Question

我正在开展一个项目，该项目要求将xlsx文件中的用户输入数据与Microsoft Dynamics CRM进行匹配。

我有一个执行匹配的方法。

public EntityViewModel Match(EntityViewModel inputEntity)
{

    try
    {

        // Connect to the Organization service.
        // The using statement assures that the service proxy will be properly disposed.
        using (var serviceProxy = CrmServiceFactory.CreateNew())
        {
            if (!string.IsNullOrEmpty(inputEntity.ClientName))
                CrmHelper.ClientMatch(serviceProxy, inputEntity);

            var product = false;

            if ((string.IsNullOrEmpty(inputEntity.Category) || inputEntity.Category != revenuecategoryos.Insurance.ToString())
                && !string.IsNullOrEmpty(inputEntity.ProductName) && !string.IsNullOrEmpty(inputEntity.ProductNumber) && inputEntity.ClientId != Guid.Empty)
            {

                product = CrmHelper.ClientAssetMatch(serviceProxy, inputEntity);
            }


            if (((string.IsNullOrEmpty(inputEntity.Category) && !product) || inputEntity.Category == revenuecategoryos.Insurance.ToString()) && !string.IsNullOrEmpty(inputEntity.ProductNumber) && !string.IsNullOrEmpty(inputEntity.ProductName))
            {

                CrmHelper.InsuranceMatch(serviceProxy, inputEntity);                
            }

            if (!string.IsNullOrEmpty(inputEntity.ProductProvider) && !string.IsNullOrEmpty(inputEntity.ProductNumber) && !string.IsNullOrEmpty(inputEntity.ProductName))
            {

                CrmHelper.ProviderMatch(serviceProxy, inputEntity);
            }

            if (inputEntity.Type == revenuetypeos.Upfront.ToString() && !string.IsNullOrEmpty(inputEntity.Opportunity))
            {

                CrmHelper.OpportunityMatch(serviceProxy, inputEntity);
            }

            return inputEntity;
        }
    }
    catch (Exception ex)
    {
        //handle the exception
    }
}

如您所见，它调用了5种方法来执行匹配。他们查询5个不同的独立实体。

internal static bool ClientMatch(IOrganizationService crm, EntityViewModel inputEntity)
{
    #region Using Retrieve Multiple

    // Create a column set holding the names of the columns to be retrieved.
    var cols = new ColumnSet("fullname");

    // Create the query.
    var query = new QueryExpression
    {
        EntityName = Xrm.Contact.EntityLogicalName,
        ColumnSet = cols
    };

    query.Criteria.AddCondition("fullname", ConditionOperator.Equal, inputEntity.ClientName);
    query.Criteria.AddCondition("statecode", ConditionOperator.Equal, (int)ContactState.Active);

    // Create the request object.
    var clientList = crm.RetrieveMultiple(query);

    // If there's not only one existing record in CRM with this key value
    if (recordList == null || recordList.Entities == null || recordList.Entities.Count != 1)
    {
        // if we couldn't find only one record with same key value (maybe none, maybe multiple records)
        query.Criteria.Conditions.Clear();

        query.Criteria.AddCondition("importmetadata", ConditionOperator.Like,
            string.Format("%{0}, {1}, {2}%", inputEntity.ProductName, inputEntity.ProductNumber, inputEntity.ProductProvider));
        query.Criteria.AddCondition("statecode", ConditionOperator.Equal, (int)ContactState.Active);

        recordList = crm.RetrieveMultiple(query);
    }

    if (recordList != null && recordList.Entities != null && recordList.Entities.Count == 1)
    {
        var client = recordList.Entities[0];

        inputEntity.ClientId = client.Id;
        inputEntity.ClientName = client.Attributes.Contains("fullname") ? client.Attributes["fullname"].ToString() : string.Empty;

        return true;
    }

    return false;

    #endregion Using Retrieve Multiple
}

internal static bool ClientAssetMatch(IOrganizationService crm, EntityViewModel inputEntity)
{
    #region Using Retrieve Multiple

    // Create a column set holding the names of the columns to be retrieved.
    var cols = new ColumnSet(new[] { "assetname", "accountnumber", "revenuecategory" });

    // Build the filter based on the condition.
    var filter = new FilterExpression
    {
        FilterOperator = LogicalOperator.And
    };
    filter.AddCondition("contactid", ConditionOperator.Equal, inputEntity.ClientId);

    // Create a LinkEntity to link the owner's information to the account.
    var link = new LinkEntity
    {
        LinkCriteria = filter,
        LinkFromEntityName = clientasset.EntityLogicalName,
        LinkFromAttributeName = "primaryclient",
        LinkToEntityName = Xrm.Contact.EntityLogicalName,
        LinkToAttributeName = "contactid"
    };

    // Create the query.
    var query = new QueryExpression
    {
        EntityName = clientasset.EntityLogicalName,
        ColumnSet = cols
    };

    query.LinkEntities.Add(link);

    query.Criteria.AddCondition("statecode", ConditionOperator.Equal, (int)clientassetState.Active);
    query.Criteria.AddCondition("assetname", ConditionOperator.Equal, inputEntity.ProductName);
    query.Criteria.AddCondition("accountnumber", ConditionOperator.Equal, inputEntity.ProductNumber);

    // Create the request object.
    var recordList = crm.RetrieveMultiple(query);

    if (recordList == null || recordList.Entities == null || recordList.Entities.Count != 1)
    {
        // if we couldn't find only one record with same key value (maybe none, maybe multiple records)
        query.Criteria.Conditions.Clear();

        query.Criteria.AddCondition("importmetadata", ConditionOperator.Like,
            string.Format("%{0}, {1}%", inputEntity.ProductName, inputEntity.ProductNumber));
        query.Criteria.AddCondition("statecode", ConditionOperator.Equal, (int)clientassetState.Active);

        recordList = crm.RetrieveMultiple(query);
    }

    if (recordList.Entities.Count == 1)
    {
        var client = recordList.Entities[0];

        inputEntity.ProductId = client.Id;
        inputEntity.ProductName = client.Attributes.Contains("assetname") ? client.Attributes["assetname"].ToString() : string.Empty;
        inputEntity.ProductNumber = client.Attributes.Contains("accountnumber") ? client.Attributes["accountnumber"].ToString() : string.Empty;
        inputEntity.IsClientAsset = true;

        if (string.IsNullOrEmpty(inputEntity.Category) && client.Attributes.Contains("revenuecategory") && client.Attributes["revenuecategory"] != null)
            inputEntity.Category = GetCategory(((OptionSetValue)client.Attributes["revenuecategory"]).Value);

        return true;
    }

    return false;

    #endregion Using Retrieve Multiple
}

internal static bool InsuranceMatch(IOrganizationService crm, EntityViewModel inputEntity)
{
    #region Using Retrieve Multiple

    // Create a column set holding the names of the columns to be retrieved.
    var cols = new ColumnSet(new[] { "name", "policynumber" });

    // Build the filter based on the condition.
    var filter = new FilterExpression
    {
        FilterOperator = LogicalOperator.And
    };
    filter.AddCondition("contactid", ConditionOperator.Equal, inputEntity.ClientId);

    // Create a LinkEntity to link the owner's information to the account.
    var link = new LinkEntity
    {
        LinkCriteria = filter,
        LinkFromEntityName = personalinsurance.EntityLogicalName,
        LinkFromAttributeName = "individualowner",
        LinkToEntityName = Xrm.Contact.EntityLogicalName,
        LinkToAttributeName = "contactid"
    };

    // Create the query.
    var query = new QueryExpression
    {
        EntityName = personalinsurance.EntityLogicalName,
        ColumnSet = cols
    };

    query.LinkEntities.Add(link);


    query.Criteria.AddCondition("statecode", ConditionOperator.Equal, (int)personalinsuranceState.Active);
    query.Criteria.AddCondition("name", ConditionOperator.Equal, inputEntity.ProductName);
    query.Criteria.AddCondition("policynumber", ConditionOperator.Equal, inputEntity.ProductNumber);

    // Create the request object.
    var recordList = crm.RetrieveMultiple(query);

    if (recordList == null || recordList.Entities == null || recordList.Entities.Count != 1)
    {
        // if we couldn't find only one record with same key value (maybe none, maybe multiple records)
        query.Criteria.Conditions.Clear();
        query.Criteria.AddCondition("importmetadata", ConditionOperator.Like,
            string.Format("%{0}, {1}%", inputEntity.ProductName, inputEntity.ProductNumber));
        query.Criteria.AddCondition("statecode", ConditionOperator.Equal, (int)personalinsuranceState.Active);

        recordList = crm.RetrieveMultiple(query);
    }

    if (recordList.Entities.Count == 1)
    {
        var client = recordList.Entities[0];

        inputEntity.ProductId = client.Id;
        inputEntity.ProductName = client.Attributes.Contains("name") ? client.Attributes["name"].ToString() : string.Empty;
        inputEntity.ProductNumber = client.Attributes.Contains("policynumber") ? client.Attributes["policynumber"].ToString() : string.Empty;
        inputEntity.IsClientAsset = false;

        // If it's a personal insurance, it's always an Insurance Revenue Category type
        inputEntity.Category = revenuecategoryos.Insurance.ToString();

        return true;
    }

    return false;

    #endregion Using Retrieve Multiple
}
internal static bool ProviderMatch(IOrganizationService crm, EntityViewModel inputEntity)
{
    #region Using Retrieve Multiple

    // Create a column set holding the names of the columns to be retrieved.
    var cols = new ColumnSet("name");

    // Create the query.
    var query = new QueryExpression
    {
        EntityName = Account.EntityLogicalName,
        ColumnSet = cols
    };

    query.Criteria.AddCondition("name", ConditionOperator.Equal, inputEntity.ProductProvider);
    query.Criteria.AddCondition("statecode", ConditionOperator.Equal, (int)AccountState.Active);

    // Create the request object.
    var recordList = crm.RetrieveMultiple(query);

    // If there's not only one existing record in CRM with this key value

    if (recordList == null || recordList.Entities == null || recordList.Entities.Count != 1)
    {
        // if we couldn't find only one record with same key value (maybe none, maybe multiple records)
        query.Criteria.Conditions.Clear();

        query.Criteria.AddCondition("importmetadata", ConditionOperator.Like, "%" + inputEntity.ProductProvider + "%");
        query.Criteria.AddCondition("statecode", ConditionOperator.Equal, (int)AccountState.Active);

        recordList = crm.RetrieveMultiple(query);
    }

    if (recordList != null && recordList.Entities != null && recordList.Entities.Count == 1)
    {
        var client = recordList.Entities[0];

        inputEntity.ProductProviderId = client.Id;
        inputEntity.ProductProvider = client.Attributes.Contains("name") ? client.Attributes["name"].ToString() : string.Empty;

        return true;
    }

    return false;

    #endregion Using Retrieve Multiple
}
internal static bool OpportunityMatch(IOrganizationService crm, EntityViewModel inputEntity)
{
    #region Using Retrieve Multiple

    // Create a column set holding the names of the columns to be retrieved.
    var cols = new ColumnSet("name");

    // Create the query.
    var query = new QueryExpression
    {
        EntityName = Opportunity.EntityLogicalName,
        ColumnSet = cols
    };

    query.Criteria.AddCondition("name", ConditionOperator.Equal, inputEntity.Opportunity);
    query.Criteria.AddCondition("statecode", ConditionOperator.NotEqual, (int)OpportunityState.Lost);

    // Create the request object.
    var opportunityList = crm.RetrieveMultiple(query);

    // If there's not only one existing record in CRM with this key value
    if (opportunityList == null || opportunityList.Entities == null || opportunityList.Entities.Count != 1)
    {
        // if we couldn't find only one record with same key value (maybe none, maybe multiple records)
        query.Criteria.Conditions.Clear();

        query.Criteria.AddCondition("importmetadata", ConditionOperator.Like, "%" + inputEntity.Opportunity + "%");
        query.Criteria.AddCondition("statecode", ConditionOperator.NotEqual, (int)OpportunityState.Lost);

        opportunityList = crm.RetrieveMultiple(query);
    }

    if (recordList != null && recordList.Entities != null && recordList.Entities.Count == 1)
    {
        var opportunity = recordList.Entities[0];

        inputEntity.OpportunityId = opportunity.Id;
        inputEntity.Opportunity = opportunity.Attributes.Contains("name") ? opportunity.Attributes["name"].ToString() : string.Empty;

        return true;
    }

    return false;

    #endregion Using Retrieve Multiple
}

通常，此代码适用于少于15行的小型Excel文件。但是当用户输入更大的文件时，性能极其缓慢，特别是如果有2个或更多用户同时上传文件（因为整个匹配过程由队列触发的webjob管理）。我尝试实现多任务处理以同时匹配多个项目，但没有任何改变。

我一直在想，也许我需要的是找到一些方法将上面的5个函数合并在一起。但到目前为止，我似乎无法找到任何办法。接口IOrganizationService的RetrieveMultiple方法似乎一次只能处理一个QueryExpression对象。上面列出的5个实体是分开的。我的问题是可以在一次crm调用中查询它们吗？如果是这样，怎么样？如果没有，还有其他方法可以改善性能吗？我们的客户当然不想花费超过10分钟等待匹配过程。他们需要更快的东西。感谢。

Answer 1

是的，您可以尝试使用ExecuteMultipleRequest类来查看是否可以提高性能。

以下是为一个多请求发送四个帐户的RetrieveMultipleRequests和四个联系人的示例，并打印结果的名称。您需要对其进行调整以处理所需实体的查询，但查询五个单独的实体应该可以正常工作。

输出：

UPDATE AC_Property
SET NRI_1 = (WI_1 * .8)
WHERE COALESCE(WI_1,0) <> 0 and RSV_CAT = 'PDNP'

是否可以在一次CRM调用中查询多个单独的实体？

1 个答案: