Iris Cardiris 5 for Microsoft Dyn CRM Manual do Utilizador descarregar pdf (Página 9)

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. If only one

organization exists on the CRM server, Cardiris

automatically selects that organization and the window

CRM organizations will not be displayed.

Connecting to Microsoft Dynamics CRM Online

o To connect to CRM online select the third option.