Plugin : Cannot create a duplicate detection rule in a plugin

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Posted on by Jamal JEK

Hi i am new to dynamics 365, i am trying to create a duplicate detection plugin using the dynamics 365 duplicate detection sample. can somebody helps ?

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 TestPlug
{
    /// 
    /// Demonstrates how to do basic entity operations like create, and
    /// update, using Duplicate Detection attribute.
    /// 
    /// At run-time, you will be given the option to delete all the
    /// database records created by this program.
    public class InvokeDuplicateDetectionForCreateAndUpdate : IPlugin
    {

        private Guid _accountId;
        private Guid _ruleId;
        private Guid _dupAccountId;
        private OrganizationServiceProxy _serviceProxy;
        private IOrganizationService _service;
        public void Execute(IServiceProvider serviceProvider)
        {
            ITracingService tracingService =
                (ITracingService)serviceProvider.GetService(typeof(ITracingService));

            // Obtain the execution context from the service provider.  
            IPluginExecutionContext context = (IPluginExecutionContext)
                serviceProvider.GetService(typeof(IPluginExecutionContext));

            // Obtain the organization service reference which you will need for  
            IOrganizationServiceFactory serviceFactory =
                (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
            IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);



            // The InputParameters collection contains all the data passed in the message request.  
            if (context.InputParameters.Contains("Target") &&
                context.InputParameters["Target"] is Entity)
            {
                // Obtain the target entity from the input parameters.  
                Entity entity = (Entity)context.InputParameters["Target"];

                try
                {
                CreateRequiredRecords();
                    // Create and account record with the named Proseware, Inc. and already existing Account Number.

                    // Instantiate an account object.

                    Entity account = new Entity("account");

                    // Set the required attributes. For account, only the name is required. 

                    account["name"] = "Proseware, Inc.";

                    //Set any other attribute values.

                    account["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" });

                    var retrievedAccount =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 (FaultException ex)
                {
                    throw new InvalidPluginExecutionException("An error occurred in MyPlug-in.", ex);
                }

                catch (Exception ex)
                {
                    tracingService.Trace("MyPlugin: {0}", ex.ToString());
                    throw;
                }
                /// 
                /// Creates any entity records that this sample requires.
                /// 
                public void CreateRequiredRecords()
                {
                    // Create an account record named Fourth Coffee.

                    Entity account = new Entity("account");

                    // Set the required attributes. For account, only the name is required. 

                    account["name"] = "Fourth Coffee";

                    //Set any other attribute values.

                    account["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.
                }
                /// Deletes any entity records that were created for this sample.
                public void DeleteRequiredRecords(bool prompt)
                {
                }
            }
        }
    }
}

All responses (6)

Answers (3)

Jamal JEK

35 on at

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RE: Plugin : Cannot create a duplicate detection rule in a plugin

Hi again Pankaj Gogoi, I am stuck with this error. Can anyone assist me fix this? I would appreciate any form of assessment.

using System;
using System.ServiceModel;
using System.ServiceModel.Description;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Crm.Sdk.Messages;

namespace DuplicateDetectionPlugin
{
 public class InvokeDuplicateDetectionForCreateAndUpdate : IPlugin
    {
        private Guid _accountId;
        private Guid _ruleId;
        private Guid _dupAccountId;
        public void Execute(IServiceProvider serviceProvider)
        {
            ITracingService tracingService =
                (ITracingService)serviceProvider.GetService(typeof(ITracingService));

            // Obtain the execution context from the service provider.  
            IPluginExecutionContext context = (IPluginExecutionContext)
                serviceProvider.GetService(typeof(IPluginExecutionContext));

            // Obtain the organization service reference which you will need for  
            IOrganizationServiceFactory serviceFactory =
                (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
            IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
                try
                {
                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;

                    // Retrieve the account containing with its few attributes.
                    ColumnSet cols = new ColumnSet(
                        new String[] { "name", "accountnumber" });

                    Account retrievedAccount = (Account)service.Retrieve("account", _dupAccountId, cols);

                    // 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);

                    DeleteRequiredRecords();
                }

                catch (FaultException ex)
                {
                    throw new InvalidPluginExecutionException("An error occurred in MyPlug-in.", ex);
                }

                catch (Exception ex)
                {
                    tracingService.Trace("MyPlugin: {0}", ex.ToString());
                    throw;
                }
                /// 
                /// Creates any entity records that this sample requires.
                void CreateRequiredRecords()
                {
                    // Create an account record named Fourth Coffee.
                    Account account = new Account
                    {
                        Name = "Fourth Coffee",
                        AccountNumber = "ACC005"
                    };
                    _accountId =service.Create(account);

                    // 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);

                    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);

                    // 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 && i < 20)
                    {
                        i  ;
                        System.Threading.Thread.Sleep(1000);
                        retrievedRule =
                            (DuplicateRule)service.Retrieve(DuplicateRule.EntityLogicalName, _ruleId, new ColumnSet(new String[] { "statuscode" }));
                    }

                }
                /// 
                /// Deletes any entity records that were created for this sample.
                /// delete the records created in this sample.
                /// 
                void DeleteRequiredRecords()
                {
                        service.Delete(Account.EntityLogicalName, _accountId);
                        UnpublishDuplicateRuleRequest unpublishRequest = new UnpublishDuplicateRuleRequest
                        {
                            DuplicateRuleId = _ruleId
                        };
                        service.Execute(unpublishRequest);
                        service.Delete(DuplicateRule.EntityLogicalName, _ruleId);
                        service.Delete(Account.EntityLogicalName, _dupAccountId);
                }
            }
        }
    }

Error Details: at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.CreateInternal(Entity entity, InvocationContext invocationContext, CallerOriginToken callerOriginToken, WebServiceType serviceType, Boolean checkAdminMode, Dictionary`2 optionalParameters)
at Microsoft.Crm.Extensibility.OData.CrmODataExecutionContext.CreateOrganizationResponse(Entity entity)
at Microsoft.Crm.Extensibility.OData.CrmODataServiceDataProvider.CreateEdmEntity(CrmODataExecutionContext context, String edmEntityName, EdmEntityObject entityObject, Boolean isUpsert)
at Microsoft.Crm.Extensibility.OData.EntityController.PostEntitySetImplementation(String& entitySetName, EdmEntityObject entityObject)
at Microsoft.Crm.Extensibility.OData.CrmODataUtilities.<>c__DisplayClass10_0`2.<InvokeActionAndLogMetric>b__0()
at Microsoft.PowerApps.CoreFramework.ActivityLoggerExtensions.Execute[TResult(ILogger logger, EventId eventId, ActivityType activityType, Func`1 func, IEnumerable`1 additionalCustomProperties)
at Microsoft.Xrm.Telemetry.XrmTelemetryExtensions.Execute[TResult(ILogger logger, XrmTelemetryActivityType activityType, Func`1 func)
at lambda_method(Closure , Object , Object[ )
at System.Web.Http.Controllers.ReflectedHttpActionDescriptor.ActionExecutor.<>c__DisplayClass10.<GetExecutor>b__9(Object instance, Object[ methodParameters)
at System.Web.Http.Controllers.ReflectedHttpActionDescriptor.ExecuteAsync(HttpControllerContext controllerContext, IDictionary`2 arguments, CancellationToken cancellationToken)
--- End of stack trace from previous location where exception was thrown ---
at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()
at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)
at System.Web.Http.Controllers.ApiControllerActionInvoker.<InvokeActionAsyncCore>d__0.MoveNext()
--- End of stack trace from previous location where exception was thrown ---
at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()
at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)
at System.Web.Http.Controllers.ActionFilterResult.<ExecuteAsync>d__2.MoveNext()
--- End of stack trace from previous location where exception was thrown ---
at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()
at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)
at System.Web.Http.Dispatcher.HttpControllerDispatcher.<SendAsync>d__1.MoveNext()
Activity Id: 9a742c58-544c-4c93-886e-b60f3ed9f51c

Verified answer

Pankaj Gogoi 3,177 on at

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RE: Plugin : Cannot create a duplicate detection rule in a plugin

Hi Jamal,

Please check out this link.

docs.microsoft.com/.../detect-duplicate-data-for-developers

Best Regards

PG
Jamal JEK 35 on at

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RE: Plugin : Cannot create a duplicate detection rule in a plugin

Thank you guys,

Nathan Benelli what are the preferred ones ?
Jamal JEK 35 on at

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RE: Plugin : Cannot create a duplicate detection rule in a plugin

Thank you guys,

Nathan Benelli what are the preferred ones ?
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sdfasdf 840 on at

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RE: Plugin : Cannot create a duplicate detection rule in a plugin

The sample code you shared uses early-bound classes. In the context of custom plug-in, might prefer not using early-bound classes.
Verified answer

Pankaj Gogoi 3,177 on at

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RE: Plugin : Cannot create a duplicate detection rule in a plugin

Hi Jamal,

You have to generate those classes using early bound.

docs.microsoft.com/.../create-early-bound-entity-classes-code-generation-tool

www.xrmtoolbox.com/.../

Best Regards

PG