14. Add Value Accessor Set for CRM Account

In order to be able to read attributes from a CRM accountmembership entity, a value accessor set is needed. This item identifies the attributes from the CRM accountmembership that are available to Dynamics CRM Connect.

1. Navigate to your tenant.
2. Navigate to Data Access > Value Accessor Sets > Providers > Dynamics CRM.
3. Add the following item:

Template	Entity Value Accessor Set
Name	CRM Account Membership Attributes

4. Navigate to CRM Account Membership Attributes.
5. Add the following item:

Template	Entity Attribute Value Accessor
Name	Account Id

6. Set the following field value:

Field	Use value property
Value	ticked

7. Set the following field value:

Field	Attribute name
Value	account.accountid

8. Save the item.
9. Navigate to CRM Account Membership Attributes.
10. Add the following item:

Template	Entity Attribute Value Accessor
Name	Account Name

11. Set the following field value:

Field	Use value property
Value	ticked

12. Set the following field value:

Field	Attribute name
Value	account.accountname

13. Save the item.