4. Add Value Accessor Set for CRM EntityΒΆ

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.

  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 Attributes
  1. Navigate to CRM Account Attributes.
  2. Add the following item:
Template Entity Attribute Value Accessor
Name Account Id
  1. Set the following field value:
Field Attribute Name
Value accountid
  1. Save the item.
  2. Navigate to CRM Account Attributes.
  3. Add the following item:
Template Entity Attribute Value Accessor
Name Account Name
  1. Set the following field value:
Field Attribute Name
Value name
  1. Save the item.