Instruction Manual

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.

General note: the configuration may take some time, depending

amongst others on the network configuration and the proxy settings.