Learning Track
This Help Article appears in the Integrations and Add-ons learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the Integrations and Add-ons learning track. Get the most out of this learning track by starting at the beginning.
Use the Smartsheet for Microsoft Dynamics 365 Connector to create workflows that sync information between Smartsheet and your Microsoft Dynamics 365 instance. The Connector provides real-time synchronization, which can save your team valuable time, and allows for a seamless handoff from sales to service. Notify project teams when new products/projects are sold, automatically share key customer information to get them moving on implementation.
The Smartsheet for Microsoft Dynamics 365 Connector is a premium offering and is available for purchase. For more information about pricing and purchasing, please contact our sales team.
After you purchase the Smartsheet for Smartsheet for Microsoft Dynamics 365 Connector, you’ll use the following URL to log in and create sync workflows in the Connector:
https://connectors.smartsheet.com/c/plugin/Dynamics/login
To set up the Connector, you must have the following permissions:
NOTE: Smartsheet for Microsoft Dynamics CRM only supports cloud instances and does not support self-hosted (on-premises) servers at this time.
Congratulations! That’s it. You should now be on the Account Admin page and can navigate back to the Dashboard by clicking the Smartsheet + Microsoft logo at the top of the Connector. The Dashboard view will give you access to all the tools you need to create and manage workflows between Smartsheet and the Microsoft Dynamics 365 instance to which you’ve just connected.
From the Smartsheet for Microsoft Dynamics Connector, all licensed users have the ability to:
Licensed Users cannot do the following:
The Connector respects the permissions granted to you in Microsoft Dynamics 365 and Smartsheet applications. As a result, the Connector will be able to read, write, update, and delete data in accordance with the permissions granted to that person in both applications.
For example, if the person that created a workflow in the Connector does not have permission to edit specific entity data when they are in the Dynamics 365 application, the workflow that they create can’t edit that entity’s data through the Connector.
Now that the Connector has been set up, check out our article on Creating and Editing Workflows for details on the synchronization process between the two systems.