Smartsheet for Microsoft Dynamics 365 Connector: Admin Setup
This Help Article Appears in the Following Learning Tracks
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.
Sign in to the Connector
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:
Before You Begin: Requirements
To set up the Connector, you must have the following permissions:
- System Administrator security role in Dynamics 365
- System Admin in Smartsheet. (See the User Types article for more information.)
NOTE: Smartsheet for Microsoft Dynamics CRM only supports cloud instances and does not support self-hosted (on-premises) servers at this time.
Connect Microsoft Dynamics 365 and Smartsheet
- From a web browser, navigate to the Connector login page and click Log In with Smartsheet.
- When you are prompted to allow access to your Smartsheet account, click Allow.
- Click the menu icon in the upper-left corner of the page and select Account Admin.
- Click Register New Dynamics organization.
A Register New Organization menu appears.
- Type a name for your Dynamics 365 connection.
- Provide the homepage to your Dynamics 365 instance. (Example: https://yourdomain.crm.dynamics.com)
- Provide the API url used for your Dynamics instance. (Example: https://yourdomain.api.crm.dynamics.com)
- Log in to your Microsoft Dynamics 365 account (if you’re not already logged in).
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.
Permissions With the Microsoft Dynamics 365 Connector
From the Smartsheet for Microsoft Dynamics Connector, all licensed users have the ability to:
- Create Workflows
- Edit their own workflows
- See everyone’s workflows
- Disable everyone’s workflows
Licensed Users cannot do the following:
- Edit anyone else’s workflows
- Enable or run other user’s workflows
Connector Workflows Respect Application Specific Permissions
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.
Create and Edit Workflows
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.