Read CRM Entities

This pipeline step is used to read entities from Dynamics CRM.

Template Information

Template name	Read CRM Entities Pipeline Step
Base template	Base Pipeline Step

Field	Description
Endpoint From	The Entities endpoint from which entities are read.
Entity Name	Name of the entity to read from CRM. The entity repository set assigned to the endpoint must be configured to support the specified entity.
Attributes to Read	The attributes from the entities that are read from CRM. Attributes are specified by selecting one or more Entity Attributes value accessor set items. The selected attributes must be defined on the entity. If an attribute is selected that is not defined on the entity, an exception is thrown when the pipeline step runs.
Page Size	The maximum number of entities that will be read from CRM at a time. If the number of entities that can be read is larger than the page size, multiple calls to CRM are made.
Maximum Count	The maximum number of entities that will be read from CRM.
Exclude Active Filter	By default, a filter is added to the CRM query that ensures only active entities are returned. Ticking this option disables that filter, meaning that inactive entities may be read. You must use this setting when Active is not a valid state code for the specified entity.
Filter Expression	The filter expression that controls which entities are read from CRM. See Filter Expressions for more information.
Exclude Use Delta Settings	By default, a filter is added to the CRM query that ensures only entities what have been modified within a specific date range are returned. Ticking this option disables that filter, meaning that the modified date on the entities is not considered. The date range is determined by the DateRangeSettings plugin on the pipeline context. If this plugin is not set, this option does not apply. The plugin is typically set by the Set Use Delta Settings pipeline step.

Plugin Information

Plugin type	Description
DateRangeSettings	If this plugin is available, the date range specified is used to create a filter so that only entities modified within the range are read.
IterableDataSettings	Subsequent pipeline steps use this plugin to access the entities read from CRM. This step adds this plugin to the pipeline context.