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

Page 17

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How to configure Cardiris for Microsoft Dynamics CRM

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This means that the current user is able to use the Find duplicates
module
of Cardiris when exporting Cardiris contacts to Microsoft
Dynamics CRM, and search for duplicates between his own
Cardiris databases and the entire CRM database.

Minimal configuration

In a minimal configuration the core records privileges need to be
set as pictured below.

Privileges are set such that the current user can only read, modify
and update Contacts, Leads or Accounts belonging to him.