Click Continue to confirm your field mapping choices.NOTE: You may not be able to modify the sync directions of certain mappings based on your permissions in both Dynamics 365 and Smartsheet, as well as the field’s use in the integration (such as the Dynamics ID). You can alter the sync direction using the flow dropdowns between entity fields and columns.To include more Dynamics 365 entity fields in the workflow, select add field. If needed, you can select new column in the dropdown picker to insert a new column in the sheet. Use the Fields section to map the fields between Dynamics 365 and Smartsheet.Click Continue to confirm your settings.NOTE: Once you save the workflow, the sheet, Dynamics 365 entity, and their sync directions cannot be modified however, you can create a new workflow to select different settings. Select a Dynamics 365 entity from the next dropdown. Next to Sheet Name, select an existing sheet or select Create a new sheet to immediately create a new sheet in Smartsheet. Next to What do you want this workflow to do? choose the sync direction of the workflow (to Dynamics 365, to Smartsheet, or bidirectionally between the two applications). On the Settings page, you’ll establish the basics for your workflow:.Use the workflow wizard to select your sheet and Microsoft Dynamics entity, and map their respective columns and fields for synchronization.

Click Add Workflow to start the workflow wizard.

Click the menu in the upper-left corner of the page and select Dashboard.

You’ll be guided through this process with the workflow wizard. Once the Microsoft Dynamics 365 Connector has been configured, you’ll use the following URL to create and sync workflows with either integration:Īfter logging in to the Connector, you can create workflows that handle the automatic sync. Your Smartsheet System Admin can grant you a license by following the steps in the Managing Users article. To create workflows in the Dynamics 365 Connector, you must be a Licensed Smartsheet User. Once the Smartsheet for Dynamics 365 Connector has been purchased, a user that has Smartsheet System Admin and Dynamics 365 Admin permissions must install it using the steps in our Smartsheet for Microsoft Dynamics 365 Connector: Admin Setup article. For information about pricing, please contact our sales team. The Dynamics 365 Connector is available as a premium offering. Use the Microsoft Dynamics 365 Connector to have Leads, Opportunities, Accounts, Contacts and other Dynamics 365 entities sync between Smartsheet and Dynamics 365 automatically.

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