Instruction Manual

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.

Privileges are set such that the current user can only read, modify

and update Contacts, Leads or Accounts belonging to him.