9. Add Template for Read Members Pipeline StepΒΆ

A template is needed in order to configure the pipeline step that reads members from a CRM account using the entity repository.

  1. In Sitecore, open Template Manager.
  2. Navigate to Templates > Data Exchange > Providers > Dynamics CRM > Pipeline Steps.
  3. Add a new template named Read CRM Account Membership Pipeline Step.
  4. Set the icon for this template to Office/32x32/element.png.
  5. Add the following template as a base template:
Templates > Data Exchange > Providers > Dynamics CRM > Pipeline Steps > Read CRM Entities Pipeline Step