Iris Cardiris 5 for Microsoft Dyn CRM Manual de usuario

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. Pro

CardirisTM 5 – Administrator Guide 9  Then click Next to continue. In case Cardiris connects to an External Web address, or to CRM Online you are

How to configure Cardiris for Microsoft Dynamics CRM 10 All the settings above only need to be set once. The next time you connect to your CRM server,

CardirisTM 5 – Administrator Guide 11  The Cardiris fields are listed on the left. Link each Cardiris field to the required CRM field by selecting

How to configure Cardiris for Microsoft Dynamics CRM 12 When a CRM field has been mapped to a Cardiris field, the CRM field is removed from the other

CardirisTM 5 – Administrator Guide 13 Note that the field mapping process behaves differently for Leads and Contacts:  When a Cardiris contact is

How to configure Cardiris for Microsoft Dynamics CRM 14 DEPLOYING THE CARDIRIS CRM CONNECTOR CONFIGURATION Once the CRM connector has been configured,

CardirisTM 5 – Administrator Guide 15 To set up the required privileges, I.R.I.S. recommends that CRM administrators:  Create a dedicated role for

How to configure Cardiris for Microsoft Dynamics CRM 16 This means that the current user is able to use the Find duplicates module of Cardiris when e

CardirisTM 5 – Administrator Guide 17 This means that the current user is only able to use the Find duplicates module to search for duplicates betwe

How to configure Cardiris for Microsoft Dynamics CRM 18 ERROR REPORTING MS DYNAMICS CRM Error detection and reporting capabilities have been upgraded

CardirisTM 5 – Administrator Guide i Table of Contents Copyrights ...

CardirisTM 5 – Administrator Guide 19 Examples Typical error generated when Cardiris cannot connect to a CRM server. Typical error message generated

How to configure Cardiris for Microsoft Dynamics CRM 20 Some operations generate time-outs that, in turn, translate into error messages of the type se

CardirisTM 5 – Administrator Guide 21 HOW TO CONFIGURE CARDIRIS FOR SALESFORCE CRM INTRODUCTION In order for Salesforce CRM to interact successfully

How to configure Cardiris for SalesForce CRM 22 CONFIGURING THE CARDIRIS CRM CONNECTOR In order to configure the Cardiris CRM connector you need to ha

CardirisTM 5 – Administrator Guide 23  Then click Configure and enter the Username, Password and Security Token of your Salesforce account. Note:

How to configure Cardiris for SalesForce CRM 24  Next, you are prompted to configure your CRM field mapping.  Click the tabs Leads, Contacts or A

CardirisTM 5 – Administrator Guide 25  Then, at the bottom of the window, select the CRM entity type to which Cardiris contacts are to be mapped.

How to configure Cardiris for SalesForce CRM 26 Note that the field mapping process behaves differently for Leads and Contacts:  When a Cardiris co

CardirisTM 5 – Administrator Guide 27 Below you find an overview of common errors that may occur while exporting to Microsoft Dynamics CRM:  The fo

How to configure Cardiris for SalesForce CRM 28 Typical error in case of incorrect login Typical error when the user does not have access to the Sale

CardirisTM 5 – Administrator Guide 2 Copyrights Cardiris5-dgi-26112011-02 Copyrights © 1995-2012 I.R.I.S. All Rights Reserved. I.R.I.S. owns the copy

CardirisTM 5 – Administrator Guide 3 HOW TO CONFIGURE CARDIRIS FOR MICROSOFT DYNAMICS CRM INTRODUCTION In order for Microsoft Dynamics CRM to interac

How to configure Cardiris for Microsoft Dynamics CRM 4 Preliminary steps Before you configure the Cardiris CRM connector, make sure you have:  local

CardirisTM 5 – Administrator Guide 5  Click Configure to configure the CRM server connection.

How to configure Cardiris for Microsoft Dynamics CRM 6  Cardiris can connect to: o a Microsoft Dynamics CRM 3 server o a Microsoft Dynamics CRM 4

CardirisTM 5 – Administrator Guide 7 Connecting to a Microsoft Dynamics CRM 4 or 2011 server o To connect to a CRM 4 or 2011 server, select the corr

How to configure Cardiris for Microsoft Dynamics CRM 8 Note: to establish a successful On-premise (Integrated) connection, the client computer running