Integrate Microsoft Dynamics CRM with Smartsheet

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 of Microsoft Dynamics CRM and Smartsheet

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:

• Web Service API
• Plugin for Microsoft Dynamics CRM
• REST API
• Plugin for Smartsheet

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:

• SMARTSHEET_ID – ID that is created by Smartsheet when it is integrated with Microsoft Dynamics CRM. This ID is available in the admin portal of Smartsheet.
• WEBSERVICE_HOST – URL of the Web Service API, which is http://webservice.dynamicscrm.com/XRMServices/2011/Dynamics.Crm.Services.dll?wsdl (for example.
• USERNAME – Username created in Smartsheet that is used to access the web service.
• PASSWORD – Password created in Smartsheet that is used to access the web service.
• APPKEY – Key given to developer by Smartsheet that is used to access the web service.

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

Benefits of Integration of Microsoft Dynamics CRM and Smartsheet

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:

• Sharing Data Between Applications. Users can share data between applications by integrating them through Web Service API as well as REST API. In case of integrating applications through Web Service API, it requires that data be shared between applications via SOAP messages. It also requires that users have knowledge on how to use web services. In case of integrating applications through REST API, it requires that data be shared through JSON messages. It also requires that users have knowledge on how to use HTTP requests.
• 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. In case of integrating applications through Web Service API, it requires that users configure data flow between applications by creating data mappings in Excel files and programming logic in C# or Visual Basic .NET languages. In case of integrating applications through REST API, it requires that users configure data flow between applications by using OData syntax and programming logic in JavaScript or R language or any other programming language that supports REST calls such as PHP or Java Script Object Notation (JSON.
• 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.
• Speed Up Business Processes. Users can speed up business processes by integrating applications through Web Service API as well as REST API because it eliminates redundant tasks, improves accuracy and eliminates errors due to human mistakes.
• Improve Customer Experience. Users can improve customer experience by integrating applications through Web Service API as well as REST API because it increases accuracy and speed and allows customers to access information quickly and conveniently via mobile devices.
• Streamline Business Operations. Users can streamline business operations by integrating applications through Web Service API as well as REST API because it reduces manual entry, eliminates duplicate entries and errors due to human mistakes, improves efficiency and increases productivity due to less time taken for data entry and retrieval from multiple systems such as MS Access database and MS Excel spreadsheet, etc.

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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