Due to some bad practices from one of our internal users. We need to transfer all activities (mails, notes, etc) from one contact to another contact. I was trying to achieve this via UI and I could not find a way to do this.
Is this possible? I'm looking for any way to achieve this, wether is CRMTool, SSIS, UI or any other way. Only admins will do this so we do not need anything fancy as it will be done maybe 4 times a year to clean up some data.
Thanks a lot :)
Tried using UI but no success.
I can think of two ways to do these updates.
The first method is selecting a view on an activity where the owner is listed (i.e. All Phone Calls) and exporting to Excel. This downloads a XLSX with some hidden columns at the start where IDs for the records are kept. You then update the owner column with the new owner (take care of copying the exact fullname), and then importing the Excel spreadsheet again. You would need to repeat this export/import steps for each activity type (phone calls, email, etc.). So this might be impractical if you have a large volume of date, because of the need to repeat and because there are max numbers of records that you can export.
The other way to do this is using some .NET code. Of course, to do this you will need to use Visual Studio 2019.
If that's the case, this will do the trick:
using System;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Tooling.Connector;
namespace ChangeActivitiesOwner
{
class Program
{
static void Main(string[] args)
{
string connectionString = "AuthType=Office365;Url=<TODO:URL>;Username=<TODO:User>;Password=<TODO:Pass>;";
string oldUserFullname = ""; // TODO: place here fullname for the user you want to overwrite
string newUserFullname = ""; // TODO: place here fullname for the user you want to overwrite with
CrmServiceClient client = new CrmServiceClient(connectionString);
IOrganizationService service = client.OrganizationWebProxyClient != null ? client.OrganizationWebProxyClient : (IOrganizationService)client.OrganizationServiceProxy;
QueryByAttribute qbyaOldUser = new QueryByAttribute("systemuser");
qbyaOldUser.AddAttributeValue("fullname", oldUserFullname);
Guid olduserid = (Guid)service.RetrieveMultiple(qbyaOldUser)[0].Attributes["systemuserid"];
QueryByAttribute qbyaNewUser = new QueryByAttribute("systemuser");
qbyaNewUser.AddAttributeValue("fullname", newUserFullname);
Guid newuserid = (Guid)service.RetrieveMultiple(qbyaNewUser)[0].Attributes["systemuserid"];
foreach (string activity in new string[]{ "task", "phonecall", "email", "fax", "appointment", "letter", "campaignresponse", "campaignactivity" }) // TODO: Add other activities as needed!!!
{
QueryExpression query = new QueryExpression(activity)
{
ColumnSet = new ColumnSet("activityid", "ownerid")
};
query.Criteria.AddCondition(new ConditionExpression("ownerid", ConditionOperator.Equal, olduserid));
foreach (Entity e in service.RetrieveMultiple(query).Entities)
{
e.Attributes["ownerid"] = new EntityReference("systemuser", newuserid);
service.Update(e);
}
}
}
}
}
Please complete the lines marked with "TODO" with your info.
You will need to add the packages Microsoft.CrmSdk.CoreAssemblies, Microsoft.CrmSdk.Deployment, Microsoft.CrmSdk.Workflow, Microsoft.CrmSdk.XrmTooling.CoreAssembly, Microsoft.IdentityModel.Clients.ActiveDIrectory and Newtonsoft.Json to your solution, and use .NET Framework 4.6.2.
Hope this helps.
I wrote an add-in for Outlook years ago that adds entries to a database based on the Item's ConversationIndex/ConversationId properties. This works great and remains uniform across all clients interacting with the messages (e.g. "Bob" can see that "Mary" already processed this message because an entry with the ConversationIndex already exists).
I'm now trying to move this piece to a service (and connect via the EWS API) but I'm not having good luck matching these properties with the values coming from Outlook. For example:
The Outlook Add-In will give me the following values for a specific email I'm targeting:
ConversationID: 6B6369F5023EA646AA7BC161274BDAE8
ConversationIndex: 0101CF3C7EEC6B6369F5023EA646AA7BC161274BDAE8
However, from the EWS API I get the following:
ConversationID: AAQkADFhZThkNmJmLTlkODItNDQyZS1hM2YxLTQ2NWNkMTllYjhjOQAQAGtjafUCPqZGqnvBYSdL2ug=
ConversationIndex: new byte[]{1,1,207,60,126,236,107,99,105,245,2,62,166,70,170,123,193,97,39,75,218,232}
I recognize the first as a Base64 encoded string, however what I get decoded doesn't look like anything I recognize (or can decipher). Is there anyone familiar with this, or who can help to get these two values to align? I can only imagine these properties come from the exchange server is some fashion, but the Client probably performs some cleansing whereas the EWS API just gives me the raw value (less the Base64 for what I presume transport purposes given the XML medium).
If anyone is familiar with this or has done it before I would greatly appreciate any guidance.
Side Note:
There are probably better ways to identify emails but for now I'm stuck with trying to keep these two synonymous. Modifying the outlook add-in isn't really an option, and once I migrate a 1:1 translation to the server (and drop the add-in) I'll have flexibility changing how it work. But for now I need them to run side-by-side. I need to be able to see processes made within Outlook from the web server and vise-versa.
Just found out (I think).
Breakdown
With more Googling and a bit more effort I believe I was able to make them align 1:1 using the following:
ConversationId
This is apparently an assembled value made up of several properties. Luckily I was able to find a method Woodman posted re-implementing the original algorithm used by Outlook here. With some minor modifications (to work with EWS instead of Outlook) I was able to get it to work.
ConversationIndex
This turned out to simply be a matter of using the BitConverter (and removing the hyphens). Easy peasy.
Final Result:
public static class EwsEmailMessageExtensions
{
private const int c_ulConvIndexIDOffset = 6;
private const int c_ulConvIndexIDLength = 16;
private static ExtendedPropertyDefinition PidTagConversationIndexTracking = new ExtendedPropertyDefinition(0x3016, MapiPropertyType.Boolean);
// HUGE props to Woodman
// https://stackoverflow.com/a/21625224/298053
public static string GetOutlookConversationId(this EmailMessage emailMessage)
{
Boolean convTracking;
if (!emailMessage.TryGetProperty(PidTagConversationIndexTracking, out convTracking))
{
convTracking = true;
}
var convIndex = emailMessage.ConversationIndex;
byte[] idBytes;
if (convTracking && convIndex != null && convIndex.Length > 0)
{
// get Id from Conversation index
idBytes = new byte[c_ulConvIndexIDLength];
Array.Copy(convIndex, c_ulConvIndexIDOffset, idBytes, 0, c_ulConvIndexIDLength);
}
else
{
// get Id from Conversation topic
var topic = emailMessage.ConversationTopic;
if (string.IsNullOrEmpty(topic))
{
return string.Empty;
}
if (topic.Length >= 265)
{
topic = topic.Substring(0, 256);
}
topic = topic.ToUpper();
using (var md5 = new System.Security.Cryptography.MD5CryptoServiceProvider())
{
idBytes = md5.ComputeHash(Encoding.Unicode.GetBytes(topic));
}
}
return BitConverter.ToString(idBytes).Replace("-", string.Empty);
}
public static String GetOutlookConversationIndex(this EmailMessage emailMessage)
{
var convIndex = emailMessage.ConversationIndex;
return BitConverter.ToString(convIndex).Replace("-", String.Empty);
}
}
Usage:
// Prep
ExchangeService service = new ExchangeService(...);
Folder inbox = Folder.bind(service, WellKnownFolderName.Inbox);
Item item = /* inbox.FindItems(...).First() */
// Implmentation
EmailMessage emailMessage = item as EmailMessage;
if (emailMessage != null)
{
String conversationId = emailMessage.GetOutlookConversationId();
String conversationIndex = emailMessage.GetOutlookConversationIndex();
/* ... */
}
Running Dynamics CRM 2011 rollout 3. Need to update millions of customer records periodically (delta updates). Using standard update (one by one) takes a few weeks. Also we don't want to touch the DB directly as it may break stuff in the future.
Is there a bulk update method in the Dynamics CRM 2011 webservice/REST API we can use? (WhatWhereHow)
I realize this is post is over 2 years old, but I can add to it in case someone else reads it and has a similar need.
Peter Majeed's answer is on target in that CRM processes requests one record at a time. There is no bulk edit that works the way you are looking for. I encourage you not to touch the DB directly if you need/want Microsoft support.
If you are looking at periodic updates of millions of records, you have a few options. Consider using Scribe or develop your own custom import utility or script using the CRM SDK.
Scribe is probably going to be your best option since it is cost effective for data imports and will allow you to easily update and insert from the same file.
If you write your own .Net/SDK based utility, I'd suggest making it multithreaded and either programmatically break up your input file in memory or on disk and have each thread work with its own subset of the data - that is, of course, if the order of execution does not have to be chronological according to the contents of the input file. If you can divide and conquer the input file over multiple threads, you can reduce the overall execution time considerably.
Also, if your corporate policy allows you to have access to one of the CRM Servers and you can place your code directly on the server and execute it from there - you can eliminate the network latency between a workstation running the code and the CRM web services.
Last but not least, if this large volume of import data is coming from another system, you can write a CRM plug-in to run on the Retrieve and RetrieveMultiple messages (events) in CRM for your specific entity, programmatically retrieve the desired data from the other system (and if the other system is unavailable - just use the cached copy in CRM), and keep CRM up to date in real-time or on a 'last-cached-on' basis. This is certainly more coding effort, but it potentially eliminates the need for a large synchronization job to be run every few weeks.
Yes and no, mostly no. Someone can correct me if I'm mistaken, in which case I'll gladly edit/delete my answer, but everything that's done in Dynamics CRM is done one at a time. It doesn't even try to handle set-based inserts/updates/deletes. So unless you go straight to direct DB operations, it will take you weeks.
The webservice does allow for "bulk" inserts/deletes/updates, but I put "bulk" in quotes because all it does is set up an asynchronous process where it does all the relevant data operations - yep - one at a time. There's a section of the SDK that addresses this sort of data management (linked). And to update the records this way, you'd have to first suffer the overhead of selecting all the data you want to update, then creating an xml file that contains the data, and finally updating the data (remember: one row at a time). So it would actually be more efficient to just loop through your data and issue an Update request for each yourself.
(I will note that our org hasn't experienced any memorable issues regarding direct DB access to handle what the SDK doesn't, nor have I seen anything in my personal internet readings that suggest others have.)
Edit:
See iFirefly's answer below for some other excellent ways to address this issue.
I realize this is an old question but it comes up high on "CRM Bulk Update" so the Update Rollup 12 feature ExecuteMultiple needs to be mentioned here -- its not going to work around your issue (massive volume) because as iFirefly and Peter point out CRM does everything one at a time. What it does do is package all your requests into a single envelope letting CRM handle the execution of each update and reduce the number of round trips between your app and the server if you do end up issuing an Update request for every record.
This is quite an old question, but nobody mentioned the fasted way (but also the most challenging) of updating/creating huge amounts of records in CRM 201X - using built-in import feature, which is totally doable using CRM SDK. There is a perfect MSDN article about that:
https://msdn.microsoft.com/en-us/library/gg328321(v=crm.5).aspx. In short you have to:
1) Build Excel file containing the data you want to import (simply export some data from CRM 201X and check how the structure looks like, remember that the first 3 columns are hidden)
2) create Import Map entity (specify the file you created)
3) Create column mappings if necessary
4) Create Import and ImportFile entity, providing proper mappings
5) Parse data using ParseImportRequest
6) Tranform data using TransformImportRequest
7) Import data using ImportRecordsImportRequest
This were the steps for CRM 2011, now in 2017 we have more versions available and there are slight differences between them. Check the sample that is available on MSDN and in SDK:
https://msdn.microsoft.com/en-us/library/hh547396(v=crm.5).aspx
Of course point 1, will be the most difficult part, because you have to build XML or docx file perfectly corresponding to what CRM expects, but I'm assuming you are doing it from external app, so you can use some great .NET libraries that will make things much simpler.
I never saw anything faster than standard CRM import when it comes to updating/creating records, even if you go for parallelism and Batch Update requests.
If something goes wrong with the MSDN sites, I'm posting here an example from the link above that is showing how to import data to CRM programatically:
using System;
using System.ServiceModel;
using System.Collections.Generic;
using System.Linq;
// 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.Xrm.Sdk.Metadata;
// These namespaces are found in the Microsoft.Crm.Sdk.Proxy.dll assembly
// located in the SDK\bin folder of the SDK download.
using Microsoft.Crm.Sdk.Messages;
namespace Microsoft.Crm.Sdk.Samples
{
/// <summary>
/// This sample shows how to define a complex mapping for importing and then use the
/// Microsoft Dynamics CRM 2011 API to bulk import records with that mapping.
/// </summary>
public class ImportWithCreate
{
#region Class Level Members
private OrganizationServiceProxy _serviceProxy;
private DateTime _executionDate;
#endregion
/// <summary>
/// This method first connects to the organization service. Afterwards,
/// auditing is enabled on the organization, account entity, and a couple
/// of attributes.
/// </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 = ServerConnection.GetOrganizationProxy(serverConfig))
{
// This statement is required to enable early bound type support.
_serviceProxy.EnableProxyTypes();
// Log the start time to ensure deletion of records created during execution.
_executionDate = DateTime.Today;
ImportRecords();
DeleteRequiredRecords(promptforDelete);
}
}
/// <summary>
/// Imports records to Microsoft Dynamics CRM from the specified .csv file.
/// </summary>
public void ImportRecords()
{
// Create an import map.
ImportMap importMap = new ImportMap()
{
Name = "Import Map " + DateTime.Now.Ticks.ToString(),
Source = "Import Accounts.csv",
Description = "Description of data being imported",
EntitiesPerFile =
new OptionSetValue((int)ImportMapEntitiesPerFile.SingleEntityPerFile),
EntityState = EntityState.Created
};
Guid importMapId = _serviceProxy.Create(importMap);
// Create column mappings.
#region Column One Mappings
// Create a column mapping for a 'text' type field.
ColumnMapping colMapping1 = new ColumnMapping()
{
// Set source properties.
SourceAttributeName = "src_name",
SourceEntityName = "Account_1",
// Set target properties.
TargetAttributeName = "name",
TargetEntityName = Account.EntityLogicalName,
// Relate this column mapping with the data map.
ImportMapId =
new EntityReference(ImportMap.EntityLogicalName, importMapId),
// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)ColumnMappingProcessCode.Process)
};
// Create the mapping.
Guid colMappingId1 = _serviceProxy.Create(colMapping1);
#endregion
#region Column Two Mappings
// Create a column mapping for a 'lookup' type field.
ColumnMapping colMapping2 = new ColumnMapping()
{
// Set source properties.
SourceAttributeName = "src_parent",
SourceEntityName = "Account_1",
// Set target properties.
TargetAttributeName = "parentaccountid",
TargetEntityName = Account.EntityLogicalName,
// Relate this column mapping with the data map.
ImportMapId =
new EntityReference(ImportMap.EntityLogicalName, importMapId),
// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)ColumnMappingProcessCode.Process),
};
// Create the mapping.
Guid colMappingId2 = _serviceProxy.Create(colMapping2);
// Because we created a column mapping of type lookup, we need to specify lookup details in a lookupmapping.
// One lookupmapping will be for the parent account, and the other for the current record.
// This lookupmapping is important because without it the current record
// cannot be used as the parent of another record.
// Create a lookup mapping to the parent account.
LookUpMapping parentLookupMapping = new LookUpMapping()
{
// Relate this mapping with its parent column mapping.
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId2),
// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)LookUpMappingProcessCode.Process),
// Set the lookup for an account entity by its name attribute.
LookUpEntityName = Account.EntityLogicalName,
LookUpAttributeName = "name",
LookUpSourceCode =
new OptionSetValue((int)LookUpMappingLookUpSourceCode.System)
};
// Create the lookup mapping.
Guid parentLookupMappingId = _serviceProxy.Create(parentLookupMapping);
// Create a lookup on the current record's "src_name" so that this record can
// be used as the parent account for another record being imported.
// Without this lookup, no record using this account as its parent will be imported.
LookUpMapping currentLookUpMapping = new LookUpMapping()
{
// Relate this lookup with its parent column mapping.
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId2),
// Force this column to be processed.
ProcessCode =
new OptionSetValue((int)LookUpMappingProcessCode.Process),
// Set the lookup for the current record by its src_name attribute.
LookUpAttributeName = "src_name",
LookUpEntityName = "Account_1",
LookUpSourceCode =
new OptionSetValue((int)LookUpMappingLookUpSourceCode.Source)
};
// Create the lookup mapping
Guid currentLookupMappingId = _serviceProxy.Create(currentLookUpMapping);
#endregion
#region Column Three Mappings
// Create a column mapping for a 'picklist' type field
ColumnMapping colMapping3 = new ColumnMapping()
{
// Set source properties
SourceAttributeName = "src_addresstype",
SourceEntityName = "Account_1",
// Set target properties
TargetAttributeName = "address1_addresstypecode",
TargetEntityName = Account.EntityLogicalName,
// Relate this column mapping with its parent data map
ImportMapId =
new EntityReference(ImportMap.EntityLogicalName, importMapId),
// Force this column to be processed
ProcessCode =
new OptionSetValue((int)ColumnMappingProcessCode.Process)
};
// Create the mapping
Guid colMappingId3 = _serviceProxy.Create(colMapping3);
// Because we created a column mapping of type picklist, we need to specify picklist details in a picklistMapping
PickListMapping pickListMapping1 = new PickListMapping()
{
SourceValue = "bill",
TargetValue = 1,
// Relate this column mapping with its column mapping data map
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId3),
// Force this column to be processed
ProcessCode =
new OptionSetValue((int)PickListMappingProcessCode.Process)
};
// Create the mapping
Guid picklistMappingId1 = _serviceProxy.Create(pickListMapping1);
// Need a picklist mapping for every address type code expected
PickListMapping pickListMapping2 = new PickListMapping()
{
SourceValue = "ship",
TargetValue = 2,
// Relate this column mapping with its column mapping data map
ColumnMappingId =
new EntityReference(ColumnMapping.EntityLogicalName, colMappingId3),
// Force this column to be processed
ProcessCode =
new OptionSetValue((int)PickListMappingProcessCode.Process)
};
// Create the mapping
Guid picklistMappingId2 = _serviceProxy.Create(pickListMapping2);
#endregion
// Create Import
Import import = new Import()
{
// IsImport is obsolete; use ModeCode to declare Create or Update.
ModeCode = new OptionSetValue((int)ImportModeCode.Create),
Name = "Importing data"
};
Guid importId = _serviceProxy.Create(import);
// Create Import File.
ImportFile importFile = new ImportFile()
{
Content = BulkImportHelper.ReadCsvFile("Import Accounts.csv"), // Read contents from disk.
Name = "Account record import",
IsFirstRowHeader = true,
ImportMapId = new EntityReference(ImportMap.EntityLogicalName, importMapId),
UseSystemMap = false,
Source = "Import Accounts.csv",
SourceEntityName = "Account_1",
TargetEntityName = Account.EntityLogicalName,
ImportId = new EntityReference(Import.EntityLogicalName, importId),
EnableDuplicateDetection = false,
FieldDelimiterCode =
new OptionSetValue((int)ImportFileFieldDelimiterCode.Comma),
DataDelimiterCode =
new OptionSetValue((int)ImportFileDataDelimiterCode.DoubleQuote),
ProcessCode =
new OptionSetValue((int)ImportFileProcessCode.Process)
};
// Get the current user to set as record owner.
WhoAmIRequest systemUserRequest = new WhoAmIRequest();
WhoAmIResponse systemUserResponse =
(WhoAmIResponse)_serviceProxy.Execute(systemUserRequest);
// Set the owner ID.
importFile.RecordsOwnerId =
new EntityReference(SystemUser.EntityLogicalName, systemUserResponse.UserId);
Guid importFileId = _serviceProxy.Create(importFile);
// Retrieve the header columns used in the import file.
GetHeaderColumnsImportFileRequest headerColumnsRequest = new GetHeaderColumnsImportFileRequest()
{
ImportFileId = importFileId
};
GetHeaderColumnsImportFileResponse headerColumnsResponse =
(GetHeaderColumnsImportFileResponse)_serviceProxy.Execute(headerColumnsRequest);
// Output the header columns.
int columnNum = 1;
foreach (string headerName in headerColumnsResponse.Columns)
{
Console.WriteLine("Column[" + columnNum.ToString() + "] = " + headerName);
columnNum++;
}
// Parse the import file.
ParseImportRequest parseImportRequest = new ParseImportRequest()
{
ImportId = importId
};
ParseImportResponse parseImportResponse =
(ParseImportResponse)_serviceProxy.Execute(parseImportRequest);
Console.WriteLine("Waiting for Parse async job to complete");
BulkImportHelper.WaitForAsyncJobCompletion(_serviceProxy, parseImportResponse.AsyncOperationId);
BulkImportHelper.ReportErrors(_serviceProxy, importFileId);
// Retrieve the first two distinct values for column 1 from the parse table.
// NOTE: You must create the parse table first using the ParseImport message.
// The parse table is not accessible after ImportRecordsImportResponse is called.
GetDistinctValuesImportFileRequest distinctValuesRequest = new GetDistinctValuesImportFileRequest()
{
columnNumber = 1,
ImportFileId = importFileId,
pageNumber = 1,
recordsPerPage = 2,
};
GetDistinctValuesImportFileResponse distinctValuesResponse =
(GetDistinctValuesImportFileResponse)_serviceProxy.Execute(distinctValuesRequest);
// Output the distinct values. In this case: (column 1, row 1) and (column 1, row 2).
int cellNum = 1;
foreach (string cellValue in distinctValuesResponse.Values)
{
Console.WriteLine("(1, " + cellNum.ToString() + "): " + cellValue);
Console.WriteLine(cellValue);
cellNum++;
}
// Retrieve data from the parse table.
// NOTE: You must create the parse table first using the ParseImport message.
// The parse table is not accessible after ImportRecordsImportResponse is called.
RetrieveParsedDataImportFileRequest parsedDataRequest = new RetrieveParsedDataImportFileRequest()
{
ImportFileId = importFileId,
PagingInfo = new PagingInfo()
{
// Specify the number of entity instances returned per page.
Count = 2,
// Specify the number of pages returned from the query.
PageNumber = 1,
// Specify a total number of entity instances returned.
PagingCookie = "1"
}
};
RetrieveParsedDataImportFileResponse parsedDataResponse =
(RetrieveParsedDataImportFileResponse)_serviceProxy.Execute(parsedDataRequest);
// Output the first two rows retrieved.
int rowCount = 1;
foreach (string[] rows in parsedDataResponse.Values)
{
int colCount = 1;
foreach (string column in rows)
{
Console.WriteLine("(" + rowCount.ToString() + "," + colCount.ToString() + ") = " + column);
colCount++;
}
rowCount++;
}
// Transform the import
TransformImportRequest transformImportRequest = new TransformImportRequest()
{
ImportId = importId
};
TransformImportResponse transformImportResponse =
(TransformImportResponse)_serviceProxy.Execute(transformImportRequest);
Console.WriteLine("Waiting for Transform async job to complete");
BulkImportHelper.WaitForAsyncJobCompletion(_serviceProxy, transformImportResponse.AsyncOperationId);
BulkImportHelper.ReportErrors(_serviceProxy, importFileId);
// Upload the records.
ImportRecordsImportRequest importRequest = new ImportRecordsImportRequest()
{
ImportId = importId
};
ImportRecordsImportResponse importResponse =
(ImportRecordsImportResponse)_serviceProxy.Execute(importRequest);
Console.WriteLine("Waiting for ImportRecords async job to complete");
BulkImportHelper.WaitForAsyncJobCompletion(_serviceProxy, importResponse.AsyncOperationId);
BulkImportHelper.ReportErrors(_serviceProxy, importFileId);
}
/// <summary>
/// Deletes any entity records that were created for this sample.
/// <param name="prompt">Indicates whether to prompt the user
/// to delete the records created in this sample.</param>
/// </summary>
public void DeleteRequiredRecords(bool prompt)
{
bool toBeDeleted = true;
if (prompt)
{
// Ask the user if the created entities should be deleted.
Console.Write("\nDo you want these entity records deleted? (y/n) [y]: ");
String answer = Console.ReadLine();
if (answer.StartsWith("y") ||
answer.StartsWith("Y") ||
answer == String.Empty)
{
toBeDeleted = true;
}
else
{
toBeDeleted = false;
}
}
if (toBeDeleted)
{
// Retrieve all account records created in this sample.
QueryExpression query = new QueryExpression()
{
EntityName = Account.EntityLogicalName,
Criteria = new FilterExpression()
{
Conditions =
{
new ConditionExpression("createdon", ConditionOperator.OnOrAfter, _executionDate),
}
},
ColumnSet = new ColumnSet(false)
};
var accountsCreated = _serviceProxy.RetrieveMultiple(query).Entities;
// Delete all records created in this sample.
foreach (var account in accountsCreated)
{
_serviceProxy.Delete(Account.EntityLogicalName, account.Id);
}
Console.WriteLine("Entity record(s) have been deleted.");
}
}
#region Main method
/// <summary>
/// Standard Main() method used by most SDK samples.
/// </summary>
/// <param name="args"></param>
static public void Main(string[] args)
{
try
{
// Obtain the target organization's web address and client logon
// credentials from the user.
ServerConnection serverConnect = new ServerConnection();
ServerConnection.Configuration config = serverConnect.GetServerConfiguration();
var app = new ImportWithCreate();
app.Run(config, true);
}
catch (FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Timestamp: {0}", ex.Detail.Timestamp);
Console.WriteLine("Code: {0}", ex.Detail.ErrorCode);
Console.WriteLine("Message: {0}", ex.Detail.Message);
Console.WriteLine("Trace: {0}", ex.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == ex.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
catch (System.TimeoutException ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine("Message: {0}", ex.Message);
Console.WriteLine("Stack Trace: {0}", ex.StackTrace);
Console.WriteLine("Inner Fault: {0}",
null == ex.InnerException.Message ? "No Inner Fault" : ex.InnerException.Message);
}
catch (System.Exception ex)
{
Console.WriteLine("The application terminated with an error.");
Console.WriteLine(ex.Message);
// Display the details of the inner exception.
if (ex.InnerException != null)
{
Console.WriteLine(ex.InnerException.Message);
FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault> fe = ex.InnerException
as FaultException<Microsoft.Xrm.Sdk.OrganizationServiceFault>;
if (fe != null)
{
Console.WriteLine("Timestamp: {0}", fe.Detail.Timestamp);
Console.WriteLine("Code: {0}", fe.Detail.ErrorCode);
Console.WriteLine("Message: {0}", fe.Detail.Message);
Console.WriteLine("Trace: {0}", fe.Detail.TraceText);
Console.WriteLine("Inner Fault: {0}",
null == fe.Detail.InnerFault ? "No Inner Fault" : "Has Inner Fault");
}
}
}
// Additional exceptions to catch: SecurityTokenValidationException, ExpiredSecurityTokenException,
// SecurityAccessDeniedException, MessageSecurityException, and SecurityNegotiationException.
finally
{
Console.WriteLine("Press <Enter> to exit.");
Console.ReadLine();
}
}
#endregion Main method
}
}
Not sure how this would go with millions of records, but you can select your records, then click the Edit button in the ribbon. This will bring up the "Edit Multiple Records" dialog. Any changes you make will be applied to all your records.
The BulkUpdate API works well for me; it is 10 times faster than updating records one at a time. Following is a snippet that performs a bulk update:
public override ExecuteMultipleResponse BulkUpdate(List<Entity> entities)
{
ExecuteMultipleRequest request = new ExecuteMultipleRequest()
{
Settings = new ExecuteMultipleSettings()
{
ContinueOnError = true,
ReturnResponses = true
},
Requests = new OrganizationRequestCollection()
};
for (int i = 0; i < entities.Count; i++)
{
request.Requests.Add(new UpdateRequest() { Target = entities[i] });
}
return (ExecuteMultipleResponse) ServiceContext.Execute(request);
}
I worked on a very large data migration project for Dynamics CRM 2011. We needed to load about 3 million records over a weekend. I ended up building a console application (single thread) and ran multiple instances on multiple machines. Each console application had an id (1, 2, etc.) and was responsible for loading segments of the data based on a unique SQL WHERE clause that matched the application's id.
You could do the same thing with updates. Each instance could query a subset of the records to update and can perform the updates via the SDK. Since we loaded millions of records over a weekend I think you could perform millions of updates (if relatively small) in just a few hours.
Microsoft PFE team for dynamics CRM wrote
new Another CRM SDK library that make use of parallelization
to bulk execute requests ensuring thread safety.
You may try : Parallel Execute Requests
I would be interested to know if it works and scales to millions of records.
CRM doesn't implement a way to update bulk data; there are 3 ways to improve the bulk update operation performance but internally they cannot change the fact that CRM updates record one by one.
Basically the ideas are:
reduce the time wasted on communicating to CRM server
use parallelism to do multiple operations at the same time
make sure the update process does NOT trigger any workflows/plugins. Otherwise you might never see the end of the process...
3 ways to improve bulk operation performance:
After RollUp 12 there is a ExecuteMultipleRequest feature, which allows you to send up to 1000 requests at once. This means you may save some time from sending 1000 requests to CRM web service, however, these requests are processed one after another. So if your CRM server is well configured, most likely this method won't help too much.
You may use OrganizationServiceContext instance to do bulk update. OrganizationServiceContext implements unit of work pattern so you can do multiple updates and transmit these operations to the server in one call. Comparing to ExecuteMultipleRequest, it doesn't have a limit on request amount, but if it encounters a failure during the update, it will rollback all the changes.
Use multithreading or multitask. Either way would improve the speed, but they are likely to generate some connection failures or SQL errors, so you would need to add some retry logic in the code.
One of my client had exactly the same problem. He solved it by creating a custom ETL and doing parallelism attacking two front-end. The whole thing was made in C#. Nowaday, it could be possible with KingswaySoft or Scribe.
I notice the the CRM moderator David Jennaway on the technet forum states that you can't use LINQ to update/Create records in CRM 2011 see here http://social.microsoft.com/Forums/en-IE/crmdevelopment/thread/682a7be2-1c07-497e-8f58-cea55c298062
But I have seen a few threads that make it seem as if it should work. Here is my attempt which doesn't work. Any ideas why not?
IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
OrganizationServiceContext orgContext = new OrganizationServiceContext(service);
EntityState state = new EntityState();
state = EntityState.Changed;
var counter = from c in orgContext.CreateQuery<pcx_entitycounter>()
where c.pcx_name.Contains("pcx_candidate")
select new pcx_entitycounter
{Id = c.Id,
pcx_name = c.pcx_name, pcx_Sequence = c.pcx_Sequence, pcx_Prefix = c.pcx_Prefix
};
foreach (var c in counter)
{
string prefix = c.pcx_Prefix.ToString(); ;
string sequence = c.pcx_Sequence.ToString();
c.pcx_Sequence = c.pcx_Sequence + 1;
c.EntityState = state;
**service.Update(c);** //FAILS HERE
}
In my experience, it's been difficult-to-impossible to retrieve an entity from the Context, update it, then use the Service to save the changes. It has caused me headaches figuring it out!
Since your retrieval code uses a query from the Context, all of those entities should be attached to the Context and their states are being tracked. Thus you need to use the Context's method for updating:
foreach (var c in counter) {
string prefix = c.pcx_Prefix.ToString(); ;
string sequence = c.pcx_Sequence.ToString();
c.pcx_Sequence = c.pcx_Sequence + 1;
// Use the Context to save changes
orgContext.UpdateObject(c);
orgContext.SaveChanges();
}
Since a lot of my code will retrieve entities in different ways (i.e. Service or Context) depending on the situation, I have developed a simple method that knows how to update the entity correctly. To expand on your example, you might have an update method that looks like:
public void UpdatePcxEntityCounter(pcx_entitycounter c) {
if (!orgContext.IsAttached(c)) {
service.Update(c);
}
else {
orgContext.UpdateObject(c);
orgContext.SaveChanges();
}
}
This assumes both orgContext and service are available at a scope above that of the method. Otherwise, they'd have to be passed as additional parameters.
Without seeing the difficult its difficult to discern what the issue is but have you tried using orgContext.UpdateObject(c); before doing the update step? Also, not sure why you are assigning the prefix and sequence to local variables within your loop since they don't appear to be being used. Its possible that you are getting a SOAP Exception or something for assigning values that don't work. Do you have any plugins registered on the entity?
See the following links for possible resolutions -
How to update a CRM 2011 Entity using LINQ in a Plugin?
http://social.microsoft.com/Forums/en-US/crmdevelopment/thread/7ae89b3b-6eca-4876-9513-042739fa432a
I'm working with the Beta 2 version of Visual Studio 2010 to get some advanced learning using WF4. I've been working with the SqlTracking Sample in the WF_WCF_Samples SDK, and have gotten a pretty good understanding of how to emit and store tracking data in a SQL Database, but haven't seen anything on how to query the data when needed. Does anyone know if there are any .Net classes that are to be used for querying the tracking data, and if so are there any known samples, tutorials, or articles that describe how to query the tracking data?
According to Matt Winkler, from the Microsoft WF4 Team, there isn't any built in API for querying the tracking data, the developer must write his/her own.
These can help:
WorkflowInstanceQuery Class
Workflow Tracking and Tracing
Tracking Participants in .NET 4 Beta 1
Old question, I know, but there is actually a more or less official API in AppFabric: Windows Server AppFabric Class Library
You'll have to find the actual DLL's in %SystemRoot%\AppFabric (after installing AppFabric, of course). Pretty weird place to put it.
The key classes to look are at are SqlInstanceQueryProvider, InstanceQueryExecuteArgs. The query API is asynchronous and can be used something like this (C#):
public InstanceInfo GetWorkflowInstanceInformation(Guid workflowInstanceId, string connectionString)
{
var instanceQueryProvider = new SqlInstanceQueryProvider();
// Connection string to the instance store needs to be set like this:
var parameters = new NameValueCollection()
{
{"connectionString", connectionString}
};
instanceQueryProvider.Initialize("Provider", parameters);
var queryArgs = new InstanceQueryExecuteArgs()
{
InstanceId = new List<Guid>() { workflowInstanceId }
};
// Total ruin the asynchronous advantages and use a Mutex to lock on.
var waitEvent = new ManualResetEvent(false);
IEnumerable<InstanceInfo> retrievedInstanceInfos = null;
var query = instanceQueryProvider.CreateInstanceQuery();
query.BeginExecuteQuery(
queryArgs,
TimeSpan.FromSeconds(10),
ar =>
{
lock (synchronizer)
{
retrievedInstanceInfos = query.EndExecuteQuery(ar).ToList();
}
waitEvent.Set();
},
null);
var waitResult = waitEvent.WaitOne(5000);
if (waitResult)
{
List<InstanceInfo> instances = null;
lock (synchronizer)
{
if (retrievedInstanceInfos != null)
{
instances = retrievedInstanceInfos.ToList();
}
}
if (instances != null)
{
if (instances.Count() == 1)
{
return instances.Single();
}
if (!instances.Any())
{
Log.Warning("Request for non-existing WorkflowInstanceInfo: {0}.", workflowInstanceId);
return null;
}
Log.Error("More than one(!) WorkflowInstanceInfo for id: {0}.", workflowInstanceId);
}
}
Log.Error("Time out retrieving information for id: {0}.", workflowInstanceId);
return null;
}
And just to clarify - this does NOT give you access to the tracking data, which are stored in the Monitoring Database. This API is only for the Persistence Database.