Microsoft Dynamics 365 for Smartsheet Connector

Overview

The Microsoft Dynamics 365 Connector empowers teams to build their own flexible Smartsheet workflows to ensure data alignment across platforms for efficient and high-quality work execution. The Connector provides real-time synchronization and allows for seamless handoffs between teams. You can notify project teams when new products or projects are sold and automatically share key customer information to get them moving on implementation.

Notify your teams faster of any changes in customer statuses so they can act on any action items with efficiency and accuracy.

Make faster decisions by having an accurate, up-to-date, centralized hub to track your work across teams.

Align your organization with automated workflows and a single source of truth for the status of your accounts.

Connector capabilities

Automate routine business processes

Allow your team to do work that matters by ensuring the accurate and timely completion of routine data transfers.

Make confident decisions

Integrate your systems to create a common source of truth required to make data-driven decisions.

Operate efficiently

Deliver quality work faster by eliminating error-prone and time-consuming manual processes.

Integrate across your enterprise systems

Trigger workflows to ensure data alignment across platforms for efficient and high-quality work execution.

Collaborate across teams

Leverage Smartsheet platform’s collaborative work management features to effectively plan, automate, and report on work.

Ready to get started with Microsoft Dynamics 365 Connector?

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