Get real-time synchronization between Smartsheet and your CRM

The Microsoft Dynamics 365 Connector empowers you to build flexible Smartsheet workflows that ensure data alignment across platforms, seamless handoffs, and the automated sharing of key customer information between teams at your organization.

 

Key features

Collaborate across teams

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

Acceptable, Compliance

Make confident decisions

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

Automation

Automate routine business processes

Provide your organization with automated workflows and a single source of truth for the status of your accounts to keep everyone on the same page.