하나의 CRM 호출에서 여러 개의 개별 엔터티를 쿼리 할 수 ​​있습니까?

Question

Microsoft Dynamics CRM에서 xlsx 파일의 사용자 입력 데이터를 일치시켜야하는 프로젝트에서 작업하고 있습니다.

나는 일치를 수행하는 방법이 있습니다.

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 
    } 
} 

여기서 알 수 있듯이 5 개의 메소드를 호출하여 일치를 수행합니다. 이들은 5 개의 서로 다른 별개의 개체를 쿼리합니다.

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 
} 

일반적으로이 코드는 15 줄 미만의 작은 Excel 파일에서 정상적으로 작동합니다. 하지만 사용자가 더 큰 파일을 입력하면 성능이 매우 느려집니다. 특히 2 명 이상의 사용자가 동시에 파일을 업로드하는 경우 (전체 일치 프로세스가 대기열에서 실행되는 웹 작업에 의해 관리되기 때문에). 내가 동시에 여러 항목을 일치시키기위한 멀티 태스킹을 구현하려고했지만 아무것도 바뀌지 않았습니다.

내가 필요한 것은 위의 5 가지 기능을 병합하는 방법을 찾는 것입니다. 그러나 지금까지 나는 그렇게 할 수있는 방법을 찾을 수없는 것 같습니다. 인터페이스 IOrganizationService의 RetrieveMultiple 메소드는 한 번에 하나의 QueryExpression 객체 만 처리 할 수 ​​있습니다. 위에 나열된 5 개 항목은 별도입니다. 내 질문에 하나의 CRM 호출에서 쿼리 할 수 ​​있습니다? 그렇다면 어떻게? 그렇지 않은 경우 성능을 향상시킬 수있는 다른 방법이 있습니까? 우리 고객은 매칭 프로세스를 기다리기 위해 10 분 이상을 보내고 싶지는 않습니다. 그들은 더 빠른 것을 필요로합니다. 감사.

Answer 1

예, ExecuteMultipleRequest 클래스를 사용하면 성능이 향상되는지 확인할 수 있습니다.

다음은 계정에 4 개의 RetrieveMultipleRequests를 보내고 하나의 다중 요청에 4 개의 연락처를 보내고 결과의 이름을 출력하는 예입니다. 필요한 엔터티에 대한 쿼리를 처리하기 위해이를 조정해야하지만 5 개의 별도 엔터티를 쿼리하면 정상적으로 작동합니다.

출력 :

using Microsoft.Xrm.Sdk; 
using Microsoft.Xrm.Sdk.Messages; 
using Microsoft.Xrm.Sdk.Query; 
using System; 
using System.Collections.Generic; 

namespace StackOverflow 
{ 
    public class App_ExecuteMultiple 
    { 
     private IOrganizationService svc; 

     public App_ExecuteMultiple(IOrganizationService svc) 
     { 
      this.svc = svc; 
     } 

     public void Run() 
     { 
      var multiReq = new ExecuteMultipleRequest() 
      { 
       Settings = new ExecuteMultipleSettings() 
       { 
        ContinueOnError = true, 
        ReturnResponses = true 
       },    
       Requests = new OrganizationRequestCollection() 
      }; 

      accountIds().ForEach(i => multiReq.Requests.Add(getAccountRequest(i))); 

      contactIds().ForEach(i => multiReq.Requests.Add(getContactRequest(i))); 

      var multiResponse = (ExecuteMultipleResponse)svc.Execute(multiReq); 

      foreach (var singleResponse in multiResponse.Responses) 
      { 
       var retrieveResponse = (RetrieveMultipleResponse)singleResponse.Response; 

       var attributeName = ""; 

       var logicalName = retrieveResponse.EntityCollection[0].LogicalName; 

       if (logicalName == "account") 
       { 
        attributeName = "name"; 
       } 
       else if (logicalName == "contact") 
       { 
        attributeName = "fullname"; 
       } 

       var name = retrieveResponse.EntityCollection[0].GetAttributeValue<string>(attributeName); 

       Console.WriteLine(name); 
      } 
     } 

     private RetrieveMultipleRequest getAccountRequest(Guid id) 
     { 
      return new RetrieveMultipleRequest 
      { 
       Query = getAccountQuery(id) 
      }; 
     } 

     private QueryExpression getAccountQuery(Guid id) 
     { 
      return new QueryExpression 
      { 
       EntityName = "account", 
       ColumnSet = new ColumnSet(true), 
       Criteria = new FilterExpression 
       { 
        FilterOperator = LogicalOperator.And, 
        Conditions = 
        { 
         new ConditionExpression 
         { 
          AttributeName = "accountid", 
          Operator = ConditionOperator.Equal, 
          Values = { id } 
         } 
        } 
       } 
      }; 
     } 

     private List<Guid> accountIds() 
     { 
      return new List<Guid> 
      { 
       new Guid("{04C82C07-98F1-E611-9438-00155D6FD706}"), 
       new Guid("{06C82C07-98F1-E611-9438-00155D6FD706}"), 
       new Guid("{08C82C07-98F1-E611-9438-00155D6FD706}"), 
       new Guid("{0AC82C07-98F1-E611-9438-00155D6FD706}") 
      }; 
     } 

     private RetrieveMultipleRequest getContactRequest(Guid id) 
     { 
      return new RetrieveMultipleRequest 
      { 
       Query = getContactQuery(id) 
      }; 
     } 

     private QueryExpression getContactQuery(Guid id) 
     { 
      return new QueryExpression 
      { 
       EntityName = "contact", 
       ColumnSet = new ColumnSet(true), 
       Criteria = new FilterExpression 
       { 
        FilterOperator = LogicalOperator.And, 
        Conditions = 
        { 
         new ConditionExpression 
         { 
          AttributeName = "contactid", 
          Operator = ConditionOperator.Equal, 
          Values = { id } 
         } 
        } 
       } 
      }; 
     } 

     private List<Guid> contactIds() 
     { 
      return new List<Guid> 
      { 
       new Guid("{6AC82C07-98F1-E611-9438-00155D6FD706}"), 
       new Guid("{6CC82C07-98F1-E611-9438-00155D6FD706}"), 
       new Guid("{6EC82C07-98F1-E611-9438-00155D6FD706}"), 
       new Guid("{70C82C07-98F1-E611-9438-00155D6FD706}") 
      }; 
     } 
    } 
}