Iris Cardiris 5 for Microsoft Dyn CRM Instrukcja Użytkownika Pobierz pdf (Strona 16)

Cardiris

5 – Administrator Guide

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.

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Iris Cardiris 5 for Microsoft Dyn CRM Instrukcja Użytkownika Strona 16