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Develop Spearfysh Connector ("SF Connector") for MSCRM Sandbox ("vanilla" MSCRM)
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Agree to mappings from SpearFysh to MSCRM Sandbox
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The mappings specified in the document below from Brian are not correct.
- Spearfysh MS CRM integration fields.docx
- One-way, MSCRM to SpearFysh, for Accounts, Contacts, and Opportunities
- Activities CAN be created in SpearFysh and sent to MSCRM
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Port Spearfysh Connector to TEST MSCRM & apply needed customizations
- Apply Customizations to SpearFysh Connector as necessary to integrate with TEST MSCRM
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Port Spearfysh from TEST MSCRM to PROD MSCRM and apply needed customizations
- Apply Customizations to SpearFysh Connector as necessary to integrate with PROD MSCRM
- SpearFysh syncs to SFCloud and MSCRM
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SFCloud updates URL on MSCRM Phone Call Activity
- URL contains link to SpearFysh-recorded meeting