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Integration

How Microsoft Dynamics 365 and Smartsheet exchange data

Microsoft Dynamics 365MicrosoftSmartsheetSmartsheet

Data flows aren’t documented yet

We’re cataloguing what each integration syncs. Vendor confirmation arrives with the vendor portal.

Native

Smartsheet ↔ Microsoft Dynamics 365

⇄Syncs both ways

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.