Instruction Manual

Cardiris
TM
5 – Administrator Guide
15
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.