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