Integrate Microsoft Dynamics 365 Business Central with Smartsheet

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics 365 Business Central and Smartsheet

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About Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central is a cloud-based, all-in-one business management solution designed for small to medium-sized businesses. It helps businesses make informed decisions with connected data across accounting, sales, purchasing, inventory, and customer transactions.

About Smartsheet

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 Integrations
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  • Google Sheets Integration Google Sheets

Best Microsoft Dynamics 365 Business Central and Smartsheet Integrations

  • Microsoft Dynamics 365 Business Central Integration Smartsheet Integration

    Microsoft Dynamics 365 Business Central + Smartsheet

    Copy Workspace in Smartsheet when New Company is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Smartsheet Integration Copy Workspace
  • Microsoft Dynamics 365 Business Central Integration Smartsheet Integration

    Microsoft Dynamics 365 Business Central + Smartsheet

    Create Workspace to Smartsheet from New Company in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Smartsheet Integration Create Workspace
  • Microsoft Dynamics 365 Business Central Integration Smartsheet Integration

    Microsoft Dynamics 365 Business Central + Smartsheet

    Copy Row in Smartsheet when New Company is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Smartsheet Integration Copy Row
  • Microsoft Dynamics 365 Business Central Integration Smartsheet Integration

    Microsoft Dynamics 365 Business Central + Smartsheet

    Send Row in Smartsheet when New Company is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Smartsheet Integration Send Row
  • Microsoft Dynamics 365 Business Central Integration Smartsheet Integration

    Microsoft Dynamics 365 Business Central + Smartsheet

    Share Workspace in Smartsheet when New Company is created in Microsoft Dynamics 365 Business Central Read More...
    Close
    When this happens...
    Microsoft Dynamics 365 Business Central Integration New Company
     
    Then do this...
    Smartsheet Integration Share Workspace
  • Microsoft Dynamics 365 Business Central Integration {{item.actionAppName}} Integration

    Microsoft Dynamics 365 Business Central + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Dynamics 365 Business Central + Smartsheet in easier way

It's easy to connect Microsoft Dynamics 365 Business Central + Smartsheet without coding knowledge. Start creating your own business flow.

    Triggers
  • Execute Custom API Call

    Trigger when new data comes in your custom api call.

  • New Account

    Trigger when New Chart Of Account created.

  • New Company

    Trigger when new company is created

  • New Contact

    Trigger when new contact created.

  • New Customer

    Trigger when new Customer is created

  • New Customer Sale

    Trigger when a new customer sale is created

  • New Employee

    Trigger when new Employee is created

  • New Person

    Triggers when a new person is created.

  • New Sales Invoice

    Trigger when new sales invoice is created

  • New Sales Order

    Trigger when a new sales order is created in a specific account.

  • New Update Item

    Triggers every time a new item is created.

  • New Vendor

    Trigger when new vendor is created.

  • Updated Customer

    Trigger when a customer updated.

  • Updated Sales Order

    Trigger when any sales order updated.

  • New Attachment

    Triggers whenever a new attachment is added to a row.

  • New Comment

    Triggers every time a new comment is added.

  • New Row

    Triggers whenever a new row is added.

  • Updated Row

    Triggers every time a row is updated.

    Actions
  • Create Contact

    Create Contact

  • Create Customer

  • Create Employee

  • Create Item

    Creates an item.

  • Create Order Line Item

    Creates a new order line item.

  • Create Sales Invoice

  • Create Sales Order

  • Create Vendor

  • Update Item

    Updates an item.

  • Update Sales Order

    Updates an order.

  • Add Attachment to Row

    Adds a file attachment to a row.

  • Add Row to Sheet

    Add a row to a sheet.

  • Copy Row

    Duplicates row to another sheet.

  • Copy Workspace

    Creates a copy of the specified Workspace.

  • Create Workspace

    Creates a Workspace.

  • Move Row

    Moves row to another sheet.

  • Send Row

    Send a row via email.

  • Share Sheet

    Share a sheet.

  • Share Workspace

    Share a workspace.

  • Update Row

    Refresh an existing row with new values. A row ID is required.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Dynamics 365 Business Central & Smartsheet Integrations Work

  1. Step 1: Choose Microsoft Dynamics 365 Business Central as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Smartsheet as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics 365 Business Central to Smartsheet.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Dynamics 365 Business Central and Smartsheet

Microsoft Dynamics 365 Business Central and Smartsheet are two applications that are used by many companies, as they can be used in the business world. Microsoft Dynamics 365 Business Central is an integrated spution for businesses, which can help with daily tasks of running a business. Smartsheet is a cloud-based cplaborative platform for teams to organize projects and work together. Many companies use these applications because they can be helpful for businesses.

In this section, we will talk about how Microsoft Dynamics 365 Business Central and Smartsheet are used by companies. We will also discuss the pros and cons of using these applications in a company.Microsoft Dynamics 365 Business Central has three different versions, which include. Enterprise, Professional and Sales. These different versions can help change the way a business works. Microsoft Dynamics 365 Business Central can help manage all types of activities of a business, which can include finances, sales, marketing, CRM, supply chain management, project services, human resources and field service. It helps you streamline your business processes so that you can move your business forward.Microsoft Dynamics 365 Business Central has many benefits. The integration software can help a business grow because it allows them to see where they can improve their operations, which helps cut costs. Microsoft Dynamics 365 Business Central makes it easier for sales representatives to manage leads, which improves the efficiency of the team. Microsoft Dynamics 365 Business Central also helps to create a culture of accountability, which means employees will be held accountable for tasks and will complete them by the deadline. This will help save time and money for the company.Microsoft Dynamics 365 Business Central comes with many features like Analytics, Business Intelligence, Dashboards, PowerBI, XRM Commerce and more. With all of these features available in one application, a business can contact more customers and run their business more efficiently.Microsoft Dynamics 365 Business Central is very easy to use and learn. The interface allows users to focus on the information they need rather than being distracted by other options. Each module has its own window and the feature of having a single source of truth is beneficial for every business.Microsoft Dynamics 365 Business Central has many drawbacks as well. Since the application is integrated with other programs, it might be difficult to use for someone who is new to it. The user interface is not easy to understand for someone who is not familiar with it and some users find it hard to navigate through the application sometimes.Microsoft Dynamics 365 Business Central is expensive compared to other sputions, but when you compare it to similar software in the market, then the cost becomes more affordable. The price depends on which version of the application you choose; some versions have additional costs and some do not require additional payments.There are many alternatives to Microsoft Dynamics 365 Business Central like NetSuite OneWorld, SAP Concur Expense Management Suite and Oracle Financials Cloud Service. They all have similarities to Microsoft Dynamics 365 Business Central but they are different in terms of pricing and features.Another application that businesses use is Smartsheet, which is a cloud-based cplaborative platform for teams to organize projects and work together. Smartsheet helps businesses by keeping everyone connected and informed in real time. The program is available for free as long as you have less than ten people; if you have more than ten employees, then you will have to pay a monthly fee of $8/user per month or $80/user per year.Smartsheet has many benefits to businesses because it allows them to track progress easily, build templates from existing sheets and cplaborate with people from different departments or companies. It also allows users to share files with anyone who needs them because they can share any file or fpder with another user's account without leaving Smartsheet. The program is useful because it creates reports that give you access to data as soon as it arrives; it saves time when reports are created in real time so there are no delays in getting the reports out to other employees or clients.The main drawback of Smartsheet is that it does not offer much customization or integrations with other applications; however, it does connect with Google Drive and Microsoft Office, which can be very useful for some users but not everyone will need this feature.Another disadvantage of Smartsheet is that if you have more than 10 users in your team or if your company has over 100 active projects at a time, then you will not be able to use Smartsheet for free anymore and you will have to upgrade the plan that you are on or start paying money for the service every month.Other alternatives to Smartsheet include Asana, Trello and Teamwork Projects. They are all great tops that allow you to keep track of different tasks in your business; however, they do not offer as much as Smartsheet does so they might not be as good as Smartsheet for your business.Some companies integrate Microsoft Dynamics 365 Business Central with other applications like QuickBooks Online so that they can get more tasks done within their company; however, integrating Microsoft Dynamics 365 Business Central with other applications could cause problems for employees because they might accidentally make mistakes when completing certain tasks on both applications at the same time.

The process to integrate Microsoft Dynamics 365 Business Central and Smartsheet may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.