Upsert CRM Entity

This pipeline step is used to upsert an entity in Dynamics CRM. If the entity already exists in CRM, the entity is updated. If the entity does not exist in CRM, the entity is inserted.

Template Information

Template name	Upsert Entity Pipeline Step
Base template	Base Pipeline Step

Field	Description
Endpoint To	The Entities endpoint to upsert the entity to.
Entity Name	Name of the entity to upsert to CRM. The entity repository set assigned to the endpoint must be configured to support the specified entity.
Entity ID Attribute Name	Name of the attribute on the entity to use as the identifier in CRM. This value is used to build a query to determine whether or not the entity already exists in CRM. If the entity already exists, an update command is used, otherwise an insert command is used.
Post Insert Pipelines	The pipelines to run if the entity is inserted. The selected pipelines do not run if the entity already exists in CRM. The inserted entity is passed to the selected pipelines as the source object on the pipeline context.

Plugin Information

Plugin type	Description
SynchronizationSettings	Provides access to the target object, which is the entity that is saved. If this plugin is not set on the pipeline context prior to this pipeline step running, the pipeline step will abort. This is not a critical error. If no target object is set, or if the object is not the proper type, the pipeline step will abort. This is not a critical error.
SynchronizationSettings	For each entity that is inserted, a new pipeline context is created. This pipeline context is passed to each of the pipelines specified in the Post Insert Pipelines field. The inserted entity is set as the source object on this plugin. This pipeline step creates this plugin and adds it to the new pipeline context that is passed to the specified pipelines.
ParentPipelineContextSettings	Provides access to the current pipeline context to the pipelines specified in the Post Insert Pipelines field. This pipeline step creates this plugin and adds it to the new pipeline context that is passed to the specified pipelines.