemas.microsoft.com/xrm/2011/Contracts\" xmlns:b=\"http://schemas.microsoft.com/crm/2011/Contracts\">";
               requestMain += "        <a:Parameters xmlns:c=\"http://schemas.datacontract.org/2004/07/System.Collections.Generic\">";
               requestMain += "          <a:KeyValuePairOfstringanyType>";
               requestMain += "            <c:key>Query</c:key>";
               requestMain += "            <c:value i:type=\"a:QueryExpression\">";
               requestMain += "              <a:ColumnSet>";
               requestMain += "                <a:AllColumns>true</a:AllColumns>";
               requestMain += "                <a:Columns xmlns:d=\"http://schemas.microsoft.com/2003/10/Serialization/Arrays\" />";
               requestMain += "              </a:ColumnSet>";
               requestMain += "              <a:Criteria>";
               requestMain += "                <a:Conditions>";
               requestMain += "                  <a:ConditionExpression>";
               requestMain += "                    <a:AttributeName>name</a:AttributeName>";
               requestMain += "                    <a:Operator>Equal</a:Operator>";
               requestMain += "                    <a:Values xmlns:d=\"http://schemas.microsoft.com/2003/10/Serialization/Arrays\">";
               requestMain += "                      <d:anyType i:type=\"e:string\" xmlns:e=\"http://www.w3.org/2001/XMLSchema\">test account in code</d:anyType>";
               requestMain += "                    </a:Values>";
               requestMain += "                  </a:ConditionExpression>";
               requestMain += "                </a:Conditions>";
               requestMain += "                <a:FilterOperator>And</a:FilterOperator>";
               requestMain += "                <a:Filters />";
               requestMain += "              </a:Criteria>";
               requestMain += "              <a:Distinct>false</a:Distinct>";
               requestMain += "              <a:EntityName>account</a:EntityName>";
               requestMain += "              <a:LinkEntities />";
               requestMain += "              <a:Orders />";
               requestMain += "              <a:PageInfo>";
               requestMain += "                <a:Count>0</a:Count>";
               requestMain += "                <a:PageNumber>0</a:PageNumber>";
               requestMain += "                <a:PagingCookie i:nil=\"true\" />";
               requestMain += "                <a:ReturnTotalRecordCount>false</a:ReturnTotalRecordCount>";
               requestMain += "              </a:PageInfo>";
               requestMain += "              <a:NoLock>false</a:NoLock>";
               requestMain += "            </c:value>";
               requestMain += "          </a:KeyValuePairOfstringanyType>";
               requestMain += "          <a:KeyValuePairOfstringanyType>";
               requestMain += "            <c:key>JobName</c:key>";
               requestMain += "            <c:value i:type=\"d:string\" xmlns:d=\"http://www.w3.org/2001/XMLSchema\">testbulkdeletejob</c:value>";
               requestMain += "          </a:KeyValuePairOfstringanyType>";
               requestMain += "          <a:KeyValuePairOfstringanyType>";
               requestMain += "            <c:key>SendEmailNotification</c:key>";
               requestMain += "            <c:value i:type=\"d:boolean\" xmlns:d=\"http://www.w3.org/2001/XMLSchema\">true</c:value>";
               requestMain += "          </a:KeyValuePairOfstringanyType>";
               requestMain += "          <a:KeyValuePairOfstringanyType>";
               requestMain += "            <c:key>TemplateId</c:key>";
               requestMain += "            <c:value i:type=\"d:guid\" xmlns:d=\"http://schemas.microsoft.com/2003/10/Serialization/\">d1f0639f-2057-e111-b314-1cc1def1353b</c:value>";
               requestMain += "          </a:KeyValuePairOfstringanyType>";
               requestMain += "          <a:KeyValuePairOfstringanyType>";
               requestMain += "            <c:key>ToRecipients</c:key>";
               requestMain += "            <c:value i:type=\"d:ArrayOfguid\" xmlns:d=\"http://schemas.microsoft.com/2003/10/Serialization/Arrays\">";
               requestMain += "              <d:guid>6e219f51-0310-4c4d-8c60-1c524e2ba7b3</d:guid>";
               requestMain += "            </c:value>";
               requestMain += "          </a:KeyValuePairOfstringanyType>";
               requestMain += "          <a:KeyValuePairOfstringanyType>";
               requestMain += "            <c:key>CCRecipients</c:key>";
               requestMain += "            <c:value i:type=\"d:ArrayOfguid\" xmlns:d=\"http://schemas.microsoft.com/2003/10/Serialization/Arrays\" />";
               requestMain += "          </a:KeyValuePairOfstringanyType>";
               requestMain += "          <a:KeyValuePairOfstringanyType>";
               requestMain += "            <c:key>RecurrencePattern</c:key>";
               requestMain += "            <c:value i:type=\"d:string\" xmlns:d=\"http://www.w3.org/2001/XMLSchema\" />";
               requestMain += "          </a:KeyValuePairOfstringanyType>";
               requestMain += "          <a:KeyValuePairOfstringanyType>";
               requestMain += "            <c:key>RecurrenceStartTime</c:key>";
               requestMain += "            <c:value i:type=\"d:dateTime\" xmlns:d=\"http://www.w3.org/2001/XMLSchema\">0001-01-01T00:00:00</c:value>";
               requestMain += "          </a:KeyValuePairOfstringanyType>";
               requestMain += "        </a:Parameters>";
               requestMain += "        <a:RequestId i:nil=\"true\" />";
               requestMain += "        <a:RequestName>BulkDetectDuplicates</a:RequestName>";
               requestMain += "      </request>";
               requestMain += "    </Execute>";
               requestMain += "  </s:Body>";
               requestMain += "</s:Envelope>";
               var req = new XMLHttpRequest();
               req.open("POST", SDK.SAMPLES._getServerUrl(), true)
               req.setRequestHeader("Accept", "application/xml, text/xml, */*");
               req.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
               req.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/xrm/2011/Contracts/Services/IOrganizationService/Execute");
               var successCallback = null;
               var errorCallback = null;
               req.onreadystatechange = function () { SDK.SAMPLES.BulkDetectDuplicatesResponse(req, successCallback, errorCallback); };
               req.send(requestMain);
           },
       BulkDetectDuplicatesResponse: function (req, successCallback, errorCallback) {
               ///<summary>
               /// Recieves the assign response
               ///</summary>
               ///<param name="req" Type="XMLHttpRequest">
               /// The XMLHttpRequest response
               ///</param>
               ///<param name="successCallback" Type="Function">
               /// The function to perform when an successfult response is returned.
               /// For this message no data is returned so a success callback is not really necessary.
               ///</param>
               ///<param name="errorCallback" Type="Function">
               /// The function to perform when an error is returned.
               /// This function accepts a JScript error returned by the _getError function
               ///</param>
               if (req.readyState == 4) {
               if (req.status == 200) {
               if (successCallback != null)
               { successCallback(); }
               }
               else {
                   errorCallback(SDK.SAMPLES._getError(req.responseXML));
               }
           }
       },
       _getError: function (faultXml) {
           ///<summary>
           /// Parses the WCF fault returned in the event of an error.
           ///</summary>
           ///<param name="faultXml" Type="XML">
           /// The responseXML property of the XMLHttpRequest response.
           ///</param>
           var errorMessage = "Unknown Error (Unable to parse the fault)";
           if (typeof faultXml == "object") {
               try {
                   var bodyNode = faultXml.firstChild.firstChild;
                   //Retrieve the fault node
                   for (var i = 0; i < bodyNode.childNodes.length; i++) {
                       var node = bodyNode.childNodes[i];
                       //NOTE: This comparison does not handle the case where the XML namespace changes
                       if ("s:Fault" == node.nodeName) {
                       for (var j = 0; j < node.childNodes.length; j++) {
                           var faultStringNode = node.childNodes[j];
                           if ("faultstring" == faultStringNode.nodeName) {
                               errorMessage = faultStringNode.text;
                               break;
                           }
                       }
                       break;
                   }
               }
           }
           catch (e) { };
        }
        return new Error(errorMessage);
     },
 __namespace: true
};




To understand how to parse the response please review my post on using the DOM parser.
Now you can call the SDK.SAMPLES.BulkDetectDuplicatesRequest function from your form jscript handler.

Thats all there is to it!
-

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