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
- Readiris 14 for Windows User Guide (157 pages)
- Readiris 14 for Windows for Mac Quick Start (71 pages)
- Readiris 14 for Windows for Windows Quick Start (85 pages)
- Readiris 14 for Mac User Guide (139 pages)
- Readiris Pro 12 for Windows User Guide (103 pages)
- Readiris Pro 12 for Windows Quick Start (74 pages)
- Readiris Pro 12 for Mac Quick Start (25 pages)
- Readiris Corporate 12 for Windows User Guide (130 pages)
- Readiris Corporate 12 for Mac User Guide (106 pages)
- IRISCan Book 3 (201 pages)
- IRISCan Book Executive (312 pages)
- IScan Book 2 (53 pages)
- IRISCan Book 2 Executive Hardware (61 pages)
- IRISCan Book 2 Executive (6 pages)
- IRIScan Anywhere 3 Wi-Fi (11 pages)
- IRIScan Anywhere 2 Hardware (20 pages)
- IRIScan Anywhere 3 User Guide (26 pages)
- IRIScan Anywhere 3 Quick Start (12 pages)
- IRIScan Anywhere 2 Quick Start (98 pages)
- IRISCan Express 3 (4 pages)
- IRIScan Express 2 for Windows Quick Start (10 pages)
- IRIScan Executive 2 for Mac Quick Start (5 pages)
- IRIScan Executive 2 for Windows Quick Start (10 pages)
- IRIScan 2 for Mac (3 pages)
- IRIScan 2 for Windows (3 pages)
- IRISCan Mouse (64 pages)
- IRISCan Mouse 2 (10 pages)
- IRISCan Mouse Executive (10 pages)
- IRIScan Pro 3 Wi-Fi User Guide (85 pages)
- IRIScan Pro 3 Wi-Fi Quick Start (166 pages)
- IRIScan Pro 3 Cloud (5 pages)
- IRIScan Pro 3 Cloud Button Manager (49 pages)
- IRISNotes 1 (3 pages)
- IRISNotes Executive 1 (7 pages)
- IRISNotes Express 2 (56 pages)
- IRISNotes Executive 2 (92 pages)
- IRISPen Express 7 (4 pages)
- IRISPen Executive 7 (14 pages)
- IRISPen Mini 6 (50 pages)
- IRISPen Express 6 for Mac (43 pages)
- IRISPen Express 6 for Windows (58 pages)
- IRISPen Translator 6 (66 pages)
- IRISPen Executive 6 for Mac (58 pages)
- IRISPen Executive 6 for Windows (88 pages)
- Cardiris Pro 5 (119 pages)