4. Add Value Accessor Set for CRM Entity
In order to be able to read attributes from a CRM account entity,
a value accessor set is needed. This item identifies the attributes
from the CRM account that are available to Dynamics CRM Connect.
- Navigate to your tenant.
- Navigate to Data Access > Value Accessor Sets > Providers > Dynamics CRM.
- Add the following item:
Template |
Entity Value Accessor Set |
Name |
CRM Account Attributes |
- Navigate to CRM Account Attributes.
- Add the following item:
Template |
Entity Attribute Value Accessor |
Name |
Account Id |
- Set the following field value:
Field |
Attribute name |
Value |
accountid |
- Save the item.
- Navigate to CRM Account Attributes.
- Add the following item:
Template |
Entity Attribute Value Accessor |
Name |
Account Name |
- Set the following field value:
Field |
Attribute name |
Value |
name |
- Save the item.