Microsoft Dynamics 365 Connector

APPLIES TO

  • Smartsheet Advance Package (Requires Enterprise Plan)

The MS Dynamics 365 Connector empowers customer-facing teams to build their own flexible data workflows to get more done across teams. 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. You can notify project teams when new products/projects are sold and automatically share key customer information to get them moving on implementation.

Smartsheet for Microsoft Dynamics 365 Connector

APPLIES TO

  • Smartsheet Advance Package (Requires Enterprise Plan)

Use the Smartsheet for Microsoft Dynamics 365 Connector to automatically synchronize data bi-directionally between Smartsheet and Dynamics 365. Incorporate Dynamics 365 entities in Smartsheet Reports and Dashboards, and help streamline the flow from sales opportunity to professional services delivery.

The Microsoft Dynamics 365 Connector is available as a premium offering. For more information about features and benefits, see: https://www.smartsheet.com/microsoft-dynamics

For information about pricing, please contact our sales team.

Log in to Smartsheet for Microsoft Dynamics 365

Once you've purchased Smartsheet for Dynamics 365, you'll use the following URL to log in and configure the Connector:

https://connectors.smartsheet.com/c/plugin/dynamics

For information on browser compatibility, see System Requirements and Guidelines for Using Smartsheet.

For help using the Connector, please refer to the following articles: