Applies to
- Business
- Enterprise
Capabilities
Who can use this capability
- Editor
- Admin
- Owner
Data Shuttle Integrations: Microsoft Dynamics 365
Microsoft Dynamics 365 is a set of enterprise accounting and sales software products. It bundles ERP, CRM, and HCM products with Power BI reporting functions to deliver business value and operational efficiency.
To use Data Shuttle, you must have Data Shuttle Premium Application permissions enabled in User Management by your Smartsheet System Admin.
Use cases
| Use case | Details |
|---|---|
| Professional services delivery | Incorporate Microsoft Dynamics 365 entities in Smartsheet reports and dashboards and help streamline the flow from sales opportunity to professional services delivery. |
| Opportunity and pipeline management | Sync your opportunity data from Microsoft Dynamics 365 into Smartsheet and create workflow automations so that the appropriate teams can take the required actions and never miss an update. For example, you can set up automated alerts or reminders in Smartsheet based on certain criteria or milestones in Dynamics CRM, ensuring timely follow-ups and actions on opportunities. |
| Task management | By integrating Microsoft Dynamics 365 with Smartsheet, you empower your team to collaborate more effectively on tasks. They can use Smartsheet's collaborative features, such as comments, attachments, and notifications to discuss and track progress on tasks in real-time. |
Export your data from Microsoft Dynamics 365
To set up an export from Microsoft Dynamics 365, you need to be an Administrator or Contributor (if the administrator gives you the right permission) on the connection you wish to export.
- Go to Data > Exports and then select Add Export.
- In the setup pane, you select which connection to use and then provide the required details before selecting Save to initiate the export.
- You can also schedule the export of a connection by following the same process and selecting Schedule. From here, you select a recurrence value before saving the export setup.
Import your data into Smartsheet
Once you've got your report, save it in your Google Drive (shared or personal), OneDrive, SharePoint, or Box (shared or personal). Then, head to DataShuttle and begin building your upload workflow.
Select your preferred storage drive in the Source Location dropdown. You'll need to authenticate to the system the first time you ask Data Shuttle to connect with it. Use the filters and mapping steps to select the exact data you want to upload, and schedule your workflow to run as often as you need your data to be updated.