5. Add Value Accessor Set for Sitecore Item
In order to be able to write values to the field on a Sitecore account
item, a value accessor set is needed. This item identifies the fields
from the Sitecore account that are available to Dynamics CRM Connect.
- Navigate to your tenant.
- Navigate to Data Access > Value Accessor Sets > Providers > Sitecore.
- Add the following item:
Template |
Sitecore Item Field Value Accessor Set |
Name |
Sitecore Account Item Fields |
- Navigate to Sitecore Account Item Fields.
- Add the following item:
Template |
Sitecore Item Field Value Accessor |
Name |
Account Id |
- Set the following field value:
Field |
Field |
Value |
Templates > Data Exchange > Providers > Sitecore > Entities > External Account > Data > AccountId |
- Save the item.
- Navigate to Sitecore Account Item Fields.
- Add the following item:
Template |
Sitecore Item Field Value Accessor |
Name |
Account Name |
- Set the following field value:
Field |
Field |
Value |
Templates > Data Exchange > Providers > Sitecore > Entities > External Account > Data > AccountName |
- Save the item.