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.

  1. Navigate to your tenant.
  2. Navigate to Data Access > Value Accessor Sets > Providers > Sitecore.
  3. Add the following item:
Template Sitecore Item Field Value Accessor Set
Name Sitecore Account Item Fields
  1. Navigate to Sitecore Account Item Fields.
  2. Add the following item:
Template Sitecore Item Field Value Accessor
Name Account Id
  1. Set the following field value:
Field Field
Value Templates > Data Exchange > Providers > Sitecore > Entities > External Account > Data > AccountId
  1. Save the item.
  2. Navigate to Sitecore Account Item Fields.
  3. Add the following item:
Template Sitecore Item Field Value Accessor
Name Account Name
  1. Set the following field value:
Field Field
Value Templates > Data Exchange > Providers > Sitecore > Entities > External Account > Data > AccountName
  1. Save the item.