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Integration

How Smartsheet and Microsoft Dynamics 365 exchange data

SmartsheetSmartsheetMicrosoft Dynamics 365Microsoft

1 data object syncs

Unverified. Vendor confirmation arrives with the vendor portal.

0 of 1 vendor-confirmed

Native

Smartsheet ↔ Microsoft Dynamics 365

Real-time bidirectional sync of Dynamics 365 records (Leads, Opportunities, Accounts, Contacts, custom entities) to Smartsheet rows for pipeline reporting and sales-to-delivery handoff at AEC firms.

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Syncs both ways

  • Directory & Contacts Unverified · AECi