Administrator Guide Cardiris Corporate 5 for CRMs How to configure Cardiris with Microsoft Dynamics CRM and Salesforce CRM 3/14/2012 I.R.I.S.
CardirisTM 5 – Administrator Guide Table of Contents Copyrights............................................................................................. 2 How to configure Cardiris for Microsoft Dynamics CRM ..... 3 Introduction ........................................................................ 3 Configuring the Cardiris CRM connector ......................... 3 Deploying the Cardiris CRM connector configuration ... 14 CRM server configuration for Cardiris users ..................
CardirisTM 5 – Administrator Guide Copyrights Cardiris5-dgi-26112011-02 Copyrights © 1995-2012 I.R.I.S. All Rights Reserved. I.R.I.S. owns the copyrights to the Cardiris software, the online help system and to this publication. The information contained in this document is the property of I.R.I.S. Its content is subject to change without notice and does not represent a commitment on the part of I.R.I.S.
CardirisTM 5 – Administrator Guide HOW TO CONFIGURE CARDIRIS FOR MICROSOFT DYNAMICS CRM INTRODUCTION In order for Microsoft Dynamics CRM to interact successfully with Cardiris and vice versa, Cardiris Corporate for CRM's must be set up correctly across your organization.
How to configure Cardiris for Microsoft Dynamics CRM 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.
CardirisTM 5 – Administrator Guide Click Configure to configure the CRM server connection.
How to configure Cardiris for Microsoft Dynamics CRM Cardiris can connect to: o a Microsoft Dynamics CRM 3 server o a Microsoft Dynamics CRM 4 or 2011 server. o a Microsoft Dynamics CRM Online server. Connecting to a Microsoft Dynamics CRM 3 server o To connect to a CRM 3 server, select the corresponding option. o Then fill in the Address field. Note: to connect to a Microsoft Dynamics CRM 3 server, Cardiris uses an On-premise (Integrated) connection.
CardirisTM 5 – Administrator Guide Connecting to a Microsoft Dynamics CRM 4 or 2011 server o To connect to a CRM 4 or 2011 server, select the corresponding option. o Fill in the Intranet address or External Web address, or both. Cardiris supports two connection types when connecting to a CRM 4 or 2011 server.
How to configure Cardiris for Microsoft Dynamics CRM 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.
CardirisTM 5 – Administrator Guide Then click Next to continue. In case Cardiris connects to an External Web address, or to CRM Online you are prompted to authenticate. Fill in your CRM User name and Password and click OK.
How to configure Cardiris for Microsoft Dynamics CRM All the settings above only need to be set once. The next time you connect to your CRM server, Cardiris remembers your settings. When the CRM server has been configured you need to configure your CRM field mapping. Click the tabs Leads, Contacts or Accounts depending on which entity type you want to configure. Note that field mapping is entity-specific. This means the configuration process must be done separately for Leads, Contacts and Accounts.
CardirisTM 5 – Administrator Guide The Cardiris fields are listed on the left. Link each Cardiris field to the required CRM field by selecting it from the drop-down list on the right.
How to configure Cardiris for Microsoft Dynamics CRM When a CRM field has been mapped to a Cardiris field, the CRM field is removed from the other drop-down lists. This means you can never map a single CRM field to several Cardiris fields. By preventing this, correct 1:1 field mapping is guaranteed. Note that pictures and notes from Cardiris records are always exported to the Notes field in CRM 3, 4 and 2011 Server and to the Notes and Activities section in CRM Online.
CardirisTM 5 – Administrator Guide Note that the field mapping process behaves differently for Leads and Contacts: When a Cardiris contact is mapped to a CRM Lead, the Lead's company name will be the one specified in the Cardiris contact. When a Cardiris contact is mapped to a CRM Contact, a new CRM account is be created (if this CRM account does not already exists), using the company name of the Cardiris contact.
How to configure Cardiris for Microsoft Dynamics CRM DEPLOYING THE CARDIRIS CRM CONNECTOR CONFIGURATION Once the CRM connector has been configured, it must be deployed on all client computers on which Cardiris Corporate for CRM's is installed. Operation The CRM connector configuration is stored in a file called msdyncrm_connector.cfg and can be found in the Cardiris installation directory. Copy this file to all client computers on which Cardiris Corporate for CRM's is installed.
CardirisTM 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.
How to configure Cardiris for Microsoft Dynamics CRM 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.
CardirisTM 5 – Administrator Guide This means that the current user is only able to use the Find duplicates module to search for duplicates between his own Cardiris database and the CRM contacts or leads that belong to him only. Note: User privileges are not independent from one another. Updating certain privileges while leaving others unchanged will cause errors. Example User A uses a minimal configuration.
How to configure Cardiris for Microsoft Dynamics CRM ERROR REPORTING MS DYNAMICS CRM Error detection and reporting capabilities have been upgraded in Cardiris 5. Whenever an error occurs, the error information is stored in a Cardiris log file. This log file is located in your local temp folder. To access the temp folder, type in %TEMP% in Windows Explorer. If necessary, you can always send the log file to I.R.I.S. support for further assistance: www.irislink.com/support.
CardirisTM 5 – Administrator Guide Examples Typical error generated when Cardiris cannot connect to a CRM server. Typical error message generated when user privileges conditions are not met.
How to configure Cardiris for Microsoft Dynamics CRM Some operations generate time-outs that, in turn, translate into error messages of the type server busy. When such an error message is displayed, simply wait for a few moments and click Retry.
CardirisTM 5 – Administrator Guide HOW TO CONFIGURE CARDIRIS FOR SALESFORCE CRM INTRODUCTION In order for Salesforce CRM to interact successfully with Cardiris and vice versa, Cardiris Corporate for CRM's must be set up correctly across your organization. To do that, Salesforce CRM* administrators must: have administrator rights to an Enterprise, Unlimited or Developer Salesforce CRM account. configure the Cardiris CRM connector.
How to configure Cardiris for SalesForce CRM CONFIGURING THE CARDIRIS CRM CONNECTOR In order to configure the Cardiris CRM connector you need to have administration rights to the computer Cardiris is installed on and to the Salesforce CRM account you want to export to. Important note: an Enterprise, Unlimited or Developer Salesforce account is needed to export contacts from Cardiris. To configure the connector: Right-click the Cardiris icon on the desktop and select Run as administrator.
CardirisTM 5 – Administrator Guide Then click Configure and enter the Username, Password and Security Token of your Salesforce account. Note: these credentials must correspond to an Enterprise, Unlimited or Developer Salesforce account. It is not possible to configure the connector if you are using a different type of Salesforce account.
How to configure Cardiris for SalesForce CRM Next, you are prompted to configure your CRM field mapping. Click the tabs Leads, Contacts or Accounts depending on which entity type you want to configure. Note that in most cases you can use the default mapping. Also note that field mapping is entity-specific. This means the configuration process must be done separately for Leads, Contacts and Accounts.
CardirisTM 5 – Administrator Guide Then, at the bottom of the window, select the CRM entity type to which Cardiris contacts are to be mapped. Cardiris contacts can either be mapped to CRM Leads or CRM Contacts.
How to configure Cardiris for SalesForce CRM Note that the field mapping process behaves differently for Leads and Contacts: When a Cardiris contact is mapped to a CRM Contact, it is created in the Contacts section of Salesforce. The company name in Cardiris becomes the account name in Salesforce. When a Cardiris contact is mapped to a CRM Lead, it is created in the Leads section of Salesforce. When you are done configuring the field mapping, click Apply to save the configuration.
CardirisTM 5 – Administrator Guide Below you find an overview of common errors that may occur while exporting to Microsoft Dynamics CRM: The format of the Cardiris contacts is not in line with Salesforce's CRM policy. o E.g. the e-mail address does not contain an @. o E.g. the contact's last name is missing. The administrator who is trying to configure the Salesforce CRM connector does not have an adequate Salesforce account (Enterprise, Unlimited or Developer edition account required).
How to configure Cardiris for SalesForce CRM Typical error in case of incorrect login Typical error when the user does not have access to the Salesforce API.
