8. Add Pipelines to Read CRM EntitiesΒΆ

A pipeline is needed to read accounts from CRM and to pass each account to the pipeline configured in Add Pipelines to Handle CRM Entity.

  1. Navigate to your tenanr.
  2. Navigate to Pipelines > CRM Account Pipelines.
  3. Add the following item:
Template Pipeline
Name Read CRM Accounts Pipeline
  1. Navigate to Read CRM Accounts Pipeline.
  2. Add the following item:
Template Read CRM Entities Pipeline Step
Name Read CRM Accounts
  1. Set the following field value:
Field Endpoint From
Value Dynamics CRM > Dynamics CRM Entity Endpoint
  1. Set the following field value:
Field Entity Name
Value account
  1. Set the following field value:
Field Attributes to Read
Value Common CRM Entity Attributes, CRM Account Attributes
  1. Save the item.
  2. Navigate to Read CRM Accounts Pipeline.
  3. Add the following item:
Template Iterate Data and Run Pipelines
Name Iterate CRM Accounts and Run Pipelines
  1. Set the following field value:
Field Pipelines
Value CRM Account to Sitecore Account Sync Pipeline
  1. Save the item.
  2. Navigate to Read CRM Accounts Pipeline.
  3. Reorder the child items so they are in the following order:
  1. Read CRM Accounts
  2. Iterate CRM Accounts and Run Pipelines