- First, you need to register in ApiX-Drive
- Choose what data to transfer from Microsoft Dynamics 365 to Smartsheet
- Turn on auto-update
- Now the data will be automatically transferred from Microsoft Dynamics 365 to Smartsheet
Integration Microsoft Dynamics 365 + Smartsheet
Create integration of Microsoft Dynamics 365 and Smartsheet yourself, without programmers
Other available integrations
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Automation capabilities of
Microsoft Dynamics 365 and Smartsheet
Transmit data at specified intervals from Microsoft Dynamics 365 to Smartsheet.
- Get OPPORTUNITIES (modified)
- Get OPPORTUNITIES (new)
- Get OPPORTUNITIES by stage (new)
- Get ACCOUNTS (modified)
- Get ACCOUNTS (new)
- Get CONTACTS (modified)
- Get CONTACTS (new)
- Get LEADS (modified)
- Get LEADS (new)
- Add COMMENT to a line
- Add ROW
- Update ROW
F.A.Q. on integration of Microsoft Dynamics 365 and Smartsheet
How is integration of Microsoft Dynamics 365 and Smartsheet carried out?
How long does the integration take?
How much does it cost to integrate Microsoft Dynamics 365 with Smartsheet?
How many integrations are available in Apix-Drive?
This service is a typical representative of CRM systems, but this time from Microsoft. This service was created to organize sales and marketing and simplify the work of the support service. Microsoft Dynamics CRM is able to integrate with other services from the developer (Skype, Office, Exchange Server, etc.) and is well suited for all kinds of companies working in various directions. It is argued that this service is one of the five most popular CRM in the world and the number of users continues to grow steadily. More
The Smartsheet Cloud Platform provides a set of collaboration, optimization, and task control tools. Users are offered a catalog of files, folders and team chats, and spreadsheets are the main element of the service. They can be created from scratch or based on various templates (for product launches, sales coordination, project planning, etc.). Smartsheet also allows you to import spreadsheets from other formats: Excel, Google, Microsoft Project, even in its interface there are cards for managing tasks and tracking their progress. More
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