Tabelas de clientes (conta, contato e endereço do cliente)

Esse método estático IsEmptyAddressRecordCreationDisabled usa a classe WhoAmIRequest e o método IOrganizationService.Retrieve para verificar um valor na coluna Organization.OrgDbOrgSettings.

static bool IsEmptyAddressRecordCreationDisabled(IOrganizationService service)
{

   Guid orgId = ((WhoAmIResponse)service
         .Execute(new WhoAmIRequest())).OrganizationId;

   Entity organization = service
         .Retrieve("organization", orgId, new ColumnSet("orgdborgsettings"));

   XDocument orgdborgsettings = XDocument
         .Parse((string)organization["orgdborgsettings"]);

   XElement? element = orgdborgsettings
         .XPathSelectElement("//CreateOnlyNonEmptyAddressRecordsForEligibleEntities");

   // Return true only when the element exists and has the value of 'true'
   return element != null && element.Value == "true";
}

• Usar o SDK para .NET
• Classe WhoAmIRequest
• Recuperar uma linha de tabela usando o SDK para .NET
• Coluna Organization.OrgDbOrgSettings

Esta Test-IsEmptyAddressRecordCreationDisabled função do PowerShell usa o exemplo Get-WhoAmI e Get-Record as funções descritas em Criar funções reutilizáveis e dependem de variáveis globais definidas na função Connect

function Test-IsEmptyAddressRecordCreationDisabled {

   $orgId = Get-WhoAmI | Select-Object -ExpandProperty OrganizationId

   $orgdborgsettings = Get-Record `
      -setName 'organizations' `
      -id $orgId `
      -query "?`$select=orgdborgsettings"
   | Select-Object `
      -ExpandProperty orgdborgsettings

   $xml = [xml]$orgdborgsettings

   $element = $xml.SelectSingleNode("//CreateOnlyNonEmptyAddressRecordsForEligibleEntities")

   # Return true only when the element exists and has the value of 'true'
   return ($null -ne $element) -and ($element.InnerText -eq 'true')
}

• Use a API Web do Microsoft Dataverse
• API Web de início rápido com PowerShell e Visual Studio Code
• Função WhoAmI
• Tipo de entidade da organização

Esse método estático IsDeleteAddressRecordsEnabled usa a classe WhoAmIRequest e o método IOrganizationService.Retrieve para verificar um valor na coluna Organization.OrgDbOrgSettings

static bool IsDeleteAddressRecordsEnabled(IOrganizationService service)
{

   Guid orgId = ((WhoAmIResponse)service
         .Execute(new WhoAmIRequest())).OrganizationId;

   Entity organization = service
         .Retrieve("organization", orgId, new ColumnSet("orgdborgsettings"));

   XDocument orgdborgsettings = XDocument
         .Parse((string)organization["orgdborgsettings"]);

   XElement? element = orgdborgsettings
         .XPathSelectElement("//EnableDeleteAddressRecords");

   // Return true only when the element exists and has the value of 'true'
   return element != null && element.Value == "true";

}

Esta Test-IsDeleteAddressRecordsEnabled função do PowerShell usa o exemplo Get-WhoAmI e Get-Record as funções descritas em Criar funções reutilizáveis e dependem de variáveis globais definidas na função Connect

function Test-IsDeleteAddressRecordsEnabled {

   $orgId = Get-WhoAmI | Select-Object -ExpandProperty OrganizationId

   $orgdborgsettings = Get-Record `
      -setName 'organizations' `
      -id $orgId `
      -query "?`$select=orgdborgsettings"
   | Select-Object `
      -ExpandProperty orgdborgsettings

   $xml = [xml]$orgdborgsettings

   $element = $xml.SelectSingleNode("//EnableDeleteAddressRecords")

   # Return true only when the element exists and has the value of 'true'
   return ($null -ne $element) -and ($element.InnerText -eq 'true')
}

• Use a API Web do Microsoft Dataverse
• API Web de início rápido com PowerShell e Visual Studio Code
• Função WhoAmI
• Tipo de entidade da organização

O método estático BulkDeleteEmptyCustomerAddressRecords cria um trabalho do sistema para excluir registros vazios customeradddress usando a classe BulkDeleteRequest.

Esse método usa o exemplo IsDeleteAddressRecordsEnabled e os métodos estáticos descritos em IsEmptyAddressRecordCreationDisabled e detectar se a criação de registro de endereço vazio está desabilitada, respectivamente, para garantir que essas configurações sejam configuradas para permitir a exclusão de todos os registros de endereço do cliente vazios e garantir que nenhuma nova seja criada.

/// <summary>
/// Create a Bulk Delete job to delete empty customer address records
/// </summary>
/// <param name="service">The authenticated IOrganizationService instance.</param>
/// <returns>The Id of the system job</returns>
/// <exception cref="Exception"></exception>
static Guid BulkDeleteEmptyCustomerAddressRecords(IOrganizationService service)
{
    if (!IsDeleteAddressRecordsEnabled(service))
    {

        throw new Exception("Enable deletion of address records" +
            " before running this method.");
    }

    if (!IsEmptyAddressRecordCreationDisabled(service))
    {

        throw new Exception("Disable empty address record creation" +
            " before running this method.");
    }

    var query = new QueryExpression("customeraddress")
    {

        ColumnSet = new ColumnSet("customeraddressid"),
        Criteria =
        {
            Conditions =
            {
                new ConditionExpression("city", ConditionOperator.Null),
                new ConditionExpression("country", ConditionOperator.Null),
                new ConditionExpression("county", ConditionOperator.Null),
                new ConditionExpression("fax", ConditionOperator.Null),
                new ConditionExpression("freighttermscode", ConditionOperator.Null),
                new ConditionExpression("latitude", ConditionOperator.Null),
                new ConditionExpression("line1", ConditionOperator.Null),
                new ConditionExpression("line2", ConditionOperator.Null),
                new ConditionExpression("line3", ConditionOperator.Null),
                new ConditionExpression("longitude", ConditionOperator.Null),
                new ConditionExpression("postalcode", ConditionOperator.Null),
                new ConditionExpression("postofficebox", ConditionOperator.Null),
                new ConditionExpression("primarycontactname", ConditionOperator.Null),
                new ConditionExpression("shippingmethodcode", ConditionOperator.Null),
                new ConditionExpression("stateorprovince", ConditionOperator.Null),
                new ConditionExpression("telephone1", ConditionOperator.Null),
                new ConditionExpression("telephone2", ConditionOperator.Null),
                new ConditionExpression("telephone3", ConditionOperator.Null),
                new ConditionExpression("upszone", ConditionOperator.Null),
                new ConditionExpression("utcoffset", ConditionOperator.Null)
            }
        }
    };

    BulkDeleteRequest request = new()
    {
        QuerySet = new QueryExpression[] { query },
        StartDateTime = DateTime.UtcNow,
        RecurrencePattern = string.Empty,
        SendEmailNotification = false,
        JobName = "Delete empty customer address records",
        ToRecipients = new List<Guid>().ToArray(),
        CCRecipients = new List<Guid>().ToArray()

    };

    var response = (BulkDeleteResponse)service.Execute(request);
    return response.JobId;

}

• Usar o SDK para .NET
• Classe BulkDeleteRequest
• Excluir dados em massa

A Start-BulkDeleteEmptyCustomerAddressRecords função do PowerShell cria um trabalho do sistema para excluir registros vazios customeradddress usando a ação BulkDelete.

Esse método usa o exemplo Test-IsDeleteAddressRecordsEnabled e Test-IsEmptyAddressRecordCreationDisabled as funções descritas em Detectar se a exclusão de registros de endereço está habilitada e detectar se a criação de registro de endereço vazio está desabilitada , respectivamente, para garantir que essas configurações sejam configuradas para permitir a exclusão de todos os registros de endereço do cliente vazios e garantir que nenhum novo seja criado.

function Start-BulkDeleteEmptyCustomerAddressRecords {

   if (!(Test-IsDeleteAddressRecordsEnabled)) {
      Write-Host 'Enable deletion of address records before running this function.'
      return
   }

   if (!(Test-IsEmptyAddressRecordCreationDisabled)) {
      Write-Host 'Disable empty address record creation before running this function'
      return
   }

   $query = [ordered]@{
      EntityName    = 'customeraddress'
      ColumnSet     = @{
         Columns = @('customeraddressid')
      }
      Criteria      = @{
         Conditions = @(
            @{
               AttributeName = 'city'
               Operator      = 'Null'
            },
            @{
               AttributeName = 'country'
               Operator      = 'Null'
            },
            @{
               AttributeName = 'county'
               Operator      = 'Null'
            },
            @{
               AttributeName = 'fax'
               Operator      = 'Null'
            },
            @{
               AttributeName = 'freighttermscode'
               Operator      = 'Null'
            },
            @{
               AttributeName = 'latitude'
               Operator      = 'Null'
            },
            @{
               AttributeName = 'line1'
               Operator      = 'Null'
            },
            @{
               AttributeName = 'line2'
               Operator      = 'Null'
            },
            @{
               AttributeName = 'line3'
               Operator      = 'Null'
            },
            @{
               AttributeName = 'longitude'
               Operator      = 'Null'
            },
            @{
               AttributeName = 'postalcode'
               Operator      = 'Null'
            },
            @{
               AttributeName = 'postofficebox'
               Operator      = 'Null'
            },
            @{
               AttributeName = 'primarycontactname'
               Operator      = 'Null'
            },
            @{
               AttributeName = 'shippingmethodcode'
               Operator      = 'Null'
            },
            @{
               AttributeName = 'stateorprovince'
               Operator      = 'Null'
            },
            @{
               AttributeName = 'telephone1'
               Operator      = 'Null'
            },
            @{
               AttributeName = 'telephone2'
               Operator      = 'Null'
            },
            @{
               AttributeName = 'telephone3'
               Operator      = 'Null'
            },
            @{
               AttributeName = 'upszone'
               Operator      = 'Null'
            },
            @{
               AttributeName = 'utcoffset'
               Operator      = 'Null'
            }
         )
      }
   }

   $body = [ordered]@{
      QuerySet              = @($query)
      StartDateTime         = (Get-Date).ToUniversalTime().ToString('yyyy-MM-ddTHH:mm:ssZ')
      RecurrencePattern     = ''
      SendEmailNotification = $false
      JobName               = 'Delete Empty Customer Address Records'
      ToRecipients          = @()
      CCRecipients          = @()
   }

   $postHeaders = $baseHeaders.Clone()
   $postHeaders.Add('Content-Type', 'application/json')

   $BulkDeleteRequest = @{
      Uri     = $baseURI + 'BulkDelete'
      Method  = 'Post'
      Headers = $postHeaders
      Body    = ConvertTo-Json $body -Depth 5 
   }

   Invoke-RestMethod @BulkDeleteRequest | Select-Object -ExpandProperty JobId
}

• Use a API Web do Microsoft Dataverse
• API Web de início rápido com PowerShell e Visual Studio Code
• Ação BulkDelete
• Excluir dados em massa