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.

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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.

Make confident decisions

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

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.

Additional Resources

Smartsheet for Dynamics 365 datasheet

Learn how the Smartsheet for 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.

Strengthen customer relationships with the Smartsheet for Microsoft Dynamics 365 Connector

Read how the Smartsheet for Microsoft Dynamics 365 Connector empowers teams in sales, professional services, and customer success to maintain and reinforce customer relationships.

Microsoft Dynamics 365 Connector Help and Learning

Learn how the Microsoft Dynamics 365 Connector works, and how you can use it to build flexible data workflows to get more done across teams.

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