Resolve CRM Entity

This pipeline step is used to find an instance of Microsoft.Xrm.Sdk.Entity in a Dynamics CRM instance. The identifier value from the identifier object is used to perform the search.

Based on the pipeline step configuration, a new Entity may be created if one does not already exist.

This pipeline step is used to find an entity in Dynamics CRM by matching an attribute value.

Template name	Resolve CRM Entity Pipeline Step
Base template	Base Resolve Object

Field	Description
Endpoint From	The Entities endpoint to read an entity from.
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.
Entity Lookup Attribute Name	A query is built that looks for an entity with an attribute whose value matches the identifier value. This field specifies which attribute on the entity is used in the query. The selected attribute 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.
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.
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.