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

Page 5

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How to configure Cardiris for Microsoft Dynamics CRM

4

Preliminary steps

Before you configure the Cardiris CRM connector, make sure you
have:

local administrator rights (or at least have the rights to create and

modify files in the Cardiris installation directory).

have access to CRM metadata, as depicted below.

Operation

Launch Cardiris from the Windows Programs menu or click

the Cardiris icon on your desktop.

When you launch Cardiris for the first time a sample database opens.

Click the Export button and select Microsoft Dynamics CRM

from the list of available export applications.