Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
Smartsheet is an online project management tool that allows you to improve collaboration, manage work in real-time, and automate your workflow. With a beautiful user experience across mobile, web, and email, Smartsheet is simple to use and powerful in execution.
Smartsheet IntegrationsMicrosoft Dynamics CRM + Smartsheet
Copy Workspace in Smartsheet when New Contact is created in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + Smartsheet
Create Workspace to Smartsheet from New Contact in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + Smartsheet
Copy Row in Smartsheet when New Contact is created in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + Smartsheet
Send Row in Smartsheet when New Contact is created in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + Smartsheet
Share Workspace in Smartsheet when New Contact is created in Microsoft Dynamics CRM Read More...It's easy to connect Microsoft Dynamics CRM + Smartsheet without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Triggers whenever a new attachment is added to a row.
Triggers every time a new comment is added.
Triggers whenever a new row is added.
Triggers every time a row is updated.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Adds a file attachment to a row.
Add a row to a sheet.
Duplicates row to another sheet.
Creates a copy of the specified Workspace.
Creates a Workspace.
Moves row to another sheet.
Send a row via email.
Share a sheet.
Share a workspace.
Refresh an existing row with new values. A row ID is required.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Microsoft Dynamics CRM is a customer relationship management (CRM. software used to track and manage the company’s customer interactions, leads, and sales. It helps organizations to improve the tracking of their revenue-generating relationships, increases efficiency, and streamlines business processes. Smartsheet is a cloud-based cplaboration platform that enables users to create, share, and cplaborate on spreadsheets in the web. It helps teams to work together easily at any time and from any place. Smartsheet helps you to get work done faster by automating routine tasks.
Integration between Microsoft Dynamics CRM and Smartsheet allows users to integrate data in either direction between applications. The integration will be helpful in many ways such as sharing data between applications, enabling automation of data flow between applications, reducing development time, etc. The integration can be achieved by using the fplowing components:
In case of integration through Web Service API, the Microsoft Dynamics CRM developers can create a custom application to integrate with Smartsheet by using the dynamic link library (DLL. that is generated in .NET. It is required to install the plugin for Microsoft Dynamics CRM and Smartsheet using an executable file. Also, the plugin for Smartsheet needs to be installed by creating a new spreadsheet, which will create a new Smartsheet section. It requires the plugin for Smartsheet to be installed in the same domain as the plugin for Microsoft Dynamics CRM. It also requires the fplowing information to be entered:
After creating a connection between Microsoft Dynamics CRM and Smartsheet, it requires that the fplowing table fields be mapped between the two applications:
Microsoft Dynamics CRM Field Name Smartsheet Field Name Description Account Account ID Account ID Unique identifier of a record in this document AccountName Account Name A name created in this field CompanyName Company Name A name given to the organization ContactContactID Contact ID Unique identifier of a record in this document ContactFirstName Contact First Name A first name given to a contact ContactLastName Contact Last Name A last name given to a contact ContactTitle Contact Title A title assigned to a contact Country Country Code A country code represented by two uppercase letters CurrencyCode Currency Code Two-letter international currency code DateCreated Date Created Date when record was created Department Department Code A code representing a division or department DateModified Date Modified Date when record was last modified EmailEmailAddress Email Address An e-mail address assigned to a contact FinancialAccountsFinancialAccount Number Financial account identifier Id Id Unique identifier of a record in this document JobTitle Job Title A title assigned to an employee LeadSource Lead Source Used to specify the source of a lead ManagerManagerID Manager ID Unique identifier of a record in this document ManagerFirstName Manager First Name A first name given to an employee ManagerLastName Manager Last Name A last name given to an employee ManagerTitle Manager Title A title assigned to an employee MarketingScore Marketing Score A score calculated based on marketing activity MonthlyRevenue Monthly Revenue Total number of monthly invoices sent by a company PhonePhoneNumber Phone Number A phone number associated with an account Region Region Code A region code represented by two uppercase letters SalesTerritory Sales Territory Code A sales territory identifier ScheduleGroupID Schedule Group ID Unique identifier of a record in this document ScheduleID Schedule ID Unique identifier of a record in this document ScheduleLineID Schedule Line Id Unique identifier of a record in this document SalesLeadID Sales Lead ID Unique identifier of a record in this document SalesLeadSource Sales Lead Source Used to specify the source of a lead SalesOpportunityID Sales Opportunity ID Unique identifier of a record in this document TerritoryID Territory ID Unique identifier of a record in this document TerritoryName Territory Name A name created in this field TerritorySales PersonID Territory Sales Person Identifier for current territory SalesPersonID Sales Person ID Unique identifier of a record in this document SalesPersonFirstName Sales Person First Name A first name given to an employee SalesPersonLastName Sales Person Last Name A last name given to an employee SalesPersonTitle Sales Person Title A title assigned to an employee TerritorySalesPeriod Territory Sales Period The period during which revenue was earned WorkdayBegin Workday Begin The beginning of the day WorkdayEnd Workday End The end of the day WorkdayHours Workday Hours The hours worked by employees within a day YearYear Quarter year when revenue was earned YearMonthYear Quarter Month Year when revenue was earned YearMonthMonth Year Month When revenue was earned YearMonthWeek Year Month Week When revenue was earned YearWeekYear Quarter Week Year when revenue was earned YearWeekWeek Quarter Week When revenue was earned YearWeekDay Year Week Day When revenue was earned
The integration will be beneficial in many ways such as sharing data between applications, enabling automation of data flow between applications, reducing development time, etc. The fplowing are some advantages:
The integration will be beneficial in many ways such as sharing data between applications, enabling automation of data flow between applications, reducing development time, etc. The fplowing are some advantages. 1. Sharing Data Between Applications. Users can share data between applications by integrating them through Web Service API as well as REST API. 2. Automation of Data Flow Between Applications. Users can automate data flow between applications by integrating them through Web Service API as well as REST API. 3. Reduction of Development Time. Users can reduce development time by integrating applications through Web Service API as well as REST API because it requires less time for developers to develop an application compared to developing separate applications for each application separately 4. Speed Up Business Process
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