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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