public static EntityReference GetAccountReferenceByNameFuzzy(this IOrganizationService service, string companyName)
{
var name = CompanyNameHelper.RemoveCommonCompanySuffixes(companyName);
var nameCondition = ConditionExpressionHelper.CreatePublisherNameBeginsWithCondition(name);
var filter = new FilterExpression();
filter.Conditions.Add(nameCondition);
var query = new QueryExpression(Account.EntityLogicalName);
query.Criteria.AddFilter(filter);
var accounts = service.RetrieveMultiple(query).Entities;
if (accounts.Count() > 1)
{
throw new CrmAmbiguousMatchException(
string.Format("Found multiple fuzzy matches when searching for {0}. Fuzzy match search: {1}", companyName, name));
}
var account = accounts.FirstOrDefault();
if (account == null)
{
throw new CrmEntityNotFoundException("Account not found with name: " + companyName);
}
return(new EntityReference(Account.EntityLogicalName, account.Id));
}
public string UpdateContactWithVcard(vCard vcard, string filename)
{
// pre-checks
if (string.IsNullOrWhiteSpace(vcard.FamilyName))
{
return(string.Format("{0}: not imported - family name not provided", filename));
}
if (string.IsNullOrWhiteSpace(vcard.GivenName))
{
return(string.Format("{0}: not imported - given name not provided", filename));
}
if (string.IsNullOrWhiteSpace(vcard.Organization))
{
return(string.Format("{0}: not imported - company not provided", filename));
}
if (!vcard.EmailAddresses.Any())
{
return(string.Format("{0}: not imported - email address not provided", filename));
}
string result;
// Search for the company (account) in the CRM
var companyNameShortend = CompanyNameHelper.RemoveCommonCompanySuffixes(vcard.Organization);
var account = this.orgContext.CreateQuery <Account>().FirstOrDefault(a => a.Name.StartsWith(companyNameShortend));
if (account != null)
{
// If it exists, update it
this.UpdateAccountWithVcard(account, vcard);
this.orgContext.UpdateObject(account);
result = "Existing account updated";
}
else
{
// If it not yet exists, create it
account = this.UpdateAccountWithVcard(null, vcard);
account.OwnerId = new EntityReference(this.impersonatedUser.LogicalName, this.impersonatedUser.Id);
this.orgContext.AddObject(account);
result = "New account created";
}
// Save the account, so it receices an ID
this.orgContext.SaveChanges();
Contact contact = null;
// Try to get the contact by Firstname, Lastname and Company name
if (vcard.GivenName != null && vcard.FamilyName != null && vcard.Organization != null)
{
contact = (from c in this.orgContext.CreateQuery <Contact>()
where
c.FirstName == vcard.GivenName.Trim() && c.LastName == vcard.FamilyName.Trim() &&
c.ParentCustomerId == new EntityReference(account.LogicalName, account.Id)
select c).FirstOrDefault();
}
// Try to search contact by email
if (vcard.EmailAddresses.Any() && vcard.EmailAddresses[0].Address != null)
{
contact = contact ?? this.orgContext.CreateQuery <Contact>().FirstOrDefault(c => c.EMailAddress1 == vcard.EmailAddresses[0].Address.Trim());
}
if (contact != null)
{
// If the contact is found, update it
this.UpdateContactWithVcard(contact, vcard);
contact.ParentCustomerId = new EntityReference(account.LogicalName, account.Id);
this.orgContext.UpdateObject(contact);
result += ", Existing contact updated";
}
else
{
// If the contact was not found, insert it
contact = this.UpdateContactWithVcard(null, vcard);
contact.ParentCustomerId = new EntityReference(account.LogicalName, account.Id);
contact.OwnerId = new EntityReference(this.impersonatedUser.LogicalName, this.impersonatedUser.Id);
this.orgContext.AddObject(contact);
result += ", New contact created";
}
// Save the contact
this.orgContext.SaveChanges();
return(filename + ": " + result);
}
