17. Add Pipelines to Handle Single CRM Account¶

Each account membership entity read from CRM is mapped to a Sitecore contact. A Pipeline is used to define the logic that resolves the Sitecore contact and applies data from the CRM entity.

1. Navigate to your tenant.
2. Navigate to Pipelines > CRM Account Pipelines.
3. Add the following item:

Template	Pipeline
Name	CRM Account Membership to xDB Contact Sync Pipeline

4. Navigate to CRM Account Membership to xDB Contact Sync Pipeline.
5. Add the following item:

Template	Resolve xDB Contact from Repository Pipeline Step
Name	Resolve xDB Contact from Repository

6. Set the following field value:

Field	Endpoint to read data from
Value	Sitecore > Local xDB Contacts Endpoint

7. Set the following field value:

Field	Identifier value accessor
Value	Value Accessor Sets > Providers > Dynamics CRM > CRM Contact Attributes > Email

8. Set the following field value:

Field	Identifier object location
Value	Pipeline Context Source

9. Set the following field value:

Field	Resolved object location
Value	Pipeline Context Target

10. Save the item.
11. Navigate to CRM Account Membership to xDB Contact Sync Pipeline.
12. Add the following item:

Template	Resolve xDB Contact from Queue Pipeline Step
Name	Resolve xDB Contact from Queue

13. Set the following field value:

Field	Endpoint to read data from
Value	Endpoints > Common > Queue Endpoint

14. Set the following field value:

Field	Identifier value accessor
Value	Value Accessor Sets > Providers > Sitecore > xDB Contact Properties > xDB Contact Identifier

15. Set the following field value:

Field	Identifier object location
Value	Pipeline Context Target

16. Set the following field value:

Field	Resolved object location
Value	Pipeline Context Target

17. Save the item.
18. Navigate to CRM Account Membership to xDB Contact Sync Pipeline.
19. Add the following item:

Template	Apply Mapping Pipeline Step
Name	Apply Mapping

20. Set the following field value:

Field	Mapping set
Value	Value Mapping Sets > CRM Account Membership to xDB Contact

21. Save the item.
22. Navigate to CRM Account Membership to xDB Contact Sync Pipeline.
23. Change the order of the child items to the following:

• Resolve xDB Contact from Repository
• Resolve xDB Contact from Queue
• Apply Mapping