Deploying the cardiris crm connector configuration, Crm server configuration for cardiris users – I.R.I.S. Cardiris 5 for Microsoft Dyn CRM User Manual
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How to configure Cardiris for Microsoft Dynamics CRM
14
D
EPLOYING THE
C
ARDIRIS
CRM
CONNECTOR
CONFIGURATION
Once the CRM connector has been configured, it must be deployed
on all client computers on which Cardiris Corporate for CRM's is
installed.
Operation
The CRM connector configuration is stored in a file called
msdyncrm_connector.cfg and can be found in the Cardiris
installation directory.
Copy this file to all client computers on which Cardiris
Corporate for CRM's is installed.
The configuration automatically applies to all users on the client
computers.
Important note: the configuration file must not be edited manually.
Once the CRM connector configuration has been deployed to all
client computers, the user privileges in Microsoft Dynamics
CRM can be set.
CRM
SERVER CONFIGURATION FOR
C
ARDIRIS
USERS
In order for Cardiris Corporate for CRM's to function properly,
several user privileges in Microsoft Dynamics CRM must be set in
a well-defined manner.
Preliminary operation