static void Main(string[] args)
{
string connectionString = "Url=https://dynamicscrmnext.crm5.dynamics.com; [email protected]; Password=P@$$w0rd1;";
Microsoft.Xrm.Client.CrmConnection connection = CrmConnection.Parse(connectionString);
try
{
using (OrganizationService orgService = new OrganizationService(connection))
{
CrmEntityReference target = new CrmEntityReference();
target.Id = new Guid("AAD1D9DD-7B98-E411-80D6-C4346BADB628");
target.LogicalName = Incident.EntityLogicalName;
MergeRequest mergeRequest = new MergeRequest();
mergeRequest.SubordinateId = new Guid("ACD1D9DD-7B98-E411-80D6-C4346BADB628");
mergeRequest.Target = target;
mergeRequest.PerformParentingChecks = false;
Incident incidentUpdate = new Incident();
incidentUpdate.Title = "Merged2";
mergeRequest.UpdateContent = incidentUpdate;
MergeResponse mergeResponse = (MergeResponse)orgService.Execute(mergeRequest);
string s = "";
}
}
catch (Exception ex)
{
Console.WriteLine("Error: " + ex.Message);
}
}
public void TestMergeAll()
{
using (var context = new Xrm(orgAdminUIService))
{
var _account1Id = orgAdminUIService.Create(
new Account
{
Name = "Fourth Coffee",
Description = "Coffee House"
});
var _account2Id = orgAdminUIService.Create(
new Account
{
Name = "Fourth Coffee",
NumberOfEmployees = 55,
});
var target = new EntityReference
{
Id = _account1Id,
LogicalName = Account.EntityLogicalName
};
var updateContent = new Account
{
Address1_Line1 = "Test",
NumberOfEmployees = 45
};
var req = new MergeRequest
{
Target = target,
SubordinateId = _account2Id,
UpdateContent = updateContent,
PerformParentingChecks = false
};
// Execute the request.
MergeResponse merged = (MergeResponse)orgAdminUIService.Execute(req);
Account mergeeAccount =
(Account)orgAdminUIService.Retrieve(Account.EntityLogicalName,
_account2Id, new ColumnSet(true));
Assert.True(mergeeAccount.StateCode.Equals(AccountState.Inactive));
Assert.True(mergeeAccount.StatusCode.Equals(Account_StatusCode.Inactive));
Assert.True(mergeeAccount.Merged.Value);
Account mergedAccount =
(Account)orgAdminUIService.Retrieve(Account.EntityLogicalName,
_account1Id, new ColumnSet(true));
Assert.Equal("Fourth Coffee", mergedAccount.Name);
Assert.Equal("Coffee House", mergedAccount.Description);
Assert.Equal(updateContent.NumberOfEmployees, mergedAccount.NumberOfEmployees);
Assert.Equal(updateContent.Address1_Line1, mergedAccount.Address1_Line1);
}
}
public void TestMergeAll()
{
using (var context = new Xrm(orgAdminUIService))
{
var _account1Id = orgAdminUIService.Create(
new Account {
Name = "Fourth Coffee",
Description = "Coffee House"
});
var _account2Id = orgAdminUIService.Create(
new Account {
Name = "Fourth Coffee",
NumberOfEmployees = 55,
});
// Create the target for the request.
EntityReference target = new EntityReference();
// Id is the GUID of the account that is being merged into.
// LogicalName is the type of the entity being merged to, as a string
target.Id = _account1Id;
target.LogicalName = Account.EntityLogicalName;
// Create another account to hold new data to merge into the entity.
// If you use the subordinate account object, its data will be merged.
Account updateContent = new Account();
updateContent.Address1_Line1 = "Test";
updateContent.NumberOfEmployees = 45;
var req = new MergeRequest {
Target = target,
SubordinateId = _account2Id,
UpdateContent = updateContent,
PerformParentingChecks = false
};
// Execute the request.
MergeResponse merged = (MergeResponse)orgAdminUIService.Execute(req);
Account mergeeAccount =
(Account)orgAdminUIService.Retrieve(Account.EntityLogicalName,
_account2Id, new ColumnSet(true));
Assert.IsTrue(mergeeAccount.StateCode.Equals(AccountState.Inactive));
Assert.IsTrue(mergeeAccount.StatusCode.Equals(Account_StatusCode.Inactive));
Assert.IsTrue(mergeeAccount.Merged.Value);
Account mergedAccount =
(Account)orgAdminUIService.Retrieve(Account.EntityLogicalName,
_account1Id, new ColumnSet(true));
Assert.AreEqual("Fourth Coffee", mergedAccount.Name);
Assert.AreEqual("Coffee House", mergedAccount.Description);
Assert.AreEqual(updateContent.NumberOfEmployees, mergedAccount.NumberOfEmployees);
Assert.AreEqual(updateContent.Address1_Line1, mergedAccount.Address1_Line1);
}
}
private MergeResponse HandleMerge(OrganizationRequest orgRequest, EntityReference userRef)
{
var request = MakeRequest <MergeRequest>(orgRequest);
var resp = new MergeResponse();
dataMethods.Merge(request.Target, request.SubordinateId, request.UpdateContent, request.PerformParentingChecks, userRef);
return(resp);
}
private void MergeRecords(Entity master, IEnumerable <Entity> subordinates)
{
// Create the target for the request.
EntityReference target = new EntityReference();
target.Id = master.Id;
target.LogicalName = master.LogicalName;
foreach (Entity e in subordinates)
{
if (master.Id != e.Id)
{
Entity updateContent = new Entity(ApplicationSetting.SelectedEntity.LogicalName);
foreach (string attributeName in ApplicationSetting.AttributesSchemaList)
{
if (!master.Attributes.Contains(attributeName) && e.Attributes.Contains(attributeName))
{
string type = e.Attributes[attributeName].GetType().Name;
if (type.ToUpper() == "ENTITYREFERENCE")
{
updateContent.Attributes[attributeName] = new EntityReference(((EntityReference)e.Attributes[attributeName]).LogicalName, ((EntityReference)e.Attributes[attributeName]).Id);
}
else
{
updateContent.Attributes[attributeName] = e.Attributes[attributeName];
}
}
}
// Create the request.
MergeRequest merge = new MergeRequest();
merge.SubordinateId = e.Id;
merge.Target = target;
merge.PerformParentingChecks = false;
merge.UpdateContent = updateContent;
MergeResponse merged = (MergeResponse)Service.Execute(merge);
}
}
}
/// <summary>
/// This method shows how to merge two entity records with the Merge message.
/// </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)
{
using (_serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri, serverConfig.HomeRealmUri, serverConfig.Credentials, serverConfig.DeviceCredentials))
{
// This statement is required to enable early-bound type support.
_serviceProxy.EnableProxyTypes();
//Create the Contact and Incident required for this sample.
CreateRequiredRecords();
//<snippetMerge1>
// Create the target for the request.
EntityReference target = new EntityReference();
// Id is the GUID of the account that is being merged into.
// LogicalName is the type of the entity being merged to, as a string
target.Id = _account1Id;
target.LogicalName = Account.EntityLogicalName;
// Create the request.
MergeRequest merge = new MergeRequest();
// SubordinateId is the GUID of the account merging.
merge.SubordinateId = _account2Id;
merge.Target = target;
merge.PerformParentingChecks = false;
Console.WriteLine("\nMerging account2 into account1 and adding " +
"\"test\" as Address 1 Line 1");
// Create another account to hold new data to merge into the entity.
// If you use the subordinate account object, its data will be merged.
Account updateContent = new Account();
updateContent.Address1_Line1 = "test";
// Set the content you want updated on the merged account
merge.UpdateContent = updateContent;
// Execute the request.
MergeResponse merged = (MergeResponse)_serviceProxy.Execute(merge);
//</snippetMerge1>
Account mergeeAccount =
(Account)_serviceProxy.Retrieve(Account.EntityLogicalName,
_account2Id, new ColumnSet(allColumns: true));
if (mergeeAccount.Merged == true)
{
Account mergedAccount =
(Account)_serviceProxy.Retrieve(Account.EntityLogicalName,
_account1Id, new ColumnSet(allColumns: true));
Console.WriteLine("\nAccounts merged successfully into account1");
Console.WriteLine(" Name: {0}", mergedAccount.Name);
Console.WriteLine(" Description: {0}", mergedAccount.Description);
Console.WriteLine(" Number of Employees: {0}",
mergedAccount.NumberOfEmployees);
Console.WriteLine(" Address 1 Line 1: {0}",
mergedAccount.Address1_Line1);
}
DeleteRequiredRecords(promptForDelete);
}
}
private static bool MergeContaCRM(Guid masterAccountId, Guid subOrdinateAccountId, bool ValidacaoAccountNumber)
{
try
{
Guid ContaId = masterAccountId;
Guid ContaSubId = subOrdinateAccountId;
//Authenticate using credentials of the logged in user;
string UserName = "******";
string Password = "******";
string Dominio = "INTELBRAS";
UserName = Dominio + @"\" + UserName;
ClientCredentials Credentials = new ClientCredentials();
Credentials.UserName.UserName = UserName;
Credentials.UserName.Password = Password;
Uri OrganizationUri = new Uri("https://crm2015dev.intelbras.com.br/IntelbrasCRM/XRMServices/2011/Organization.svc");
using (OrganizationServiceProxy _Service = new OrganizationServiceProxy(OrganizationUri, null, Credentials, null))
{
IOrganizationService crmConnection = (IOrganizationService)_Service;
_Service.Timeout = new TimeSpan(0, 20, 0);
var cols = new ColumnSet(new[] { "statecode", "primarycontactid", "websiteurl", "telephone1", "fax", "emailaddress1", "accountnumber", "name",
"revenue", "numberofemployees", "description", "sic", "ownershipcode", "marketcap", "sharesoutstanding", "tickersymbol", "stockexchange",
"ftpsiteurl", "emailaddress2", "emailaddress3", "donotphone", "donotfax", "telephone1", "donotemail", "telephone2", "telephone3", "donotpostalmail",
"donotbulkemail", "donotbulkpostalmail", "creditlimit", "creditonhold", "isprivate", "donotsendmm", "itbc_address1_number", "itbc_address1_street",
"itbc_address2_number", "itbc_address2_street", "itbc_agencia", "itbc_agenteretencao", "itbc_apuracaodebeneficiosecompromissos", "itbc_atacadistavarejista",
"itbc_atividadeeconmicaramodeatividade", "itbc_banco", "itbc_calcula_multa", "itbc_coberturageografica", "itbc_codigosuframa", "itbc_conta_corrente",
"itbc_contribuinteicms", "itbc_cpfoucnpj", "itbc_dataadesao", "itbc_datadeconstituio", "itbc_datadeimplantacao", "itbc_datadevencimentoconcessao",
"itbc_datalimitedecredito", "itbc_descontocat", "itbc_diasdeatraso", "itbc_distfontereceita", "itbc_docidentidade", "itbc_embarquevia",
"itbc_emissordocidentidade", "itbc_emitebloqueto", "itbc_espaco_fisico_qualificado", "itbc_exclusividade", "itbc_formadetributacao",
"itbc_gera_aviso_credito", "itbc_guidcrm40", "itbc_historico", "itbc_incoterm", "itbc_indicada_icon", "itbc_indicada_icorp", "itbc_indicada_inet",
"itbc_indicada_isec", "itbc_inscricaoestadual", "itbc_inscricaomunicipal", "itbc_integradopor", "itbc_intencaoapoio", "itbc_localembarque",
"itbc_matrizoufilial", "itbc_metodo_comercializacao_produtos", "itbc_modalidade", "itbc_modelooperacaofiliais", "itbc_natureza", "itbc_nomeabreviado",
"itbc_nomefantasia", "itbc_numdecolaboradores", "itbc_numdevendedores", "itbc_numerorevendasativas", "itbc_numerorevendasinativas",
"itbc_numtecnicossuporte", "itbc_obsnf", "itbc_obspedido", "itbc_optantesuspensaoipi", "itbc_outrafontereceita", "itbc_participa_do_programa",
"itbc_perfilrevendasdodistribuidor", "itbc_piscofinsporunidade", "itbc_possuiestruturacompleta", "itbc_possuifiliais", "itbc_prazomediocompras",
"itbc_prazomediovendas", "itbc_quantasfiliais", "itbc_ramal_fax", "itbc_ramaloutrotelefone", "itbc_ramaltelefoneprincipal", "itbc_recebe_informacao_sci",
"itbc_recebenfe", "itbc_saldodecredito", "itbc_softwaredenegocios", "itbc_substituicaotributaria", "itbc_tipodeconstituicao", "itbc_tipodeembalagem",
"itbc_ult_atualizacao_integracao", "itbc_usuariointegracao", "itbc_valormediocomprasmensais", "itbc_valormediocomprasmensais_base", "itbc_valormediovendasmensais",
"itbc_valormediovendasmensais_base", "itbc_distribuidor_principal", "itbc_classificacaoid", "itbc_condicao_pagamento", "itbc_portador", "itbc_posvendaid",
"itbc_receitapadraoid", "itbc_subclassificacaoid", "itbc_transportadora", "itbc_transportadoraredespacho", "itbc_databaixacontribuinte",
"itbc_datahoraintegracaosefaz", "itbc_numeropassaporte", "itbc_origemconta", "itbc_regimeapuracao", "itbc_statusintegracaosefaz", "itbc_isastec",
"itbc_nomeabrevmatrizeconomica", "itbc_perfilastec", "itbc_tabelaprecoastec", "itbc_ultprocesssellout", "itbc_cnaeid", "itbc_participapcimotivo",
"itbc_adesaopcirealizadapor", "itbc_escolheudistrforasellout", "itbc_dataultimosellout", "itbc_figuranosite",
"new_agencia",
"new_agente_retencao",
"new_altera_endereco_padrao",
"new_banco",
"new_calcula_multa",
"new_canal_vendaid",
"new_condicao_pagamentoid",
"new_grupo_clienteid",
"new_portadorid",
"new_receita_padraoid",
"new_cnpj",
"new_codigo_suframa",
"new_contacorrente",
"new_contribuinte_icms",
"new_cpf",
"new_crm2013",
"new_data_credenciamento",
"new_data_implantacao",
"new_data_limite_credito",
"new_data_ultimo_pedido_posto_servico",
"new_data_vencimento_concessao",
"new_desconto_cat",
"new_dispositivo_legal",
"new_divulgada_site",
"new_embarque_via",
"new_emite_bloqueto",
"new_envioparaerp",
"new_exporta_erp",
"new_fidelidade",
"new_forma_tributacao_manaus",
"new_gera_aviso_credito",
"new_gera_extrato_dia_01",
"new_gera_extrato_dia_02",
"new_gera_extrato_dia_03",
"new_gera_extrato_dia_04",
"new_gera_extrato_dia_05",
"new_gera_extrato_dia_06",
"new_gera_extrato_dia_07",
"new_gera_extrato_dia_08",
"new_gera_extrato_dia_09",
"new_gera_extrato_dia_10",
"new_gera_extrato_dia_11",
"new_gera_extrato_dia_12",
"new_gera_extrato_dia_13",
"new_gera_extrato_dia_14",
"new_gera_extrato_dia_15",
"new_gera_extrato_dia_16",
"new_gera_extrato_dia_17",
"new_gera_extrato_dia_18",
"new_gera_extrato_dia_19",
"new_gera_extrato_dia_20",
"new_gera_extrato_dia_21",
"new_gera_extrato_dia_22",
"new_gera_extrato_dia_23",
"new_gera_extrato_dia_24",
"new_gera_extrato_dia_25",
"new_gera_extrato_dia_26",
"new_gera_extrato_dia_27",
"new_gera_extrato_dia_28",
"new_gera_extrato_dia_29",
"new_gera_extrato_ultimo_dia",
"new_geracao_pedido_posto",
"new_identificacao",
"new_incoterm",
"new_inscricaoestadual",
"new_inscricaomunicipal",
"new_integracao_revenda_site",
"new_intelbras_clube",
"new_isnc_subs_trib",
"new_local_embarque",
"new_mensagem",
"new_mercado_atuacao_redes",
"new_mercado_atuacao_seguranca",
"new_mercado_atuacao_telecom",
"new_modalidade",
"new_natureza",
"new_nome_abreviado_erp",
"new_nome_fantasia",
"new_numero_endereco_cobranca",
"new_numero_endereco_principal",
"new_numero_passaporte",
"new_observacao_pedido",
"new_optante_ipi",
"new_parametro_pedido_posto_servico",
"new_perfil_empresa_fidelidade",
"new_pis_cofins_unidade",
"new_posto_servico",
"new_prestador_servico_isol",
"new_ramal_fax",
"new_ramal1",
"new_ramal2",
"new_recebe_informacao_sci",
"new_recebe_nfe",
"new_representanteid",
"new_responsavel_icomp_id",
"new_responsavel_icon_id",
"new_responsavel_icorp_id",
"new_responsavel_imax_id",
"new_responsavel_inet_id",
"new_responsavel_isec_id",
"new_rg",
"new_saldo_credito",
"new_saldo_credito_base",
"new_sem_masc_cnpj_cpf",
"new_status_cadastro",
"new_status_integracao",
"new_tipo_embalagem",
"new_transp_assistencia_tecnica",
"new_transportadora_redespachoid",
"new_transportadoraid",
"new_vendas_alc" });
//"itbc_address1_stateorprovince", "itbc_address2_stateorprovince", "itbc_address1_city", "itbc_address2_city", "itbc_address1_country", "itbc_address2_country",
var cols2 = new ColumnSet();
cols2.AllColumns = true;
var masterAccount = crmConnection.Retrieve("account", ContaId, cols2);
if (masterAccount == null)
{
return(true);
}
if (((OptionSetValue)masterAccount.Attributes["statecode"]).Value == 1) //se tiver sido excl
{
crmConnection.Delete("account", ContaId);
return(true);
}
//Testa se o CNPJ veio formatado, deve ter prioridade pois veio do Konviva, o não formatado veio do SellOut e pode ser excluido
if (!Convert.ToString(masterAccount.Attributes["itbc_cpfoucnpj"]).Contains(".") && !ValidacaoAccountNumber)
{
//Invertemos o Principal para o Secundário
ContaId = subOrdinateAccountId;
ContaSubId = masterAccountId;
//Testa de novo a conta
masterAccount = null;
masterAccount = crmConnection.Retrieve("account", ContaId, cols2);
if (masterAccount == null)
{
return(true);
}
if (((OptionSetValue)masterAccount.Attributes["statecode"]).Value == 1)
{
crmConnection.Delete("account", ContaId);
return(true);
}
}
//Get Subordinate Account Primary Contact,Website,Phone,Fax,Email
var subOrdinateAccount = crmConnection.Retrieve("account", ContaSubId, cols2);
if (subOrdinateAccount == null)
{
return(true);
}
if (((OptionSetValue)subOrdinateAccount.Attributes["statecode"]).Value == 1)
{
crmConnection.Delete("account", ContaSubId);
return(true);
}
Entity updateContent = new Entity("account");
EntityReference target = new EntityReference();
target.Id = ContaId;
target.LogicalName = "account";
for (int x = 0; x < cols.Columns.Count; x++)
{
if (!masterAccount.Contains(cols.Columns[x]) && subOrdinateAccount.Contains(cols.Columns[x]) && subOrdinateAccount.Attributes[cols.Columns[x]] != null)
{
if (updateContent.Attributes.Contains(cols.Columns[x]))
{
updateContent.Attributes.Remove(cols.Columns[x]);
}
if (typeof(EntityReference) == subOrdinateAccount.Attributes[cols.Columns[x]].GetType())
{
updateContent.Attributes.Add(cols.Columns[x], new EntityReference(subOrdinateAccount.GetAttributeValue <EntityReference>(cols.Columns[x]).LogicalName, subOrdinateAccount.GetAttributeValue <EntityReference>(cols.Columns[x]).Id));
}
else
{
updateContent.Attributes.Add(cols.Columns[x], subOrdinateAccount.Attributes[cols.Columns[x]]);
}
}
}
MergeRequest merge = new MergeRequest();
merge.SubordinateId = ContaSubId;
merge.Target = target;
merge.PerformParentingChecks = false;
merge.UpdateContent = updateContent;
MergeResponse mergeRes = (MergeResponse)crmConnection.Execute(merge);
GravaLog(masterAccountId.ToString() + " : Sucesso");
Console.Write("+");
}
}
catch (Exception ex)
{
Console.Write("E");
GravaLog(masterAccountId.ToString() + " : " + ex.Message);
}
return(true);
}
