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I.R.I.S. Cardiris 5 for Microsoft Dyn CRM User Manual

Page 16

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Cardiris

TM

5 – Administrator Guide

15

To set up the required privileges, I.R.I.S. recommends that CRM
administrators:

Create a dedicated role for Cardiris users on the CRM server and

set up relevant privileges accordingly;

Assign the dedicated role to CRM users who need to exchange

contact information between Cardiris and Microsoft Dynamics
CRM.

Operation

Once the Cardiris role has been created, privileges for that role can
be set through a standard configuration or a minimal
configuration
.

Standard configuration

In a standard configuration the core records privileges need to be
set as depicted below.

Privileges are set such that the current user can read, modify, and
update Contacts, Leads or Accounts that belong to other users.