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

Page 9

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How to configure Cardiris for Microsoft Dynamics CRM

8

Note: to establish a successful On-premise (Integrated)
connection, the client computer running the Cardiris
software must reside in the same domain as the CRM
server.

o Fill in the Organization field.

Should you fill in an incorrect organization, Cardiris uses
the information in the address field to draw up a list of
valid organizations found on the CRM server. If only one
organization exists on the CRM server, Cardiris
automatically selects that organization and the window
CRM organizations will not be displayed.

Connecting to Microsoft Dynamics CRM Online

o To connect to CRM online select the third option.

o Fill in the Organization field.

Should you fill in an incorrect organization, Cardiris uses
the information in the address field to draw up a list of
valid organizations found on the CRM server. If only one
organization exists on the CRM server, Cardiris
automatically selects that organization and the window
CRM organizations will not be displayed.